Investment Q&A

Q: I recently received my Money Show mailout. Seems like a lot of new faces - no Peter - no Ryan. The only 5i/Canadian MoneySaver person I see is Lana from the Canadian MoneySaver. I am used to speaking with 5i representatives but I guess this year it would be Lana? Thank you. A long time member.

Q: When ratio or metric do you use to access whether a company is too leveraged. Is net debt to ebita the most telling or do you use others. Can you explain which ones you look at and at what level it becomes a concern when interest rates rise or revenues decline. Thanks!

Q: Dear 5i,

Using a Canadian broker.
Is there a way where one can slowly build a small position in CSU at a fraction of it's normal stock price of approx. $2,650? For example, is there a way where I can buy 1/10 share at approx. 1/10 the price? I find this is an issue for stock prices that are very high. Does CSU have a history of doing stock splits?

Q: My apologies. I seem to have had a "Senior Moment" and written in the wrong company name and symbol. The question is about Canadian Utilities

I feel that I need to sell my Canadian Utilities as despite the nice 5.21% dividend with a 9 year streak rising annually, long term there seems to be no significant share price growth. I had thought they would do much better after getting off coal but evidently not. Is there any point in keeping CU in my TFSA other than just for the dividend?

Could you please suggest your best 8 Canadian Blue Chip stocks with dividends over 5% that I don't already own, and that come with steadily rising dividends and enough growth to justify putting them in my TFSA. I already own RY, BNS, CM, BCE, T, EMA, FTS, H, CPX, BEP, BIP, ENB, PPL, TRP. I could add to any of these if necessary but hope you could suggest some new ones I have "missed".
Thank you....... Paul W. K.

Q: Hello
I am resending this question as I made a typo for the CPX dividend in the first one
Sorry................... P K

1:49 PM 7/5/2023
I feel that I need to sell my Capital Power as despite the nice 5.46% dividend with a 9 year streak rising annually, long term there seems to be no significant share price growth. I had thought they would do much better after getting off coal but evidently not. Is there any point in keeping CPX in my TFSA other than just for the dividend?

Could you please suggest your best 8 Canadian Blue Chip stocks with dividends over 5% that I don't already own, and that come with steadily rising dividends and enough growth to justify putting them in my TFSA. I already own RY, BNS, CM, BCE, T, EMA, FTS, H, CU, BEP, BIP, ENB, PPL, TRP. I could add to any of these if necessary but hope you could suggest some new ones I have "missed".
Thank you....... Paul W. K.

Q: Looking for income from bond etfs and dividend paying stocks that will appreciate in value if interest rates have peaked and gradually fall towards 3% (i.e. those that have been hit unduly hard due to inflationary fears). Suggestions?

Q: I have CAE, AC, KXS, SHOP, and BAM. I was wondering what stock to buy that looks like it has good growth this year.

Q: Morning 5i Team,
I have held TRI since early 2020 and have since almost doubled my investment. I am thinking of taking some profits on TRI and invest the proceeds on something else. Would you agree with this move? And can you suggest a stock(s) to put the proceeds in regardless of sectors.
Thanks,
H

Q: What would be the best stocks/sectors/investments if we were to enter into a deflationary environment?

Q: Thinking of buying AEHR.Please comment and is it related to AI. Thanks for U usual great services & views. Happy Canada day.

Q: I hold a significant percentage of my portfolio in XEC and am happy to have the exposure to add diversification. It has been a bit of a drag on returns for a while now however, and it has me wondering — what are some plausible scenarios moving forward where emerging will outperform? Have there been significant episodes in the past 100 years or so where emerging was at the top of the index return lists?

Q: I was wondering if there is any way of knowing who/which fund was trading Siyata Mobile Inc. (SYTA) today? Normal daily trade is 5 million; today it was 20 million.

Thanks...

Q: Wondering what your thoughts are on PCT? They have been around since 94, but I believe they just got funding for a new plant. They recycle #5 plastic and claim they make it completely reusable, and have the only patent to do so. They also have a South Korean deal that is supposed to produce large volumes.

Thanks

Thanks,

Q: Is there some reason that the big cap Brookfields except BEP, also QSR, and perhaps others are omitted from the
5i Stock Screener: Canadian Companies That Pay US Dividends (2023 Update)?
They were included in prior revisions.

Q: I currently hold the above noted preferreds in an unregistered cash account, and they are the worst performers. Would it be advisable to take the losses and move on to something else, or sit tight and continue to get the dividends?

Q: Hi Gents,

Please compare these 2 companies which one (and why) you’d choose today for 3 year holding approx

Thanks!

Q: I wish to find a place for some cash. I am not entirely clear on some details for HSAV: the current trading price is around $106,60.

Of course, there are no distributions; What do you calculate the effective yield to currently be?

My trading platform suggests NAV is $106.30, so there is a premium being paid at the current price. What effect will that have on the yield? And what effect when I come to liquidate the holdings?

Last, if you see HSAV a not that good a place to deposit, what other place(s) would be good to hold some cash? BMO HISA is currently offering 4.6%

Many thanks

Q: NVDA has become 10% of my portfolio. Too often, I have sold too early, and too often I have not sold, and lost the gain. What to do! I wonder if it's a good idea to trim and buy some TSM, or AMD, or is there another company I should be looking at? Or, if so many are at the point of entering NVDA, does that mean it just makes sense to hold a little longer and reevaluate regularly?

Q: Good day guys ..
Would u agree with Mr Jordan’s zinberg assessment for this name .. recently it has been hold in your eyes.. is it now a buy at current levels .. this guy is a donville disciple and appears to be rather sharp in picking small cap stocks.. would u follow his lead here and buy as he currently thinks it’s at maximum pessimism..
thank u
Mark

Q: You downgraded ENGH two notches in July 2022 but seem a bit more positive about their decisions and performance since then.

Informally, would you think they have earned a notch back?