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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: Further to Terry’s question today about celh, can you please comment on what makes this name a stand out? Financials seem to show “popping” earnings growth so I get that as one thing to like. Do you have any concerns that tastes for a drink can change quickly (I want to say fizzle out…I will have to try the drink. Thanks.
Read Answer Asked by Jason on December 12, 2023
Q: Hi, Further to the Tax-Loss selling question on BCE, the Ex-Dividend Date is Dec 14th. While selling/booking the capital loss, would it make more sense to sell between Dec 14 to Dec 27, so not to lose 97 Cents dividend, and then buy back after 30 days ? Generally, my experience is that, on the Ex-Dividend date, the stock price drops, but recovers to previous levels, within a few days. Thank You
Read Answer Asked by rajeev on December 11, 2023
Q: I'm trying to understand why HURA has outperformed URA by almost 20% this year. Holdings like Cameco and the Sprott Physical Uranium Trust Fund that have moved alot seem to have relatively similar weightings in both funds. NAK Kazatomprom AO - GDR hasn't had as strong returns YTD and is actually overweighted in HURA vs. URA. I don't think the USD-CAD has had any major impacts on the returns this year. What am I missing?

Also I think Cameco has had exceptional returns in 2023 far outpacing the ETF, do you think the others will catch up over time?
Read Answer Asked by Husseinali on December 11, 2023
Q: Hi, Regarding your recent addition of Intac Financial to Balanced Portfolio, could you please elaborate more on the rationale for this selection, as this company has not been discussed much on this forum. Property and Casualty Insurance has been talked about a lot by Portfolio Managers lately and in their opinion, projected to be the fastest growing sector in Insurance business. So, it should be a timely addition to the 5i portfolio!!

Who are Intac's main competitors and how does IFC compare with them in terms of market share, growth trajectory and valuation ? What are the major components of IFC's business and their geographical presence ? What's your take on company's recent decision for selling their UK Personal Line of business to Admiral, as, looks like, the news caused some concern among investors resulting a bit of selling in the stock, over past 2 days. (BTW, we started a 1.5% position, on Friday. Thanks for the alert !! )
Read Answer Asked by rajeev on December 11, 2023
Q: Hi,
Some months ago I had asked about non correlated assets and you mentioned Private Equity as an option and chose these stocks. (Also your perennial favourite BN!) I have half a position in BN and plan to add more soon.

Among the 3 (BX/KKR,BLK) which two are your favourite and why? Or you can rank order them from the best to your least favorite.
Read Answer Asked by Savalai on December 11, 2023
Q: Dear Peter et al:

This is more of big picture and history based question even though I am old enough know that the past performance doesn't mean anything going forward!

Has there been a period when Small cap growth or value stocks outperformed the Large caps growth/value during deflation/stagflation, recession with with a capital R or a lower case r, or even in a nominal sideways market? Do you see such a scenario evolving in 2024/2025? If so what are the ETFs that one could employ to benefit from such a scenario? Lightening up the large caps and switching to small caps for a year or two , is this a good strategy going forward?
I have included some of the ETFs that you are fond of from your Q&A. However feel free to add or delete!

Many thanks.
Mano
Read Answer Asked by Savalai on December 11, 2023
Q: Is BCE a good candidate for selling now for a capital loss and buying back in 30 days?
Thank you
Read Answer Asked by Michael on December 11, 2023
Q: I have two questions. Gold value is now above $2000 US and AEM does not seem to correlate the price of gold, is there a reason for that? I have heard about Cohere (https://cohere.com/), a language AI company based in Toronto, their list of investors is quite impressive (NVDA, SalesForce, Oracle, etc,). Do you think this company could be listed on the TSX in the near future? Thank you
Read Answer Asked by Gervais on December 11, 2023
Q: Looking at etfs in the US using covered call strategies and understanding the limits on their upside capture and limited aid to the downside I'd ask you to compare JEPI GPIX GPIQ JEPQ and SPYI. GPIX and GPIQ are new and thus will earn your caution that they don't have sufficient liquidity yet but I assume they will soon attract significant investment. Could you look at all 5 and compare their individual strategies, how they differ in terms of holdings and please rank them from an income investor perspective on a total return basis. Would you recommend such an investor hold more than one? A big question but I suspect many members including myself are invested or considering these etfs and would appreciate your input given the current market uncertainty and the growth of these covered call etfs. Thank you!!!
Read Answer Asked by Ken on December 11, 2023
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