Investment Q&A

Q: What is your opinion of FRMI?

Q: I currently have substantial unrealized gains in Suncor, Whitecap, Enbridge, and Canadian Natural Resources. Based on my overall portfolio and current market conditions, would you recommend reducing these positions, selling a portion, or continuing to hold them? I would appreciate your professional view.
Thanks Rick

Q: I saw ASTL as a top pick on BNN by Healy a couple of weeks ago. I don't like it when stocks don't have a dividend but I do like jumping into beat up stocks in my TSFA. It has done well since I bought it.
What is your short, medium and long term outlook on this one?

Q: If we get a bit of a pullback in oil prices, which oil stocks would you be attracted to for growth with dividends (any market cap)? Thanks

Q: Hello- following up on Raymond’s stock-lending question answered April 6 - so.. to reiterate, 5i’s perspective of risk(s) of stock lending are:
1)no voting rights and
2)loss of CIPF protection for the stock(s) lent out.

Anything else? (Liquidity risk?, unintended consequences?)

Thx.

Q: Can I get your thoughts on WealthSimple's Direct Indexing Product? Do you think larger brokers like TD Direct might offer it?

Q: A diverse group.
However, based on current valuations how would you rank these companies on an expected total return basis in 3-5 years?

Q: I’m looking for ideas on the best way to park a meaningful cash position safely while still earning a competitive yield.

My priorities are:
• capital preservation / low risk
• strong liquidity or predictable maturities
• a competitive yield relative to today’s rates
• flexibility to choose either monthly income distributions or annual interest payouts

I’d appreciate your thoughts on the best options available in Canada today.

Specifically, how would you compare the pros and cons of:
• a 10-year bond ladder
• GIC's
• a money market fund
• a monthly income ETF such as ZMI
• a high-interest savings ETF or HISA
• other safe alternatives I may be overlooking

For context, this is retirement-oriented capital, so I value certainty and reliable income, but I also want to avoid having too much cash sitting at low HISA rates if there are better low-risk choices available.

Would like to understand your thoughts wrt balancing yield, liquidity, and safety in the current rate environment.—

Q: Hello Team 5i & Everyone,

I received a "corporate action notice" from Thompson Reuters and I think they appear to be buying back shares. Do you have a preference for which options here?

Event Options:

Option 1: Opt-Out Election Shares Only (Eligible Holders Only) (See Event Terms)
To receive One (1) new post consolidation share Thomson Reuters Corp share for One (1) Thomson Reuters Corp Com No Par tendered

Option 2: Exchange (USD cash and shares) (Eligible Holders Only) (See Event Terms)
To receive approximately USD $1.36 in cash and TBD post-consolidation common shares for every one (1) share of Thomson Reuters Corp Com No Par share tendered.

Option 99: Take No Action (Default) (CAD cash and shares)
To receive CAD equivalent of approximately USD $1.36 in cash and TBD post-consolidation common shares for every one (1) share of Thomson Reuters Corp Com No Par share tendered.

Thank you,

Sandra

Q: Hello,

Losing patience with Telus. Div nice but down 37% in the 4yrs owned. Position sits at 1%.
Cut bait and re-deploy looks very attractive. Willing to skip Canadian telecoms for now in favour of better growth and stability going forward.

Thoughts? Hate taking a loss in a non-taxable account but Telus has been very disappointing and doesn’t look like anything is changing.

Q: TVK is down almost 20% YTD. I have held this stock for about 3 years and have done very well. Are you aware of anything stock specificate ? What are your thoughts? I hate to see my profits disappear.

Q: Can you compare these as to growth outlook, valuation and overall market. Thank you

Q: Performance over the last year has indicated a price increase in excess of 20%. do you anticipate continued increase and if so why?

Q: Canadian banks have performed well over the last year and given the current economic climate do you expect these 2 banks to continue to perform well?

Q: Keep or Sale
US, BX,BA,CLBT,RSPH,LLY,NEU,SYF,TSLA,ZTS
cdn. bbu.un,Bam.csu.

Q: Dear Team:
Not sure who the author of Rockets and Duds is/are.

What methodology do you use? Percentage of price increase is obvious. Do you look at Technical Analysis? (Momentum oscillators) Can one use that methodology to identify the rockets BEFORE they take off?! Any predictive variable?
The second part of the question, sticking to the same Rocket metaphor, once you identify the Rockets, can one benefit from the "After burn"! :) Till the module falls off!! Catch the momentum and ride it for a little while! LOL.

I wonder how your rockets have fared from the time you published them.
A cool home work for me!

Just for fun question.

Q: Going forward, for a 3 year hold, do you like HPS.A or ZDC for growth. Thank you

Q: How would 5RI categorize these US Stocks - income, balance or growth

XYL
SPGI
SIEGY
TMO
UL
CB
HD
ZTS
SYK
LIN
MCD
OTIS
SNPS

thanks for the wonderful service......tom

Q: Looking forward a few years, which of AVGO and MSFT do you think will emerge as a long term winner from the AI investment cycle and therefore be the better quality company to buy and hold today? While AVGO is clearly benefiting from the build phase of AI infrastructure, I am wondering if MSFT is more likely to be the long term winner, along with the other hyperscalers, rather than the semiconductor suppliers.

Q: On March 19th you answered a question for Kim as to why AXON was down so sharply.

Since then it is down another $140 approx.

Since I bought the stock when Peter suggested it on BNN it is down 40%.

As a matter of fact it is at the same level as it was in Sept 2024.

I don't understand why. The last earnings report by them was exceptional. The stock popped and its been down ever since.

It doesn't seem to be bottoming and I don't want to be holding it if its going to do a TTD on us.

Well, help!!!!


Sheldon