Investment Q&A

Q: I have a small amount invested with wealthsimple and they are asking me if I would like to participate in their stock lending. I can earn passive income if any of my stocks are loaned out.
Do you see any problem with doing this?
I don’t really understand how you can make money doing this but am willing to do it if basically risk free.
Thank you for any input

Q: According to Yahoo Finance, the “short % of float” is 39.9%, while the “short % of shares outstanding” is 16.55%. I also noticed that the number of shares short has INCREASED from 36.4M (January 2024) to 38.5M (February 2024).
1) Which short % metric is more relevant - percentage of float or percentage of shares outstanding?
2) Do these figures align with your other sources of information? (Sometimes free sites are unreliable)
3) With the stock up significantly, could there be a massive short squeeze on this?

Q: I have held these companies for some time but I am getting impatient. The three year return for BIP is approximately negative 10% while the three year return for BEP is approximately negative 40%. These stocks as you well know are part of the Brookfield family and are generally highly recommended. Do you see a positive future or is it time to get out . Your comments would be appreciated. Thank You.

Q: On March 12 I asked your opinion on . ATD $81; CSU $3,750; ENB $48; XIU $32.50; MFC $31
May I ask why you recommend buys pls? Thank you.

Q: Hello, I would like your opinion on light speed.
I am presently down 70%, and wonder if it’s time
to move on and put what’s left into something that will crank up. I also want to mention I read the Q&A faithfully and have done very well, especially like AI stocks over on the US side. Thank you very much for your insights
Maurice

Q: Given a 3-5 year period, please list the above stocks from best to least for growth.

Very much appreciate your service.

Howard

Q: Do you think AMD has a good upside at this time, and if yes, what is your reason pls? Thank you.

Q: Hi, BCE shares have been hammered for past few weeks with stock making new 52 weeks lows everyday, with market fearing that company could cut or not be able to keep pace with dividend increases, due to pressure on its cash flow. Company has a large debt load and yesterday the Rating Agency placed BCE on a negative watch, which makes it more expensive for BCE to borrow. Pay out ratio is already over 100% of its earnings. Current dividend yield of 8.5% could be viewed as flashing warning signals.

BCE is held in 5i Income Portfolio and generally rated well, per your recent comments. Are you still comfortable to hold it in Income Portfolio ? Also, if income is not the primary objective for an investor, is it not prudent to liquidate even at current price and move on to other opportunities with lower dividend and better growth?

Thank You

Q: Hi, Intact Financial shares dropped today over $3, on no news, while most of the P&C Co's shares in US were holding on well or even higher. IFC is a favorite ( Bal Portfolio) at 5i and the valuation does not seem expensive compared to its US peers. Would you be comfortable adding at current level of $226 ? Thank You

Q: Can u pick your 3 best choices and why for a long term hold in this market area? Is it too concentrated to own all of them? Are there any CDN examples of these home builder companies you recommend?

Q: Hello. Can you please profile this company and evaluate why it is a buy, sell or hold? Do you see the recent run as overdone or the start of something? Please focus on potential over 3+ years vs. 2024

Q: Hi Team,
Currently for healthcare exposure I own VEEV and WELL. I was considering replacing VEEV with either LLY or UNH. Would this be advisable? If so, which one would you recommend? Also, regarding Well would you recommend continuing to hold it; or selling it to make a switch for either LLY or UNH as well? What sort of mix here would you recommend? I am looking for long term growth here. Lastly...do you see the healthcare sector in general to be a good place to be right now?

Thanks,
Shane.

Q: Hi 5i, back in Feb 22 Tom asked a question re Global ETF's. Your answer referred to a Lo Vol ETF with symbol LVHI.
I have been unable to find this ETF, is there any chance that this might have been a "typo" ?
Could you give me the full ETF Name.
Thanks
Terry

Q: Can you provide a current outlook on these two from a valuation perspective

Q: I know that you still like KXS, and you also like XIT. I manage my son’s TFSA, and he’s made a tidy profit in KXS, since it’s been held for quite a while. However, going forward, and since more recent charts indicate XIT's outperforformance, what would be your assessment of switching from KXS to XIT?

He doesn’t have enough room to buy CSU or SHOP, and I see that they’re the first two holdings in XIT, and would you agree that these two names are ‘better’ than KXS? As well, XIT holds a small amount of KXS.

Finally, he can buy and sell XIT with zero commission.

Your pertinent advice is, as always, important in our decision making.

Q: Good Morning, Can I please get your opinion on the recent earnings of Viemed and Profound Medical? Are they worth holding for several more quarters, or is it perhaps time to move on. I know you don't have many ideas for Canadian healthcare stocks, other than WELL (which I own), but if you wanted to switch to another CDN or US healthcare stock, what might you consider? Thanks. Brad

Q: Hi - can you please give your perspective on why the shares have performed so poorly despite the company having such "sticky" tenants? I would have thought that the business would have been so predictable (due to the type of tenant) and therefore easy to "manage" into a reliable long term moderate growth company....but it hasn't. Going forward...do you think the sticky tenants offer a positive way forward for the company?

Q: Just adding on to the last question on NBLY. Since the arrangement has been approved, would it not be a smart play to purchase shares at around the buyout price in order to have access to the CVR rights? It looks like you would get your investment returned within a week when the deal closes and you could await the result of the CVR at no cost.

Q: What is the reason for the big move in Lundin today (Wednesday). Up over 9% and I can’t find any news? Also do you know when it will go ex-dividend. Last dividend I see declared was $.09 on Nov 30

Q: Hi There,

When is ECN’s next quarterly earnings report and what is expected? How long would you continue to HOLD hoping for improvements?

Ok thanks!