Investment Q&A

Q: I expect many will ask but I'll join the crowd anyways- what do you folks think about the release today? They seem to be doing, "well." I thought the organic growth was a good sign...

Q: Hi folks, how significant is the announced partnership between Nuvei & Adobe...markets liked the news with 6% pop...is this a "new" partnership for Nuvei??, and if so, what future potential could come the way to Nuvei...I believe they recently hooked up with Microsoft in similar payments process (albeit relatively small)...after disasterous Q2...is there light at the end of the tunnel????....thanks as always for great service, jb Piedmont QC

Q: Will the coming Federal rate cap be a big impact on Go Easy?

Q: GSY has been dropping the last 2 days. Is there any negative report that has been released on it? Thanks

Q: Hello 5i Team

My understanding is all (12 issues) of the Brookfield Office Property Preferred shares (BPO) were removed from the S&P TSX Preferred Share Index (TXPR) effective Friday January 18 (the quarterly rebalancing date). My understanding is the BPO shares were removed because S&P downgraded them to P-4 on December 21, 2023.

However I can find no mention of this re-balancing event on the S&P website or other news sources. I have previously seen new releases from S&P when companies are added/removed from the S&P TSX 60 and S&P TSX Composite index.

After reviewing the holdings listing for the CPD etf (which tracks TXPR), the BPO shares are now removed.

Is there any other news sources I should be monitoring? This seems to be a material event that S&P did not disclose?

Thanks

Q: Hi 5i
What do you think of the short term and long term outlook for DOO after this mornings announcement of Bain capital reducing share ownership by 2M shares at $91....., I think the percentage reduction was from around 20.8 % to 18.8 %...
Should current share holders be worried .... does this drop represent an opportunity
Thx
jim

Q: What are your five current favorite stocks for short-term (1 year) gains? They can be either US or Canadian stocks. Thanks,

Q: What is your opinion on the issues at Parkland?

I am grateful for the service you have provided over the years.

Q: I was going to ask if now would be a good time to take a small position in PKI anticipating price appreciation once the Boardroom issues are settled but given PKI is hitting new highs today it seems investors are not worried. Would you consider starting a small position in PKI now?

Thanks for your advice.

Mike

Q: With the launch of bitcoin ETFs what "crystal ball prognostications" can you have for such companies as Galaxy, Riot?

Bail? Hold? Buy?

The last week has given them a proper lathering, and I'm wondering if there is more (pain) to come or if it's a good time to add to the position?

Q: Hi,
What would be your top 5 CDN consumer discretionary stocks in a RRSP for a 5-10 year hold.
Please list in order of preference for a buy today.
Thanks

Q: Hi

With a 13% haircut today, and nothing has changed!! (just some dude's opinion, which are like belly buttons, everybody has one)

I bought more call me crazy but I think in the end it will work out give it another few years.

Is my thinking wrong??.

Take care folks

Mike

Q: Do you still expect the cost of the run-off business to impact Q4? If yes, any idea when that should become history?

Thanks

Q: I am considering reducing energy positions and letting go one or more of these companies. How do you rate them for fundamentals and any other metric you choose to rate them: Keyera, Pason Systems and Freehold Royalties. Sell order??

Q: Hi,

Is this a good time to increase my position in WELL? Where do you see it in 5 years?

Thanks

Q: Any idea why CIBC lowered their rating to neutral with a target of $4.75?

Q: The news on well health has been good lately; how is it that analysts all of a sudden lower their ratings.. It makes me wonder if there is some manipulation going on unless they are seeing Well not as attractive all of a sudden. Your responses of late have been positive and i know opinions can differ. Can you shed some light please?

Q: Looking for some guidance re considerations to consider in trading TCN at this point. What would your view be on the expected share price movement over the next 3 months. What factors might there be at play to improve the current stock price versus to lower it or finally the likelihood of it stagnating here. So do see it as a sell because current price likely as good as it gets, a hold because upside likely, or, if not too large a portfolio holding, a trim perhaps. Thank you for your views.

Q: Could you comment on the propose take-over by BREIT. The offer looks cheap to me compare with today real book value. If it goes thru, will the new legislation law by the Democrats affect BREIT? Are you expecting outbid?

Thanks

Q: Many sharp upgrades and sharp downgrades for SHOP in recent days. What do you make of all the divergent views? I know 5i is in the upgrade camp. What do the 'downgrade' analysts see that bring them to their conclusion?