Investment Q&A

Q: ENB;CA payout ratio is currently at 330%. thoughts??

Q: Hello 5I Team
The following stocks/ETF makes up less then 5% of my portfolio in the green space theme . I am considering in adding PBW ETF to the group , do you see any concerns in the choices or in the weighting .Would you make any changes .Feel free in deducting additional credit in answering the questions .
Thanks
Claudio

Q: A question was asked by Nick on Jan 19, 2021 to which you answered you prefer to delay RRSP withdrawals until an RRSP is converted into a RRIF, Why

Q: Hey Team,
Have you ever looked at PNE for a long-term gas position? Seems to have lots of insider ownership. What do you think about it's future?
Thanks.

Q: Hi 5i,

Please kindly comments the above stocks (FTS, SU, ENB, KEY) in oil related sector, I am thinking to invest for 1-2 years, kindly to rank the risk and potential in coming future. Should I keep all of them or may suggest to take off one? Perhaps I should consider FTS more on utility rather than oil related? Thanks for your advise.

Q: dear team:
i have BPY and bpy.un roughly 15% in my no-registered account which bought at last May. i think it is too risky to keep them and plan to replace them .
pls give me some idea.

appreciate!

Jacky

Q: Hello 5i
I have a 5 year GSC ladder in my TFSA with $10,000 dollars a year. Each year I get about $1000 to $1300 inerest and turn over the principle. In my TFSA I also have the growth stocks of Lightspeed and Leon's which make up 6% of my equity. The rest, as a value investor primarily are mostly dividend paying blue chip in a well diversified, balanced portfolio 60% equities 40% cash and bond ETF's. I am 73 with good pension.
My question is: Should |I keep the GSC ladder which is a warm, fuzzy security blanket or by stuff like SHOP and NVIDIA or other suggested growth stock?
Stanley

Q: What would be the safest alternative to a GIC that would yield at least two percent?

Q: Hi Guys.
I purchase 2% of this stock based on, on going drill
results, what is your opinion .We are up, but after looking at charts from past years could this be just be another market top.
Bob

Q: Hi 5i
Bitcoin is a real head scratcher for me. I can't see why anyone would use it as a form of payment considering stories like "that pizza purchase years ago is the equivalent of millions in todays value" or "I have a couple of password tries left before my disk is encrypted and my millions are lost forever" ... so there's goes the asset / store of value argument. Maybe I'm getting old but I just don't get it (having said that I bought a small amount of ether and ripple as a learning exercise a few years back and still hold it ).
In any case, the real question is with more etfs/companies piling into bitcoin related investment, if it were to grow to such an extent as to be bubble territory and subsequently experience a severe pop, would it have any side effects on the rest of the market or specific sectors of the market do you think? i.e. would it ever be anything to be concerned about ?
Thanks
Mike

Q: Wondering if 5i has any thoughts on this company. I noticed they signed a joint development agreement recently with "an industry leader" but I can't find any news on which chip maker. I'm assuming if this gives one chip maker an edge, others will have to sign on as well?

Q: What are your thoughts on RJK Explorations?

Q: 10 Years Treasury Yield is rising fast laterly. Is that a result of Fed asset purchases slowing down? Where can we find such information (such as monthly or weekly purchase amount)? Thanks.

Q: Can u recommend an international etf both in $ can and $ us ? For long term
The one I am aware of is I shares msci acwi etf

Q: When will whitecaps recent acquisition close or has it already? And has the recent increases been as a result of the acquisition or simply due to improved market conditions whit a re-rate still to come after acquisition folded in?

Q: For long term US financial exposure I hold JPM, BAM and C. Wondering if I should sell C and consolidate into JPM/BAC, or buy GS, or do nothing at all?

Thanks.

Q: How does no generally get information on convertible debentures? For Chemtrade Logistics I looked at their website but when you click on the link you go to another website ,but the detailed information (Not sure if I should can it the prospecus?!) is still not listed. Do I have to contact Investor Relations of Chemtrade and ask for the prospectus? Is there a general rule of thumb on when interest on a debenture is paid or does it depend on each individual issue? I am interested in looking for some higher yielding debit instruments, is that a good option? If not, where should one look to get ideas? (Please discount as many questions frommy allotment that you think is warranted.)

Q: There seems to be many etf / index for the nasdaq 100 in terms of different companies offerings, Canadian / us $ , hedged/ unhedged etc
1 if u were to pick one does it matter in terms of return/ mer if it’s purchased in $us or $ can and can u recommend which one in each currency mentioned
2. In addition to above would you recommend any other nasdaq etf such as qqqj or other or would this be a duplicate?
Thank you

Q: what company will benefit most by the need for graphite be used in EV batteries? would you favour this company as another way to play the EV theme? thanks Richard

Q: Hello 5i
LAC has been doing rather well lately and I've managed to let it run. I expect an increase in volatility and am wondering just how long and how far the market will take LAC. Would you like to hazard a guess ?
Any opinion on taking a little off the table or holding for a while longer? The position is growing but obviously that's not a bad thing !
Thanks
Mike