Q: Could you provide any information/prospects on the above stock? Thanks.
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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: Asked by Doris on January 09, 2023
5I RESEARCH ANSWER:
We are not big fans of the staples sector overall right now in the US. It has fared decently over the last year but valuations are at the higher end now, as growth should moderate alongside inflation. Also, now that bonds offer more attractive yields, we think the relative attractiveness of staples is lower than it was a year ago (more safe alternatives for stability and yield now).
We think it is difficult to be too hard on COST though. Overall, we think staples names in Canada look a bit more attractive due to what looks like lower valuations on average. In Canada, we think PBH, ATD and NWC are worth looking at.
this is an answer you gave regarding staples . would you feel the same eay about hwalthcare stocks, such as gilead, etc
5I RESEARCH ANSWER:
We are not big fans of the staples sector overall right now in the US. It has fared decently over the last year but valuations are at the higher end now, as growth should moderate alongside inflation. Also, now that bonds offer more attractive yields, we think the relative attractiveness of staples is lower than it was a year ago (more safe alternatives for stability and yield now).
We think it is difficult to be too hard on COST though. Overall, we think staples names in Canada look a bit more attractive due to what looks like lower valuations on average. In Canada, we think PBH, ATD and NWC are worth looking at.
this is an answer you gave regarding staples . would you feel the same eay about hwalthcare stocks, such as gilead, etc
Q: I'm seeing conflicting information about BAM and dividends.
Your chart does not show a dividend for BAM - yet other sources say the dividend is 4.3 % and BAM is a good stock for income.
Does BAM pay a dividend and - if so - is 4.3% correct?
Your chart does not show a dividend for BAM - yet other sources say the dividend is 4.3 % and BAM is a good stock for income.
Does BAM pay a dividend and - if so - is 4.3% correct?
Q: Hi 5i, I currently own Loblaw preferred and like the fact it’s in the food industry decent dividend and us perpetual. It also trades below $25 which I like. What I don’t like is the PFD-3 rating. Should I have any concerns here and what are your thoughts on this preferred.
Q: Further to your comments posted Jan 10 to Donald re EGLX, could you elaborate on your comments about needing further revenue and financing clarity. What do you feel needs to be done to make such improvements? Are you aware of what company efforts are being made to achieve any of the above ?
Many thanks, as always.
Many thanks, as always.
Q: what is your feeling on Medtronic now? If I buy it in a US RRSP is there still a whitholding tax?
Q: What's your opinion on etf's that follow insider buying like the PKW
Invesco BuyBack Achievers ETF. I was trying to look up others like KNOW Direxion All Cap Insider Sentiment Shares and The Guggenheim Insider Sentiment ETF (NFO)which I can't even find the ticker in my td trading accounts for the latter two and finally the INK Canadian Insider (CIN) Index.
If there are trading vehicles/etfs that one can add to their portfolio do you recommend them or stick to using them as tools to find individual stocks such as Oracle ORCL the top holding in PKW Invesco BuyBack Achievers ETF. I'm confused by Oracle because it looks like there's more selling so I don't why it would be a top holding. Anyways just trying to educate myself please help. P.s. is there any stocks in these indexes that attract your attention? Cheers
Invesco BuyBack Achievers ETF. I was trying to look up others like KNOW Direxion All Cap Insider Sentiment Shares and The Guggenheim Insider Sentiment ETF (NFO)which I can't even find the ticker in my td trading accounts for the latter two and finally the INK Canadian Insider (CIN) Index.
If there are trading vehicles/etfs that one can add to their portfolio do you recommend them or stick to using them as tools to find individual stocks such as Oracle ORCL the top holding in PKW Invesco BuyBack Achievers ETF. I'm confused by Oracle because it looks like there's more selling so I don't why it would be a top holding. Anyways just trying to educate myself please help. P.s. is there any stocks in these indexes that attract your attention? Cheers
Q: Ruchir Sharma, Chairman of Rockefeller International and Founder & Chief Investment Officer at Breakout Capital suggests that the US$ may have peaked and that it will start to decline in 2023 due to nat'l debt. The narrative was suggesting that USA role as world leader is starting to wane. Conversely, if the C$ strengthens, Cdn exports will be negatively impacted. Does 5I have an opinion on the matter?
Carl
Carl
- PPL Corporation (PPL)
- AT&T Inc. (T)
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Canadian Western Bank (CWB)
- Capital Power Corporation (CPX)
- Alaris Equity Partners Income Trust (AD.UN)
- Russel Metals Inc. (RUS)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Exchange Income Corporation (EIF)
- Pizza Pizza Royalty Corp. (PZA)
- BMO Canadian Dividend ETF (ZDV)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Automotive Properties Real Estate Investment Trust (APR.UN)
- BMO Canadian High Dividend Covered Call ETF (ZWC)
- Enbridge Inc (ENB)
- Fabrinet (FN)
- Fortis Inc. (FTS)
- Manulife Financial Corporation (MFC)
- Sun Life Financial Inc. (SLF)
- Spectrum Brands Holdings Inc. (SPB)
- Suncor Energy Inc. (SU)
- Toronto Dominion Bank (The) (TD)
- TC Energy Corporation (TRP)
- Royal Bank Of Canada (RY)
- Bank Nova Scotia Halifax Pfd 3 (BNS)
- BMO Covered Call US Banks ETF (ZWK)
Q: These are my current holdings and I am looking forward to 2023. They are held in relatively the same quantities in 5 different accounts, a RRIF, 2 TFSA's and 2 Non registered accounts. I am retired an enjoy the income. Do you see any issues with these holdings or have any suggestions looking forward. The only non dividend holding is AR.
