Investment Q&A

Q: Have you been following the news regarding Credit Suisse? What are your thoughts?

Could there be impacts to the Canadian banks / markets as a whole?

Q: Is this stock of any interest in this market being a long term lithium play? It has held up reasonably ok in this volatile market.

Q: Would you consider Atlassian to be a potentially strong compounder over the next 3-5 years? I like the company, but am also concerned about it operating in a competitive landscape. Thank you.

Q: Hello Team ..I have US and CA$ in my income oriented RIF. I would like to buy either PID:CA ( using CA$) or VYMI ..given their depreciated value (and high US$ ).Both have great dividends but the macro is awful and holding me back which makes me think it is exactly the right time to start easing in. I would appreciate your thoughts...best regards. gary

Q: Own both ZDI and PDI to cover international divs, Was going to sell PDI as a tax-loss and put proceeds into ZDI. Do I need both ZDI and PID or does ZDI provide enough diversification? Thanks Ron

Q: It pays monthly distribution. It works out 7.41% at the current market price of 17.81. Is it considered as good income generating holding? If not then can you suggest a name? I hold ENB and ALA.
Thanks

Q: Historically, how important has investing outside of North America been for portfolio performance? Could one do just as well or better by ignoring international markets?

Thanks.

Q: Your thoughts on this company, or alternatives worth considering.

Q: Your opinion?

Q: I have a small position in the Finnish elevator company Kone Oyj. It did well until recently but has got hurt badly in the sell off this year. Would you hang on or take the tax loss and move on?

Q: Hi,

Could you comment on Stone's results and do you know if Buffett still holds a position ?

Thanks

Q: Good afternoon,

Has TSM made any strategic changes in manufacturing to reduce the geo political risks associated with potential Chinese aggressions?

Thank you

Q: Can you please take a look at GMG Graphene’s recent announcements and add your thoughts on Phase 1 and the market for A/C graphene coating. Please also comment on their partnerships with Rio Tinto, Bosch and Wood. What is the future market potential for Aluminum Graphene batteries? The stock seems to be holding up in this market…what would it take for you guys to be interested in this industry and in this particular small cap stock as well.

PS and thank you on your previous answer on Tantalus Systems(GRID)I will be renewing my subscription with 5i for years to come. Cheers🍺

Q: I would like your analysis of this Swiss fashion play. I understand they have high growth and price has corrected in half. When are they expecting profits?

Q: Hi folks
There hasnt been a question about SE for awhile now. What are your current thoughts on this stock?Today (Monday) has some heavy trading but it is way down off its highs of course. Would you be a buyer?
Thank you for your steady guidance in these volatile times.

Q: What are your thoughts on the most recent quarter ?

Q: Interested in this for income. Noting RBC shows a 14% dividend while other sites show ~ 7% annual yield. Are you able to confirm the correct annual dividend % and provide feedback on this company and stability of dividend and chances for capital appreciation (or at least capital protection over next 5 years).

Q: Based on your last comments on June 24th about Sanofi could you please help me understand what's behind the recent drop with the stock recently and is this a good time to buy. Is it now at a "bargain" price what are the financial ratios you like and don't like about this stock? How do you feel about their pipeline of drugs?

Your last comment was SNY: Sanofi is a bit different than the others, being a $130 billion pharma company. The valuation fundamentals look fine, growth expectations are mid-to-low single digits on the top line and it pays a decent dividend. For an 'anchor' type of position, we would not take much issue with a name like this.

Q: Hello, I still have some GSK shares but some are now HLN. How does a demerger affect the HLN shares and what are your thoughts about HLN? Thank you.

Q: These two stocks are down materially, do pay attractive dividends and are European auto makers in weak Euro currency environment. Would these stocks are buys or there is still risk of further downside.?