These five were a big part of my best year in '21 and they're a big part of my worst ever year ion '22. So it goes. Having stubbornly ridden them down, not wanting to have locked in a loss, do I assume correctly that you still like all these names and would advise hanging in for the rebound?
Q: Hi Team,
EGLX is now 0.3% of my portfolio down 88%. I want to either sell it and use the funds in existing positions or pump more money into it. Sell or add?
If I sell please advise in order of preference which names you would add to for 5-10 years between the following NVDA, PLTR, GSY, LSPD, SHOP, WELL?
Thanks
Q: Hello 5i I am a small investor in Yamana and would like your opinion as to what you think is the best offer of the 2 offers presently on the table. Thanks
Q: What do you think of that news, the company offers to buy $100M worth of their shares in a Dutch auction. What proportion of the float would that represent say at today's price plus 15% ? Does this make it buyable? Thanks
Q: Trading near 52wk lows. I read your report and am quite enamored.
Currently P/E around 5, yet management is expecting CAGR of 15% if I understand correctly ?
Market is pricing interest rate hikes and real estate slowdown, but is this not a compelling buy right now ? If not, what would be your better alternatives ?
Q: I have some money available in my RIF and I would like to add to ADT and AW.UN
I like ADT for Upside and AW.UN for the dividend and possible upside. Would you prefer one over the other and why?
I'm trying to understand the timing of when a new benchmark 5 year Bank of Canada bond rate is set (and how it will affect fixed rate reset preferred shares) .
It looks like there is an auction for the 5 year roughly once a month. Do each of these auctions affect the benchmark or are only some designated for that purpose?
Q: Morning 5i Team,
Given the recent developments initiated by Biden Administration designed to prevent China from accessing US chips and chip manufacturing technologies, how would you assess these development's impact on US chip makers' business going forward.
Cheers,
Q: Given a competing offer will not be coming and it from my math it seems YRI current price is not really showing any discount (you can take a look) to the current offer, would you suggest its time to move on and look for a replacement. Any suggestions besides AEM/BTO for safer precious metals holdings who are paying a decent dividend.
Q: Could you comment on the sale of Summit, including:
1) is this largely a done deal?
2) are shareholders being bought out for cash, with no option to obtain Dream
Ind. shares?
3) proposed closing date
4) do you think other offers might be forthcoming?
Q: Hello 5i,
Will Dir.un have to raise cash to close its acquisition deal? If so, what’s your best guess on when they’d have to do this. I recently tax loss sold Dir.un and think it better to wait on finance info to repurchase.
Q: Thanks for your thoughts on CSU. As a follow up, are you concerned about 30X cash flow for 2022? Q3 cash flow was $897 million, add an estimate for Q4, and you get $1.3 billion for the year. Market cap of $38.9 billion gets you 30X CF. Too high in this market?
Q: Will Nutrien's announcement yesterday on Prices Offering of an Aggregate of US$1 Billion of 2-Year and 3-Year Senior Notes have any long or short term effect on their stock price?
Is their present stock price a good entry point?
Q: For someone retiring in 10 years and looking to withdraw capital gains (already have high dividend payers)over the span of their retirement, what mid and large cap equities/ ETFs , including USA, would you suggest, in a non registered account . Thank-you