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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: Question by Kel Jan 30 made reference to earlier Q&A about your recommendation for top 2 canadian companies per sector for 2024. Could you send me that Q&A as I was unable to find it.
Thanks
Read Answer Asked by sam on February 01, 2024
Q: Is there a 2023 or later update of Cdn owned firms paying dividends in USD? Thanks a lot.
Read Answer Asked by TOM on February 01, 2024
Q: Hi,

As individual DIY growth investor, what are some of the top things we can we do to maximize up-market capture vs minimizing down-market capture? I have a longer timeframe and am comfortable with volatility in the markets. With the strength in tech, the sector has run to ~26% (SHOP, KXS, CSU, NVEI, CRWD, TOI, NVDA, LMN, INTU), followed by financials 18%, cons disc 15%, industrials 12% and the others all below 6%.

Is it time to trim across the board and re-balance? How do you balance this while allowing strong compounders to continue performing over time? What are the key things to do focus on to beat the market going up while protecting those gains and minimizing downside?

Thank you!
Read Answer Asked by Keith on February 01, 2024
Q: Hi, my respected 5i team
I know it is impossible to predict the future, I would like to get your professional ideas about how the "S&P/TSX Composite Index Banks" will perform in the next 5 years? It seems everyone expecting the interest rate going down and how will this affect the 5 big banks performance down the road?

And how will the general market perform (both US and Canada) in the next 5 years?

Thanks in advance!
Read Answer Asked by Jane on February 01, 2024
Q: Hi 5i, I currently hold JPM in a registered account and I'm looking for more growth in the next 5 to 10 years. Which of the three listed has the best growth profile and is shareholder friendly. I want to stay in the financial sector and if you have a better idea, an idea listed as a CDR, please suggest. Thx.
Read Answer Asked by Christopher on February 01, 2024
Q: Now that Trans Mountain will soon be in service, are there specific oil producers or energy companies that 5i think may benefit the most to the bottom line and share price.

Best regards,

Tom
Read Answer Asked by Thomas on February 01, 2024
Q: Hi 5i
I have done well with all 3 of these but I am concerned that lower interest rates will cause them to pull back. Would you agree? According to G&M site, there isn't a lot more upside with avg. target prices about $31 MFC, $41 POW, AND $74 SLF. All 3 are close to 70 RSI which I use as a warning sign. I would appreciate your thoughts and if I were to sell one, which would you suggest? Now that MFC has finally gone above $28, do you think $30 will be an exit price for a lot of investors who are tired of the $24-$28 trading range?
Thanks, Greg
Read Answer Asked by Greg on February 01, 2024
Q: In researching this company, to me the balance sheet looks fine, fairly steady profit margins and okay debt levels. The stock price appears to be reasonable, and they mention the use of AI and digital transformation in their business.

I’m trying to figure out what the risks are, besides a downturn in the economy. Any thoughts? Would on-shoring benefit a company like this ?
Read Answer Asked by James on February 01, 2024