Investment Q&A

Q: Hi, Could you please comment on MTY earnings. Thank you

Q: This question is more about Portfolio Analytics.

Portfolio Analytics indicated I was slightly higher in energy than I should be. In reviewing the energy holdings, I was surprised that Nextracker Inc was considered as an Energy holding not a Tech.

Although my trading platform says it is a Tech stock, I suppose a case may be made for it being an Energy stock. I was hoping to understand your rational for it.

I have considered PDI as part of my Fixed Income portfolio. Is this wrong?

Q: Hi Peter…I bought some QS early in the year. As of Monday I was down 25%, c’est la vie! Today the stock is up 30%. Apparently Barron’s has a positive report on the company “the’re making progress”. What’s 5i’s take on the company?
Thanks,
Jim

Q: What's behind the increase in PLUR the last 2 days? Is it warranted and does it have legs? Is the stock a buy, sell or hold? Thanks

Q: I would like your take on the earnings report for Firan Tech group that just came out, warts and all.

Q: Pls give your analyisis for UHG Tks in advance

Q: If I want to invest in coffee and cocoa (preferably stocks that don't just use the product like Starbucks or Hershey), what stocks or ETFs would you recommend that would give me good exposure to profiting from a possible rise in coffee and cocoa prices? Thanks.

Q: SAP has had a nice run since mid April. What has been the reason for it? where is the growth coming from and can it continue?
Thanks for your great advice.
Ian

Q: Which of ODFL or TFII would you invest in today for long-term hold?

Q: What would have to happen at Tixt to get the company back on track and have insiders been buyers?

Thx

Q: Hello,

I need to increase the fixed income component of my portfolio. XBB and CBO make up 12% of my portfolio. Please suggest a few more CDN fixed income ETF's I could invest in. I am retired so a more conservative approach is what I am looking for.

Thanks for all your help.

Q: While it's outside your normal sphere of interest, is there a solid basis for believing JMIA has turned the corner to realize its potential? I have long liked their Baillie Gifford association but their potential's realization has been a long-time coming...
Best regards,
David

Q: Hi 5i Team - Could you please provide an update on Mirasol Resources including cash on hand, debt, any interesting projects and insider ownership. Thanks.

Q: I came across these comments in the Globe & Mail:

“We believe the names enabling more efficient interconnect in segments such as module OEMs, analog and DSP [digital service providers] will drive the second wave of AI investments and are still under-priced for the opportunity set (especially given the run-up in power utilities).”

What companies come to mind that fit this description, and how would you rank them (starting with the best ones first)?

Q: Hi,
In one of the recent question, you stated that hydro one is attractive value.
Can you explain why is attractive value?? because when i compare it to fortis, Emera
and CU it seems overvalue, especially when its focus in Ontario. Thank You

Q: Follow-up on question asked by Yuves regarding HDIV and it’s MER. My brokerage shows it at 2.67% which includes the management fees of the underlying ETFs, leverage costs and other expenses. I would expect this to come down somewhat due to the internalization of some of the ETF holdings. While the MER is high it doesn’t seem to be out of line with other similar leveraged covered call ETFs.

Q: Hello. I’ve been holding Magna for a couple of years and the stock is down 44%. It represents 1.2% of my portfolio. Would you recommend selling and if so what is another stock in the same sector that might offer a better potential?

Q: Hi, what was the reason for the 18% drop on July 11th and can you comment on if this represents a good entry point?
Thanks,
Peter

Q: I am a senior holding CDZ, ZLB & ZSP plus around 20 individual stocks. I am hoping to streamline my portfolio to 3 ETFs plus a few favourite stocks. I'm ok with CDZ and ZSP, but I wonder if I should switch to ZCN for much of my Canadian portion rather than ZLB. Have you a suggestion as to which would be more appropriate in my late retirement portfolio? I'm not looking for international investment nor for fixed income. Many thanks.

Q: We have held BCE for many years in a RRIF account, generally for income (position size about 2%). Yes the dividend is great and likely to continue, but our position is now showing an unrealized loss close to 25%. I am thinking of selling and moving on to another opportunity that will provide better growth and returns. Comments please. Maybe the money is better placed in GOOGL, also in the communications sector? Or possibly into another USA dividend position? In our two RRIF's we hold ABBV, MSFT, PAGP, BTI. Rio Tinto, along with Canadian companies: MFC, WCP, BNS, TD, LIF, BIP.UN, AD.UN and USCL (for income). Growth may be a higher priority than income. Overall portfolio weightings for all six accounts combined is approximately 50% Canadian and 50% USA plus International. RRIF accounts are relatively small in value compared with non registered accounts