Investment Q&A

Q: Good Morning 5i,

There has been a noticeable trend of the 50 day and 100 day SMA's converging across many stocks with a market consolidation. We have a rule about selling or trimming when the 50 day crosses over the 100 day. An S&P at 7100 before March will trigger a larger trim and adjustment to safer stocks. Can we have your thoughts about the 50 day crossing over the 100 day and the general consolidation that is occurring?

Thank you for your help

D&J

Q: My portfolio is composed of a mixture of stocks ,ETFs,and covered call +/-leverage ETFs.The vast majority of my covered call / leveraged ETF "surprisingly" shows a significantly increased, or stable NAV although the dividends are 7-12 %(being aware that the ACB will be reduced with time).I assume that the 60% individual quality dividend stocks will compensate for any potentially lower NAV and ACB (if sold)of those specialized ETF (
.This strategy offers significant revenues + acceptable growth with lower risks than a pure "growth strategy"..I was initially cautious considering the critics about those specialized ETFs ; my conclusion is that if they are cautiously selected, they help stabilizing a portfolio and revenues in a volatile markets for a retirement perspective.. Could you share your impressions about this strategy + any suggestion for improvement in balancing the portfolio will be very appreciated.

Q: in 2024 you posted a blog: Canadian Stock Outliers: Stocks with Free Cash Flow Yields Above Their Dividend Yields.
Would you please consider updating this blog with that screen?

Q: Hi there - I've been researching into using a laddered GIC for my fixed income portion of my asset allocation. I stumbled upon target date bond etfs which look to share some similarities to a GIC in terms of fixed maturity date. My potential plan would be to have a ladder target date bond ETF instead of a ladder GIC. What would be your thoughts on this and what would the risks be? Additionally, there seem to be many etf providers who are creating these types of products. Which would be your recommended etfs to create such a ladder, maturing in 2026, 27, 28 etc.

Thank you!

Q: Whats going on with cpx down large friday.

Q: Elon has made some strange comments lately:
1. Nobody needs to save money anymore because somehow robots will benefit everyone and we don’t need it?
2. Apparently tsla is getting into the robotic surgery business. Is this a concern for isrg? Are they likely to put isrg on the innovation scrap heap and how can we know?

Q: This ETF seems too good to be true,roughly 17.5% yield,up about 8.5% since inception from July of last year and if that’s not enough it pays an 18 cent distribution twice a month.
.85 % MER seems high but I guess that’s for the 25% leverage and zero day to expiry(whatever that means) I suspect.If this is like most covered call ETFs it would have limited upside would it also possibly more defensive in a correction,your thoughts on this income ETF …Thanks

Q: Hello, Would you buy either Honeywell or Pg currently?
Thank you.

Q: I am hoping someone in the large 5i family will know the answer to this question regarding holding a TFSA account on TD Direct investing. I have used RBC for my TFSA in the past and held both a Cdn and US dollar TFSA. When I want to add my annual contribution on RBC I am able to transfer either Cdn or US cash from my cash account into the TFSA, as long as I take care to properly calculate the US to Cdn converstion rate, so a not to over contribute. It has always been a simple transfer online.
Now that I have both a Cdn and US TFSA on my TD Direct Investing account, I've been told that I have to sell the US dollars I have in my TD cash account, transfer the amount to my Cdn TFSA and then buy US dollars within my TFSA account if I want to hold US securities in the TFSA US account.
I'm sorry if this sounds confusing, but I am puzzled as to why TD makes you convert US to Cdn and then back again to top up your TFSA. If anyone has experience with TD (I'm a newer client of theirs) and can let me know what I am misunderstanding here, I would appreciate it.
Many thanks!
D

Q: Is there a reason why CSU is down 4% today. Is it a buy or a sell

Q: I am looking for your thoughts, insight to investing in this company for mid to long term for my TFSA

Q: Are you seeing signs of capitulation in these names and are investors are throwing away these quality companies at discount prices? Looking at volume, we see some of the highest volume days around Jan 15th selloff. Is this the bottom and should we begin accumulating? Current positions are CSU 3.2%, LMN 2.6% and TOI 1.3%. These darlings once made up 10% of my total portfolio and is the selloff worrying to you at all or are you still fairly confident in their future looking out 3-5 years? Thanks!

Q: what would be you take on Denison mines.Do you think the stock will increase along

with the rest of the uranium mines like Cameco ?

Q: CSU seemed to have created a base between $3,300 and $3,400 but appears to be falling again the last two days to new lows. Is there anything new that explains such movement in the last 2 days. I was hoping that with it settling at $3,300 and tax loss selling over, it would have move up. Quite the opposite.

Q: Hi. I am looking for a small cap for the speculative portion of my portfolio. Can I get your thoughts on these companies. Would you consider any of these names worth buying?
Thank-you. ABBAX, Better Home and Finance.

Q: Which one of csu, Lmn is best for growth in price appreciation?

Q: Hi 5i team!

What are your top 5 US growth stocks that you feel comfortable buying today in the current climate irrespective of sector? I’m ok with a medium level of volatility.
Thank you!

Q: Hi
Between KTOS and KRMN which would be the pick today and why.
Thanks

Q: Hi 5i,
What are your thoughts on BTO today? Is there a better gold stock in your opinion, or just keep BTO? Thanks.
kc

Q: You had mentioned earlier that you were waiting for momentum to change for GLXY. It looks like that's happening. Can you please explain why and is this a good entry point for a swing trade?

Thanks,
Neeraj