Q: Which would you keep in order to potentially provide a boost to a conservative blue chip RIF? Both are small holdings, 1.5% each. Also have AAPL, MSFT, TER and NVDA for the same reason.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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BMO Covered Call Canadian Banks ETF (ZWB $27.30)
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Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $16.66)
Q: How would you compare these two, HMAX has a DY 0f 12.57% and ZWB is 5.38%. They have similar MER's. Is HMAX more 'risky?'. They appear to be in similar investments.
Q: Hello 5i
Would you think a switch from KXS to CLS be a better long term winner.
CLS prospects seem to be gaining strength again.
Cal
Would you think a switch from KXS to CLS be a better long term winner.
CLS prospects seem to be gaining strength again.
Cal
Q: This has dropped back a fair bit and am looking for your current thoughts on adding to a position at the $20 level. Thank you
Q: I am considering adding STCK(growth) and OLY(dividends)
Any thoughts or problems you can see?
Thankyou
Any thoughts or problems you can see?
Thankyou
Q: Hi gang,
What happened to okta?
Thanks. Alnoor
What happened to okta?
Thanks. Alnoor
Q: At first glance, the Q1 results for FTG appeared to be a beat. But the market seems to think otherwise although the trading volume is relatively low. As always, would appreciate your viewpoint.
Q: One of my biggest investing regrets over the last 5 years has been repeated trimming of CLS and NVDA. Nothing I bought with the proceeds did nearly as well as those stocks. Hindsight is 20/20 of course. Now I'm wondering how long to let NBIS run before trimming. What is your opinion on letting NBIS run into this new momentum?
Q: What portion of BIP's assets are in renewables? Does the situation with the price of oil potentially remaining higher than historically make BEP.UN more attractive than previously.
Q: Hi 5i Team,
Are there any company-specific issues to account for yesterday's 4.28% decline in the share price of QBR.B, and the larger 6.87% decline for Telus?
A 5i member recently expressed his frustration with Telus, a view that I share.
I own both of these stocks, and have been pleased with the performance of QBR.B. With Telus, not so much!
To maintain the same weighting in the sector, I plan to sell Telus, and use the proceeds to buy more QBR.B. Your thoughts?
Thanks as always for the guidance.
Are there any company-specific issues to account for yesterday's 4.28% decline in the share price of QBR.B, and the larger 6.87% decline for Telus?
A 5i member recently expressed his frustration with Telus, a view that I share.
I own both of these stocks, and have been pleased with the performance of QBR.B. With Telus, not so much!
To maintain the same weighting in the sector, I plan to sell Telus, and use the proceeds to buy more QBR.B. Your thoughts?
Thanks as always for the guidance.
Q: Your thoughts on CRCL please.Do you like this company/space and would you be a buyer today?
Thank you
Thank you
Q: I am in the process of creating a Shopify store. I am a novice tech guy. I am amazed at how efficient and helpful their AI component is. I’ve don’t own Shopify stock right now but after working with the product I am impressed. What is the 3-5 year outlook for this stock and is now a good time to buy?
Q: What are you thoughts on the direction of the economies in Canada and the U.S.,inflation or recession?
What sectors would do well for each scenario/
What sectors would do well for each scenario/
Q: Thank-you for your response to my questions on MOS. I had asked what the best metric for evaluating this company but did not see that info in your answer (sorry, I probably asked a lot in that question). It appears you don't favour this stock, but I would still be interested in knowing what the best metric would be. As always, thanks for your wise advice.
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Royal Bank of Canada (RY $239.88)
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Toronto-Dominion Bank (The) (TD $143.74)
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Bank of Nova Scotia (The) (BNS $103.19)
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Manulife Financial Corporation (MFC $52.73)
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Sun Life Financial Inc. (SLF $96.99)
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State Street Financial Select Sector SPDR ETF (XLF $52.14)
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Brookfield Corporation Class A Limited Voting Shares (BN $62.71)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $65.61)
Q: Hello,
I wish to reduce my number of holdings in my financial sector. Feeling what I have has some overlapping. Which 2 or more of my lists would you recommend to trim? I do plan to hold the rest for growth and stability for more than 5 years.
Many thanks,
Roger
I wish to reduce my number of holdings in my financial sector. Feeling what I have has some overlapping. Which 2 or more of my lists would you recommend to trim? I do plan to hold the rest for growth and stability for more than 5 years.
Many thanks,
Roger
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Hemisphere Energy Corporation (HME $2.86)
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Cenovus Energy Inc. (CVE $35.66)
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Whitecap Resources Inc. (WCP $14.84)
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Athabasca Oil Corporation (ATH $11.48)
Q: How much have each of these names hedged their forward sales and how common is it in the patch? What is the most hedged Canadian name and the least? If unhedged how much in terms of EPS % gain generally can be expected if oil remains at $100 or even $80 for the remainder of this year?
Q: VET continues to benefit from sector tailwinds at the moment. An obvious statement. However, within the business itself do you see the right strategy and execution happening? Is this a strong potential long term hold?
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Canadian Natural Resources Limited (CNQ $61.55)
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ARC Resources Ltd. (ARX $25.85)
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Tourmaline Oil Corp. (TOU $59.85)
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Expand Energy Corporation (EXE $96.01)
Q: I took position simultaneously in those 2 stocks a few months ago for : 1) diversification in the energy sector 2) future potential vs IA .I am surprised that EXE is lagging so much ( - 13%) compared to ARX ( +5%), considering that : it is a larger Cie, closer to terminals , number 1 producer in the USA , etc...your general feedback,and your point of view vs long term safe investments shall be very appreciated .. J-Y
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Commvault Systems Inc. (CVLT $90.81)
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Genius Sports Limited (GENI $4.42)
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Cellebrite DI Ltd. (CLBT $12.67)
Q: Hello,
1)Have the fundamentals and future prospects for these companies improved or declined in the past 12 mos?
2)Does any look interesting at current levels?
Love the service and always look forward to reading your insights.
1)Have the fundamentals and future prospects for these companies improved or declined in the past 12 mos?
2)Does any look interesting at current levels?
Love the service and always look forward to reading your insights.
Q: Good morning 5i Team
I own Amazon, Google and Nvidia of about 6 % combined.Would you recommend adding Micron to the list or just add to the existing list above. I am concern that Micron had a very big move up in the last year.What are your thoughts?
Thank you
I own Amazon, Google and Nvidia of about 6 % combined.Would you recommend adding Micron to the list or just add to the existing list above. I am concern that Micron had a very big move up in the last year.What are your thoughts?
Thank you