Investment Q&A

Q: Hi Peter, thanks to you and your team for your great service. For a young person (or anyone for that matter), what are your thoughts on regular contributions to the S&P vs picking individual stocks ? It seems a simple but winning approach as it buys more of the good compalnies each 1/4 and kicks out the poor performers. It lacks energy etc but is this an issue ? Is there any data on how many mgrs or individuals actually beat the S&P. Are there equivilant and/or complimentary indexes you would pair with the S&P ? Looking to spend less time fussing over individual names. Thank you.

Q: For a RESP rebuild with 5 years till 4 annual withdrawals start, to achieve a higher total return with lower volatility, do you think the above stocks will reach the intended goal. Thank you so much

Q: My daughter just turned 18 and we opened her TFSA account this week. Trying to spark her interest in investing I was screening for some young hip stocks I could put her onto ( gaming, social media, clothing brands, etc) ....saddly in Canada I didn't find anything. So went to my second option which is " work related stocks" which in my case is engineering and my daughter going off to school in the fall in engineering as well. I have owned WSP since before the merger ( Genivar) so done very well. Stantech is your holding in the growth portfolio although I am concerned with the strong run over the past year and a looming ( hopefully shallow) recession that it might not be a great time to get into the name over WSP which has done well but lagged a bit more this year. So WSP or STN for a 30+ yr hold, or look elsewhere short term due to sector risk with the looming slowdown.

Q: Hi 5i Team - What is your latest opinion on Delta Airlines. Is there still a substantial amount of debt and is it a concern. Do they have strong management. Is there still decent growth ahead. I think earnings are coming up soon - any thoughts on expectations. Delta's stock price has increased by a large margin year-to-date and I'm just wondering if it is still within a good price range for buying. Thanks.

Q: Could you provide an update on Frontier Lithium.
Thank you,
Peter

Q: Good day all. Recent retiree. I want to high grade my portfolio. Currently aem, arx,atd,byd,bn,bam,ccl,cigi,csu,dsg,engh,fsv,kxs,mg,otex,pbh,sis,slf,t,tfii,td,wsp. what would you sell? replace with? Total return is my strategy. many thanks.

Q: Pbit is down about 35% over the last 2 months. Do you think this is stock related or sector related? I am still up 70% on the stock. Would you see Pbit as a hold or a sell? Thanks

Q: As a TRP dividend investor of 77 years old are the problems with the XL pipeline already baked? As I am a value investor for the most part would you suggest a switch to PPL or other suggestion? I have a 5 - 8 year time frame. I also hold ENB, SU, XOM and CVX as well as NXF as the energy part of my portfolio.
Stanley

Q: Those 3 stocks did underperform,the objective being safety meaning low risk of becoming out of business could you comment as "hold,buy or sell" ?

Q: Which one would you prefer for a 5 year or longer hold?

Q: your thoughts please on the quarter

thx

Q: I hold the listed equities/ ETF in my 14 year old grandson's RESP account. Given thee current environment what changes would you make in preparation for the next 4 years? I consider HFR is cash available.

Woule you consider adding some US listings for diversification? Given some current thinking regarding the US dollar would it be wiser to add Cdn listed ETFs of US companies? . What would be the tax implications of adding US listed companies that do not pay a dividend? Any paperwork?

Thanks very much. Take whatever credits are needed.

are there any stocks in the account that you would replace?,

Mike

Q: Hi
What metrics are best to use when valuing a royalty company like DHT.un? Thanks
Kenn

Q: Could I get your opinion on this company please? And, how significant are the geopolitical risks here. Thank you.

Q: What is your opinion on Chubb? Is there growth expected for the next year? Is progress tied a good deal to interest rates? What do you think of management?

Q: Here is a situation which is prevalent in many parts of my portfolio. for example, I have BNS at an average cost on ~$72. It closed yesterday at $64.50. If I go with 'timing the market' I should probably exit the stock. If I go with 'time in the market' I should continue to hold and collect the dividends.
Is there are 'rule' one can use and does that rule vary for large cap stocks like BNS or a small cap stock like PNE which I also own?

Q: Re Brians question about tax relative to RiF's on death relative to charities. An excellent source of information is your local Community Foundation. This is one of their specialties.

Q: Could you give me your recommendations for the 10 best US medium or large cap companies that pay small or no dividends, this time excluding IT companies? Thanks for your great service.

Q: Please you provide a brief comparison of these three. Which would be your preferred hold for the next 5- 10 years?

Thanks,

Mike

Q: Hello 5i team,

There is such a difference in Nuvei’s adjusted and unadjusted financial results. On an adjusted basis it looks like an incredible growth at a VERY price story. Unadjusted with stock compensation doesn’t look close to the same. What are your thoughts on the adjusted and unadjusted results for this story?

Also, do you have any concerns about the adjusted fcf yield that is used to buy back shares that are issued at part of comp and adjusted out, effectively making the story less profitable?

Thank you!