Investment Q&A

Q: does TOU have any long term contracts in place to provide natural gas to any to the LNG plants approved or under construction in Canada? if yes can give details on these contracts thanks Richard

Q: Please compare these companies in light of a possible recession and the tech and financial sector. Which would be your 1st choice for long term.

Thanks as always and happy to renew my membership again this year.

Q: Can you suggest 5 beaten down, safe financial names with good long term prospects? Please include any relevant US companies that are available as EDRs. Thank-you.

Q: Can you name your top 3 small cap growth Canadian stocks that, suddenly, are now looking very attractive and provide the main catalyst for recommending each. Also, name 3 growth stocks that were recommended as being attractive but no longer make the list and why.

Q: Hello - just wondering if you can shine a light on what the Cdn banks do with excess capital? I'm aware our banks are more regulated and conservative than their US counterparts, but given the asset/liability mismatch of SVB holding long treasuries with deposit money - I'm wondering if what Cdn Banks do with their deposits is regulated and what the big 6 are doing with that capital in gerneral. Thanks!

Q: For a two-year hold, which do you believe has more upside today: BN or GOOG? Thank you.

Q: hi folks..hold Digital Turbine..any/much significance to n/r today announcing ..."Flexion and Digital Turbine Announce Strategic Partnership to Unlock Alternative App Distribution and Superior Monetization"....stock bouncing off recent lows but need the experts opinion on news haha...Buy/Hold/Sell...thanks as always, jb Piedmont QC

Q: Hi, how would you rate LB today on a risk and reward standpoint versus the big-5?

Q: My portfolio is getting quite a bit overweighted in certain areas, yet if I rebalance I will be setting myself up for capital gains, would you consider it prudent to accept cg in order to rebalance a portfolio ?

Q: So, as followup to my question on MG/LNR, you suggested to XCD or "go drectly".
Does this mean buy equal parts MG/LNR/MRE to create my own little ETF?
Thanks for the clarification.

Q: Hi Peter

What are the expectations for WELL financials (REV and Adj EBITDA) for Q4 and Full Year. Also at these price levels is it a buy, sell or hold.

Thank you

Q: Struggling with the poor performance of Global Payment Inc. and was hoping you could comment on its decline and the impact of higher interest rates plus recession and future stock price?

Q: What are the best stocks/ETFs/funds for gold and silver in Canada and USA.

Q: In an answer to Don earlier today, you mentioned SIA has a 61% POR. In their latest news release they said the AFFO payout was 98.7%. Could you elaborate on how you made this calculation?
Thanks - and Happy St. Patrick's Day! - Paul K

Q: Hello 5i Could you comment on your opinion as the the takeover of Yamana. The take over is expected to take place by the end of March /23. There are 2 options 1 is to sell into the market or 2 take the cash and shares in the 2 takeover companies. The price of gold seems to be on the rise. Therefore if a person chose the shares they may rise in value from the takeover date.

Q: Hi team,
I can’t get over why BN is selling off so much. I have listened to their conference calls, scrolled through their investor presentations and letters to investors. The quality hard assets they are owning seem rock solid with steady predictable cash flow. They seem to own the quality hard assets that keep the world going . I like that they are also very in tune as to where the new money is being allocated on a global scale (such as new global investments in green energy ). They really seem like top quality operators and remind me of Berkshire. I don’t see where they are tied to risk with this latest bank crisis that would tie them up to the selloff . They advertise 175 billion of available investment capital. Yet their market cap only shows 61 billion according to my brokerage. It amazes me like a risk asset like bitcoin is being bought up today even thought it’s mostly the crypto banks that are having issues and are most tied to this failure of Svb and such . You would think stocks like Bn and Berkshire should be flocked to as a safe haven but it don’t seem that way. Anyways ; rant over. What am I missing something ? In my eyes for a long term investor this seems like a great time to buy BN shares being almost cut in half from its high? Do you agree?

Shane

Q: Happy Friday.

Please advise you thoughts on AP.UN for long term income and potential growth.

Have a great weekend.

Q: Generic question: according to one money manager, a number of stocks are now being priced at “zero” …. clearly not zero , but well below traditional metrics for evaluating stocks.( FRC the most obvious example)

AND also arguing that this has not happened since 2008.

As always I am interested in the 5i perspective, please and thank you.

And can you think of stocks that fall into that category?

Q: Good morning 5i
With your recent downgrade to Magna, i don’t imagine you would offer much objection to selling it as a tax loss? Is it a good idea to buy it back after thirty days or exchange it for another? What company would you suggest as a place holder or a replacement?
Thanks for the excellent service

Q: Thinking that gold may offer some upside in these uncertain times. Can you provide some EFT suggestions as well as a couple gold companies which you might consider investable.