Investment Q&A

Q: looking at 10 year bonds in these 2 companies...if you had to choose one, from a credit quality point of view which you feel most comfortable with...many thanks...Cheers

Q: Hello 5i,
Given that interest rates appear to have peaked, please rank the above list for:
1. Growth only
2. Your buying preference.
Thank you
Dave

Q: What's caused the sell off today?
Davi

Q: I am thinking of selling my Vermilion shares VET and using the funds to buy shares of MEG since I want to keep my oil and gas exposure at the same weight (about 15 per cent of the portfolio.) This swap of oil producers is predicated on that MEG is already returning 50 per cent of FCF to shareholders while VET is only returning 30 per cent. According to both compannies corporate presentations both companies play to allocate more FCF to shareholders when lower debit levels are achieved in 2024. I liked VET from its exposure to high gas prices in Europe but when Ireland introduced a windfall tax on VET it definitely took a shine off of Vet's future. What do you think of changing VET for MEG. I also have some CPG, CJ, TOU, WCP, and BTE so I don't want to add to them.

Q: of these 3 stocks which would you choose RUS-T, ALA-T, CNQ-T

Q: The following stocks have fallen below 1% in my portfolio.

From your previous answers/responses I assume it is best not to add to these?

Since they are under 1% is it best to sell, or is it best to stay the course and see if they recover over time.

They are all in registered accounts so no tax losses.

As well I have very small position in BAM due to the split. I have added to BN. Should I just let the small position ride or is it best to sell and add to BN or something else?

Thanks.

Q: I've got North America covered for my investments through stock purchases. How would you manage the rest or the world if one wanted diversification with a dividend bent. Would you purchase one ETV such as VEA or buy a few ETFs. Also what's a good starting point for a percentage of portfolio outside of North America.
Thanks

Q: Hi Guys,

Do you think DOC post-pandemic is dead weight in my portfolio and one should just unload it OR is there any hope on the horizon. It’s been bumping along at .12 to .16 forever. Is there anything out there that would give a glimmer of hope?!

Thanks a lot!

Q: Good evening, Shop is moving very well these days. Do you think it can keep this torrid pace up for a while yet. Iam concerned about FOMO and was thinking of getting back into it, thanks?

Q: Rob on November 15 asked about Shareclubs. There is a relatively current listing here: https://money4retirement.ca/canflid_clubs/. It was based on the earlier MoneySaver listings and updated during some outreach with these clubs.

Q: Hi could you please comment on the Brookfield Office Property Inc, 6.359 Cum.Min RR CLAAA PFD S11 . It looks like a great buy with a very high projected dividend your thoughts please

Q: is generation mining heading towards 0

Q: NWC, good company and stock but approaching a resistance area. I feel it's time to take the profit and sell. But what to replace it with?

Could you pleaase provide a few suggestionsto consider. A dividend payer, solid company making profits, currently at a price with good upside over the next couple of years.

Thanks so much.

Q: Can you explain (laymen's terms) The news release November 10th and how the Dutch Auction works, are shares tendered through a broker? NCIB seems much simpler. Thanks!
https://www.5iresearch.ca/company/tsx/CIX

Q: GOING FORWARD FROM TODAY WOULD HAMILTON TECH YIELD MAXIMIZER ETF AND GRANITE REIT STILL BE OKAY TO BUY TODAY?

Q: what do you think of cae's recent quarter. How do you view the stock going forward. I am a long time holder and wondering if I hold or move on? Thanks Stephen

Q: Is there an ETF for the USA that is similar to XEI? Listed on a US exchange or TSX.
Thanks!

Q: Long term holding and price appreciation of AAPL and NVDA has led to a U.S. portion of a registered portfolio weighting of 28% and 17% respectively. I'd like to take some profits on these positions and trim these weightings to diversify. Please provide your top suggestions for replacements to consider in Health, Consumer, IT, Communication, and Financial sectors with a timeframe of 10years+

Q: I'm down on both, I've been burned averaging down in the past, have promised to " never do that again". Thoughts on todays earnings and are either of these a good candidate to average down on.

Q: BCE or BNS - which do you believe would have more upside going forward?

Thanks for your service!