Investment Q&A

Q: Dir.un is one of u favourites in the REIT sector.Mar 28 closed at $13.08,1yr H $15.13,1yr L 11.53.On Mar 27,A Moffs,real estate specialist, on Market Call picked it as a Top Pick,citing 27% discount to NAV,very low 36% debt/asset and strong growth etc.Please comment.Buy,Add or Hold. What is a good entry price?Txs for u usual great services & views.

Q: Am considering taking a position in one of these companies that I believe are in similar type businesses. How would you rank them and why? And would you be a buyer now or prefer to wait based on recent earnings and current stock momentum?

Q: Can you provide a current view on Ameriprise Financial?

Q: Greetings 5i team,
What are your favorite Canadian small cap, growth stocks, in order of preference, right now.
Thank you
SP

Q: Based on my TD Webroker Analyst ratings, ANGIE STOROZYNSKI and Analyst with Seaport Global has a 4.5 star rating as a result of her PERFORMANCE WIN-LOSS RATE
84 Out of 128 Successful Ratings(66%) and an Average Return Per Rating
+12.0%

Now I know generally we're not supposed to take analyst ratings that much into account with maybe the exception of "..are the analysts ratings trending up or down".

Is that the theory I should be be taking with analysts ratings? What's 5i philosopy on analysts ratings and do you take note of any prominent analysts in the investment field?

Those questions aside Neil Kalton from Wells Fargo with a similar rating but an average of half of Angie's came out with a rating for Nextera Energy NEE on the same day as her. His is for a target price of $85 and hers is for $44. It seems mind boggling how two analysts can have both and upside of 30% percent and a downside of 30% on the same stock on the same day being the most recent analyst opinions on the stock??? What is your price point for NEE today, Is it a buy, sell or hold. What price would you get in at because I'd like to average down on the position I have on it now. Thanks for the help to clear things up.

Hope everyone has a good Easter Weekend.

Cheers

Q: Hi Team,

I don't think a question has been asked on this company in the past. What are your opinions, seems relatively small. Do you prefer Sigma to this one?

Thanks!

Q: Hi 5i, the last question on Definity, back in Feb, asked about the possibility of DFY being acquired. Since then Swiss Re has taken an almost 10% position. What are your views on this stock going forward. Thx.

Q: I have been holding this stock for a while, just wont to know your thought on it, great job 5i

Q: In a registered account I would like to do some money recycling and choose 2 to depart from and recycle back into the others. HPS.A with 4% weighting and GSY at 6%. WELL is (well below) purchase price and although I still believe in the company the others might do better with a 5 years horizon but maybe not, your take. Could you identify the 2 you would let go and where would you recycle money into with a 1-5 preference, 1 beeing where you would add the most and 5 you would put the least. Having said all of that the total portfolio is much bigger and the position size of all of the above except for HPS and GSY are in the 1-2% range.

Thank you

Q: comment please on quis news.

Q: Retiring income investor. Do you have a preference between ZWH and HYLD? HYLD has a significantly higher yield but not sure if I'm missing something as far as risk/stability or fees. Also, would you have a concern holding both VFV for growth as well as HYLD for income?

Q: In your response to Peter this morning you stated that you "think investors can always hedge against the depreciation of US dollars" and you go on to give some examples of how that can be done. Would you consider owning hedged ETFs and CDRs to be another option to hedge against the depreciation of the US dollar? Thank you.

Q: Hi 5i,
Could you compare and contrast PSI, TVK and NOA, with risk and total return over the next three years being the primary concerns. I'm considering them because I've done well with KEY since buying in 2020 and adding here and there since then, and think it may be time to sell a third of KEY and re-invest the proceeds. Registered account.
Thanks!
Peter

Q: Can you provide an updated fundamental analysis of this company. Technically it is performing very well recently. Valuation also seems to be very reasonable. I am thinking of taking a small position in my TFSA.
Thanks very much.

Q: Can I ask for an updated view of HLF.

Q: Where do I find information about blackout dates for company stock buybacks. What are the blackout dates for HOM>U and QTRH?

Q: Could you please provide 3-4 names of US companies that you buy now in each of the following sectors: Technology, communications, industrial, discretionary, and Materials.

Q: Is there an opportunity to start a position at these levels? Gold has been strong for ~6 months and the share price on Newmont has been very weak considering that. I know they made an acquisition of Newcrest last year, was there an issue with that acquisition or is there something else at play keeping shares weak?

Given the notable monthly and quarterly closing price of gold last week, it seems like Newmont shares have solid potential upside from here. If you aren't keen on NEM, is AEM the preferred alternative or is there another gold miner you like?

Thanks!

Q: Hi Team,

Which ETF would you be adding new money to in a U.S RRSP account?

IWP has been on a tare and can potentially keep moving but SCHD seems to represent better value. These are long term core positions 20+ years.

Thanks,

Q: Which companies do you think are the most likely candidates to be added to the TSX comp index at the next review (June). They only added 1 last time - MDA, which has a market cap of about $1.7 B. That's what Hammond Power has now, so I'm thinking that one would be a possibility. It trades fewer shares daily than MDA, but more total dollar value of trading per day as the share price is 10 times that of MDA.