Investment Q&A

Q: Hi Everyone at 5i! I have made some money on Dcbo and am thinking of swapping out into Trisura in hopes for higher growth. Does this make sense to you??
Cheers,
Tamara

Q: I might have missed it, but everytime you are asked for the best X number of Canadian stocks to buy for a certain period of time I never see you mention KXS as a good buy.

So, what is you feeling on KXS and why do you rarely or never suggest it?


Sheldon

Q: In your Coverage Summary for Aug 2022, would you please explain the meanings of the columns. Such as for A&W the start price is 21.63, Recent Closing Price is 34.49, yet the Monthly Return is negative. Also what does P&L (2022) & P&L (Total) represent. Thanks … Cal

Q: If I am selling this loosing stock in my RIF Account for the purpose of generating cash for my mandatory withdrawal - can I immediately start a smaller weight in my cash account trusting that there will be upside in the future. I assume there are no tax consequences since it was in a registered account.

Thanks for your service

Q: BoE bond buying announcement largely had to prevent margin calls and pension impact risks. (As well as other economic needs) Not an expert, but it sounds like mass panic in Europe(inflation, Russia etc…) Leading to significant credit availability reductions needed for businesses for financing etc. With this all happening does this not provide an ideal environment for TOI to acquire European business’s at a discount, understanding they strategically use their cash flow to finance the deals. Lead to a very bright bright upside in the future?

Q: hello 5i:
enough funds to buy just one. Can you discuss which you like better and why? Going forward, which business is more stable?
thanks
Paul L

Q: With the Fed raising rates and their commitment to tackle inflation the US dollar has been on quite a tear lately. Can you name the top three companies from your balanced portfolio that would be the most positively impacted by the strengthening US dollar as well as the three that would be the most negatively impacted.

Q: Please comment on Q4 results released today & going forward. Today closed @ $7.75 -0.60. Is it still worthwhile holding. My purchase price is $22.75.Txs for U usual great services & views

Q: 52 week low. Other than following the market trend is this low surprising? Any thoughts on near to mid term prospects? Still one of your favourites?

Q: Any idea what the dividend will be on the spinoff shares?

Q: syz not doing all that well. markets are bad but is there anything particular that is causing deep drop. do you still recommend it. what will it take to get things going.

Q: Comments on the RPS situation?

Q: Before deploying more dollars to BX, what are other headwinds (apart from the usual suspects of inflation, recession etc) that the market is seeing that is driving down the share price. How would you rate BX vs peers such as BLK or BAM for long term (divd, capital) appreciation

Q: What’s the book value per share for Shop and what price would be attractive to buy ?, thanks

Q: Last December I asked what price you would consider this to be really cheap. The answer was below 3 dollars. Today it is at one dollar and thirty five cents. I guess this could go below a dollar which would have been unthinkable last year. It is no fault of their own other than profit margins. Is there some reason that large institutions don't come in and buy this up at this price. Does risk change at this price somehow.

Q: Are there any companies in your 3 model portfolios that have a concerning / uncomfortable level of debt if interest rates continue to rise (say by another 2%) and a 12-18 month recession occurs? Thanks

Q: Why your Growth portfolio returns are 5.44% since inception vs xiu.to avg 7.48% CAGR since 2002 returns?Am I better off investing in XIU vs your Growth portfolio what am I missing here ?

Q: Hi 5i, What is the difference between these 2 Brookfield companies please? Tx Ron

Q: hello 5i:
Comment on DND's preliminary earnings announcement?
Please ignore if already asked.
Paul L

Q: I see you continue to have faith in Goeasy. On the weekend the Toronto Star had an article on potential reductions to the maximum allowable interest rate for the alternative lending market. As a longterm holder, and knowing of your previous position that this has been a potential concern for years, I’m wondering if this time is different. An unpopular government, public anger at corporate profits, a usury rate set when interest rates were much higher all lead me to believe the maximum rate might finally be reduced. Your thoughts please.