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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: Hello, I sold ERE.UN recently but I want to keep a toe in the residential sector and was looking at KMP.UN, after reading a favorable report from a broker. The current valuation is interesting, among other points. What is your opinion of this REIT? Should I buy after the earnings release (Feb 14)? FYI, I know you like CAR.UN, but I am not interested at this point. Thanks.
Read Answer Asked by Martin on February 01, 2024
Q: I can not find ether capital in your search?
Read Answer Asked by victor on January 31, 2024
Q: Good Morning 5i,
I have held VEE for a number of years as part of my global exposure in my portfolio. I would like to replace it with another global ETF. Could you suggest 3 other ETF's that would provide more upside over the next 5 years. I also hold XWD so avoiding any overlap is a consideration.
Thanks for all you do for us each day.
Dan
Read Answer Asked by Dan on January 31, 2024
Q: I have been noticing that more so than ever questions have been directed to you in regards to energy related stocks as opposed to tech, do you think that is a reflection of sentiment shifting towards value vs growth from the retail end?
Read Answer Asked by simon on January 31, 2024
Q: Hi, can you give me your 5 best US growth stocks ideas, ranked 1 to 5 (one being best), with a high degree of safety yet good growth to hold and not touch for 3-5 years? Thank you.
Read Answer Asked by Harry on January 31, 2024
Q: In terms of growth and quality, what is your strongest long term recommendation for each of the following investment themes:

Artificial intelligence
Cybersecurity
Cloud computing
Digital payments
Online advertising
Infrastructure rebuild
Alternative/clean energy
Asian consumer spending
Medical needs of an aging population

My preference is for single stock ideas (US, Canadian or international) rather than ETFs, if possible.
Read Answer Asked by Brian on January 31, 2024
Q: Which 5 Canadian and 5 US companies would you buy for pure growth over the next 6 months? Can you provide a bullet for each on risk and main reasons for selection?
Read Answer Asked on January 31, 2024
Q: Hello 5i team

This fall I accumulated a basket of perpetual preferred shares composed of L.PR.B, BN.PR.N, SLF.PR.D, MFC.PR.C, FTS.PR.F (all recommended by 5i in 2023). The (TFSA) return on this basket is currently 8% (dividend not included).

(L.PR.B has the highest weighting = 40%)


Questions :

1- What should I expect in the coming months in the current rate and economic context, including the possibility of a recession?

2- Would you feel comfortable keeping this basket for the next 5 years?


Thanks to the whole team.
Read Answer Asked by Charles on January 31, 2024
Q: Hi,

Thank you for answering Scott's question today (Jan 30, 2024) and choosing BIPC. His question didn't include all the components of BN behemoth. I know your favorite is BN for growth and BAM for dividends. Can you rank order others, especially BEPC/BIP? To one of earlier questions about energy stocks you chose BEPC. I understand the rationale there. If you were to ignore the energy sector where would BEPC stand?
Many thanks.
Read Answer Asked by Savalai on January 31, 2024
Q: Hi 5i Team - I am familiar with the following terms/metrics but not completely sure of what they mean in context. Could you explain the difference between earnings, net earnings and profitability.. Also how does cash flow differ from free cash flow. Does a company with free cash flow mean that it's profitable. Along these lines what is a good way of measuring profitability.
Thank you.
Read Answer Asked by Rob on January 31, 2024