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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: Is there a good Canadian ETF for consumer cyclical / discretionary sector? If not what basket of stocks would can be included in the sector?
Read Answer Asked by ZIM on February 01, 2023
Q: Hi
I know that there has been lots of discussion on 5i about the cost base for Topicus when it was spun out from CSU. However, I've reviewed the questions and forums and I'm still confused. TOI has been sold in a non-registered account and now I need to determine the cost base for tax purposes. The brokerage shows $0. Is there a consensus on what the TOI cost base at spin out should be? Thanks for providing some clarity!
Read Answer Asked by Lois on February 01, 2023
Q: A recent article stated that there has been significant insider selling over the past three months and that shareholders have been diluted over the past year. On the other hand earnings are forecast to grow by 68% per year. Could you comment on these statements as well as the status of its balance sheet and strength of management. Thanks.
Read Answer Asked by Rob on January 30, 2023
Q: Good Day 5i,

A question regarding Leons. I have purchased this from as low as $17 to as high as $23. I hold it for income, and growth, with a two year timeline before changing over to a higher yield for income, as my wife and I retire. Would you consider this a hold for income only or would you consider something with a higher yield?
Read Answer Asked by Kelly on January 30, 2023
Q: Hi, Thanks for your conviction and rock solid positive view on the company helping many of us to remain calm when stock was selling off during last quarter of 2022. In more than many ways, stock price has supported your thesis, latest proof being company's ability to increase their prices by 33%. Do you think that last 3 weeks move and specially Today's 11% move in a day was caused by fundamental reasons like this price increase, Deutsche Bank upgrade and market expectation of strong results ? Or, it's the short sellers caught off guard and running for cover ? We know that 5i increased SHOP position recently in the Balanced Portfolio( and we followed suit ), which proved to be a great tactical move !! Has the recent price action influenced your outlook on the company and its stock, for better or worse ? Thank You.
Read Answer Asked by rajeev on January 26, 2023
Q: Please provide rationale for holding BRNE over BN or BAM. I hold a small position (in a registered account) in BRNE and was thinking of flipping it into my BN holding but am I missing something. Is there something in the BRNE business that could create long-term outperformance over BAM/BN?
Read Answer Asked by Robert on January 24, 2023
Q: Hi Team,
Looking to have your thoughts on why Topicus is not participating in the recent tech rally that's been going on...especially yesterday? I know its a odd trader. But is there anything fundamental holding it back? Or do big investors (fund managers and such) avoid it because they are not share issuers? This being said...do you also see this as an opportune to add, with anticipating that TOI shares will eventually "catch up" to the over all tech bounce here? Thanks for your thoughts!

Shane.
Read Answer Asked by Shane on January 24, 2023
Q: Fidelity recently bought a large position in LSPD. Fundamentally every buy means someone sold. - someone believes and someone does not. What does that mean when a large brokerage house buys a large position. Is the buy for position to sell after an initial gain? A long position, to keep forever like the Quebec pension fund? Is this because it is oversold? This question can be in relation to any company. Clayton
Read Answer Asked by Clayton on January 23, 2023
Q: My Tfsa has the following three losers (each down by 50%). Are these sell, hold or buy more with new money?
Thank you
Read Answer Asked by satish on January 20, 2023
Q: Good morning team, BMO, TD and Royal have all announced big acquisitions in the past year. Do you expect each of these to be positive for shareholders in the next 2-4 years. What are some of the individual risks to these deals being accretive? Which of the 3 deals do you expect will provide the best return for investors and why?
Read Answer Asked by Robert on January 20, 2023
Q: I've been looking at my allocations and am very low in consumer defensive, consumer cyclical and materials. Could you give me some recommendations for companies in these areas that give a 3.5%div or more. For US and Canada. Ones that you would consider now a good time to buy. Thank you.
Read Answer Asked by Pat on January 18, 2023
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