Investment Q&A

Q: For at least10 years I had been invested in a diversified portfolio that included the eleven sectors, bond ETF's gold, preferred shares and cash only to see the bond ETF's and preferred shares continually tumbling down year after year. Gold went nowhere with no dividend, nada.Tiring of this I got rid of the bond ETF's, the preferred shares, and gold having lost thousands but I didn't care! At least I no longer had to look at this disaster taking place as they melted down to almost nothing. What was left I invested in the good companies and never looked back. As my five year GIC ladder came due, each year I gained a paltry $1,500 or so on $10,000. So no more ladder. All through the pandemic the dividends now kept on coming, stocks are increasing and I was up a minimum of $140,000. So now I have cash, all eleven sectors with fixed income from ETF's like UMAX and others plus my pension. So cash 13%, Equity 50% and fixed 35% no bonds, no gold, no preferred shares and 2 years left on my GIC ladder and Europe ETF. I know 5i loves to include bonds etc as a "balancing diversifier" to a portfolio but for me this did not work out. Maybe in the next ten years or more they may break even but I do no want to wait that long. So far this works for me. I invite any comments that you may have.

Q: In a high growth portfolio I hold the following US stocks: CRWD, GOOGL, NVO, Uber and the ETF XT. I think I would like to replace the ETF XT with a single growth stock. XT has done okay for me in that it has doubled but that took nearly 10 years. Can you recommend a faster growing US stock that would be a good fit?

Thank you.
David

Q: Good morning everyone at 5i!
Quick question...does PSI increase its dividend yearly? And of so how long has it consistently doing so??

Cheers,
Tamara

Q: I believe the recent weakness in GSY may also be partly the result of Stephen Smith merging Home Bank and Fairstone to create a stronger competitor to GSY, plus all the noise about Propel.

Q: I'd like to invest a substantial inheritance in solid, relatively safe dividend stocks in a non-registered account for a stream of tax-efficient income. Can you suggest 7-8 stocks for me to consider and do you consider that number enough for diversification? Would you buy in gradually over the year or invest all at once? Is it unwise to invest in Canadian stocks only ( have geographic diversification in my registered accounts)? I won't need the income for 2-3 years and will probably hang on to them for life, whatever that may be (I'm in my late 50s). Thanks. I have tons of credits - use as many as needed.

Q: Hello there,
what is your take on GLXY's earnings
Thank you.

Q: Hey can I get your take on q4 results for DNG please. Is it a buy here for sector exposure. Thanks.

Q: Can you comment on the current merits of Tfii.Is the founder preparing the company for his retirement/sale?

Q: Hi 5i Team - Could you summarize the recent deal between Alamos Gold and Argonaut Gold. I hold shares in Argonaut Gold. Do you think it is worth holding them to gain shares in Alamos as well as shares in the spin-out of Algonquin - or just sell now. When is the anticipated date of the transaction. Thanks

Q: I realize that you must wait 30 business days before you can repurchase a stock that you sold for a capital loss but are there any rules about the timeline on when you purchased the stock before selling it?

Q: OGI closed yesterday at $3.65. The company announced this morning that it was selling 7.74 million shares to a syndicate of underwriters for $3.23 per share.

After the market opened, OGI is down >20% to ~$2.85.

Why did the company apparently shoot itself in the foot by doing this?

Q: Just out of curiosity, what do you think about Mr. Trump’s company (Truth Social) that has recently gone public? I see that it’s up 11.99% at the moment, is it the novelty effect that’s causing this? Thank you

Q: These two stocks were recommended as AI growth investments relating to data centres. Could you provide a comparison of the two in terms of upside downside relative valuation and whether you would buy either or both at this time with confidence for a 3 year hold. Thank you.

Q: Are you considering adding this to the growth portfolio? What do you still need to see for this to happen?

Q: Currently down 15% on both. Make any sense to take a loss On tellus to double down On bell? Or hold or better some other suggestions for more recovery potential.?Tks. Larry

Q: Where could one look to learn about investing in critical minerals?
If you were to buy 5 companies in this area today, which would they be? Note: I prefer CDN companies, but would buy a U.S. one if it were significantly better

Q: I have a 2.5% position in ATS that is down 10%. The target position is 4% with a future 5 year hold in my TFSA. If you were in my situation, would you consider this a buying opportunity as the stock is below its 200 MDA or would you dump the stock to eliminate further loss? Please explain your reasoning. Thank you.

Q: Hi 5i
ALAB- Astera labs is not in your data base.... I would like your opinion on this semiconductor based connectivity company...looks like it had recent IPO..SP has gone a little crazy... Is this an investable at this time or requires more time to settle down.... Would 5i have any interest at this time?
thx

Q: Hi there, your thoughts on FLUT after reporting and conf. call?

Would you continue to hold for the FanD IPO, and longer?

Any info on them moving away from the LSE to NYSE only?

Thanks for all your help!

Q: Hi, Powell Industries seems to be in the right sector of electrical infrastructure and stock has done very well. However, as noted in your recent comments, it has been quite volatile, specially after the last quarterly results released in January.

The founder CEO, Mr Thomas Powell has sold bunch of shares in late 2023, as well over 50,000 shares, over a period of several days, between Feb and March, this year, ( $154 to $187 ). In addition, as per F144 filed on March 4, he intends to sell additional 200,000 shares, of which only 4000 shares have been sold on March 4 ( $185-$189 ). So, effectively, there continues to be an overhang of an impending sale of remaining shares, in the market.

Does it explain the sharp and precipitous decline of the stock over past 3 weeks ?

Is this a red flag and limits the future upside of this stock ?

On the bright side, Mr Powell still owns over 2.2 mln shares, which is about 22% of issued and o/s common shares of Powell Industries.

In your opinion, is the price decline of $45 from its recent high is overdone and POWL is a decent buy now, based on current valuation, minimal debt and future growth potential ?

We purchased the shares recently and own with ACB of $160 ( 1.25% weight ) to complement our HPS.a 3% position. Do you recommend holding the shares and add at current level or wait for next quarter ?

Thank You