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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.

Q: Setting up a simple-to-manage, taxable account, with the goal of reasonable stability/safety of capital and the generation of tax efficient income of 4-5% (ideally dividends so Canadian Div tax credit can be used) . Could I please get your comments or alternate suggestions on the following:
25% in VDY, ZUT, HTA and the final 25% split between EIF and BAM. I believe all of these distribute eligible dividends, other than HTA which seems to be Return of Capital / Capital gains.
Registered accounts are held in diversified equities.
Many thanks.
Read Answer Asked by Alexandra on June 27, 2024
Q: Hi team, I am a 65 year old dividend investor. I presently hold about 12% of my portfolio in Money Market Fund ZMMK while waiting to see what to buy next. I am wondering how this fund would react during a major market sell off. I know it is fairly safe but the fund has a short history. In your opinion how safe is ZMMK and during a sell off would funds gravitate towards it or would it sell off with the rest of the equity market? Thanks.
Read Answer Asked by William on June 27, 2024
Q: In a recent answer 5i described CELH as ‘interesting’.
I am down 30% in an initial position and planning to bring it to a full position over time.

Questions:
1) For an 8-year holding period, what is the risk of loss of capital on this company? I am fine with volatility if fundamentals are solid, but I am not fine with permanent capital losses in registered accounts(!)
2) Would 5i consider it prudent to continue accumulating this name over the next 12 months for an 8-year hold?
Thank you.
Read Answer Asked by Trevor on June 27, 2024
Q: Using total return over the medium term (3-5 yrs) as your goal what would be your top 3 picks in the Publicly Traded Private Equity sector excluding BN and BX?
Secondly, where would BN and BX rank among your picks?
Thirdly, what %age of a portfolio would you allocate to this sector?
Thank you, Hugh
Read Answer Asked by Hugh on June 26, 2024
Q: hi all:

looking at the total nuclear complex from producers to manufacturing to servicing to repairing.............the whole industry now and into the future

besides the producers (i own cco and nxe) who do you see as potential investable companies over the next 5+ years

(in services, i own bwxt)

more specifically, i'm hearing more that small modular reactors will show good potential for our energy grid, who do you foresee as playing a role in building and servicing?

......and anything else you care to add on this theme!

thank you
Read Answer Asked by Robert on June 26, 2024
Q: Hello 5i, Could you comment as to why the operators of the Trans Mountain Pipeline would supply tanker loads of Canadian Oil to the US west coast refiners to replace Iraq oil. This oil is heavily discounted. I thought the purpose of the new pipeline was to obtain world price for Canadian oil and reduce the supply of discounted Canadian oil to the US. This new event is quite concerning for Canadian oil producers to achieve world price for there oil.
Read Answer Asked by Michael on June 26, 2024
Q: I am looking at putting together a medium to high risk portfolio of ETF's to generate above average returns (above 9-12%) over a 5 to 10 year timeframe for a portion (5-10%) of my overall portfolio. Sector diversification is not a major consideration in this portfolio of ETF'S, more the long term growth. If I were to pick 4 or 5 what would you recommend from this list or if you have a better alternative please suggest that. I am looking to equal weight into each of the ETF's. Thanks in advance for your suggestion.
Read Answer Asked by RALPH on June 26, 2024
Q: What is you opinion on the expected performance of the materials sector for the next 3-5 years? What is your recommended portfolio allocation (as % of total) for materials? I am 58 years old with 7 years before retirement and have $2+ mln well diversified taxable portfolio mainly consisting of sector and market ETFs. Medium tolerance to risk. I am currently at 10% in materials, thinking about adding 1.5-2% by buying XLB. Thanks.
Read Answer Asked by Morena on June 26, 2024
Q: Like every investor, I'm trying to maximize growth while minimizing risk.
Of the following stocks, which do you believe provides the optimal combination of safety AND growth over the next 3-5 years? Please rate each for risk/growth on a scale of 1-10: LLY, ULTA, CELH, BKNG and NXT. Thank you.
Read Answer Asked by Maureen on June 26, 2024
Q: I have owned BPO.PR.I for while,it pays a 12% dividend and I just purchased the othe a few days ago,pays a 10% dividend.My reason for buying them is of course for the yield,but they also will probaby out perform the company shares if rates drop.What's your opinion??
Read Answer Asked by terry on June 26, 2024
Q: Hi
What are your favourite Canadian Stocks that pay US dividends? How do you feel about aqn? mg?
Thanks
Read Answer Asked by Carlo on June 26, 2024
Q: Considering the (excessive?) rise of stock based compensation and the evaluation of how management treats their shareholders vs how they treat themselves, who would you recommend as a management team that consistently behaves and demonstrates respect for their shareholders, please, thanks.
Read Answer Asked by MG on June 26, 2024
Q: Do you thing Small/Mid cap companies will do well in next 2 to 3 years?

What are your top 5 Canadian and US names in this space that you would buy today?

Thanks
Tim
Read Answer Asked by Timothy on June 26, 2024
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