Investment Q&A

Q: I hold all of these utilities and would like to consolidate into one as a reliable dividend stream with some potential for a small amount of growth over 10-15 years (I hold in a RRSP). Which utility would you recommend to achieve this objective?

Q: Would like some recommendations for both Canadian and US large cap stocks where capital appreciation is more important Than any degree of dividend. Could you recommend five for each country? Feel free to charge more than one question. Thank you, Bill

Q: Looking to sell cvx and move back to Canada would you see this as a good move or would the oil sector be a little safer in the US with more growth potential and less environmental negative news going forward.If you agree with selling could you give me a replacement in Canada held in a rrsp.

Q: Dear 5i Team. This company has been on fire the past few days. Do you know why? Is it time for a small position? Thanks for your impressive expertise answering the daily questions. I read them every day.
Lorraine

Q: Thoughts on the quarter? Thx

Q: What consumer cyclical companies do you recommend (US or Canadian) for a long term buy/hold. More generally, what is the difference between consumer cyclical and consumer defensive categories; is it important to differentiate in a portfolio?

Q: PFB corp. appears to be an interesting company in the energy conservation space; with solid earnings and a positive balance sheet. It as moved upwards in the last few months. Is its size a concern? What are your thoughts of the company ?
Appreciated thanks Douglas

Q: Hi 5I,

For TFSA today, which of the above would you choose?
Thanks.

Desiree

Q: Which do you think will have greater growth going forward, BYD.CA or ATD-B?
THANKS. Peter

Q: Your opinion please on the soon to be Vancouver based IPO company, 'Abcellera Biotech' on the Nasdaq.
Thank you,
Dean

Q: Hi,
I’m wondering why TRZ is trading above the (pitiful) $5 new offer by AC. With the vote to be held on Dec15th, I assume that most shareholders will take AC shares as exchange, at a lower price of $17.47, which means a value for TRZ close to $7 now . But wouldn’t that dilute AC stock, with the risk of a sell-off afterwards- or the amount is too small to make a difference? Without the OK from Canadian and European regulators, isn’t any choice risky right now? And selling TRZ at the market a better choice today? Thanks.

Q: I need to consolidate my social media companies, could I trouble you for a quick ranking please.

Q: Please comment on the relative pros and cons for each, and rank them for purchase soon. I am grateful for your excellent service!

Q: Hi team 5i, I may be your only member following this stock but I find it a unique and intriguing story. On July 8th they filed for CCAA/Chapter 11 and the stock traded around .80. Since then the stock has traded mostly above $1 and closed after a late run today on high volume at 1.75. I don't see any news today. I believe they will be emerging from CCAA mid-December, perhaps someone knows something?? Do you have any comments on this restructuring or can you turn up any news from your sources that I may not be able to access. From what I see, the loose leaf tea concept is a hot trend right now and these guys are the market leader.

Q: Hi there,

What is the best way to invest in BTC and ETH, without directly investing in the crypto itself? Please suggest US and Canadian funds if possible.

Thanks!

Q: Is REAL a candidate for tax loss selling ? Between REAL & LSPD , which one is a better buy today? Can you please comment on ZM earning , is it a buy or good to add ? I always appreciate your expert opinion. Thanks very much.

Q: Hello 5i Team
Firm Capital Apartment REIT (FCA.UN / FCA.U) is a small cap Canadian REIT focusing on the US multi-residential market.
1 - How does it compare to the other US focused residential REITs trading on the Canadian Markets? Specifically compared to BSR REIT (HOM.UN / HOM.U), Flagship Communities REIT (MHC.U) and the closed end fund Starlight U.S. Multi-Family (No.1) (SCPO.UN)? Most of these REITs pay their distribution in US dollars and trade in both C$ and US$ on the Canadian Exchanges.
2 – Would Tricon Residential (TCN) be a better choice, even though it is a corporation (versus a REIT) and has a lower yield?
3 – Would it be better to research the US listed residential REITs and select a suitable candidate?
Thankyou

Q: Does the recently announced bought deal financing put a floor under the stock price at about the deal price of $1.40? (Assuming decent management going forward.)
Also, is 5i currently doing or considering doing an analysis of this stock for addition to your Growth Fund?
Thanks.

Q: I have no utilities exposure. I want to add 1 Company. I was looking at Fortis because I believe they are your favourite given their size and history of dividend increases. They currently are mostly electricity delivery (<90%) with some renewables and fossil fuel. By 2035 they expect to increase renewables from 2% to 7%. That seems like a long time for such a small increase. They are eliminating their fossil fuel generation. If I prefer to invest in a utility with more of a focus on renewables, would AQN or BEP.UN be a better bet. Shouldn't they do better as renewables become 'trendier'? Which do you prefer out of AQN and BEP.UN. BEP.UN has had quite a run recently.

Q: I am curious to hear your thoughts about NNOX?