Investment Q&A

Q: Hi 5i,

I have seen that you like TT for industrials. How does it compare to CARR or JCI? CARR seems to be cheaper on valuation? Is TT growing faster? Could you give some reasons as to why you like TT the best?

TIA

Q: I would like to diversify my REIT holdings geographically. I currently hold a reasonable position in CAR.UN and an overweight position in TCN. I would appreciate any recommended REITS with operations in the USA or Europe that are registered in either Canada or the USA. Is there anything like another another Tricon Residential available?
With appreciation for your great service.
Ed

Q: Which stock i.e MKSI, UCTT, or ICHR would be a good replacement for PHO, with the similar characteristics of growth, risk, etc. If you have other preferences, please list them also with similar growth and risk.
Thanks for your service!

Q: I'm looking for small caps to replace the nice win with PHO and want to increase my exposure to Healthcare. Do you have any thoughts on these names for exposure in this space? Thank you.

Q: I have been doing some reading about a company that just had an ipo
I wonder what your think of confluent

Q: Hi,

Can you compare and contrast AT vs WISH? I realize WISH would be considered much riskier due to market cap and and even length of time being a public company.

But I am interested to know if one has a competitive advantage over the other, are expected growth rates for next several years are substantially different between the two.

Would it be too much overlap to have small positions in both companies?

thank you for all you do,
Brad

Q: MKS is buying PHO. Would it make sense to buy MKS? Would the growth/risk/balance sheet be similar? What are the differences? Would you recommend a purchase of MKS or would you choose another company? If so, which one(s)?

Thanks for your service

Q: Peter; Is there a connection between new mass ransomware attacks and CRWD’s price ? Thanks, Rod .

Q: Can you describe why sunlife is a better holding than manulife? Is manulife a good holding? Would it be better to own both of these or consolidate to the better insurance co?

Q: What is your view on oil and these big companies both short and longer term?

Q: CCL.B is near its all time high. Do you see much upside going forward? Wondering whether to continue to hold or take my profits and find something else.

Q: Hello 5i Team

Caribbean Utilities (CUC) was listed in the blog article as companies paying a US$ denominated dividend.

1 – Since Caribbean Utilities is a Cayman Island domiciled company, is it correct that the dividends would NOT be eligible Canadian dividends and therefore NOT eligible for the dividend tax credit (i.e. would be treated similar as US domiciled companies and dividends treated as ordinary income).

2 – According to the CUC website, there is no withholding tax on the dividends, therefore would CUC be best held in a RRSP in conjunction with other US utility companies?

3- CUC is owned approximately 58.5 % by Fortis, why does this ownership percentage not appear on the company information page of the 5i Research?

4 – How does CUC compare / rank with other similar US listed utilities (same market size cap and/or electrical distribution market focused)?

Thank you

Q: I know that 5i typically recommends 20-25 stocks diversified among various sectors. I’m curious whether the investing approach differs when managing different amounts of money. For example, is the approach the same for someone with a total portfolio of $25k vs $100k vs $1M vs $10M?

Q: Why such a big drop today?

Q: Thoughts on 4th Q and year end results? Does Tecsys' growth warrant the current p/sales ratio? Comparing growth rate and price to KXS what do you think?

Q: I am now break even on kwe after recently being down 35 percent. Should I cut and run, trim, or hold. What is your outlook. Thanks

Q: Hi, why has Suncor been a laggard in oil & Gas sector?

Thx

Q: I'm a Canadian pragmatist, who also believes that the more profits I earn the more I can contribute to the less fortunate. Yes, I also agree that fossil fuels must eventually be replaced with alternatives. In the next year, your opinion please on this Cdn. Tax contributing, and Canadian Worker Employing Oil Company! CPG.

Q: Financials are getting a lot of attention these days which I believe 5i believes is justified.
So I want to increase my weighting in this sector.

Question

Do you see more upside in USA banks and an etf like xlf over comparable Canadian holdings and/ or an etf like xfn ?

Is there a covered call etf for USAfinancials like ZWB for Canadian financials?

Thanks.

Q: After market close, jun 30,STC reported that it had granted 2m options to employees & consultants,with an exercise price of $3.07.Please comment Txs for u usual great services & views.