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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: Hello 5i
I have read recently that several US analysts think that the Canadian market will do better than the US this year. T Rowe Price was the most recent one in the National Post, i think. Wondering what you think of this thesis. And if you believe it, how would you organize to profit from it? I imagine the thesis has a lot to do with resources with the possible re opening of China. Is there, for instance, a good etf? Or, what stocks would you choose to create your own etf substitute?
Thanks as always for your excellent advice
Read Answer Asked by joseph on February 06, 2023
Q: Britain's drone “super highway & other country's may follow, Canada will be last as usual.

As drones become more ubiquitous which manufacturer[s] do you think will lead the way?

What are the best pick & shovel company's to bet on in the drone gold rush?

Thank you.
Read Answer Asked by Ross on February 06, 2023
Q: Everyone, what emphasis do you place on the charts for either buying / selling / holding a stock? In my technical portion of my stocks during the last month all have climbed above the 200 DMA and most are above the 50 DMA. Most are above the previous short term highs with the RSI around the 70’s and the MACD well above the neutral line. I don’t use them for a buy and have sometimes used them for a sell. During a hold it is used to compare to the broader market. Clayton
Read Answer Asked by Clayton on February 06, 2023
Q: Bloomberg had a segment on recently where structured notes were discussed as a solid way to provide downside protection for a portfolio. Energy was highlighted as a good example given the recent decline in oil and gas prices.

Apparently the banks have these structured notes.

Would you agree with the “ protection “ aspect of these notes and how one can buy them.

Thanks.
Read Answer Asked by Donald on February 06, 2023
Q: Back on Nov 2 nd, in answering a question about LUMN …you mentioned concerns about “ glaring issues “.

As is typical 5i really nailed that issue.

Now they have eliminated one of the reasons I own the stock ( namely the dividend).

According to Rbc the PE is 2.6. At the current depressed price do you see any significant upside potential over the next 3-6 months ?

Thanks for your help.

PS I also own AQN which cut its dividend but at least did not eliminate it.
Can we read anything into this? More of the same in the year ahead.
Read Answer Asked by Donald on February 06, 2023
Q: I am a long-time shareholder in CGI Group (ticker: GIB.A on the TSX), a Canadian success story. Since 1996, the stock has risen some 300-fold (from 40 cents, split-adjusted, to new high this past Friday (~$122/share). One reason for the dramatic capital appreciation over the past 27 years is that, to my knowledge, CGI Group has never paid a dividend, preferring rather to buy back shares most years. I am curious, given the Canadian federal government's announcement re: taxing share buybacks (beginning in 2024, I believe), how you feel this might affect CGI share buyback policy in particular, as well as for other Canadian companies, in general.

Ted
Read Answer Asked by Ted on February 06, 2023
Q: Good Morning 5i.

I am looking for some US income suggestions.

Preferably with yield’s in excess of 4%.

Long term - safe and secure - holds with potential for dividend and value growth.

Thanks very much.

Read Answer Asked by Dave on February 06, 2023
Q: Hi,

Based on the questions pertaining to taxable dividends, and managing an income portfolio for my elderly parents, is there a substantial difference in tax treatment, if the above funds are held in a cash account? I was fortunate enough to get DIR.UN into a TFSA and am slowly moving AW into a TFSA as well. Do I take out the growthier names in the TFSA’s and move in the ETF’s or just let them go in a cash account?
Read Answer Asked by Kelly on February 06, 2023
Q: I believe insiders have been buying TOI around $70 in late December. Based on this, do you think the current $75 price is worth buying ahead of the Feb 7 Q4 earnings announcement?

Organic revenue growth seems to be down in the past year. Would there be a reason for this, and is it a cause for concern?

TOI is said to be the same size as CSU was in 2013/14. Are there some metrics that compare the valuation of TOI today to CSU then?....perhaps Price to Cashflow, or some better comparison? Or is this an apples to oranges comparison because of geographic operational differences?
Read Answer Asked by James on February 06, 2023
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