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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: A family member is 73 years old, Canadian, single, retired, and lives a very modest lifestyle. She has $100,000 from a recent inheritance with no other savings. I have been asked to assist with setting up an investment portfolio. Another family member has recommended she place some funds with a "MIC" which historically has a 7 % return; I think $20,000 could be allocated there. Then looking for a reasonable measure of security of capital, with a balance of some income and a bit of growth, my thought would be to divide the remaining $80,000 into the following: VDY; FTS; RY; SLF; BAM; CNQ; ALA; WSP; Amzn; and VGRO.

If you were me, would this seem like a reasonable approach?

Many thanks.
Read Answer Asked by Leonard on March 05, 2024
Q: I see there is a US law firm investigating the proposed takeover price for Tricon. They are looking for investors to talk to. Is this a usual occurrence?

What do you think about the US$11.25 per share valuation being offered?

This news only appears on the USD ticker’s page here on 5i (?).

https://ksfcounsel.com/cases/nyse-tcn/
Read Answer Asked by Lisa on March 05, 2024
Q: Thanks for your response. Do you have a feel for where this leaves SLS; it is almost down to its IPO price ex a run up which presumably preceded realization of the extent of the deposit - which I assume is still valid. It is almost as though the value of the find will come to naught in the face of an expected copper shortfall.
Read Answer Asked by Mike on March 04, 2024
Q: Hi, could you please compare these two companies. I own Bip.un , thinking of selling for cpx . I feel Bip.un is stagnant with little catalyst going forward. ( quite a bad chart). If I switch to cpx my rationale is to try and capitalize on the electrification that is going on?
Which of these two companies would you rather have for the next 4 years?
Thanks
Read Answer Asked by Brad on March 04, 2024
Q: hi folks:

i have done well with IVN over the years, yet i admit i am losing my nerve.......

understanding that they likely do have the 'best and most profitable' copper mine in the world, the 'potential' drc political situation worries me more than any future profit potential

keeping in mind that everywhere has some political risk, what would your recommendations be for continued copper exposure ?

(i own a full position in CS as well)

thanks once again; always appreciate your advice and analysis
Read Answer Asked by Robert on March 04, 2024
Q: Hi 5i
After the very fast run up in share price what is the current short interest and would you consider it at a level investors should be paying attention to?
Is it in a possible short squeeze position.... if so, is there any position management required in your opinion , or let it ride,,,
Small position since before the split last year but time frame is now only about two years...

Thx

Read Answer Asked by jim on March 04, 2024
Q: Hi 5i, according to my math Goog is trading at 19.6 FY24 and 17.2 FY25 pe's. At what point do you consider this too irresistible? I put on a half position a few months back and looking to bring it upto a full position. I know you guys ❤️ momentum, but there seems to be a new floor daily. Thx.
Read Answer Asked by Christopher on March 04, 2024
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