Investment Q&A

• Generation Mining Ltd - Ordinary Shares (GENM)
  • View GENM Profile
  • View Questions on GENM

Q: Hi 5i
In your April 19, 2022 answer regarding Genm you said that “if all approvals are given the stock should get re-rated higher once (when/if) this risk is removed “.
1) Has the risk been removed?
2) What do you think of todays’ share price and can you see it going higher?
3) Do you have any other current info on Genm?

Thank you!

Upvote 0

Read Answer Asked by William on April 03, 2023

• Costco Wholesale Corporation (COST)
  • View COST Profile
  • View Questions on COST
• Alphabet Inc. (GOOG)
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG)
  • View ISRG Profile
  • View Questions on ISRG
• Microsoft Corporation (MSFT)
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG)
  • View BKNG Profile
  • View Questions on BKNG
• Emerson Electric Company (EMR)
  • View EMR Profile
  • View Questions on EMR
• JPMorgan Chase & Co. (JPM)
  • View JPM Profile
  • View Questions on JPM
• Eli Lilly and Company (LLY)
  • View LLY Profile
  • View Questions on LLY
• Medtronic plc. (MDT)
  • View MDT Profile
  • View Questions on MDT
• Realty Income Corporation (O)
  • View O Profile
  • View Questions on O
• PepsiCo Inc. (PEP)
  • View PEP Profile
  • View Questions on PEP
• Procter & Gamble Company (The) (PG)
  • View PG Profile
  • View Questions on PG
• Visa Inc. (V)
  • View V Profile
  • View Questions on V
• Verizon Communications Inc. (VZ)
  • View VZ Profile
  • View Questions on VZ
• Waste Management Inc. (WM)
  • View WM Profile
  • View Questions on WM
• Blackstone Inc. (BX)
  • View BX Profile
  • View Questions on BX
• American Water Works Company Inc. (AWK)
  • View AWK Profile
  • View Questions on AWK
• INVESCO QQQ Trust (QQQ)
  • View QQQ Profile
  • View Questions on QQQ
• Invesco S&P 500 Equal Weight ETF (RSP)
  • View RSP Profile
  • View Questions on RSP
• Berkshire Hathaway Inc. (BRK.B)
  • View BRK.B Profile
  • View Questions on BRK.B
• Trane Technologies plc (TT)
  • View TT Profile
  • View Questions on TT

Q: Hi everyone at 5i!
I am up 370% with my stock in NVDA and would like to trim a third of the stock. With the proceeds I would like to add to a portfolio holding AWK, BRKB, BX,COST,EMR, ISRG RSP. QQQ. JPM MDT MSFT, NVDA , PEP, PG, O , VZ, V, WM . I am looking for two or three stock suggestions that would round out this list for growth or growth and income.
Cheers,
Tamara

Upvote 0

Read Answer Asked by Tamara on April 03, 2023

• BRP Inc. Subordinate Voting Shares (DOO)
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• EQB Inc. (EQB)
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Copart Inc. (CPRT)
  • View CPRT Profile
  • View Questions on CPRT
• Nuvei Corporation Subordinate Voting Shares (NVEI)
  • View NVEI Profile
  • View Questions on NVEI
• Brookfield Corporation Class A Limited Voting Shares (BN)
  • View BN Profile
  • View Questions on BN
• Lumine Group Inc. (LMN)
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: The top spots on my watchlist contains the following names (Adyen doesn't come up in your search so it won't show in the company box above. Would you rank in which order you would add to or start a position in these names based on our current situation. The companies are ADYEN, DOO, EQB, LUMINE, BN, NVEI, Copart. Thx

Upvote 0

Read Answer Asked by Adam on April 03, 2023

• Telefonica SA (TEF)
  • View TEF Profile
  • View Questions on TEF

Q: Hi Guys,

Can I please get your opinion of Telefonica. Thanks

Dave

Upvote 1

Read Answer Asked by David on April 03, 2023

• NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
  • View NWH.UN Profile
  • View Questions on NWH.UN

Q: Released earnings Friday, market initially reacted positively, but it still closed down a little. Volume was pretty high also. I own it for income and have owned for a considerable period as I like the nature of the business. Despite this, given the recent results…..is it time to put this one out to pasture?

Upvote 0

Read Answer Asked by Mark on April 03, 2023

• NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
  • View NWH.UN Profile
  • View Questions on NWH.UN

Q: what are your thoughts on their latest earnings report ? Phil

Upvote 0

Read Answer Asked by philip on April 03, 2023

• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
  • View XHY Profile
  • View Questions on XHY

Q: Is this ETF still worth holding or could my money be better invested?

