Investment Q&A

Q: Hi Peter,
In regards to Adam's question regarding OLY. Would it be appropriate to look at the interest income that OLY has been able to generate as a hedge against higher interest rates. If rates were to move higher, OLY is set up nicely to outperform. The business delivers high ROE in the 50% plus range and should be able to do well in low interest rate environment especially with a dividend in the 7% range. Would you consider it a compounder?
Thanks

Q: Hi Guys, what are your thoughts on the current quarter? Is it a time to buy more or wait to see how it settles? Thanks

Q: Thoughts on the quarter?
Thanks...Steve

Q: Which one would you prefer? Are they tied? Thanx.

Q: Hi Peter,

Can you provide comments on Copperleaf financial results. Also what do you think of this as an AI play for Gridtech. Can you comment on prospects going forward and is it a buy or at what level would you recommend.

Thanks

Q: Can you comment on the recent earnings and give your opinion on the stock for a 5-year hold?

Q: There seems to be a lot of commentary in the market about a potential pullback given the current run the US and CDN markets are having, while reaching close to all time highs.

Maybe the noise has me spooked but I do find it tough to deploy cash to stocks in the current environment, particularly in the AI and Tech space, given that some stocks are seeing growth of 200% to 400% in one year.

Its a long winded introduction to my question, what is your current view on the market, do you feel that a pullback is possible in the next few months, would you be cautious right now?

I understand that no one can predict the market at any given time but I would greatly appreciate your view.

Thanks
Tim

Q: Hi,

My partner I are doing financial planning, we will need a relatively significant (to us) amount of cash in the next 2-5 years for replacing aging cars and a down payment on a larger house.

I am always hesitant to hold cash/GICs for fear of missing out on growth opportunities. Currently, almost all the funds in our RRSPs and TFSA's are invested EXCEPT a long term GIC that came to term and is now sitting in cash (some in TFSA, some in Non-registered). We will need all this cash in the next 2-5 years.

I am looking for ideas on how to manage the cash.

Right now, the best option I can see is GICs with various terms, do you have any other suggestions or ideas to consider?

(we have already owned a house, so cannot use RRSP loan or the new FHSA)

Thanks

Q: Hi,

For total return, long term, do you prefer VIG or DGRW (not in database?) and why please? Thank you. Michael

Q: Can you please comment on this stock. Is it a buy, sell or hold? What is the significance of the most recent news regarding 'adoption of advance notice by law'. Does it signal trouble in the company? Thanks

Q: In addition to several recent Q's / A's concerning BCE, I note that yesterday, 14 March, was also ex-dividend date which might have added to the pain; some owners may have picked this date to lock in a tax loss and intend on repurchasing in 30 days.
SP

Q: Hi 5i Team - Could you provide an up-to-date assessment on Kneat including its fundamentals, insider ownership, and growth prospects. Thanks.

Q: Where does Benchmark info come from

Q: If BCE profit is dropping and is laying people off, why did they raise the dividend today? ( according to tmx money) Does this show they are confident in the future ?

Q: Hello. What caused the sudden drop in the price of BCE? Thanks

Q: I am considering buying LIF, mainly for the income. What price would be a good entry point, given the fluctuation of iron prices? I plan to hold the shares for at least 5 years. And would it be a good holding for an RRSP account and also a non-registered account? Thank you for your input.

Q: In your response to Francesco on March 13, 2024, you indicated that HEQT is 34% US but I think that is only the large cap portion. Also, previously you noted HEQT had 65% US exposure. A plot of historical trends of XWD and HEQT show almost identical plots. Did I miss something? What are the MERs?

Q: I hold two small positions, which combine to about 2.5%, in New Gold Mining and Triple Flag Precious Metals. I am considering a switch to Lilly Pharmaceuticals. At the moment, my exposure to the materials and health care sectors are about 5% each: this would change my weighting to 2.5% materials and 7.5% health care.

My questions are which of LLY or (TFPM + NGD) have a more favourable outlook on a three-year horizon, and would this potential impact on my portfolio diversification outweigh any potential gains?

Q: Hi 5i,

I am down about 20% on all these companies and am interested if you would consider them a long term hold for income.

Q: Where would you rank Berkshire in the above stocks today? Seems fairly cheap according to price targets.
Thank you