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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: In a couple of recent (March 3 posted) questions today you have suggested in some portfolio cleanups, letting AT go and also STC with proceeds to be consolidated into CTS. However, at least to-date, the 5i Growth Portfolio is still holding both AT and STC. Can you elaborate please . Many thanks.
Read Answer Asked by Alexandra on March 03, 2023
Q: Hello 5i
Please explain if the sale or exchange of the 2 million shares is dilutive to shareholders- I don’t think so, please confirm.?. Who or what is HL1 17 LP ? The offering closes March 2. The closing date for this “event” is March 16: Are there two class of shares of RBI? If one is building a position is this a good entry point? Are shares likely to drift much lower than $63.99 (the price BoA is purchasing the shares for) in the face of this event? Would you see $63.99 as the floor? If not, can you guess how much lower?
Tia
Read Answer Asked by Kat on March 03, 2023
Q: I’m looking to add a US REIT to my portfolio. Can I get your thoughts on how you would order these 5: SPM, O, VICI, PLD, IRM? Also, what would be your choice of a US REIT ETF?
Read Answer Asked by Dan on March 03, 2023
Q: What are your thoughts on EXPI latest earnings report? Was there anything of particular interest on the conference call (either positive or negative)? The stock has been punished with interest rate hikes impacting real estate markets. Does it look like a company that will do well when it comes out of this and real estate picks up or have the fundamentals and story changed here? Is this an add while its down, hold and do nothing, or time to move onto other higher conviction names (please suggest any). Currently held in TFSA so no opportunity to claim a loss (down 70%, currently less than 1% weighting due to drop). Thanks so much!
Read Answer Asked by Justin on March 03, 2023
Q: A recent guest on Market Call stated that while we have been in a dis-inflationary cycle for decades, we are now in a re-inflationary period which could go on for a long time. This means interest rates continuing to rise in steps over perhaps several years. First, could you comment on this view. I would like to hear your ideas about the direction of near term interest rates, as well as long term. I know that this is a predictive type of question but I highly value your opinions. Secondly if we are indeed in for a long stretch of gradually rising interest rates could this possibly mean a long term decline of growth stocks, or at least the ones that are not yet profitable. Thank you.
Read Answer Asked by Rob on March 03, 2023
Q: A year ago BNS was $88.xx a share, it is now $68. CWB was $36.xx a share and is now $26.xx. Banks seem to be failing as far as investments. One gets 4.5 to 6% dividends but loses 20-30% on valuation in a year. Can we hope for a brighter future in 2023, or are there better choices for stocks the financial sector
Read Answer Asked by Mark on March 03, 2023
Q: Hi 5i Team - Could you provide an update on the fundamentals of Questor including cash reserves, level of debt, earnings etc. With this in mind, is it strong enough to weather a continued market slump in growth stocks. Does it have the potential for growth. Also can you provide your opinion on management, its background experience and its holdings of common shares. Has there been any significant insider trading lately. If I decide to finally move on from this stock do you have any suggestions for a replacement growth stock, not necessarily in the same sector.
Read Answer Asked by Rob on March 03, 2023
Q: Hi team ,
Sq share price continues to struggle in this environment. With a long term horizon is it still worth holding on to this name for better days in tech stock performance? When I had first purchased it I envisioned great growth ahead with its pos and cashless payments systems. Is the story still in tact or are there better names to own at this point? Particularly inside of a tfsa?

Shane
Read Answer Asked by Shane on March 03, 2023
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