Upvote 0

Read Answer Asked by Marco on April 03, 2023

• Bank of America Corporation (BAC)
  • View BAC Profile
  • View Questions on BAC
• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• NIO Inc. American depositary shares each representing one Class A (NIO)
  • View NIO Profile
  • View Questions on NIO
• Crocs Inc. (CROX)
  • View CROX Profile
  • View Questions on CROX
• Perion Network Ltd (PERI)
  • View PERI Profile
  • View Questions on PERI
• Berkshire Hathaway Inc. (BRK.B)
  • View BRK.B Profile
  • View Questions on BRK.B
• iShares U.S. Technology ETF (IYW)
  • View IYW Profile
  • View Questions on IYW
• Celsius Holdings Inc. (CELH)
  • View CELH Profile
  • View Questions on CELH
• iShares U.S. Infrastructure ETF (IFRA)
  • View IFRA Profile
  • View Questions on IFRA
• Global X S&P 500 Covered Call ETF (XYLD)
  • View XYLD Profile
  • View Questions on XYLD
• Lantheus Holdings Inc. (LNTH)
  • View LNTH Profile
  • View Questions on LNTH

Q: Hi

We still have 500 shares of GSY in our RRSP accounts

Thinking of selling and buying BAC. Both are beaten up. However I am thinking BAC
has a better chance of recovering in a shorter time frame with less government interference.

Your comments or other suggestions in the US are most welcome.

We already have CROX, BRK.B, CELH, PERI, NIO, INMD, LNTH, IFRA,XYLD, IYW

Thank you

Mike

Upvote 0

Read Answer Asked by Mike on April 03, 2023

• TELUS Corporation (T)
  • View T Profile
  • View Questions on T

Q: Please comment impact of Rogers-Shaw deal on T What is good entry point for T ?Is it ok to buy T in this market conditions?Thanks for U usual great serives & views.

Upvote 0

Read Answer Asked by Peter on April 03, 2023

Q: For high yield ETF's like HMAX, ZWB, JEPI, etc, how is the monthly or quarterly payout taxed - interest, dividend, capital gains? If it varies by ETF on these examples, how is it determined? Thanks.

Upvote 0

Read Answer Asked by Alvin on April 03, 2023

• Toronto-Dominion Bank (The) (TD)
  • View TD Profile
  • View Questions on TD
• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
  • View CAR.UN Profile
  • View Questions on CAR.UN

Q: I have held CAR.UN for some years. I am thinking of switching to TD bank. I am reasonably risk-tolerant. Please compare risk and upside potential. Thanks Jim

Upvote 0

Read Answer Asked by jim on April 03, 2023

• Air Canada Voting and Variable Voting Shares (AC)
  • View AC Profile
  • View Questions on AC

Q: I recently flew Air Canada from Toronto to NYC and Fort Lauderdale Florida and on both flights the planes were operating at pretty high capacity. The plane tickets were crazy expensive. Westjet has really contracted the places it flies and their frequency and AC seems to have practical monopoly on certain routes. I know that does not replace fundamental analysis but it means something.

Upvote 0

Read Answer Asked by Murray on April 03, 2023

• Descartes Systems Group Inc. (The) (DSG)
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Good morning, which would you buy first in the balanced portfolio, shopify or descartes?
Thanks, Rod

Upvote 0

Read Answer Asked by Rod on April 03, 2023

• Brookfield Office Properties Inc. Class AAA Preference Shares Series CC (BPO.PR.C)
  • View BPO.PR.C Profile
  • View Questions on BPO.PR.C

Q: This preferred has taken an awful dive, please speculate on causes, tia pat

Upvote 0

Read Answer Asked by Pat on April 03, 2023

• Magna International Inc. (MG)
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Topicus.com Inc. (TOI)
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: I have 3 positions at a total equity weight below 0.5%. Which one I should consider selling or increasing position size?

TOI (Size 0.39%, small profit)
MG (Size 0.41%, small loss)
GSY Size 0.54%, substantial loss)

This is in a well-diversified portfolio.

Thank you.

Upvote 0

Read Answer Asked by Hali on April 03, 2023

• Reliq Health Technologies Inc. (RHT)
  • View RHT Profile
  • View Questions on RHT

Q: An add on to my question re. shopify and descartes. Would you take a loss on RHT at this point and add that money to a tech purchase?

Upvote 0

Read Answer Asked by Rod on April 03, 2023

• ECN Capital Corp. (ECN)
  • View ECN Profile
  • View Questions on ECN

Q: thoughts on this long term thanks

Upvote 0

Read Answer Asked by cliff on April 03, 2023

• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• ATS Corporation (ATS)
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS

Q: I have 60K to invest, which 6 companies in each Growth Portfolio and Balanced Equity Portfolio would you recommend in a TFSA?

Upvote 0

Read Answer Asked by Elizabeth on April 03, 2023

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
  • View BAM Profile
  • View Questions on BAM

Q: Following BAM spin off in 2022, how does it have to be reported to CRA (capital gain)? Is it treated as a typical disposition? If so, I read the value assigned to each new entity is 88% and 12%, do we use these ratios to calculate the cost base for the capital gain to be reported? Thank you!

Upvote 0

Read Answer Asked by Pierre on April 03, 2023

• Medical Properties Trust Inc. (MPW)
  • View MPW Profile
  • View Questions on MPW

Q: thoughts please

Upvote 0

Read Answer Asked by cliff on April 03, 2023