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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: I'm looking at PEY and FRU for dividend income, and possibly a little appreciation. Their recent price doesn't seem to be too effected by gas/oil prices going down -or are they perhaps offset by interest rates going down at the same time? Could you compare these; do you have a preference? How high a risk are they? What is a good entry point for both? Thanks!
Read Answer Asked by Pat on September 18, 2024
Q: The performance of these two Oil & Gas stocks have been a disappointment of late and thus far this year...
What are your thoughts on these stocks and holding them for awhile longer until gas prices increase or biting the bullet and switching to ARC Resources and TOU?
Thank you.
Read Answer Asked by Francesco on September 18, 2024
Q: I wonder if you can tell me the yield on DYN6004, the ISA - F savings account/fund from Bank of Nova Scota Itrade.
Shortly I will have about $150K to park for 6 months inside an Itrade TFSA, and think this is where I should put it.
Any other suggestions for a 3 to 9 month 'parking' inside of Itrade TFSA (or could be taken out to non-registered acct) would be appreciated!
Thanks!
Paul
Read Answer Asked by Paul on September 18, 2024
Q: They took a big hit today --Is this a good time to add to my position?
Read Answer Asked by peter on September 18, 2024
Q: Hi Peter and 5i,
Loblaw's is up YTD 40% and 1 year 56%. I keep thinking about taking a bit of money off the table here.
Then I review their financial metrics - ROIC-up, EPS-up, Margins - improving, Dividend growth - stellar, Payout ratio - low, Price/EPS - current is basically the same as historical averages, share count - decreasing since 2014.
Am I missing anything here with regards to the current valuations as compared to their historicals. Is this just a company that is firing on a cylinders (despite the news headlines) with their grocery, Shoppers and PC Financial products. Love PC optimum and their Insiders Credit Card!
Thanks for your always great feedback.
Read Answer Asked by Dennis on September 18, 2024
Q: What do you think of FRU.ca vs NPI at these levels for a long term hold? Are there tax consequences for a royalty company I should be aware of?

I own CNQ, ENB, CPX, H and a little HSP already but I'm finding it hard to resist the dividends (and hopefully growth) of FRU and NPI. Should I add to one of the companies I already own or buy NPI or FRU as well?
Read Answer Asked by Graeme on September 18, 2024
Q: Currently the Chinese market is on track for its 4th down year in a row, which is pretty rare for a global market. The contrarian would say that this pendulum has to swing back the other way at some point here. Fundamentals on many large names have detached from expectations, with names like BABA, TCEHY, etc showing FCF near record highs while share prices are at multi year lows. How do you feel about investing in these names, and if you did recommend any which would they be? Thx
Read Answer Asked by Adam on September 18, 2024
Q: I own the above Precious Metals companies having bought all over the past 4 or 5 years. Based on my cost all of them are in a profit position to varying degrees.

Each was bought for a somewhat different reason ie B2 because of heavy sell off n divi, Fortuna as a potential turnaround, Equinox as a turnaround .. similarly Wesdome.

I am always interested in holding good companies that have turnaround n takeout potential.

Which would you continue to hold and which would you sell to streamline my holdings keeping in mind AEM has performed well whilst some of the others have been following the general market updraft n may or may not have catalysts to drive them higher?
Read Answer Asked by Craig on September 18, 2024
Q: My husband mainly holds ETF's in his TFSA - ZLB, VXC, ZNQ, and some BRK. ZNQ accounts for around 5% with the others split about evenly. Which one would you add new cash to today? Another option we have been looking at is adding VUG. I think there is a lot of overlap between VXC, ZNQ, and VUG. Of the three, which one or two do you like best? Thanks!
Read Answer Asked by Kim on September 18, 2024
Q: If somebody mentioned already on this forum I missed it. Congratulations to 5i for having a handfull of stocks that they have endorsed to us members on making the TSX Top 30 list, https://www.tsx.com/en/news?id=1053 , the 30 best performers over the last 3 years. I, along with lots of your members I'd guess am very happy to own a few of the stocks on the list, tx to the team at 5i. What are a few names you'd guess at making the next list next?
Read Answer Asked by Charles on September 18, 2024