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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: We have BN (full position) and BAM in Canadian $ accounts. 5i appears to consider these very good choices for part of a portfolio foundation. Do you have similar choices to recommend that we could put in our US$ accounts (TFSA, RRIF) ?
Thank you, as always.
Read Answer Asked by Alexandra on February 15, 2023
Q: Hi 5i,

Further to Ken’s question on February 13, can you explain why you prefer PSK over FRU?

For some reason most, but not all, analyst pick PSK over FRU. When I look at the following measures, FRU seems like the better choice.

PSK FRU
Rev Growth 3 Years 37.83 26.23
Rev Growth 5 Years 8.98 8.62
ROE 11.79 22.44
ROA 9.12 18.17
ROC 10.94 18.69
PE 17.20 11.90
PCF 9.70 7.90
PBV 1.98 2.49
Yield 4.18% 6.80%

Thanks for your opinion.
Read Answer Asked by John on February 15, 2023
Q: Can you please rank these 5 companies in order from best to worse for future growth/income.

Thank you in advance.
Read Answer Asked by John on February 15, 2023
Q: I've held a full position in HAL for just over 3yrs all dividends reinvested, gain of 12%. My original plan was to hold for the longer term, DCA reinvesting any dividends. The annual portfolio turnover 78% is twice the category average for the group as per Morningstar. I'm not sure how you make better returns with that amount of trading.
Can you share your thoughts on portfolio turnover
Offer other options on this type of ETF
Regards,
Tom
Read Answer Asked by Thomas on February 15, 2023
Q: Retired, dividend-income investor. I have monies dedicated to top up reasonably full positions held in BCE, FTS, LIFE, NWC, PLC, TRP. Ignore asset allocation. In what order would you deploy monies, based on total return over the next few years?

Thanks...Steve
Read Answer Asked by Stephen on February 15, 2023
Q: I'm hoping you may answer this question even though I'm out of points as the Q@A may be of general interest to readers! May I please have your thoughts on the latest inflation stats? I realize it's hard to say, but do you see a light at the end of the tunnel? I keep reading about Michael Burry's dire prognostications and am concerned. It seems though that there is a mixed bag of opinions - for everyone like Tom Lee saying things will start looking up, there are others who say we are in for a mutli year inflationary period. Thank you,

Jason
Read Answer Asked by Jason on February 15, 2023
Q: Elbit has pulled back but perhaps basing and I'm wondering whether this an opportunity. What are your thoughts on their prospects? I own NOC and would like to add another name in the sector - would you go with ESLT or suggest another name? Thanks
Read Answer Asked by Michael on February 15, 2023