Investment Q&A

Q: Struggling with the poor performance of Global Payment Inc. and was hoping you could comment on its decline and the impact of higher interest rates plus recession and future stock price?

Q: Would appreciate your general comments on Irridium Communication. Risk/reward etc. Would you buy it at this stage in our economic cycle?
Thank you

Q: In feb/22 Td made an offer to purchase Fhn (who at THAT time had 55 B in loans and 75B in deposits) for 13 B or $25 a share
At that time U.S. 10 year treasuries were about 40 pts above the 2 year and the U.S. prime rate was 3.25%.
On Mar 17 Fhn was trading at $14.93 down from $21.93 a week ago and the 2 year treasury is now .57pts ABOVE the the 10 year while the U.S. prime rate is now 6.70%
Looks like investors believe Td may back out and or Fhn is losing a lot of deposits.
Meanwhile UBS has made on offer Toi purchase Credit Suisse currently valued at 8 b Euros for 1 B’
Would it not be better for Td to back out of the offer, pay a penalty and use the funds to purchase shares in Charles Schwab at a much lower price then what Td sold them for or offer to purchase Fhn at a much lower price after a NEW risk assessment is done on FHN assets

Q: Small position held. Should this be sold? What will happen to this ETF if some banks go out of business? Could this ever recover? Thank you!

Q: Hi Peter/Ryan I would like to add some American names as I haven't any in my RRSP or TFSA. Which of these would be best in these accounts. MSFT, NVDA, BRK.B and can you give me one or two other suggestions. Thanks

Q: Could you please rank the above in terms of 1. Upside potential, next 2 years, assuming a significant recovery. 2, Risk

Q: Did Buffett just fly all the regional bank CEOs into Omaha & offer a deal to SAVE the banks?

Q: What are your thoughts on Simon Property Group? The dividend looks attractive but not sure about its growth prospects, especially with respect to shopping malls & eroding foot traffic with online options.

Q: Hello 5i Team,

Could you please comment on NWPX's earnings and guidance, which caused the stock price to drop 15% today. Would you consider it a buy, hold, or sell, for the next 3+ years? Could you please suggest some better growth and safer alternatives in this space.

Thanks!

Q: Hi 5i Team,
Pls comment on Titan Machinery earning report, and this company going forward.
Buy, hold or sell?
Thanks.

Q: I am considering purchasing CDNS, although it is quite high right now. Also considering either SQ or Nuvei. Wondering what your thoughts might be on these stocks and if I should hold off on purchasing?
Thanks.

Q: What are your thoughts about SFM ? My research reveals that they have no debt and fund all share buybacks and expansion with only free cash flow. Seems to be too good to be true ?

Q: Hello 5i,
It’s been almost two years since the last question on MCHP. Could I have your current assessment? Also how it would rank amongst its piers.
Thank you
Dave

Q: Your thoughts, please, on how BKNG might perform in the coming year ?
Many thanks.

Q: What is causing MPW to plummet? Is this a position worth hanging on to? Thanks

Q: Hi group i own both ENB and FTS - over the last 3 yrs FTS has outperformed ENG by a large margin do i need to own both / which one would you keep and add to present position

Also i am waiting to add to APPL MSFT GOOG AMZN...would you wait or buy now? Thanks

Q: From an long term investing perspective, would you hold or sell the stock after today's earnings? Thank you.

Q: do you have an Ex divedend date for Devon Energy?

Q: Hi 5i
May I please have your current thoughts on Enphase (ENPH:US)?
For a long term hold what are its prospects etc.
What do you like about it, what don't you like about it?
How does it compare to similar companies?
Thanks!

Q: Great dividend, but lots of moving parts to get a handle on. Please help is it worth taking a small position.
Thanks
John