Investment Q&A

Q: Thinking about selling some suncor and replacing with brookfield infrastructure while it is out of favor, your thoughts please.

Q: Hello,

Can you please provide your current views on these two companies?
For a 3 to 5 years window, are they buy, hold or sell?

Thank you,

Q: I already own MSFT, AMZN, VRT, and NVDA. I'm considering either adding to these positions OR buying AVGO or AMD? What do you suggest?

Q: These were two energy companies on your blog with large percentage upward revision estimates of EBIT. What is your assessment of them? Would you recommend purchasing either of them?

Q: In a recent question about which stocks you would prioritize for TFSA, BN made the cut of the top 5 and was listed first (if this means anything). Can you provide details about BN and why it ranks as a top TFSA candidate? I assume it must have excellent potential.

Q: The share price has dropped since announcement of latest results. Is there cause for concern - or could this be a buying opportunity?

Q: Hello,

Thank you for all you do.

For a 5-10 yr hold, could you rank the above on total shareholder return vs risk (I am thinking debt exposure/interest rate risk), but there may be others.

Thank you

Q: Everyone. I own AMZN and SHOP in equal amounts. Should I sell one and use the proceeds to buy the other? If yes which one do I sell? I have a triple gain on AMZN and a six times gain on SHOP.. Clayton
PS only buy the best of the best…

Q: As a follow up to previous question about currency diversification. What would be your preferred vehicles for both the Swiss franc and the Japanese yen. Thanks

Q: Hi 5i
After inching its way past the $20 mark AC is heading down below $19 today , heavy volumes.... any idea whats happening today.

Shopify seems also to be on a steep downward trajectory...Would you continue to hold. 2 year horizon....What is your current outlook. Would you be strongly interested at these prices $97
thx

Q: Your analysis please on Badger Meter! Thanks!

Q: Hello 5i Team,

What are your top 5 growth-oriented stocks for a TFSA currently?

Thank you

Q: Hi guys,
Great service...can you give me some thoughts on this RBC product...Target Date discount bond ETF's...seem to be a good option for safe money looking for cap. gains vs. interest....do you think timing would be right to add to these.? Any preference of government vs. Corporate? Thanks.

Q: Regarding both BMO { ZWB, ZWU,ZWT, etc. } and Hamilton { HMAX, UMAX, FMAX, etc. } covered call ETFs, do either use a return "of" capital as part of their distributed yield ? ..... If so how much and would it be a deterrent from buying them ? I have put the word "of" in quotation marks as I think it means I am getting my own money back ? ..... Thanks for your always sound advice .....

Q: Why is the Asset Class of Boralex classified as Energy and Fortis is classified as Utilities. Why the difference? Thanks.

Q: Good Morning,

Would HXQ be your pick today for a NASDAQ etf, non-reg account ? Thanks again

Q: I would appreciate your general comments regarding these two ETFs, in particular with regard to these as a long term hold for my nephew at age 30. That person also intends to have other funds invested in more speculative, higher risk equities (play money!)
1) Are these a safe hold that should increase in value with general market appreciation over the years?
2) Would you believe the current dividend is sustainable?
3) Are there other options in the ETF world that you might recommend for a long term hold?
4) Again for a long term hold would you prefer something along the lines of buying equities directly, with something like holding one of your portfolios, knowing that he will not be paying much attention to these investments.
Thanks! Paul

Q: there are questions about if this new company will still trade on the TSX?can you clarify.
Also does this not need a vote from shareholders as well?
KRR shares got really dumped here.

Q: Further to my prior question, in looking at ETFs, I often thought why not just buy their top holdings, and that is quite often what I do. However, in trying to find out that info for these two I noticed something I thought was unusual.

For example, the XEQT ETF lists holdings as follows ...
iShares Core S&P Total US Stock Market ... 44.8%
iShares Core MSCI EAFE IMI ETF ... 24.96%
iShares Core S&P/TSX Capped Compost ETF ... 24.86%
iShares Core MSCI Emer Mkts IMI ETF ... 4.97%

This seems to be the total of their holdings (99.59%). I assume these also generate management fees, which seems like an approach to increase fees paid by "layering" their offerings!
Would a person not be generally better off just buying the 4 separately in the percentages to match the XEQT ETF?
... or possibly digging deepr in the layer and finding out what equities they really are holding?
Thanks! Paul

Q: Good morning Peter, Ryan, and 5i Team,

How significant is the ESG backlash in many US states to Canadian banks that have large US operations?

A recent article in the Globe & Mail “Canadian banks caught in ESG backlash from U.S. state officials” outlines this unfortunate (in my opinion) trend.

The article refers to TD in particular, but lists large US banks that have also been impacted by this anti-ESG stance.

Thanks for your insight.