Investment Q&A

Q: Hi Team,
In reference to a Gsy question answered today you were asked “how high can Gsy share price go? “. An open ended question with no time frame. You answered $250. Is that this years target? Or next years ? As a general rule can it be assumed that a company share price should follow the earnings growth over time? In which case Gsy should be a $1000 stock within 7-8 yrs roughly with today’s earnings growth rate compounded, for example .

Thanks,
Shane

Q: Hi Peter,

Not sure if this is a question that you have seen before.

Can a person transfer an RRSP in kind to a RRIF?

Currently my wife has a LIRA, TFSA and an RRSP.

She will start drawing down on her investments in two years.

I’ve read somewhere that if you transfer the RRSP into a RRIF that you are not subject to withholding tax.

While I understand that taxes will need to be paid eventually, I would rather settle that up at tax time and can do that out of any account.

Thanks in advance.

Q: I have a few small and midcap Canadian stocks which are down 20-30% since Covid hit. Well Health is an example. I’ve been thinking of trimming at a loss to put the funds into something performing better today. I still have confidence in companies such as Well Health and am in no hurry to trim. I understand each stock is down due to a range of different factors but the underlying theme might be capital flight from smaller growth companies. My question is what might be the impact on small and midcap Canadian stocks if the BofC lowers rates June 5 and again in the next few months. Is this enough of a spark to see these stocks see any kind of recovery in the next 12 months?
Thanks for your wisdom in helping me better understand the macro forces at play.

Q: Hi 5i Team - Is NVEI worth holding on to in case of a higher price or is it best to sell and use the money somewhere else. When does the takeover happen. If I sell are there a couple of replacement stocks you think would work for a three to five year hold.
Thanks.

Q: would like your view on NFG given current gold price and dilution regarding
recent acquisition of labrador gold kingsway project. assume strictly gold as i
dont see silver mentioned.
thank you

Q: Are ZSP and XUS also good candidates for RRIF? Are tax withholding rules on dividends for ZSP and XUS the same in RRSP and RRIF? Thanks in advance for your comments.

Q: Retired, dividend income investor. From a value point of view, which has more rebound potential....FTS or ZUT? Ya, I know...single company vs ETF, so tough to compare. I own both and have mostly full positions, with a top up in mind for both. Just wondering which one to do first...I am leaning towards ZUT.

When I look at the charts over various timeframes, it looks to my amateur eyes, that ZUT is much more closely tied to interest rate changes. It looks like ZUT started to really take it on the chin during 2022 when interest rates were being cranked up. Also, I am hearing/reading that the worst might be over for the renewables and they might start to rebound...which would benefit ZUT (for the record, I am overweight Eric's NNRG, so I have that end of the Utility-Energy spectrum covered).

Your thoughts?

Q: Hello, thanks for all you do for us. Could you tell me if Telus international is a takeover target for Telus (T) since the shares are well off the IPO price?

Q: Today, May 28 at 08:30 PST NVDA is up over 5%, but the cdr is up just over 1%. I expected the percentage price change to be similar. Would you please clarify. Thank you

Q: Hello,

My mother, who is 72 years old, recently received an inheritance. She is looking to invest this money in her TFSA and would like to use it to generate monthly income while also aiming for some growth. Could you please suggest a few ETFs that would be suitable for achieving these goals?

Thank you,

Derek

Q: Your recent comments about FSV fundamentals have been quite positive and yet the share price continues to decline. Is it possible (ie likely) that this has something to do with the changes to the capital gains rules? If so, what would be your approach?

Q: Hello Peter,
Other than Jason Donville's negative comments on Propel, could the insider selling be another reason for downward movement of the stock. I do find it surprising that insiders sold quite a bit, at much lower than the peak price. Could this be due to the stock options being vested on that particular date? I would appreciate your comments and thanks for prior responses. Here is the site i am referring to

https://ceo.ca/api/sedi/?symbol=prl&amount=&transaction=&insider

Q: Sensor stocks - what is your assessment in this area, which stock(s) do you like in this sub-sector and how do they stack up investment-wise against your favorites. In other words, is there anything here worth pursuing?

Q: what did you make of bns quarterlies? This stock has been a laggard for over 10 years and dividend increase yearly does not even keep up with inflation. They usually increase dividend this quarter [albeit very small] but this quarter have kept dividend the same . I realize they pay a 6.5% dividend but as a shareholder you would like to
see a rising dividend yearly especially if price has done nothing for years. What do you
think as a dividend investor.

Q: Thoughts please on the quarter?

Thx

Q: Hi group can you help me sort out your top2 buys in each sector cw rating the sector(1-10) 10 being the highest. Also rate the recommended buys (1to 10 cw entry target price )

- Power infrastructure , Bio Tech, Health care, Financials, Tech, utilities, Commodities, Power infrastructure , Consumer staples, Consumer discretionary, Communication Thanks for your help.

Q: Why the big drop in price today on CELH?

Q: Good afternoon, what is your view of BTR?

Thanks,
George

Q: Is there a physical platinum investment vehicle available here in Canada? If not, what platinum investment vehicle do you favor in the US?

Thanks as always for your expertise.

Q: Today, Monday, May 27, 2024 the approx. price for TOU is $67.21 CAD.
In your opinion is it currently trading at fair value, expensive, cheap?
What would be your estimate of a fair value price and what valuation metric are you using to determine this?