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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i
I read your comments on recent DOO earnings...given your response highlighting slowing economy, share buybacks ect, would you be comfortable holding...I understand one qtr earnings loss does not constitute a trend , but the rush to the exits is of course worrisome,,,,,does your thesis change for this one?.

Recently acquired position.... Held on RRSP so no opportunity for tax loss selling..however 2 year outlook.

thx
jim
Read Answer Asked by jim on November 30, 2023
Q: In previous questions on BAM and BN 5i has generally shown a preference for BN for capital gains and BAM for income investors . In a question by Peter this morning 5i's answer showed a year to date return of 25% for BAM and 14% for BN {assuming that squiggly line in front of BN doesn't mean a loss } .... I realize the period is short but what is the historical return of each versus each other from inception of the newer security ? { And which one is the newer security and how long has it existed ? } ..... And if BN doesn't come out a clear winner please explain your thesis on income versus capital gains ?..... I am considering buying one of them in my RRIF ..... Thanks Garth
Read Answer Asked by Garth on November 30, 2023
Q: I just dumped DOO for tax loss and need a proxy in that C Discretionary space. Can you advice on a couple of options?

I suspect some C Discretionary CO’s might have some momentum here as well.
Read Answer Asked by Patrick on November 30, 2023
Q: Hi there,
I have invested in three mutual funds with considerable management fees. I am hoping you can recommend three ETFs with similar holdings/benchmarks and performance. They are CIG 622 (CIG AMRCAN FD CL A -FE) MER 2.44%; FID 254 (FDLTY CDN GRWTH COMP CL B -FE), MER 2.23%; and FID 234 (FDLTY US FO STK SR B -FE), MER 2.22%.
Read Answer Asked by Zohreh on November 30, 2023
Q: Docebo Inc. hereby offers to purchase from shareholders up to 1,818,181 common shares of the Company at a price of USD$55.00 per Common Share, for an aggregate purchase price not exceeding USD$100,000,000, upon the terms and conditions set forth in this Offer to Purchase, the accompanying Issuer Bid Circular, the related Letter of Transmittal and the Notice of Guaranteed Delivery.
Do you have any comments or advice here.
Read Answer Asked by Shelley on November 30, 2023
Q: Hello 5i,

If you were to start a 15,000 USD TFSA which 3 funds would you start with?

Thank you

D&J
Read Answer Asked by Jerry on November 30, 2023
Q: As a follow-up to Blake's question a couple of days ago, I see there was a negative report from Piper Sandler to underweight due to recent runup, valuations and reference to elements in 2024, Am now underweight SHOP and wondering whether I should keep accumulating or wait for a pullback. Your thoughts would be greatly appreciated. Thank you for your great service!
Read Answer Asked by jeff on November 30, 2023
Q: Hello, Hammond Power stock has been so strong ( $52 to $82 ), within a span of less than 2 months. We have a very small 0.60% position, started around $57. Based on your favourable view and analysts' commentary, we want to build the position up to at least 1.5 - 2%. Recently stock has traded in $78-$82 range. Would it make sense to start accumulating in $75-78 range, or wait until next quarter ? Market strategists believe that small cap stocks have a lot of room to catch up. We are just a little concerned with HPS.a stock's incredible 200% + rise, this year and a possibility of stock to falter, for any reason. Thank You
Read Answer Asked by rajeev on November 30, 2023
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