Investment Q&A

Q: Hi 5i Team, could you provide some clarity please.

Josef Schachter of Schachter's Eye on Energy, recently made this statement, among others, in respect to fallout from the EU/Russia energy issues. I am trying to understand exactly how this could manifest into a colossal crises. Can you expand on the following quote and provide a better explanation. In your opinion, is there any merit to the quote? Thanks:

"Margin calls are being faced by energy producers in Europe. Norwegian giant Equinor sees energy trading desks needing US$1.5T to meet margin calls. This could be worse than the Lehman incident in 2008. The problem is not with the physical markets but with the derivatives market. This is a financial crisis of much greater magnitude than the Global Financial Crisis of 2008-2009 (GFC)."

Q: In early July, I asked whether you thought it was better to lock in a mortgage rather than sticking with a floating rate.

At that time, you thought staying with a floating rate was better.

Wondering if your thinking has changed on that given how things have developed since.

Q: Hello Peter
In the cannibis space in USA, would Green Thumb industries be a good pick as it is profitable? Also , what do you think of curaleaf? Thanks very much

Q: Could you further explain the implications of the items noted in their press release today, in plain English?

Q: Good morning,

Q1. What are your thoughts on TVE's recent purchase of Deltastream after just purchasing Rolling Hills Energy?

Q2. Do you expect this purchase to be accretive in the medium term?

Q3. Do you recommend purchasing additional shares now or after the Deltasteam deal closes.

Thank you for the sage advice.

Francesco

Q: Hi Team,
With many high growth tech names down 50,60,70% over the last year, the question comes up …are these ever going to recover ? That being said , I think some will. Some will end up being the “buy” of the decade. And some probably not. My question is which 3 names would you bet on today to buy, which might end up being the “buy of the decade” in a few years from now? Thanks !

Q: Hi,
Is there a small cap focused ETF that trades in Canada that you can recommend?

Thanks
David

Q: Dear 5i, Is this starting to get interesting at a P/B of .48 ? If not, at what price would you consider it a BUY ? Do you consider the 9.3% yield safe and if so, on what metrics do you base your reasoning ? Many thanks !

Q: How do you determine what the total holdings are of this and other etf's above and beyond their top 10 holdings. Also is their an easy way to determine whether an etf's payout is partly return of capital. Thank you

Q: Many experts, including yourselves, have picked TVE in the mid cap space. I have owned it for about 8 months and it has not been keeping pace with other midcap energy stocks.
Could I get your thoughts on the reasons and do you still like it. If not, could you recommend a couple other names.

Q: I am a retired income investor. All my income except CPP comes from my investments. Right now I am quite well diversified and I did not go to much cash so far nor do not intend to. However, I am now thinking that I should make some changes to be underweight some sectors and overweight others. Right now I am overweight ENB (I consider it a utility), BEP.UN, T, SLF, the Cdn banks and BCE. I also own a lot of the various BMO covered calls ETFs. Two areas I am light is Consumer Staples which the gurus say will hold up well now and I hold no US stocks. One can argue whether we are now in recession or it is coming but I am sure it is or will be real especially since our government says it does not think about economic policy. I am thinking of reducing the covered calls and increasing my exposure to stocks because I believe the stocks will perform better during and as we come out of this. This will further skew my diversity but these are not normal times.
I would like your thoughts on this and a recommendation for "safe" income producing Consumer Staples and a US ETF.
Many thanks

Q: Can you explain the extreme volatility of KRBN in recent months. Is this a safe long term investment? Your thoughts please.

Q: This LNG related (FSRU) company went public in April. May I please get your thoughts? Thanks.

Q: As a diversifier an investment in farmland seems interesting. Looked at Acretrader but wondering if there are 3 or 4 ETFs Cdn or US that you would recommend to invest in this theme. Are there any individual stocks in this area that you like. Do you agree this could be a worthwhile piece of the investment puzzle for a longterm position. Thanks for your anticipated input.

Q: Can you recommend a diversified etf with a high dividend that targets canadian market. Looking for sectors that are not to voltile.
T Steve

Q: Hi,
Your outlook for this company in the rising interest scenario. Is rising rate will be headwind or tailwind for this company? Companies past financial figures are good form investors point of view. In last 10 years it is buying back shares (share count down 50%), increasing dividend (dividend increased to 400%), sales are rising (almost doubled). Can It be considered as a good investment? If not then can you suggest some good alternative?
Thanks

Q: Own both ZDI and PDI to cover international divs, Was going to sell PDI as a tax-loss and put proceeds into ZDI. Do I need both ZDI and PID or does ZDI provide enough diversification? Thanks Ron

Q: what are the 6 safest dividend stocks?

Q: I own TOI at a considerable loss and thinking of a tax loss sale with possible later re-purchase. Any thoughts on what Topicus might do over the next few months?
Thanks

Q: It pays monthly distribution. It works out 7.41% at the current market price of 17.81. Is it considered as good income generating holding? If not then can you suggest a name? I hold ENB and ALA.
Thanks