Investment Q&A

Q: Hi Peter and Staff
No rush ... Happy New Year......just watched a BNN Market Call and guest tried to justify decline in his past pick JNJ by saying the numbers do not include the spinout (Kemba)? ........I held JNJ through that spin out period and never received any of the spinout. It would seem logical the price would drop after a spin out but how does that affect those who never got the spinout?

Thanks for all you do
Dennis

Q: Hello 5i Team

Could you please review the three listed US Oil & Gas midstream companies which are not MLPs?

Please rank in order which would be the best company(s) for allocation of capital.

Are there any other US C-Corporation midstream companies which I should be reviewing?

These would be held in a US dollar denominated RRSP account for long term growth and income.

Thank you

Q: Just noticed payfare. Sounds interesting. What's your take on it?

Q: The Japanese yen has been week for 3 years and Japanese corporations are apparently starting to be more shareholder friendly. Supposedly many Japanese corporations are sitting on lots of cash and finally they are starting to buy back stock and start/increase dividends. At least that is what I can glean from the business mass media. Does 5I agree with this appraisal of the situation? If the answer the answer is yes then I assume you agree that some exposure to the Japanese market would be prudent? Then what ETF would you suggest? I think something unhedged would be better in case the yen starts wakes up and starts to appreciate.

Q: Hard to stomach a stock that i own that can pay out 170 plus million for no results to some genius resting on his last performance, NO, this abuse, i sold my holding and i feel that they are only looking after themselves and not the shareholders.
Thanks Again.

Q: For a long term investment, which one would you like to start a position today? Please explain the reason. Thank you!

Q: I know 5i is not a big fan of KPT (KP Tissue). I owned a few years ago when I good dividend was hard to find and got out of it with a small capital gain. I have been watching it slide down to $9 per share which makes the dividend close to 8 per cent again. The third quarter presentation of the parent company, Kruger products, showed that debt is getting paid down, margins are up especially size the price of pulp is down. Next year's capex is guided to be slightly less than last year including the investment in their new Sherbrooke plant. If KPT could sustain the dividend with higher pulp prices, higher trucking costs, and lower prices for the products they sell then surely the dividend must be safe. I already bought a little at $9. Should I add some more and if the answer is no can you tell me why?

Q: Please recommend a ETF that concentrates on companies that build weapons.Today's WSJ has an article that these companies are running huge backlogs. Thanks.

Q: Been rather quiet on the Cannibas front. How do you like these names once the sector heats up? What time is "possible" for positive federal news in the U.S.?

Q: Prospects for this company? Is it time to pack it in or is there a silver lining 3-5 years out?

Q: I am retired and looking for dividends and some safety in a cash account. I have $10,000 to invest. Please give your take on ZPAY and ENB.

Q: We have a self-directed RDSP set up for my son (age 21, qualified for the RDSP 12 years ago). Up until now we've invested his funds in 5 different equities (4 CDN dividend paying - ARE, AQN, SU, TCL.A and 1 US - DXCM) and the overall performance has unfortunately been abysmal (I'm just getting the opportunity to be more actively involved in managing my son's RDSP). Because my son has a relatively long investment horizon for his RDSP (to age 49), what are your recommendations to optimize this much-needed benefit for his later years? Are ETFs a preferred option over equities?

Q: Hi, can you recommend 2 US and 2 CDN metal stocks for a long term hold to total a 8% total position in metals? I'm ok with medium risk. If you have other choices besides the ones I've mentioned (CMC, FCX,CCO, RS, STLD, AMR) please suggest them.

Q: What is the best way to buy this stock? Is the PNK market legitimate?

Q: I have a number of quality companies/stocks in my non registered cash account which are below my initial purchase price. Am I correct that transferring into my TFSA will trigger the capital loss? If so, any down side I should be contemplating? I have sufficient room within the TSFA.

Q: Would you be a buyer of TVE today?

Thanks

Q: Happy New Year and thank you for the valuable service you have provided over the last 10 years.
I am considering doing a transfer in kind from my RRIF to my TFSA of both TOU-T and WELL-T. Both are showing a loss in my RRIF (poor timing on my part), but I think a recovery is likely and that they are good long term holds. May I have your comments on whether to do the transfer, continue to hold them in my RRIF, or sell them outright and then transfer cash and add to NVEI-T which is currently showing a loss in my TFSA?
Your feedback is greatly appreciated.
JaneN

Q: Could I please have your current view on IHAK as a way to invest in cybersecurity.

Thanks and Happy New Year.

Q: I am planning on transferring 2 of these stocks in kind from my RRIF to TFSA- NVDA,MSFT,or AAPL. Which two would you recommend for a TFSA?
Thank You for your help

Q: How do I determine Berkshire's earnings for 2023?