Investment Q&A

Q: Hi 5i

I think the idea of Intertain listing on the London exchange was to unlock shareholder value. Is that because their customers are predominantly found in Europe or the retail market more open to this type of business ? I don't think it has made much difference yet - I'm trying to determine the catalysts here.

Thanks again
Mike

Q: Hi:
I have heard that the Federal Liberals are going to increase the tax on capital gains to 75% of the gain vs the present 50% of the gain in their upcoming budget. This was tried years ago but it was shown that no additional tax revenue resulted. Have you heard any of these rumours?
Thanks: Jerry

Q: What are your thoughts post the equity raise. I understand it was oversubscribed? What does the balance sheet look like and is it worth a look for
a small part of a growth portfolio?

Q: What do you think of PJC for a core dividend growth holding? I find it a bit expensive, any better companies in the same space (consumer defensive)? Thanks.

Q: Hi 5i,
This is my first time asking a question, and just wanted to say what a great service you provide!

My question is regarding Linamar, I've been holding this company for a few years now and have been riding the rollercoaster waiting for the stock to turn. The company is obviously at a great deal of political risk, but despite that continues to produce good numbers. I'm hoping you could comment on the companies prospects for the next 2 -3 years(assuming minimal trade disruption from the US), and could you please comment on the LNR's recent quarterly results?

Thank you, Tristan.

Q: Hi, could you please give your thoughts on the latest DRT financials and whether you thing long term stable growth is back on track? I also read an article recently that Dirtt is going to work with Designer Ian MacGregor to built a high-end luxury house near Canmore Alberta as a template for a "luxury weekend house", but not sure how material that will be to the company.

Q: Drt has been on steady climb for the last few months,is it a buy at this price(7.15)?

Q: Hello again. I'm happy with my portfolio which is largely U.S. stock driven. My question is how much cash would you recommend I keep on the sidelines during this volatile period. I'm not worried as much as I would like to have cash to purchase more of the same stocks I have on hand should there be a small correction in the market? Thx

Q: Can I please get your opinion of ITP's recent results.

Thanks
Dave

Q: Good Morning I was listening to the Linamar conference call and the results are very impressive, in fact, the dividend was increased by 20%. The share price dropped over 2% this morning which is surprising. May I have your impressions?
Would MG (PE 7.4) or XCO (PE 10) be more advantageous vs LNR (PE 7.5)?
Thank you
Marty

Q: Morning Team,
is it time to add to DBO, PLI and/or ALA.r ?

Q: Given today's investment climate, which 5 stocks (risk is not an issue) would you buy.

Thanks

Dave

Q: average cost $9.36. Stock is very near a 5 year low with a good dividend. Is the dividend safe and should i be thinking of selling and cutting my losses

Q: I recently bought approx. 3% in each of the above corps. The first 3 are sharply down, the other 3 sharply up. Should I sell the losers and trade up the winners or just hang on.
Thanks for great service. Alex.

Q: I got into these two at inopportune times and am down nearly 30% on each. Is it worth hanging on to Potash until the merger with Agrium is complete? For DH, is it worth waiting to see if a bid materializes? Or, is it just time to move on?
Len

Q: just a comment about your comments. I am in the real estate business and affordability is not always the driving force in prices. It is demand from offshore money, investors, both locally and from abroad. In Toronto, there is a lot of money that can afford these investments and a collapse in the housing market would mostly hurt the working people who if they had to sell or refinancing would be stressed. If investors have lots of money, they are investing with the risks. they do not need these investments to pay for their own food and accommodation. I have worked through the housing price correction in 1974,1989,2001, 2008 and it was brutal for some people but an opportunity for investors with money. Now we have the additional overseas money which even at 5-10% is paying up for real estate in an already tight housing supply market. Who would want to sell and have no place to live. There may be a correction in Toronto but the investment fundamentals have to change. Keep waiting.....

Q: This is not a question but just an appreciation of what 5i has done for me and my family. I used to have a wealth MGMT company take care of my funds, but 4 years ago I found 5i. I started small with 5i to test the waters vs. my very expensive wealth advisors (2.5% fee plus 25% of profits over the TSX). In 4 years, my TFSA is up 226%; one of my other portfolios is up 102% in the same period. In 3 years my children's RESP is up 39% and in one year since I transferred all my other accounts I am up 20% in my RRSP; and my largest account is up 19%. The returns are so much higher than my fund managers ever did. In many of my accounts I have not sold any stocks in 2 years, not all have worked out, but my returns have. Just wanted to say a huge thank you.

Q: What type of backlash should be expected now that is it known that Mettrum has been willingly poisoning their customers with myclobutanil?

Will Canopy face the risk of legal damages?


https://cannabislifenetwork.com/banned-chemical-found-in-mettrum-cannabis-public-not-informed/

Q: In the questions you receive the term position is used when referring to stock holdings. Would you please explain what is meant by the phrases a full position & 2 half positions. Thanks.

Q: Markets in general. Andrew McCreath is stating that markets are over priced and "agrees with the OECD that the valuation accorded stocks has gotten ahead of the fundamentals". Is it time to sell or at least be extremely cautious at this point?