Investment Q&A

Q: Hello
A general question.
Are any REITs such as AP.UN, Royalty Funds such as AW.UN or any ETF's eligible to claim the dividend tax credit?
Thank you
Jeff

Q: Hi

The results yesterday for PRL look good.

Raymond James has risen there price from $18.00 to $31.00.

Could this be a junior/next GSY?

Thank you for time.

Sincerely

Mike

Q: what yield would one need from an interest income investment to be equal to an 8% dividend for Canadian tax purposes? Thanks

Q: Does the present proxy fight at Disney pose any risk to the valuation of the company? How do you see it playing out at the AGM?

Q: Earnings out early this morning (Thursday). Can you comment after call at 8:30. Results appear to be good but I'll leave it to the experts (and market) to determine. What should they mean going forward? Is it what 5i expected?

Q: EVV has a daunting monthly-pay dividend that seems, at first glance, to be too-good-to-be-true. However, the dividend is comfortably less than the cash flow number. Is the dividend sustainable and can the security's price be expected to be reasonably positive in this environment?

Q: Tantalus seems to be attracting a lot of attention - so i looked for more information on the 5i database . that was totally confusing , because a lot of the information referred to Grid Battery Materials ( symbol CELL:CA ) . Is there any connection between Tantalus ( symbol GRID:CA ) and Grid Battery Materials ?

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