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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 to close a gap in my non-registered portfolio in the Industrial Sector. I'm not too concerned about industry. I'm looking for some reasonably priced options that you guys like that have good growth potential, but also pay a (growing) dividend. My intention is a long-term buy and hold. Would you please recommend your top 3 Cdn and top 3 US "likes" and rank order purchase preference from 1 to 6 (with 1 being your top pick) and any rationale for your choices that you think might be helpful to my decision making process. Thank you and thanks (yet) again for your excellent service.
Read Answer Asked by Paul on November 04, 2024
Q: Hi Team,
I am watching BKNG sail up into that stratosphere...kicking myself for not buying this name long ago. Would you wait for a pullback here? I am hesitant because it seems so many "consumer" names are screaming "weakness" in the consumer spending lately. But yet it seems BKNG is bucking this trend. What's your take on this? I am afraid one of these quarters the rug will be pulled out from underneath if consumer stops travelling so much (similar to a airline). Or do you think BKNG and it's business is structured strong enough to avoid such a drop and their is still considerable upside despite it's already large size?

Thanks
Shane.
Read Answer Asked by Shane on November 04, 2024
Q: Dear 5i team.

The common theory of interest rates decling was long bonds would benifit most. This does not appear to be the case currently, and I've seen some not so clear responses thus far in the Q+A. Please explain in further detial, why long bonds have not performed to this expectation thus far, and what you see as a catalyst for long bonds to perform as expected with possible future declining interest rates..

Many thanks for your help.
Read Answer Asked by Arthur on November 04, 2024
Q: Hello,

My son has saved a bit of money and expressed an interest in equity investing.

He does not value, yet, the value of "paid for" advice and has selected 5 stocks his friends have suggested.

I would appreciate the names of 4 or 5 stocks from the growth portfolio that are currently out of favor or have significant runway.

Thank you


Read Answer Asked by Delbert on November 04, 2024
Q: Hello Peter,
Unless i misunderstood, the results for Topicus were good when compared to Lumine Group, yet Topicus barely moved a needle and Lumine Group actually went up .. Could this be due to Topicus European focus and investors are not as comfortable with European markets? Thanks very much
Read Answer Asked by umedali on November 04, 2024
Q: I have read many times in the past that it was not a good idea to buy mutual funds late in the year. Probably because of taxable distributions. Would you agree with this?
Read Answer Asked by Denise on November 04, 2024
Q: If the S&P were to drop 5-7% as Fund Strat is suggesting between now and the end of November, are there any specific stocks or sectors that 5i thinks would be hurt the most.

FS has an enviable record of calling market trends accurately. And not being doom and gloomers. In fact they are still calling for further upside in total out to the end of the year.

Of course no one is right all the time. But I have been looking to raise some cash and this might be a good time to do so.

Thank you for your help.
Read Answer Asked by Donald on November 04, 2024
Q: Hello Peter,
I hold Berkshire in my rrsp and in the sad event Warren Buffet passes away, i do not see any tax implications (assuming the company splits or has spinoffs) until i withdraw money from the RRSP. I am thinking of investing in the CDR for Berkshire class B shares in my TFSA, Would there be any tax implications if the company structure changed? Thanks very much.
Read Answer Asked by umedali on November 04, 2024
Q: I haven’t been receiving market updates for a while so unfortunately I’ve missed a few buy/sell recommendations. I received my last question reply but not much else (checked spam folder as well). Was there a change recently to the email updates? My email hasn’t changed.

Thanks
Read Answer Asked by dan on November 04, 2024
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