Investment Q&A

Q: Hi there. I am looking for a dividend growth company or ETF to add to our kids RESP with a 10 year time horizon. What do you recommend from the 5i Research universe to initiate a position in now. After the initial purchase, I intend to dollar cost average on an ongoing basis. I already have Telus, Abbvie, and BMO in two other accounts and those are my highest dividend payers.

Q: What do you think the odds are of an equity raise in the near future?

Q: I already own ENGH and was wondering how much confidence you have in it going forward? Would you hold for a few years or sell and why? Thank you.

Q: So disappointed in Aritzia…I actually called ,,visited a few stores in the US …all seemed awesome…busy..full price.Staff at each were very positive..Now as I bought recently I’m down near 20%.Stay put?When/ how will we get a sign next in terms of things improving inventory wise?

Q: hi folks:

on any and all mid to long timelines, BNS has VASTLY underperformed both RY and TD

i suspect this is the latin exposure, followed up with crappy mgmt

at what point does an investor (or 5i) admit you/we are collectively wrong, and drop it from our/your preferred status?

do you have a serious blind spot?

honest question, because the evidence is quite clear this is not in the same league as td or ry


and yes, i make may own decisions, and take full responsibility for my actions

thanks again, and please note that while this is a fairly minor issue, i find your service is top notch

Q: Can you analyze the level of debt of Goeasy and also the cashflows? Please let me know how much debt there is, the free cashflow, and how you feel about this level of debt to cashflow - low, fair, or high? Thanks.

Q: Been holding TOI, because of relationship with CSU. Is this a good long term growth hold?,
T Steve

Q: Please provide me with the following info on WSP.

NET REVENUE {last fiscal year}
EPS {3x trailing years}
PEG
DEBT/EQUITY RATIO

thank you

Q: I am currently down about 60% on WELL Health
- I am considering buying more to average down on my cost

Your thoughts?

Thanks,
M

Q: DND has recently had a considerable rally. What do you think of the cashflow and profitability now - I am asking for an answer that assumes the takeover does not go through. What about valuation ratios currently and compared to assumed growth rates going forwards? Cheap, fair or expensive? Thanks.

Q: I noted and likely your strategy to add to XHY for income and possible capital gains. However, when I looked at high yield corp. bond ETFs, ZJK looked better overall. There is also the matter of CAD hedging. I'm looking to park cash for my 2023 RIF withdrawal this December and I've been using the BMO HISA for this. Can I have your opinion on using ZJK or XHY instead for about 2% higher income?

Q: Why C.Cycl. sector for CCL.B in Bal portfolio but Materials in Analytics?

Q: I have 20 Thousand US Cash in My US RRIF acc't. I am looking at deploying it into 5 stocks for income. I don't have any oil sector stocks or ETF, Reits or banks.Looking for idea's which could bring dividends and growth over time.Tks 5i take as many credits as required. 79 year old.Do not need any money to pay my RRIF monthly payment as I have Can account with ample cash for 18 months

Q: Profitability, why is this so difficult to achieve for LSPD? Is one reason that the CAO and Board are still continuing to be driven or leaning to expansion and therefore changing to control control is difficult to achieve? But that does not make sense because we have heard they want to be profitable in 2024! I am confused. Clayton

Q: Hi 5i,

Is there an explanation somewhere as to the meaning of the % at the bottom right corner of the Income Model Portfolio? The headings are: Portfolio; Benchmark; Active. An explanation of each line in the chart would help me understand the relevance.

Thanks for the help.
John

Q: Good Morning all!,
Why such an abrupt fall this morning while this company is still breaking records? Is it buyable today or should we wait for volatility to reduce ?

Q: At first glance I am a bit disappointed
Sales grew at a fantastic rate yet net income did not
Margins down and costs way up.
Should we shareholders be worried

Q3 net revenue increased by 37.8% to $624.6 million
Q3 net income increased by 8.9% to $70.7 million
Q3 Adjusted EBITDA(1) increased by 9.5% to $119.6 million

Q: Given that LSPD is not yet profitable and since they owned close to 4 percent if I’m correct in the FTX. Crypto (now bankrupt), to me their future has been significantly compromised. I can’t believe I indirectly held crypto!!!!!!! Comments?

Q: Do you think Savaria might to taken privte or sold to a larger company? They have a niche larger companieds might want?


Thx

Q: BEPC has been a favorite of yours for a long time. I bought it more towards the highs a couple years ago when there was so much talk about renewables from the Biden administration and everyone was piling into renewables. Since then this stock has gone down and it was your favorite two years ago at all time highs and now around 20 dollars off its high it is still a top dividend pick. I also averaged down on it based on how favorable you spoke about this company but I have still not broken even. My question is in what environment would you see this stock doing well again? What would be a catalyst for this stock performing well and why is it still a top dividend pick? Does it represent value at this price and could you please comment on the profitability of this company. Thank you!