Investment Q&A

Q: With PNG's bought deal and the stock trading down close to the bought price of 2.66, is this an opportunity to add to position at a bit of a discount? The thesis is once the bought deal is finished, the company and stock should continue to perform as well, if not better, as it was before the deal. The new money will fund expansionary growth and as the company hinted at, perhaps finance an acquisition. Make sense?

Q: Hi there,

I own PPL but disappointed in its performance. Thinking of switching to KEY what do you think?

Thanks!

Q: Hi there,

Surge Energy, it is more of an oil play or a natural gas play. Do you see upside on Surge Energy as the current events is driving up energy cost. Also, the market is bullish on natural gas, do you agree.

Thank you in advance for taking the time to answer my question.

NL

Q: Would 5I give any consideration to including this name to income portfolio?or?Seems to me with a 5+ dividend and growth potential as well.Would it not be a good candidate at current price? Not safe enough? Thanks Larry

Q: Peter; With your geologist hat on would you add to TLG after today’s assay results? Thanks.
Rod

Q: Re. member question-on the OTC, eadsy is much larger (more liquid) than eadsf.

Q: Hi 5i
Given recent response to Dons question regarding todays SP drops in ENB and PPL in response to the Key deal announcement...

Where would you expect ENB and PPL to head to from here and would you consider this an opportunity to increase holdings in either one? Your preference if you have one?

What about outlook now for KEY considering stocks positive move on the news?

thx

Q: Hi Team,
What to do with Meg shares? Was a headline on BNN yesterday touting there will likely be no other suitors for Meg for a higher offer. Do you agree with this ? I am currently up 8% on the shares. Do I continue to hold out for a higher offer or cash out? This was an arbitrage play for me.

Thanks ,
Shane

Q: Per Gervais's question on Airbus, it's the biggest holding in EUAD @22%, and supported by many of the other fund components. It's an easy way to be involved if ok with the other companies.

Q: Could you please recommend five moderately conservative stocks that you believe will prove to have been a sensible buy 5 to 10 years down the road.

Q: John Hood recently had SHLD as a top pick. I’m interested in the global defense space given geopolitical tensions and recent NATO messaging around moving defense spending targets from 2% of GDP to 3.5-5%. He suggested the US ETF ( NYSEARCA). I see there’s a Canadian offering SHLD.TO which appears to be a new offering. The US ETF has had terrific performance over the past year. Could you please discuss the merits of this ETF and comment on whether the Canadian version should see similar performance, assuming the geopolitical landscape remains fraught.
As a second question, do you have another ETF recommendation in this space and would you prefer it over SHLD? Please explain your rationale. Thanks so much for your expertise.

Q: Hello 5!

Respecting how different these two are, if you could only buy one for a 5 year hold for growth with some stability in these turbulent times which would you prefer?
Thanks for all you do - it’s appreciated!

Q: I have held Telus for 10+ years and have been fine with the results but for the last year or so I have been wondering if they could be in risk of someone providing a product to compete with them for cell and internet coverage over satellite. I am aware of a few products for internet over satellite now. I read an article about perhaps Apple of going this route for their cell phones. With the recent announcement of the increased spend for Telus how likely do you see them in the position of shrinking revenue and earnings. Has the risk of the company increased.

Q: What is your analysis of Hamilton's new enhanced ETF MIX ? With 60.1% equities, 20.1% fixed income, and 19.1% gold this seems like a basket of products that will work against each other . If one sector is up the other will be down. I can see it if their is a yield but if there is one I can't find it . Is there a yield ? Thanks for your terrific service ......

Q: I have a relative (73 years) with a portfolio of $400K, paid-off home (modest) whose pensions cover regular living expenses. She is disinterested in management of her investments but seemed happy with the performance of XGRO in a spousal RIF (dripped for convenience). This is only approx. $150K of her holdings. XGRO is meant to be a one and done investment, with the exception of some cash-type investments, she wonders if her Cash account and TFSA could all hold XGRO for simplicity.
Thank you for your valued opinion.

Q: At what price point would you start taking an interest in UiPath given the current circumstances please, thanks.

Q: I bought NWC in 2021 for $33 and subsequently sold it. I am interested in buying it again, although the price has increased significantly and yesterday closed at $49.

Is this still a good company for a long-term hold? I am looking for a healthy company with good share price appreciation prospects and a decent dividend.

Also, what would you consider a good entry price? Thank you.

Q: It looks like the last questions about SFD date back 8 - 10 years. Lightwater Partners just sent out an email explaining why they are "hanging in there" with this company. There have been some changes in management and business approach over the last two years since the company founder passed away. The technology itself seems well-proven. I would appreciate your thoughts on the company and if Lightwater's assertion that it has "50 bagger potential" is anywhere close to reasonable.

Q: I am going to add to my gold holdings which currently consists of only the Canadian etf XGD. I would like to have exposure to physical gold as well and am trying to decide between ZGLD:CA, PHYS:CA or PHYS:US (or any other suggestions you may have). Comments please.

Q: Could I ask you to please suggest a half dozen or more equity based inflation protection ideas, perhaps mostly individual stocks and a couple of ETFs, CDN and/or US. Does CME-Q fit the bill at all?
Thanks.