Investment Q&A

• Bank of Nova Scotia (The) (BNS)
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• Sun Life Financial Inc. (SLF)
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Q: Given your "We feel that we are currently coming out of the trough, recovering into an expansion" would you endorse SLF to BNS switch for 7% div and eventual BNS stock recovery (how likely)?
This is my way of setting up my portfolio for (eventual) retirement.

Regards,
JR

Upvote 11

Read Answer Asked by JR on November 28, 2023

• Walgreens Boots Alliance Inc. (WBA)
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Q: Is WBA in trouble or is there an opportunity here? Thanks.

Upvote 2

Read Answer Asked by Marco on November 28, 2023

• Chemtrade Logistics Income Fund (CHE.UN)
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Q: Can I get your short and long term view as well as your opinion on dividend security and growth?

Upvote 2

Read Answer Asked by Steven on November 28, 2023

• Amazon.com Inc. (AMZN)
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• iRobot Corporation (IRBT)
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Q: Hi 5i
Wow, some crazy yoyo action on IRBT. Looked like a deal, now maybe not. What are odds it goes ahead? If it doesn't, is the stock worth owning at this price ($35)?
Thanks, Greg

Upvote 3

Read Answer Asked by Greg on November 28, 2023

• TC Energy Corporation (TRP)
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Q: Your thoughts please on the news from TRP today. The markets seem to like the increased guidance.

Thx

Upvote 11

Read Answer Asked by blake on November 28, 2023

• Lumine Group Inc. (LMN)
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Q: Wondering whats driving LMN the last few sessions? Was considering buying some more however if there is no news probably just a fake rally-thoughts?
Are you considering adding to the model portfolio at this time?
Thanks
Jeff

Upvote 10

Read Answer Asked by JEFF on November 28, 2023

• Lumine Group Inc. (LMN)
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Q: Everyone, I have been accumulating LMN since August and bought more today. Also, I will continue to buy more in the next six months. At what price do you see the stock at December 1st, 2028? Clayton

Upvote 13

Read Answer Asked by Clayton on November 28, 2023

• Apple Inc. (AAPL)
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• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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Q: Hello,

If you had to pick 3-5 core companies for longer-term exposure to the AI space, who are they and why?

Thank you.

Upvote 25

Read Answer Asked by Trevor on November 28, 2023

• K92 Mining Inc. (KNT)
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• Orla Mining Ltd (OLA)
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• Karora Resources Inc. (KRR)
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Q: Hi there, could you please name your current top 3 stocks in the junior gold mining sector and why?
Thanks.

Upvote 3

Read Answer Asked by Chris on November 28, 2023

• Apple Inc. (AAPL)
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• Amazon.com Inc. (AMZN)
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• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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• Tesla Inc. (TSLA)
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• Arista Networks Inc. (ANET)
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• Cadence Design Systems Inc. (CDNS)
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• Synopsys Inc. (SNPS)
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Q: Recently watched the Blackberry move and it was excellent. We know how things ended but they had a good run when they were winning but missed where the market was heading. Looking back over years there was the PC/Internet revolution followed by the mobile/smartphone revolution and now what appears to be the AI revolution. In hindsight buying and holding Microsoft, Apple, Google, Nvidia etc made sense. With AI the next frontier what stocks do you think will be the next big winners; same names as the past or are there new names we should investing in?

Upvote 20

Read Answer Asked by Sal on November 28, 2023

• Bank of Nova Scotia (The) (BNS)
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Q: Can you comment on the quarter and whether you feel the stock offers good value here?

Upvote 27

Read Answer Asked by Joe on November 28, 2023

Q: re: Indra's question about UK and Hong Kong withholding taxes:
S&P Dow Jones Indices maintains a list of withholding tax rates for every country.
(google S&P Global withholding tax rates.)
The UK and Hong Kong have 0 withholding tax.

Upvote 3

Read Answer Asked by chris on November 28, 2023

• iShares Russell 2000 Growth ETF (IWO)
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• Vanguard S&P Small-Cap 600 ETF (VIOO)
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Q: After listening to Larry Berman on BNN yesterday I looked for the symbols for the small cap etf representing S&P 600 and couldn't find them .What ETF do you feel best represents the S&P 600 or US small caps ?

Upvote 3

Read Answer Asked by lynn on November 28, 2023

• Cenovus Energy Inc. (CVE)
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• Tourmaline Oil Corp. (TOU)
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Q: I currently hold CVE and TOU and want to add a pipeline to round out my holdings in the energy sector. Which pipeline company would you recommend?

thanks,
Paula

Upvote 7

Read Answer Asked by Paula on November 28, 2023

Q: Sector weightings
Recently 5i advised industrial sector weight at 22%. Suggestion - publish sector weights monthly. Would be helpful for those of us who put alot of emphasis on sector weights.

Upvote 4

Read Answer Asked by sam on November 28, 2023

• Franco-Nevada Corporation (FNV)
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Q: I am at a loss with Franco Nevada. Would that make sense to sell soon after the ex-dividend date of December 6th to realize a tax loss and buy again in 2024 (˃ 30 days) once we know more about the Panama situation? Do you think the FNV stock could still go much lower than it is today? Thank you

Upvote 6

Read Answer Asked by Gervais on November 28, 2023

• A&W Revenue Royalties Income Fund (AW.UN)
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• Boston Pizza Royalties Income Fund (BPF.UN)
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• Pizza Pizza Royalty Corp. (PZA)
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Q: Let’s eat! Putting eating biases aside, of PZA, BPF.UN, and AW.UN which would you prefer to invest in?

Upvote 8

Read Answer Asked by David on November 28, 2023

• Toromont Industries Ltd. (TIH)
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• BRP Inc. Subordinate Voting Shares (DOO)
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Q: TIHor DOO which do you prefer today for growth over the short term.

Thank you as always for this great service.

David

Upvote 8

Read Answer Asked by David on November 28, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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• WESCO International Inc. (WCC)
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• Bel Fuse Inc (BELFB)
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• EMCOR Group Inc. (EME)
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• SPX Technologies Inc. (SPXC)
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Q: Are there US listed companies doing similar work to Hammond Power Solutions
Thank You

Upvote 4

Read Answer Asked by Peter on November 28, 2023

• PPL Corporation (PPL)
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• Keyera Corp. (KEY)
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• Enbridge Inc (ENB)
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• Algonquin Power & Utilities Corp. (AQN)
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• TC Energy Corporation (TRP)
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• Bank Nova Scotia Halifax Pfd 3 (BNS)
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Q: I am finally going to dump my AQN holdings and would like to redeploy capital to get similar dividend yield. I hold hold postions in all of the other stocks listed. How would you rank order them in terms of value/upside and are there any particular standouts which you would recommend for a buy now. Thanks

Upvote 17

Read Answer Asked by Gary on November 28, 2023