Investment Q&A

Q: hi, portfolio analytics says I am underweight basic materials, consumer defensive, healthcare and industrials. can you provide a few Canadian and US equities in each category, that you would consider for medium to long term investment.
cheers, chris ( take as many credits as you need ).
further, I am overweight in utilities ( 18.6% of total holdings ) and financials ( 25.5 %). do you recommend trimming these 2 sectors? and in financials I own BN and BAM ( which I would suspect actually have cross-over with other sectors? )??
cheers, chris

Q: In the answer provided today to Peter:

We would rank: BAM, BEPC, EIF, FTS, SIA, SLF, BNS, ENB, NPI, TVE, RY, CTC.A, T, TRP, ADN

You missed BCE. where would you place it?

Q: Prior to the December 2022 distribution of the new BAM, I believe that the old BAM (now BN) was trading with a dividend yield above 1%...perhaps around 1.25% or even 1.5% (?) As of this moment, the "new" BN trades at a 0.91% yield.

I usually use historical yield as a guide for my stock purchases. Am I able to make a direct yield comparison of today's BN vs. the former, or was the dividend affected in any way because of the distribution 6 months ago? If so, by approximately how much ??

Q: Retiree looking for suggestions to putt some money into a TFSA. Long term investment with a good dividend and reasonable capital appreciation. Please advise.

Q: I would like your opinion of this new ETF.
I realize it has no history, and is still rather small, but it seems to be in a growing segment, high income ETF's.
I like the equal weight aspect, I like all the companies in it, and I like that there is no leverage involved, and at the money options, seem like a winning formula.
I am looking for income, low volatility, and a little growth would be welcome, but honestly, if the share price is the same in 20 years after distributions, I would still be very happy.
It would make up about 30% of my investments, with HDIV at 20%, and HYLD at 20%, cash at 10%, and an assortment of individual companies, about 7, making up the remainder.

Thank you

Q: Since the healthcare sector in Canada is quite limited, I would like to explore the option of purchasing 100% US healthcare stocks to better represent this sector. I would greatly appreciate it if you could suggest six stocks that I should consider. Thank you in advance.

Q: A good time to buy these? Thanks!

Q: As for the Q. on Annamaque Mines and other worthless old stock certificates, they may still have some value as the artwork on some of these scrips is quite good and the promoters and "boiler rooms" that sold these to an unsuspecting public often put more $$$ into these pieces of banknote quality paper than the project.
A hobby exists called Scripophily and the better ones can be hundreds of $ in trading value.

https://scripophily.net/international/canada/

I have about 20 of these inherited from ancestors and the best adorn my office wall, some with an interesting history such as National Portland Cement Co. from 1908 with the Topeka bridge pictured crossing the Kansas River which collapsed in 1965, though I'm not certain it was from faulty concrete.

Q: Good afternoon,

Could you please pass on your thesis for owning Visa-noting in past posts you mentioned a "duopoly "of payment systems.

Thank you

Q: Good afternoon,

What would be a catalyst(s) to change the momentum of Telus International?

Thank you

Q: Hi Peter, Ryan, and Team,

The last question about NOA was on April 21. Do you still hold the same views?

I'm wondering why this stock is classified as 100% energy. When I look at their website, they seem to have a large stake in non-energy sectors, like metals and mining.

Finally, does 5i hold much stock (sorry) in the "Recent Breakouts" column in the Globe and Mail? NOA was recently featured.


Thanks.

Q: Hi Peter, This might be a dumb question but I am going to ask. Do the graphs on 5i or yahoo or any other website reflect total return I.e include dividends ? If NOT then how to compare two stocks performance over different period of time ? e.g SLF vs MFC , Thanks

Q: When you own a money market fund such as tdb8150, do you accrue interest on a daily basis. If I buy Monday and sell Friday , will I receive interest. One does not need to hold for a specific time ?

Q: Looking to start a position in either SU or TOU. Which do you believe is the better investment today?
Thank you
Donna

Q: Peter; I see WTI is down about $3.00 and WCS is up about $1.50 - not knowing much about the oil market is it possible traders go from one to the other- and is there any news to account for the drop - and jump? Thanks.
Rod

Q: Brookfield Renewable has an A rating and has been one of the most recommended stocks on 5i for income over the years. Since 2021 or so, if you look at the charts, it's been heading south as a trend.

Any opinions on what has changed since 2021 materially that this name seems to have been trending down as oppose to the prior 5 years? Is it because it's not longer a growth name and more a income name? Is it because their earnings haven't been as what they have promised? Just curious to know how or if the narrative has changed?

Q: Tiny company, very thinly traded, but possibly an interesting play for a small, speculative position? Would appreciate if 5i can provide some commentary and an opinion on long term prospects and merits of Voyageur Pharmaceuticals Ltd. Thank you!

Q: Retired, dividend-income investor.....this is a "timing" question.

I am close to topping up TRP...no panic to do so.....got a couple of questions.

#1 = I believe TRP reports in August 02/23.....wait for them to report?

#2 = Coastal Gas Link project....I went searching and read their May 31 update. I was looking for something to give me an idea about "on time and on budget"...came up with zip.

Do you have any more current info? At under $54, it looks like a good price to add. However, if waiting for another 6 weeks might bring some clarity and/or an even better price, then I'm ok to wait.

Got any insight?

Thanks...Steve

Q: Would you consider now a good time to purchase CAE?

Q: Good Morning
Today Allied announced that a buyer has been found for their Data Center after six months. A Japanese corporation will pay $1.3 billion. As well, Allied will pay to existing shareholders a special distribution. $1 billion of the proceeds will be used to reduce debt. Aren’t these positive developments? I am wondering why the market is reacting negatively. Allied is down today almost 3% to a level not seen since 2008.
Can you please provide some insight ? Any estimated probability with respect to the dividend cut will be appreciated. Do you advise an income investor to hold or sell ?
Thanks for your on going support.