Investment Q&A

• Visa Inc. (V)
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Q: Can you comment on Visa’s announcement about removing restrictions on its class B shares? I really have no idea what this means and how it impacts the class A shares owned by the public. Thanks.

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Read Answer Asked by Dan on September 14, 2023

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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• BMO Aggregate Bond Index ETF (ZAG)
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Q: I am thinking of taking a capital loss on 3 securities:
ZAG, TIXT, TCL.A-C
What securities could I replace them with while waiting for the 30-day period before a possible repurchase of these securities?
Second question:
What is your opinion of TCL.A?

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Read Answer Asked by Serge on September 14, 2023

• Blue Owl Capital Corporation (OBDC)
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Q: I dip my toe on this sort of fairly diversified financial,my reasons is the divi,9+,the payout ratio at 60% fairly big at 5g.,they did increase the DIV since 2019,and this is my only doubt 4 years history ? Bought some on my TSFA strictly as income, i'm 80.
Your opinion ?

Thanks again

Dan

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Read Answer Asked by DANIEL on September 14, 2023

• Dye & Durham Limited (DND)
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Q: What is happening with DND this morning - down 20%

Many thanks,

Marie

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Read Answer Asked by Marie on September 14, 2023

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Q: Is this just market being market or is there a reason for this pull back?
Is this a good price for entry for a 5 years hold?

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Read Answer Asked by JR on September 14, 2023

• Broadcom Inc. (AVGO)
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• UnitedHealth Group Incorporated (DE) (UNH)
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• Zoetis Inc. Class A (ZTS)
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• Toronto-Dominion Bank (The) (TD)
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• Enbridge Inc. (ENB)
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• Restaurant Brands International Inc. (QSR)
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• ATCO Ltd. Class I Non-voting Shares (ACO.X)
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• TMX Group Limited (X)
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• Domino's Pizza Inc (DPZ)
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• Pool Corporation (POOL)
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Q: Hi 5i,

Can you offer some of your favourite dividend growth equity's. CDN and US, regardless of sector.

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Read Answer Asked by Regan on September 14, 2023

• Activision Blizzard Inc (ATVI)
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• Nintendo Co (NTDOY)
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• NetEase Inc. (NTES)
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• Evolve Automobile Innovation Index Fund (CARS)
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• Evolve Cyber Security Index Fund (CYBR)
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• Evolve E-Gaming Index ETF (HERO)
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• Li Auto Inc. (LI)
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• XPeng Inc. American depositary shares each representing two Class A (XPEV)
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• Fisker Inc. Class A (FSR)
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• Evolve Innovation Index Fund (EDGE)
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Q: thoughts about Evolve ETFs?

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Read Answer Asked by William on September 14, 2023

• Cadence Design Systems Inc. (CDNS)
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• Marvell Technology Inc. (MRVL)
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• Axcelis Technologies Inc. (ACLS)
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• Super Micro Computer Inc. (SMCI)
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• ASML Holding N.V. (ASML)
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• InMode Ltd. (INMD)
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• Palantir Technologies Inc. (PLTR)
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• Snowflake Inc. Class A (SNOW)
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Q: I am considering the above companies. Are there any that you would not purchase at this time. Would you kindly order them in terms of quality and potential growth.

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Read Answer Asked by Catherine Ann on September 14, 2023

• Agnico Eagle Mines Limited (AEM)
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Q: Do you think that this is worth hanging onto at a loss?

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Read Answer Asked by Catherine Ann on September 14, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN)
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Q: I am not sure if you or anyone at 5i had watched this but would you add anything more? The outlook seems very steady. https://www.youtube.com/watch?v=ip7E0xYxNUo

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Read Answer Asked by Kolbi on September 14, 2023

Q: If one sells a Sept put and buys it back at a loss does the 30 rule apply before you can sell another put (say Oct) on the same stock?

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Read Answer Asked by Lynda on September 14, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: Just wondered if you might any thoughts on Brookfield's investor day presentation yesterday & would you agree with the management outlook going forward.
Best regards Tom

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Read Answer Asked by Thomas on September 14, 2023

• Descartes Systems Group Inc. (The) (DSG)
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• Thomson Reuters Corporation (TRI)
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• Alimentation Couche-Tard Inc. (ATD)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Q: Everyone,
If you could only own shares in three Canadian companies what names do you suggest? My thoughts are CSU, BAM and a big Canadian bank. Clayton

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Read Answer Asked by Clayton on September 14, 2023

• Tesla Inc. (TSLA)
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• Telsa Yield Shares Purpose ETF (YTSL)
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Q: Tesla (TSLA) Yield Shares Purpose ETF. With some 'risk' funds I've made an investment in this stock. With a 15% yield it's likely "too good to be true". Can you give me some pros & cons about this ETF.

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Read Answer Asked by Graham on September 14, 2023

• Savaria Corporation (SIS)
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Q: your thoughts please with savaria now below the $14.50 offer price for there latest stock offering?

Thx

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Read Answer Asked by blake on September 14, 2023

• Alphabet Inc. (GOOG)
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• NVIDIA Corporation (NVDA)
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• Booking Holdings Inc. (BKNG)
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• Salesforce Inc. (CRM)
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• Berkshire Hathaway Inc. (BRK.B)
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Q: If you could buy only 5 stocks in Canada and 5 stocks in the US could I please have your ideas? No regard to sector diversification etc. simply looking for 5 best ideas in each country

Thaks

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Read Answer Asked by Bryan on September 14, 2023

• Veren Inc. (VRN)
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• Tamarack Valley Energy Ltd. (TVE)
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Q: Do you think TVE or CPG is the better investment at this time?

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Read Answer Asked by Les on September 14, 2023

• Choice Properties Real Estate Investment Trust (CHP.UN)
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• Loblaw Companies Limited Second Preferred Shares Series B (L.PR.B)
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• George Weston Limited 5.20% Preferred Shares Series IV (WN.PR.D)
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Q: Hi 5i,
I currently own CHP.UN and L.PR.B. I would like your opinion, is there value in selling CHP.UN and buying WN,PR.D to strengthen my portfolio or should i just buy more L.PR.B. I looked but don't really understand the relationships here.

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Read Answer Asked by Mark on September 14, 2023

Q: I have a question that I haven't seen raised on these boards. If you have addressed this please forward me a link to the info.

I am not aware at this point as to what the 5i personnel structure looks like.

Currently what exactly are Peter and Ryans roles in 5i?

Who chooses the buys and sells in the portfolios?

Are there other team members other than Peter and Ryan that we should know about? Their Education, CV, etc? Who is Chris?

The reason I ask is because when I joined 5i at the outset it was because of Peter, who I had been following for years.

Many thanks in advance for your answers.

Sheldon

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Read Answer Asked by Sheldon on September 14, 2023

• Eli Lilly and Company (LLY)
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Q: Considering the dramatic rise in LLY's SP this year, is there more room to run. Thinking of switching ABBV for LLY. Thoughts?

Carl

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Read Answer Asked by Carl on September 14, 2023