Investment Q&A

Q: I have a variety of questions about WCP. First, of course one cannot complain about its very healthy dividend but the share price has languished for quite some time. Can you offer any insight as to why the share price is not pushed higher given the attractive yield?

Second, many commentators refer to O & G companies enjoying substantial cash flows, that many companies are paying down debt at a rapid rate, and that once paid down the companies will return surplus to shareholders in one form or another. What is the state of WCP’s balance sheet in this regard....do they have much debt? Is it being paid down at a rapid rate or does the dividend use up a lot of its cash flow? And if they are paying down debt, when will it be done and what do you think they might do with surplus cash, given its already healthy dividend?

Third, last week there was a headline about WCP doing a sale of part of an asset with Pembina, but it seems most of the sale proceeds were going to a Pembina subsidiary to further the operations of the asset. Is that correct, or can you discern exactly what is going on? And regardless, what does this transaction mean to WCP’s prospects going forward?

One company but lots of different issues. Many thanks for your excellent service.

Q: I'm reviewing my American holdings, looking for long-term (5-10 year++) hold. I like about half of what I have, but I'm looking to - possibly - replace positions in Intel (full position), Verizon (full position), IBM (full position), and Roku (half position). Is that a good idea? My only limits are that I'd like to keep things American, I already own full positions in Google, Costco, and Intuitive Surgical, and I'd like to avoid more healthcare.

Q: Let’s say I want to read questions that were asked on May 22nd. Is there a way to navigate directly to that date? Thank you

Q: Does PKI have any corporate stake holders who might have an interest in increasing their stake or possibly of acquiring one of its assets? It appears to keep tripping over itself. Your tho'ts. on what has been bumpy ride for over four years, Thanks for your continuing help, Bill

Q: Question on RESP - thinking of selling BNS and replacing with GSY and PRL 50/50 also thinking of adding some WELL and VHI for long term holds any suggestions

Q: Why has the stock price of this blue chip company been beaten down so low.
Is the dividend secure? Such a high dividend yield is a red flag, no?

Q: Could you outline the differences and similarities between these two. Would owning both overlap in any way? Would you recommend owning both for an income generating portfolio?
Thanks
Jeff

Q: hi, what is 5i's current views on when, how many, and how much interest rate cut(s) the Bank of Canada will do for the remainder of 2024. further, is there a "metric" on how much "torque" each percentage point may have on the big beaten down blue chips in Canada ( eg Telus, BCE, Banks, Utilities, REITS...)
cheers and thanks, Chris

Q: I am considering adding Unitedhealth Group (UNG) to my portfolio and, before doing so, I would like to know your thoughts on this company. My only other holding in the health sector is ISRG and I would like to bring this sector up to 8% of my portfolio which normally would be 2 stocks. Do you think this would be a good addition? Or, do you have other suggestions?

Thanks, J

Q: Is there an equivalent to HXS in USD? If not, which ETF would be similar with no dividends?

Thanks for your service!

Q: Which one to sell and which one to keep.
DCBO,EIF,PKI,QBR.B,QSR,,CFP,NTR,WFG,IFP.

Q: I noticed in a recent question that you no longer hold Align. What are the reasons for your exit on the position.

What are its long term prospects? I have a 2% position. If you suggest a sell, please recommend your top non tech ideas.

Thank you.

Q: Hi Everyone at 5i!! Using your crystal ball and amazing insight and if the world chugs along at a steady, albeit lower, rate, where would you expect Galaxy Digital to be value wise in 5 years? I will of course not hold you to it!!

Cheers,
Tamara

Q: Hi PEter and Staff

Long term hold - LULU or ATZ and why ?

Thanks for all you do

Dennis

Q: Hi 5i, for a 3-5 years hold, today , in which order would you add (full position).
Thank you

Q: Does Applied Digital Coorporation (APLD; not listed as such in 5i database) seem like a somewhat less recognized and thus potentially more profitable stock to play the AI data storage theme?

Q: This question is actually on i 80 gold's common shares but you can comment on the warrants as well. This is my stake in a gold developer (I have larger positions in Agnico Eagle and BTGold) and it has disappointed me. They have good geology in a top notch juristiction (Nevada). They have lots of infrastructure that could be refurbished (an old autoclave) there are roads, (like Interstate 80), a rail spur, historic mining knowledge but all of this has not done the share price any good. Mangement is trying to get a partner to develop their base metal assets but there have been no offers (at least publicly) and therefore the company had to do another share offering to keep the drills turning. They are producing some gold and gold beaing ore but not enough to generate enough cash to keep the exploration drills turning. The $100 + million they raised a few months ago can keep them going to Christmas or early next year. What do you think will happen with I-80 gold? A take out at a lower valuation? Another equity raise which means more dilution to current shareholders? A joint venture on the base metal? I think this company has lots of potential but how long should one wait for these 'nuggets in the rough" to get polished into shiny gold?

Q: My portfolio is 35 per cent technology. I own 600 shares of Nvidia which comprise close to 10 per cent of my holdings. I also own Goog Amazon Microsoft and Apple but no Meta. Does it make sense to sell 200 shares of Nvidia to buy into Meta at this time or do I not interfere with the Nvidia momentum.

Q: Would you buy the dip here? I have a 3% position and want to top it to a 4.5%.

On a scale of 1 to 10, ten being a high conviction call, how would you rate Gsy as a buy currently (30$ off its 52wk high)

Thank you!

Q: Hi Peter...Do you have any comments on GOT's latest press release? Do you feel they have enough money to fund this year's drill program or is there a strong likelyhood of a share offering in the not too distant future? Any change in insider ownership? Does Eric Sprott, (a noted "gold bug") still own 9% of the common stock? The share price is down slightly today which may indicate investor sentiment that a share offering is in the works. Of course that's what's public markets are for!
Jim