Investment Q&A

Q: I own HTL and hope you can provide your thoughts on the medium to long term prospects for this company. It seems to have peaked 2021/2022 and has since been in a downtrend, basing at approx. $1.30. I thought the ART business was very interesting so I purchased some awhile back. thanks

Q: KBL has been doing well this year could you give us the future prospects and your view going forward.

Q: Which would have a safer dividend for the longer term FTS or BEP.PR.R or both.

Q: thinking about diversifying out of dollars, , aside from US$ and gold, which currency do you think might be on a strengthening bias?

Q: Hi Peter, several years ago I held a stock that a short position was taken on it and it fell because of that and I lost money due to that. Now I heard that a similar "short" was put on WSP so to avoid a similar situation as before I sold my 40 shares but this time at a profit. In this case the shares aren't acting the same or not yet that is. Was it a mistake, did I over react or is the short warranted. How do you know who to trust. Thanks

Q: We always heard Buy Low Sell high. Will this apply to these two companies , being at their 5 yr. low? If they were to cut their dividend by 30%, their dividend will still be 4% +, and the price will drop even further. Would then be another time to scoop up some more?

Q: What are your top 5 Canadian natural gas stocks in order of how you would buy based on total return expected in 2024? Would you buy all five at this time? If not, which would you buy?

Q: Hi Team,
What's happening with PRL today? I looked this morning it was up 0.5% and now its flying up 13.6%. I don't see any news. I only recently have initiated a half position in this name and was planning on adding on a dip...but maybe a dip wont be in the cards. Is it worth chasing here or should I wait to add to it?

Also...what is giving this name such a higher value when compared to GSY? GSY from what I see is growing almost as fast, even though it's a larger company with longer track record. GSY also seems to be reaching scale as their loan book growth is now growing exponentially the last year or 2. GSY just seems so undervalued all the time it's hard to understand what more investors can want here with the name.

Thanks,
Shane.

Q: Stumbled on a Morningstar article which pointed out these companies share prices are relatively low in relation to their fair value. Wondering if you comment on these and if you think they have some potential for gains. If there is some opportunity with these, can you rate in order of your preference.
Thanks

Q: Hi,
EVO is an etf recently launched which uses AI as a modelling strategy. Management charges 0.73%.
Can you tell us more about the team behind this etf and their track record as well as your thoughts on using their modelling using AI.
Thanks

Q: Enbridge announced 2 JV in late March. Would you comment on what will be the impact of these JV on revenues and debt. Good for short, mid or longer-term? Still hold or buy? Thanks a lot.

Q: How would you rank these four companies for potential share price appreciation in the next year?

Thank you!

Q: Ross this morning commented on Warren Buffet’s advice to buy index funds. This advice is aimed at the ordinary, non stock picking expert, of which group I consider myself a member. Because of this membership I have thought a lit about putting that advice into practice. The reason I didn’t do that completely is because of the development of 5i Investing. I can see by frequenting some of the investing forums, that you are head and shoulders above even the average sophisticated amateur investor. As you say in your advertising, we are not in this alone. I, and many others, i am quite sure, appreciate your experience and skill, and especially your willingness to share this with the average retail investor. We don’t get to say it often but i thought that I would take this opportunity to let you know how much your work is appreciated

Q: At current valuations what would be your top 3 picks, regardless of sector, amongst the available CDR's for a long term hold within the TFSA of a 26 year-old (top 4 picks if NVDA happens to be one of your top 3 choices). If you then also throw LMN, CSU, BA and ATD into the mix what would your ranking be (best to worst) along with your conviction/confidence level (10 = most confident, 0 = least confident) for each choice and a brief statement as to why. Many thanks.

Q: XIC and VCN. Which one of these two ETFs do you prefer and Why?

Many Thanks

Q: Good morning,

This weekend I came across this ETF that invests in private companies with the largest holdings being Space X. The 52 week action on tis is insane and I believe it is only a few weeks old in terms of being traded. What is your opinion of this ETF their strategy if any and the trade action in such a short time. Are there other more established funds out there that do the same thing? Would you buy something like this with some fun money? Sybol DXYZ

https://destiny.xyz/tech100

Q: I have cash available to invest which I am not ready to deploy into the market. However I want to avoid interest income from HISA and bonds. I believe you have mentioned some funds/accounts where the money is reinvested in a way to produce a capital gain rather than interest income. I’m not thinking of stock etfs like HXT which do not create distributions.
Thanks for your help.

Q: why is the management fee so much more expensive for Canadian ETF's?
XEG at 0.6%
vs
XLE at 0.09%
similar with XIU vs SPY as another example.

Q: can you give an up date. can they turn the corner? debt is high, would anybody buy this company ?

Q: Peter, I am a 75 year old active and avid stock picking DIY investor and have been pretty successful thanks very much to you and the staff at 5i Research. However, my wife has no interest and no knowledge to manage our portfolios if something were to happen to me. And with a nod to Warren Buffett I believe I would like to leave clear instructions that our stocks be sold off and the funds invested in a passive 80/20 equity/bond (or what split would you recommend?) all in one ETF that would provide for my wife for the rest of her life.
What ETF would you recommend for this? And is one truly enough?

Thanks. David