Investment Q&A

Q: Good Morning
4 bank stocks
Royal, TD, BNS, and CIBC
Which one would you get rid of, and why?
Thank .you

Upvote 17

Read Answer Asked by Michael on November 20, 2023

• Flow Beverage Corp. Subordinate Voting Shares (FLOW)
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Q: What are your recent thoughts on Flow? They seem to have good distribution through Starbucks and often seem to be on stage with any speaker at any given conference. Which looks impressive but is there too much debt and no profit?

Upvote 2

Read Answer Asked by Steve on November 20, 2023

• iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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• Vanguard S&P 500 Index ETF (VFV)
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• INVESCO QQQ Trust (QQQ)
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Q: My daughter is invested in just these three ETFs. With a 40-40-20 percent weighting. The reasoning was diversification, growth and safety. YTD she is up 20% but the laggard seems to be the one based on the TSX. Can you make any suggestions concerning this strategy? Thank you!

Upvote 9

Read Answer Asked by Bryan on November 20, 2023

• LGX Oil + Gas Inc. (OIL)
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Q: What are your thoughts long term on oil. The bulls have recently been taking it on the chin. Will they eventually be right? A lot of money will be made if they are. Other than utilities like Enbridge and TC I have no direct exposure.
Thx

Upvote 4

Read Answer Asked by Bill on November 20, 2023

• Constellation Software Inc. (CSU)
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Q: I have been in and out of CSU a few times times the years (I should not have sold). What are the major risks that could face Constellation? I am looking at a buy and hold for 10 years. Thanks

Upvote 18

Read Answer Asked by Dave on November 20, 2023

• Ramaco Resources Inc. (METC)
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Q: Current thoughts on Metc? Level of debt? Insider ownership?

Upvote 1

Read Answer Asked by Cory on November 20, 2023

• AbbVie Inc. (ABBV)
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• JPMorgan Chase & Co. (JPM)
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• ONEOK Inc. (OKE)
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• Procter & Gamble Company (The) (PG)
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• Prudential Financial Inc. (PRU)
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Q: I have $40K US to redeploy I would open 3-4 positions in an unregistered account. My thoughts go to blue chip dividend payers and nothing commodity based that I can let grow for 3-5 years. I do hold the following in this account: GOOG,AMZN,AAPL,CELH,ISRG MSFT,SYK . Your input is much appreciated. David

Upvote 9

Read Answer Asked by David on November 20, 2023

• Real Matters Inc. (REAL)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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• EvokAI Creative Labs Inc. (OKAI)
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• illumin Holdings Inc. (ILLM)
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Q: Like most I have some options("dogs")for tax loss selling.

In which order would you sell the above? and I assume you would not buy any of them back at this point in time?

Thanks,

Terry

Upvote 8

Read Answer Asked by Terry on November 20, 2023

• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Q: hi. I see BEPC with a P/E of around 3 on certain websites, and not listed on one other? what do you have for a P/E on it? further, what metrics do you use to value BEPC, and today is it expensive, cheap, or average in regards valuation based on metrics you would use? cheers, Chris

Upvote 3

Read Answer Asked by chris on November 20, 2023

• iShares Russell 2000 Growth ETF (IWO)
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• iShares S&P/TSX SmallCap Index ETF (XCS)
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Q: January small cap bounce. Can you suggest your favorite US ETF and Canadian ETF for a bounce this January? Dividends are not important.
Much thanks for all your doing

Upvote 6

Read Answer Asked by El-ann on November 20, 2023

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: While I am primarily a growth investor and I currently hold BN, I am attracted by the higher USD dividend offered by BIPC and am considering a switch. Which company do you think will have the best overall return over the long run for an investment in an unregistered account?

Upvote 7

Read Answer Asked by Andre on November 20, 2023

• Celestica Inc. (CLS)
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• ECN Capital Corp. (ECN)
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Q: Would you support a swap from ECN to CLS today for an investor looking to improve growth positioning?

Upvote 9

Read Answer Asked by Andrew on November 20, 2023

• Lumine Group Inc. (LMN)
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Q: What makes the management call on LMN different than management calls that didn't work out as we hoped?

Upvote 23

Read Answer Asked by Joel on November 20, 2023

• iShares Core Canadian Universe Bond Index ETF (XBB)
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Q: I want to take advantage of capital gains in bonds that I expect to occur as rates decline but I am unsure whether I will get that benefit with an ETF like XBB as much as with individual bonds. Can you tell me how that works with the etf? I assume as they buy new bonds at to replace their maturing ones, that will take away the capital gains advantage as they buy them at par in the higher rate market.

Upvote 5

Read Answer Asked by Maria on November 20, 2023

• Royal Bank of Canada (RY)
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• Toronto-Dominion Bank (The) (TD)
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• Bank of Nova Scotia (The) (BNS)
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Q: Good Day,

I hold TD and RY in my RRIF and was thinking of switching one for BNS for a higher yield and the "buy the poorest

performing bank" theory. Is this a logical approach and which would you switch.

Thanks Tom

Upvote 13

Read Answer Asked by Tom on November 20, 2023

• FuelCell Energy Inc. (FCEL)
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Q: Hi Team,

Can I get your current thoughts on FCEL?

Thanks

Upvote 1

Read Answer Asked by David on November 20, 2023

• Invesco S&P 500 Equal Weight ETF (RSP)
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Q: Hello 5i, Could you comment on options available for a retired senior that is approaching 71 years of age as I think that 71 is the mandatory age that RSP,s have to be cashed out.

Upvote 2

Read Answer Asked by Michael on November 20, 2023

• Booking Holdings Inc. (BKNG)
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• Constellation Software Inc. (CSU)
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• Descartes Systems Group Inc. (The) (DSG)
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• TFI International Inc. (TFII)
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• Ulta Beauty Inc. (ULTA)
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• Five Below Inc. (FIVE)
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• Copart Inc. (CPRT)
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• Old Dominion Freight Line Inc. (ODFL)
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• Heico Corporation (HEI)
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• Topicus.com Inc. (TOI)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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• Lumine Group Inc. (LMN)
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Q: My wife took early retirement with DB plan. Her RRSP and TFSA are well diversified. She has enough money to invest in about 10 companies. This money is not needed in foreseeable future. However, a small dividend is appreciated along with capital appreciation. It will be invested in a regular account. Can you please suggest top 12 companies.

Thanks inadvance

Upvote 40

Read Answer Asked by Atchuta on November 20, 2023

• Cielo Waste Solutions Corp. (CMC)
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Q: What is your opinion of the future of Cielo Waste Solutions. Is it worth holding on to at this time. Thanks for the advice.

Upvote 3

Read Answer Asked by Ian on November 20, 2023

• TELUS Corporation (T)
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• Air Canada Voting and Variable Voting Shares (AC)
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• Magna International Inc. (MG)
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• Leon's Furniture Limited (LNF)
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• Magellan Aerospace Corporation (MAL)
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Q: I'm interested in your thoughts on the quality of the management at these companies. All are negative in my portfolio at this point. Could you rank them by below average, good(average) and above average?
Thanks

Upvote 4

Read Answer Asked by Raymond on November 20, 2023