Investment Q&A

Q: Hi Peter,
It seems that the percentage moves of these various Ether funds differs even though they all relate to the price of Ethereum. Why the differences ? Thank you.

Q: With the news of selling off some resources how do you feel about the future growth and dividend future? What would you suggest the timeline is for me to be in a positive position.
Thank you for all you do,
Bonnie

Q: A few questions about the blog article "The Bigger Short" by The Intercept. Do you concur with the thesis that there could be a crisis in U.S. commercial real estate due to the overstatement of the retail borrowers ability to repay loans and mortgages and the repackaging of such loans into trusts (similar to residential mortgages before 2008)? If I read it right U.S. banks and other lenders could be in jeopardy. Would there be a similar situation in Canada and would companies such as BAM.A be susceptible. No rush on answering and take as many credits as necessary. Thanks.

Q: Can u comment on PRPO? Thanks

Q: In the past, your group has ranked Wishpond Technologies relatively low for investment. Can you please comment on recent results and if your outlook has changed at all. Thanks

Q: Hi group what you view on W - seems to be headed down just before results for 1 st quarter - is it a buy sell or hold and why ?
2 nd question is on GM is it a buy sell or hold and why? (the lack of chips seem to be a big problem going fwd

Thanks for you guidance on these 2 questions

Q: Hi 5i,
Is PBL a buy, sell or hold at today's prices? Has had a great run just thought it might be fully valued.

Q: Is thinkfic labs an interesting look?

Q: Non-registered account with goal of primarily dividend income has done quite well, with all of the noted holdings nicely in positive territory. In hind sight MG and SYZ would have been in a registered account. SYZ is up 63%, MG 24%.
Overall account yield is currently 3.8%. Would prefer it closer to 5%
Need some help with this "good problem". Take capital gain now and move into yieldier positions, or let running stocks run and deal with bigger gain in future?
If I move out of some of the growthier stocks, which div payers minimum 3% yield to move into?
Overall portfolio diversification is pretty decent, and diversification within this account does not have to be perfect - dividend security within this account is more important.

Thanks,
Jim

Q: I have some USD within my business account from US client payments. Rather than holding as cash at the current exchange rate, I'm thinking of investing it into something that would produce some yield. It's within my Canadian Corporation, not sure the implications around US Dividends within a Corp?

I see more upside in the individual tickers mentioned, but buying the index is an easier means of setting and forgetting. Any insight or other names that would be of interest? I'd say I'm less open to significant risk with this capital coming from the Corp.

Q: struck out on IPO for Magnetic Forensic Magt/t @ $17 with Scotia...but took 1/2 position at $23.12....will fill out the other half pretty soon.....More a comment on what a great heads up to members...and subsequent great report on the IPO of Magnetic..& why U at 5i like it....long time member and couldn't be happier..or more satisfied..with the Services provided by 5i Research...a great team starts with leadership (Peter & Ryan)...but the other members on the team are top notch....merci beaucoup....jb Piedmont, QC

Q: Two related questions. I'm overweight in utilities and want to shift some of the funds invested here to one or two Canadian consumer cyclical stocks.
1) Which would you sell: BEP, NPI or AQN? Or would you sell some of each?
2) Which 2-3 Canadian cyclicals would you recommend with yields >1.3% that are likely to grow at least 20% in the next 12-18 months?
Thank you.

Q: HI Peter and Staff
Your top picks in consumer cyclical have been pretty consistent, ATZ,LNF,GOOS,DOO,MG.......last week you had DOL included. I have all of the ones listed in my basket , I also have CTC.A and it has been good to me though most of the gains were a few years ago. I did have DOL until I sold it a few months back a week or so before I had a run of course.....Can you please give me your thesis on whether a swap from CTC.A to DOL is suggested if taxes are triggered of CTC.A sale.....I am up 77%.....Alternatively ( please charge credits as you see fit), I have sold many losers to see them run back up....should I take my lumps on REAL and replace with DOL?
Thanks for all you do
Dennis

Q: Doing some spring cleaning and attempting to tilt my folio into more income and less growth/risk. I follow the BP almost exclusively and would like your opinion on which Div payers in the BP you would increase in weight, and what non Div payers you would decrease. Thanks!

Q: Hi Guys
Found it a little difficult to understand the financial statement
I went in search of AFFO in an attempt to determine the Value at current prices
Could you give me a Quick Assessment
Thanks !

Q: I own BEP.UN and BEPC and they have been free falling since 1/01/2021, down about 15%. The entire renewable energy sector are down a lot too, e.g. INE is down 25% YTD. I know this sector's been up quite a bit last year, but why the collapse this year? Is it just sector rotation, or there are other reasons? Thanks.

Q: Could I have your analysis for AC. I know the airline industry is losing a lot of money right now. Do you forsee them going bankrupt as they did in 2003? Or do you see their stock gradually increasing over the years?

Q: You answered a question today about your choice of the best materials stock to buy. Your answer was NTR. Why did you suggest this as your top materials pick? Thanks for your support.

Q: Hi Folks,
I am looking to add to my Industrial sector. I currently hold CAE, WSP and CN. Can you give me some of your favorite names ( CDN or US ) and in order of preference that I can look at ( looking for dividend and some growth ) OR would you just add to the names above ( all winners ).
Thanks

Q: Surprised in the drop in price of shop after the report of another good quarter. Do you still see growth in share price for a patient investor or is this now a more realistic share price?
T Steve