Investment Q&A

Q: If one were to sell Magna but still wanted to stay in the industrial sector would you endorse moving into CPR at this time (allowing for giving up some dividend income)? CPR share price has gone pretty parabolic in the last 5 years or so relative to their long term history, do you think the valuation has gotten ahead of itself?

In spite of its smaller size I was interested in ATS but after the unexplained drop last week on higher volume I’m waiting for the other shoe to drop. I don’t mean to editorialize but I can’t count the number of times in recent years when unexplained drops suddenly become clear in the days and weeks that follow. It’s just a personal opinion but I really feel ethics aren’t what they once were, and whether it is an insider, a printer, or someone else “in the know”, it seems information gets leaked and unlike years ago there is now a variety of means (like social media) for that info to spread quickly and widely. End of rant.

Thanks!

Q: I purchased in January, been falling like a stone since....move on or hold?
Thanks.

Q: Hi folks,
I am looking to add 3 of CSU, AAPL, MSFT, GOOGL or VISA for some growth to my otherwise conservative RRSP portfolio. May I have your 3 recommendations that could add some "zip" to my RRSP account. Looking at a 10 year time frame.
Thanks,

Q: Hello. What are your thoughts on these two? Can you details their metals production percentages? Between the two, which would you invest in and why? I hold both but am considering dumping FCX and putting the proceeds to IVN. I’m interested in upside.

Q: Hi Peter and Staff

This pref had held up well but is getting slammed this week badly maybe even worse than the BPO prefs of which I also own . I have read all the BPO answers - thoughts on the AX.PR.I please

Thanks for all you do
Dennis

Q: What do you folks think about this preferred. I like the div. but looks like it could be called away at $50 in 2026. Don't like the idea of taking a capital loss.

Q: Hi there I’m looking for solid US companies with great growth prospects and an above average dividend. I can accept some medium risk. can you please send me 3 top choices?

Thank you!

Q: What is are you best ideas for small-midcap US EFT? I already have S&P 500 fund and several large caps.

Q: What is the #1 problem with this company?, poor management? supply chain?. It seems they get all kind of orders, make basic buses, electric buses, what they just cannot deliver the product. If the supply chain improved would it make much of a difference or are there to many other issues?
Thanks Again

Q: Could you make a case for each of these two Treasury ETF's ? Would you favour one over the other ?

Do you prefer other Treasury ETF's to these two ?

Q: Can you give me 4-5 Canadian non financial divvy stocks that look attractive to you right now? Thanks

Q: I'm looking to sell some of my Lightspeed positions and looking for an alternative in the same space.

- I have a huge loss with LSPD, and looking for best proxy to recoup some losses going forward...

- Not interested in 5+ year investment, as too much can change...

- I'm looking for a recommendation of a candidate that has great prospects 1-2 years, 3 max

- I'm open to any suggestions & ideas other than the companies I listed in my question as well

Q: Wealth simple mentions that investors are betting U.S. $3.7 billion that TD is heading south. 12 billion in unrealized losses on bonds, big stake in reeling Charles Schwab, massive exposure to teetering Canadian housing market, and terrible timing on purchase of U.S. regional bank. Any thoughts you could share on this?

Q: Hi Folks,
I have the above Utility companies in various accounts. I am looking to add 1 more to my TFSA ( currently have EMA ) and 1 more to my wife's TFSA ( currently has BEPC ) - can you suggest which one you would recommend that I add to each TFSA, either from the above OR something new.
Thanks

Q: Can you please give me your top three Gold stocks and your top two Gold ETF's to invest in. Thanks in advance.

Q: Hi 5i Team,
Encore Wire Corp hit all time high after earning reported in February, but dropped more than 20% lately.
Could you pls give your update assessment of this company going forward.
Is it buyable? if so, would you pls suggest an entry point.
Thank you as always.

Q: Hi 5i,
I have a few of questions about a few tech ETF's - please deduct as many points as you think appropriate.
In comparing XIT to TXF.B I note that XIT has a better 5 year annualized return (16.03% to 7.87%) but TXF.B has outperformed XIT over the past 3 year annualized period by 10.23% to 8.38%. In addition, TXF.B pays a very healthy distribution (over 9% annually) while XIT pays none. And then finally, XIT is all Canadian and has over 75% of its NAV wrapped up in 4 names - CSU, SHOP, CGI and OTEX.
All that being the case, I wonder:
Is XIT too dependent on just a few names that are all in one geography to have the safety one expects (hopes for at least) in an ETF, both looked at in isolation and also when compared to a name like TXF.B?
XIT obviously hit it big with those 4 names (and especially CSU I'd think) but is its good return likely to continue into the future with so much reliance on so few contributors, all of which are in Canada?
Is there a site that does the hard work of comparing the actual returns of ETFs by analyzing the combination of capital gain combined with the contribution of distributions so that it's possible to get a true idea of the performance of an ETF like TXF.B with its 9% /year distribution compared to XIT's zero payout? and finally:
Between a hedged ETF like TXF vs an unhedged ETF like TXF.B which have identical holdings, which would you expect to do better over the next 3 years or so, and why? I note that unhedged TXE.B has outperformed hedged TXF over the past number of years, and I wonder if you think this trend will continue.
Thanks 5i, I look forward to reading your thoughts.
Peter

Q: I have no International exposure to date. Can you please suggest your top three International ETF's.

Q: Can I get your 3 or 4 picks for Ai stocks or ETF,s

Q: I am down 26% on goeasy this quarter.Should I dump or add at these price levels?