Investment Q&A

Q: Dear 5i,

I know there isn't an exact answer for this but, what approx. loss % would trigger a margin call. Is it broker, investor, net worth and stock specific?
What threshold do you think it might be for a Robinhood type investor owning ARKK ETF, Tesla, bitcoin, AMC, GameStop on margin?
With the recent market turbulence I was concerned that there might be a wave of margin calling from many brokers that would put even more downside pressure on the overall market. I would appreciate your thoughts.

Q: With the recent recent drop in the market, can you please provide 5 US and 5 Canadian stocks which would be good buys at today’s prices. For holding 3-5 years.

Q: Can you please rank these companies in terms of your preference, with a growth perspective in mind, starting from most preferred first?

Q: Any ideas as to why the trading freeze for FOBI? Does it have anything to do with its association with LSPD? Thanks
Dave

Q: HELLO 5i TEAM, I'm looking to add a couple of tech stocks after this down draw is past. Please advise the "NET DEBT" for each of the above companies, and which 5i would recommend a buy in a month or so.

Q: Back in June, you said that a dividend cut at AT&T was fully expected. The dividend is still at 7.6%, do you still think that there will be a dividend cut? Thank you.

Q: Hello. Thoughts on these three in terms of valuation, growth and potential stock price appreciation? Are any more diversified than the others? Would you buy and how would you rank? Thanks!

Q: Hello,
I am wondering if you can weigh in on these two companies and make a case of which one (if either) are worthy of new money.

VTEX - recent IPO sitting just above IPO pricing. Sounds like a sort of baby Shopify with a Latin American focus and some major clients on board. Small market cap. Would you endorse this or stay away?

WRLD - Friday recommendation in another service and it sounds something like a small, US based version of GSY. It seems to be doing well and the stock price is reflecting that in recent months. Do you like or not and why?

I guess an overriding question would be if these small caps offer enough growth to justify not just putting money to work in SHOP (vs VTEX) or WRLD (vs GSY).

Q: Can you please advise which stock you would side with today for roughly a 2-3 year hold? Both seem like great companies, but I worry about the valuation on crowdstrike; and the BNPL competition for affirm.
Thank you

Q: Have you heard of this private fund called Merchant Opportunities Fund? If so, what are your thoughts on this?

Q: Hi, Are there any details about pricing Nuvei's IPO consisting of marketed offering of 1,500.000 shares on Nasdaq ? Is the dip ( if any ) an good opportunity to add some shares ? And, if so, at what price ? Thanks

Q: Can losses on us equities be claimed as losses on my Canadian income taxes?

Q: Kxs has a great run from some $132 in early June to $205 in 8/31,then dropped to current $182.54. My p/p was $174.41 prior to Jun.Thinking of taking profit in light of voliatility,sharp drop in markets in Sep & the negative impact of China's actions & Evergrande.,though Tech is usually good in Q4. Your view please.Thanks for u usual great services & views

Q: What are your top US REITs?

Q: Which of QTIPS vs TIPS would you recommend given fees etc and how the US/CAD dollars would likely move in the event of longer term inflation? Any other bond investments that could provide better income and safety if 10-year yield continues to rise?

Q: Could you explain your thoughts about SPB,why is it not following energy's rise?
Would you be buying here?
Dividend safe?
Any numbers on Brookfield's share in SPB?
Is Brookfield buying more or selling lately?
You think another company would be a better choice and if so which one?
About GH,at what entry price would be a good buying point?

Q: Requesting your thoughts on the company since I didn't find any recent answers on it. Can you please provide your thoughts on recent financials, amazon (or other contract awards) and finally, would you buy it as 1% of the portfolio as a growth stock ?

Q: What's going on with cpx ever since you upgraded it it has been going down.

Q: Hi 5i,
As part of my continuing education could you explain something for me, and also answer a question re ETFs.?
In looking over DOL I notice that in its last 11 quarters it beat expectations 6 times and missed 5 times. Two days after all 6 of those beats the share price fell, sometimes substantially, and two days after all 5 of those misses the share price rose, sometimes substantially. I've also noticed this same dynamic at work with other companies. It seems counter-intuitive to me and I wonder if there's an explanation that's widely applicable for why the share price would move up on a miss and down on a beat. (Maybe it has to do with 2 days after a quarterly report being too short a period to draw any conclusions from, but if that's the case why would the two day movement be recorded and reported in the first place - by CIBC Investor's Edge in this case?)
And second question - could you identify what you think are the best CDN ETFs holding consumer defensive names?
Thanks,
Peter

Q: Thoughts on the dramatic drop in share price today....thanks...Vic