Investment Q&A

Q: Do they have any competition? How would you rate their last few years? Your general thoughts as well please. Thanks.

Q: BIZD Vanec BDC Income ETF

Stable, reliable income plus some growth?

Thanks.
I just submitted a question on this ETF …. BUT forgot to ask if it would also be a good complement to XLF because of the different composition of holdings. ?

Or is there a better financial ETF choice for that purpose?

Q: I am looking for some interest bearing stocks.

I do not have any REITs and with the state of office space these days, I am always a little concerned.

However, I just read about this company “SmartCentres” that pays an 8.2% dividend (pretty amazing – but it is sometimes a warning sign). Based on company information, it states that it has “98.5% in place and committed occupancy” which I believe is positive.

According to its profile (in 5i), the stock appears to be close to its low for the past year. In fact, the stock is lower than the “Low Target price”. The liquidity ratios appear to (very) good. I don’t know how it compares to its peers but the P/E ratio also appears low compared to its historical trend.

I understand this is not a growth stock but my need is to find some balance and dividends are always good (especially at 8.2%). I also own other dividend paying stocks, such as Enbridge which I’ve acquired slowly over the past number of years. The stock price today is a little lower than when I bought it as the stock price has not changed very much during the last 10 years (but the dividend is very good and the volatility has been reasonable). It has been a very good paying GIC.

Any thoughts on the above. If you have better ideas for dividend paying stocks (or ETFs), please list your top 2 or 3, with a short explanation. As a secondary question, for dividends to rise to 8.2% for SRU and 7.8% for Enbridge, is it also possible that these stocks are out of favor and may also have some potential capital appreciate over the years? Thanks.

(As an aside, I compared the 10 year chart provided by 5i in the “Enbridge profile” section with 2 other charting tools and the one in 5i did not match. I did a comparison because I felt that the return I got with Enbridge did not align with the 5i profile chart.)

Q: Hi, could I have your updated opinion on CFLT please? I don't see recent questions on it - I have a small position and need to top up or sell. Could you possibly rank compared to DDOG, PATH, SNOW, APP

Q: what would you you recommend as 5 top shorts?

Q: Please rank these healthcare stocks in terms of long term growth potential (5-10 years or more): EW, ISRG, IDXX, GEHC, ZTS, ABT, TMO, ATRI, GMED, INMD

Q: I am thinking about moving some of my portfolio to ETF's, and when I looked at CDZ holdings, I was surprised to see FSZ as their top holding - a stock you have recently seen as a sell. Do you have any suggestions for a Canadian ETF that is more about great companies with a growing Dividend and not so heavy in Financials and Telcos? Thank You!

Q: On the software security front, my opinion is that the general, PANW is slipping a bit and being reigned in by CRWD, NET, ZS. What is your opinion on these, and also S? Could you please rank for growth over the next 5 years?

Q: Your much appreciated analysis please, thanks.

Q: is it worth the high multiple?

Q: Is it trading at a low pe on 3 for a reason? Would it be a buy and if so low medium or high conviction?

Q: I currently own URNM, a uranium etf. I'm thinking of switching out of it to equal weights of CCO, DML and NXE. What do you think of this strategy? Are you comfortable with the three producers or is there another one you would swap in? Or do you prefer just to keep URNM? Your thoughts?

Q: I struggle with when to sell a security as many others have said here, but particularly when there is large unrealized capital gain. My ACB on Premium Brands is in the low $30 range leaving me with a sizeable cap gain, so I look at PBH lately and wonder do I take the tax hit and sell, do I hold on and collect the dividend at the risk of it drifting lower? Theoretically it could fall to point where the erosion in capital would leave me wishing I had sold it and paid the tax. I know you suggest selling if something fundamental has changed for the worse, and also am aware that I have to have something else in mind to employ the capital in that is going to “make up” for the tax hit if I sell. Can I have your thoughts?

Q: Results yesterday from CPH and DR both looked excellent and the stock prices have moved up significantly in response. They both look cheap, particularly CPH, even more so if you ex out the $2.20 cash on the balance sheet. What do you think of these as part of a small cap portfolio?

Q: I asked this question a couple of years ago and am looking for your updated opinion.

I like the idea behind this business and perhaps it is a very long-term prospect. Or, perhaps it's just not working, as its stock price suggests.

Kevin

Q: Can I please have your view on Pulsar Helium Inc.. Does recent news add any prospects? A buy or a pass?

Q: I had to raise cash, and as a result I have no energy or pipeline stocks left in my portfolio. I have the cash to buy one position in a growth portfolio. Do you suggest a single stick (and if so, which one) or an etf. Thanks!

Q: After many years of learning how to make money, still working on that, full retirement is near and I am beginning to learn how to spend my money, and suprisingly, to me, there is more to it that I'd imagined. Using back of the napkin figures, a $68000 investment in HDIV would bring in a little over $600 per month pre tax. This particular ETF has been up and down but roughly flat over 3.5 years, so a guy would have his $68000 in tact, and over $23000 pre tax in monthly distributions from a RRIF. Seems like part of a good income strategy for a guy used to high risk? I use HDIV as an example because I own some. Lastly, I heard about and read " Your Retirement Income Blueprint" here at 5i, looking for more reading information on the topic?

Q: Good morning,

Could you please comment on the recent slide in price and whether you would buy at these levels?
Thank you

Q: Hi. What are your thoughts about these two small cap companies, the one a timber company, the other a manufacturer of lumber products? Both have strong dividends. My thanks.