Investment Q&A

Q: GUD will report on their earnings later this month. Do you see any optimism of a rise on the stock price? I'm trying to get a little traction before I sell it? Your thoughts going forward would be appreciated.
Thanks

Q: Is there a Palo Alto of Canada? Small cap, mid or large? Or would you stick with US names in this area?

Thanks.

Q: I sold several stocks in a non-registered account because of decent gains from buying early in the covid plunge. I believe these gains separate from dividends will be taxed as income, is that correct? If so, I'm thinking of giving some to charity to avoid paying taxes while helping a charity and I believe also being able to claim the donation.
I've never done this before, so is it complicated to do with online brokerages (I'm with BMO Investorline)?

thanks for any advice regarding this!

Paul

Q: Am thinking of selling my VZ shares to buy GOOG shares, so as to possibly participate in a GOOG stock increase when the stocks splits 20 for 1 in July. Of the 2 companies which does 5iR think has the better prospects for greater future growth and a brief explanation as to why. Thanks … Cal

Q: On March 11, in response to Norm's question regarding B2 Gold, you wrote, "BTO's profit margins for 2020 were 35% and its year-over-year revenue growth was 55%. For 2021, its revenue declined by 1.5% and profit margins fell to 24%." I need your help to understand the profit margin numbers. For instance, B2's AISC for 2021 was around $900 while they sold the mined gold for around $1800. Wouldn't the margin then be 100%? What I am missing here?

Also, you wrote, "It has improved on its balance sheet since 2020." The company is debt-free. Is that what you were referring to or something else? Please explain.

You have stated previously that the stock is cheap, and it pays a very healthy dividend. It is about 50 cents lower per share than its March 2020 share price while the price of gold is substantially higher. Do you attribute that to people shying away from the location of B2's mines?

There's a few questions in there.

Thank you as always for your service.

Q: Could you give me your outlook on this company and rate it in yerms of risk.

Q: Hello Team,
at the present state of the oil market how do you judge the prospects for CET and how do you rate the companies management proficiency?

Q: Hello 5i
Please comment on the similarities and/or differences of these two companies. I know you like ENB but could EPD be investable also?
Thank you
Dave

Q: As a further follow-up on TA. Leaving aside it's stake in RNW, what would the remaining net asset value ( ie assets minus liabilities) be of these assets approximately.

Q: Would you sell Lassonde and buy Shop at this time?
Thanks

Q: I'm looking to buy this company with 7% div
is it as good as it looks
thanks Linda

Q: Hi,
I'm looking for 5 or so US companies who will recover very quickly once we hit bottom. My plan is to do a little gambling and buy long term calls.
Thanks for all the help over the years.
Jerry

Q: I have a relatively small RESP portfolio that will have to change to an RRIF. I would like the RRIF to be able to generate enough dividends to cover the required withdrawals. If that is possible. Can you tell me your top ten highest dividend-paying Canadian companies or maybe even better ETFs or a combination that you would be comfortable owning?

Thank you.
David

Q: Hello,

I'm looking to buy 4 or 5 US medical stocks for a long-term hold (5+ years) with an above-average level of risk tolerance.

Could you please rank the stocks I've listed, and indicate if there are better choices.

Thank you!

Q: Peter and Co, I have enjoyed the tax benefit of donating stocks to registered charities, thus avoiding the capital gains tax. Often I will repurchase the stock after it has been sold by the charity or its agent. If I donate a stock from my cash account and immediately purchase in m y TFSA, am I correct in assuming that the adjusted cost base of the donated stock or the portion of the stock remaining in the cash account is not impacted? This question has been posed to me so I am looking for some assurance.
With appreciation,
Ed

Q: I have $35,000 CAD to invest in a non registered account. Can you suggest a couple of names worth looking at (US/Can)and why? I have a 7 year time horizon.

Thoughts on how you might deploy? Buy now, in thirds over the next few months or wait?

Thanks

Q: Considering balance sheets and growth, can you give me your favoured picks in the Canadian oilfield drillers/services sector? Thank you!

Q: Peter, your opinion on wajax please. Looking for safe div and a bit of growth. Ken

Q: Mid and Micro caps continue to be obliterated. How does this stack up against the Covid crash and 2008 crash? With EGLX, do you still like it future prospects? Does it have enough cash to survive?

Q: Peter; As a long timer I need to reply to Jason’s comments re Unity. If Peter and Co. knew when the “ market” was going to suddenly dump any particular sector , Techs or otherwise , they would not be holding our hands now and still providing excellent advice on a daily basis - they’d be on their yatchs in a warm sunny place. If Jason knows when this might occur in the future please let us all know.
Rod
Publish if you wish.