Investment Q&A

Q: In my TFSA I have full positions in ENB, T, TCL.A, and AQN. Objective is primarily steady income and some growth. I am looking to add FIE, SPB and CSW.A. What do you think?

Q: Do you have a preference between these two for a long term hold?

Q: re Michael's question on Jan 9th
Q: Hi Team,
could you rate these companies for a 3-5 years horizon considering I am looking for income and capital preservation but a bit of capital growth would also be good...
Think the nswer should read ENB not ENF

Q: Please provide a rundown of the pros and cons of holding a USD stock i.e. Costco (COST) or Apple (AAPL) in a TFSA.

Q: Which is your pick of these 3? BIR just cut their dividend. Thanks.

Q: Given the Jan. 31 regulatory changes, is there any risk to buying cash, psa, etc. now as opposed to later? Thanks.

Q: Which is better to buy? Do they go up & down in unison?

MSFT
CBOE Canada/CA
Microsoft Corp - CDR
OR
MSFT
NASDAQ/US
Microsoft Corp
Thank you.

Q: Do you see any issues with owning LLY CDR CAD hedged?

I can't find this in portfolio analytics?

Would it best to just own in USD? My only logic is CAD is low against the greenback at the moment.

Q: If you had to choose just one of these companies to invest in, which one would you choose today? Would you still give a B+ rating to CAE? Thank you

Q: why is this considered hi risk? Thx James

Q: Before the end of 2023 I sold a position in TOU in my non-registered account in order to take a tax loss. I also have a TOU position in a registered RIF account with a significant gain, which I did not sell. I assume that this does not prevent me in using the loss in my non-registered cash account. I believe that the two accounts have basically nothing to to with each other. I intend to buy back TOU in my non-registered account after 30 days.
Please confirm.
Thank you!
Albert

Q: I'm underweight on Well. How good is the latest news. Is it time to add for a full position?

Thanks

Q: Wheire do you think the share price of this company will be in 12 to 18 months?
Thanks

Q: Re your answer to Fernando, capital losses can be carried forward forever, not only 3 years as per your answer. Capital losses can only be carried Back 3 years and applied to capital gains.

Q: Looking at basic materials, would you consider Linde a good choice?
What materials do you think might be in greatest demand in our fast evolving future?

Thanks,
V

Q: Good morning 5i;

I do not often see questions/comments regarding preferred shares; of which I confess I understand very little. Do you have a few good resource recommendations where one could educate themselves on these investment vehicles?

I would also be interested to know if there are any (understanding there's thousands of possibilities) preferred shares or preferred share ETF's you would suggest could be examined more closely for investment.

Thanks very much!

Q: Hi,
I'd like to follow-up on my last question, from Jan. 15th, which wasn't completely answered.
I also asked for recommended US$ Bond ETFs.
Thanks,
CG

Q: This is a question regarding portfolio composition, which I would describe as alpha-balanced. I have chosen not to invest in real estate (as I own a home) or materials (too volatile). I am overweight in Tech (17.5%), Industrials (19.25%) and Finance (22.3%). The other sectors are all at appropriate weights. I am somewhat concerned about having too much allocated to financials and seeking advice. The stocks I hold in relatively equal amounts are: BAM, BN, X, V and HMAX. (I hold HMAX strictly for the out-sized dividend with the expectation of little growth; with a solid dividend here, it frees up other funds to invest in more aggressive companies that don't pay dividends such as HPS.A and LMN.). Long story short: do I have too many eggs in one basket, or do my financials have sufficiently different drivers that you would be comfortable with this imbalance? Any other comments with regard to the strategy behind my chosen portfolio composition would be most welcome. Many thanks.

Q: Hi Peter,

I wonder if you might provide some colour on the Pret a Manger franchise agreement, how have things progressed. Would this be a a reason to purchase A&W stock and does the agreement allow stand alone stores separate from A&W.

Cheers,

Q: Greetings 5i,
This ETF was mentioned in an earlier question today. I can't find 'MAGS'. Is there a typo?
Also, are there alternative ETFs that hold the 'magnificent seven' that have been around for longer?
Thanks as always
SP