Investment Q&A

• Savaria Corporation (SIS)
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Q: I have a small position in each of BAM and SIS in a RIF and would like to consolidate into one position. Would you prefer BAM or SIS.

Thank you as always for your sage advice.

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Read Answer Asked by David on June 26, 2023

• TD U.S. Money Market Fund - Investor Series U$ (TDB166)
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Q: I m looking for a TD moneymarket fund i n. my TSFA US account small amount to keep there,please give me some suggestion also the rate they come with

thank you

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Read Answer Asked by margit on June 26, 2023

• BMO Covered Call Energy ETF (ZWEN)
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Q: Hi 5i,

Please comment on ZWEN, would you be a buyer at this time, and would it be better suited for a registered or non registered account.?

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Read Answer Asked by Michael on June 26, 2023

• VSBLTY Groupe Technologies Corp - Ordinary Shares (VSBY)
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• PanGenomic Health Inc. (NARA)
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Q: Do you see any hope for either of these to recover or is it time to just cut losses and move on?

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Read Answer Asked by Walter on June 26, 2023

• NVIDIA Corporation (NVDA)
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• Super Micro Computer Inc. (SMCI)
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Q: I very recently picked up a small starting position in SMCI at $235. Am waiting before adding anything further. I don't normally base decisions on technicals but would like your thoughts on what price level you think would be reasonable. It did gap up in May around $160. In your experience, would you expect the price to come down to fill this ? Any other comments would be appreciated.

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Read Answer Asked by Alexandra on June 26, 2023

• BRP Inc. Subordinate Voting Shares (DOO)
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Q: How much higher will it go.
Shall I buy more shares
Thanks

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Read Answer Asked by gabriel on June 26, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI)
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• illumin Holdings Inc. (ILLM)
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Q: I'm under water on both these small cap tech stocks each at <1% of portfolio. I gather from previous comments NVEI is a buy currently? Is ILLM also a buy? Which has greater upside over net 2-3 years?

Thank you

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Read Answer Asked by Tony on June 26, 2023

• Brookfield Renewable Corporation Class A Subordinate (BEPC)
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Q: What currency are BEPC’s dividends paid in?

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Read Answer Asked by Andre on June 26, 2023

Q: Hello 5I team: If someone retired with some room in RRSP which is in turn transferred to RRIF can they contribute with no employment income as long as they do not claim for a tax deduction?

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Read Answer Asked by Larry on June 26, 2023

• Ford Motor Company (F)
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• Bank of Nova Scotia (The) (BNS)
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• Magna International Inc. (MG)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Q: Hello, I am down on these stocks and with the risk of a recession, would you preemptively sell any or all?
Thanks
CR

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Read Answer Asked by Carlo on June 26, 2023

• Dollarama Inc. (DOL)
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• BRP Inc. Subordinate Voting Shares (DOO)
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• Alimentation Couche-Tard Inc. (ATD)
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• Premium Brands Holdings Corporation (PBH)
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• Boyd Group Services Inc. (BYD)
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Q: For a retired conservative investor:

1. Please rank DOO, ATD, & BYD for safety first and total return second.

2. Please rank PBH & DOL for safety first and total return second.

Thank you

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Read Answer Asked by Lyle on June 26, 2023

Q: Hi team, I am a retired, income with a bit of growth investor. I have 22 holdings in my portfolio. My general rule of thumb is that a single holding should not be over 5% and a sector no more than 20%. When it comes to ETF's my % are a bit higher. My question is, with the above ETF's in mind could you please tell me what the maximum % you would feel comfortable with holding in a portfolio. eg- I have ZWA at 10%, ZWE 9%, ZWU 9%, with cash at 15.5%. Thanks for your expertise, Bill

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Read Answer Asked by William on June 24, 2023

Q: Hi Gang

Did you have a look at my last question onTop 15 Canadian companys that pay in US cash

Thanks Mike B

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Read Answer Asked by Mike on June 24, 2023

Q: Hi Gang

Can you give me list of Reits and companies that pay in US cash

Thanks Mike B

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Read Answer Asked by Mike on June 24, 2023

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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• Corby Spirit and Wine Limited Unlimited Non Voting Class B Common Shrs (CSW.B)
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Q: hi. I am down on CSW, and am thinking of selling and locking in the tax loss, and immediately picking up ADW. do you see more capital gain potential in one versus the other? what do you feel is the better investment now?cheers, chris

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Read Answer Asked by chris on June 24, 2023

• Dynamic Active Investment Grade Floating Rate ETF (DXV)
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Q: Could you comment on this with rates rising

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Read Answer Asked by terrance on June 24, 2023

• NFI Group Inc. (NFI)
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Q: If you already hold NFI at these level, would you sell and move on or does the risk / reward make sense for a few more quarters or longer term?

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Read Answer Asked by Pierre on June 24, 2023

• Constellation Software Inc. (CSU)
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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Q: Can you pls recommend a CDN ETF that holds Constellation Software, and which has a good track record for price appreciation. Thank you.

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Read Answer Asked by Ron on June 24, 2023

• Biogen Inc. (BIIB)
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• Illumina Inc. (ILMN)
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• Intuitive Surgical Inc. (ISRG)
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• Eli Lilly and Company (LLY)
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• Exact Sciences Corporation (EXAS)
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• Guardant Health Inc. (GH)
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Q: Hi 5i,

For Guardant Health (GH) would you recommend holding or selling at this time?

If selling is your recommendation please provide 5 US healthcare stocks that have good prospects in the near to long term.

Thank you.

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Read Answer Asked by Brian on June 24, 2023

• Intel Corporation (INTC)
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Q: Just read about Intel making its foundry available to customers for specific chip designs to compete and grow, trying to supplant Samsung and TSMC, seems they are building foundry production to compete with Samsung, what are prospects of success by 2030 as they hope, is this good place to step in?

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Read Answer Asked by Don on June 24, 2023