Investment Q&A

Q: Hello
Could I have your thoughts on PIF earnings, growth forward and any comments on the sale of carbon credits which I find interesting (money for nothing).
Appreciate it thanks

Q: Gold is supposed to do better in an inflationary environment, which we seem to be getting but it also does worse when rates are rising, like now. An enigma!! Who wins here? Thanks

Q: Why the dip? Seems like all the copper stocks took a blow this week. Is it a good time to buy? Do you see much upside in the next 6 months? Thanks

Q: My wife owns a company that started using Monday.com last year. I hear her rave about it all the time. I even heard her say she would pay double the fees charged it is so useful. I told her I would buy some stock if it ever went public and here we are... You said its expensive based on the current valuation. Can you please elaborate compared to the competition? The stock shot up and I don't want to get caught in the excitement and overpay. Thanks

Q: I have a small position in Teck in the mid $20s. I was looking to add to it as the price drops. What do you think is an attractive entry point? I’m leery for adding to commodity stocks when they’ve gone a long way already knowing that things can change quickly. Your thoughts?

Jason

Q: I somehow missed the memo for The Trade Desk stock split. Is this generally a positive? I know it doesn't actually change the value, but I'm wondering how investors look upon it. I am up over 100% and would like to think it's got further room to grow. Thoughts? Thanks!

Q: is this a buying opportunity?

Q: What's up with Suncor today? A good buying opportunity for the long run?

Thanks
Robert

Q: Not a question just a comment . I hope this use of small print font in your answers isn't part of the site rebuild. Some of us are old farts who hate squinting .....

Q: Hi. Could I have your opinion on Patrick Industries as a way to capture the post-covid rebound? Is it too late in the recovery to get into this stock? thanks, J

Q: Thoughts on the quarterly results?
Thanks...Steve

Q: hi guys any news to cause the current slide thanks as always

Q: It seems all the Canadian banks are doing well - huge profits, reversing loan-losses, cash piles and talk of boosting dividends.

Is a lot of this profit due to the increasing real-estate mortgages being issued that have an implicit government backstop? I view this as a form of moral hazard - the banks know the government has their back so continue to lend despite worsening lending metrics like income to home price etc.

Do you see any risk from all the non-house owners in the country putting pressure on the government to reign in bank profits, as it seems only the 'rich' home owners are benefitting? Or would the banks themselves curtail lending as home prices continue to appreciate?

I know that the Canadian residential real estate market if a primary driver of our economic gains nowadays but at some point, the policital winds may shift.

What signals related to Canadian housing would you look for to make you want to reduce your exposure to Canadian banks?

Q: I would like your opinion on their strategy, business plan, competitive advantage if any, short and longer term growth, as well as fundamental investment analysis, Thank you, Martin

Q: Hi 5i
Shopify share price has had quite an increase since yesterday....can you provide some insight as to what is driving this?

I get concerned with sudden increase in a shares price, if i do not understand the reason why.....

Would you continue to hold for 2yr -3 yr period ? Road bumps ahead?
Thx

jim

Q: With the recent news about Canada imposing tariffs on some furniture imports how do you see this impacting Leon’s in the short term?
Do you see this as a good entry point longer term?

Q: I own both ABBV and MDT and I am up nicely on both, thanks to 5i.
Thinking of selling MDT and purchasing SYK, which should have more growth in the coming months??
I would appreciate your opinion on all companies and the switch from MDT to SYK.

Thanks

Dave.

Q: Do you recommend starting a large position if you are risk adverse regarding the political climate in Colombia.

Q: Hello 5i: I have a 5% position in IPL and my cost avg is $ 25.95. If we assume that Pembina offer is accepted @ 0.5 shares current offer .. is it best to take a capital loss and sell now, or stay with Pembina as it seems to be a better managed company and possibly gain in both share price and dividend distribution.
Thanks
Carlo

Q: Could you give me your opinion on this "life Style" brand company that is in the smoking alternative space. Do they really have some better tech for their products? Can you tell me what their books look like,?

Thank you