Take any extra credits as necessary. Thank you in advance. Enjoy and appreciate 5i'S help. Happy New Year.
Take any extra credits as necessary. Thank you in advance. Enjoy and appreciate 5i'S help. Happy New Year.
- iShares Core Canadian Short Term Bond Index ETF (XSB)
- Purpose High Interest Savings Fund (PSA)
- Global X High Interest Savings ETF (CASH)
Q: I’m looking to put a fairly large cash position to work (my portfolio is 30% cash) over the short term and would like to atleast gain some income (while I wait for a short-term recession scenario to play out) but limit large equity exposure. Can you give some short term bond etfs or some liquid traded products that would serve that purpose. I own a large position in zwb already but realize I’ll still get dinged in a pull back (at which point I’d shift that position back into underlying bank equities for a recovery). And also what kind of yields would I be looking at? I also would like to be paid out atleast monthly. Thanks
- BMO Covered Call Canadian Banks ETF (ZWB)
- BMO Covered Call Utilities ETF (ZWU)
- Terra Income Fund 6 LLC 7.00% Notes due 2026 (TFSA)
Q: I need to add income equities to the TFSA as the income target is underwater. With this, I'm pondering adding BMO Covered Call Canadian Banks ETF(ZWB-T) to the TFSA for extra income, rather than say ENB that I would prefer to hold in a trading account and also rather than hold a small capitalization stock like AW.UN. What do you say about this option, ZWB for a mate over the age of 71?
If you are aligned with this approach, are there other Covered Call ETFs that you would suggest from my consideration?
Many thanks for the hints!!!......Tom
If you are aligned with this approach, are there other Covered Call ETFs that you would suggest from my consideration?
Many thanks for the hints!!!......Tom
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- John Hancock Pfd Income Fund II Pfd Income Fund II (HPF)
- John Hancock Preferred Income Fund III Preferred Income Fund III (HPS)
Q: HPS and HPF - what are the prospects for these two funds, and I assume the outlook for and relevance of preferred interest rates to investment in one of these funds?
HPS.A - not related to the above - do you expect Hammond to raise capital by way of share issue, or otherwise, for the announced 40m expansion commitment.
HPS.A - not related to the above - do you expect Hammond to raise capital by way of share issue, or otherwise, for the announced 40m expansion commitment.
Q: Hi there,
I've been digging into a few of the Fidelity funds which have seemed to perform well over the short, medium and longterm. What are your thoughts about the follow funds and if you were going to build an asset allocation using one or a selective mix of the funds, how would you go about doing so? Also, can you please provide any insights on the different classes of mutual funds available? I believe F and F5 are available to DIY investors.
Fidelity Canadian Growth Company Fund
Fidelity Canadian Large Cap Fund
Fidelity Canadian Opportunities Fund
Fidelity Greater Canada Fund
Fidelity Special Situations Fund
Thanks!
I've been digging into a few of the Fidelity funds which have seemed to perform well over the short, medium and longterm. What are your thoughts about the follow funds and if you were going to build an asset allocation using one or a selective mix of the funds, how would you go about doing so? Also, can you please provide any insights on the different classes of mutual funds available? I believe F and F5 are available to DIY investors.
Fidelity Canadian Growth Company Fund
Fidelity Canadian Large Cap Fund
Fidelity Canadian Opportunities Fund
Fidelity Greater Canada Fund
Fidelity Special Situations Fund
Thanks!
- Global X Active Canadian Dividend ETF (HAL)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
Q: I am looking for a good ETF focusing on dividends. What are you thoughts on HAL. Are there others you would consider better options?
Q: Which industrials are you favouring in Canada these days? I have EIF, TFII and am looking for additional suggestions. Many thanks
- Inventronics Limited (IVX)
- Redishred Capital Corp. (KUT)
- Atlas Engineered Products Ltd. (AEP)
- kneat.com inc. (KSI)
- WildBrain Ltd. Common and Variable Voting Shares (WILD)
Q: Please list 5 small or microcap companies that you like right now and would be comfortable purchasing.Thank you
Q: Hello 5i Could you explain the recent sale transaction to Kuya Silver Corporation.
As I read this it looks like ELBM is now a royalty company only. Could you also give an opinion as to ELBM as a company to invest in.
As I read this it looks like ELBM is now a royalty company only. Could you also give an opinion as to ELBM as a company to invest in.
Q: Both have had a good run but I just own Starbucks. I'm considering swapping it for TJX. What do you think?
Q: I'm looking to start a dividend paying portfolio. Can you recommend 7 companies to start out with? thanks
Q: Is there anywhere on this website that we can see all the questions that we have asked ourselves? There used to be a few years ago.
Thanks
Thanks