Investment Q&A

Q: Please let me have your opinion on the consequences for ATD stock of the announcement that Marathon's Speedway chain has been bought by 7-Eleven rather than ATD. It seems to have been drifting lower for the last few sessions.

Q: Good morning :
Please comment on earnings .
Thx
Mark

Q: Can you provide me with the sectors that 5i would put these stocks in. In your Growth portfolio you have SHOP in IT, but I was thinking it is more Consumer Disc, the same as AMZN.

Q: What are the - and - for Thermo Fisher?

Why does ISRG screen better for you?

Thanks for all your insightful work.
Mark

Q: Comments on VMD’s quarterly results?

Q: I have over 1000 shares of BEP:US in my RIF. I am planning to convert the shares to BEPC:CA and take some shares out next year as part of my RIF annual withdrawal. You have predicted that BEPC shares should do better than the BEP:US shares and so far you prediction seems to be correct. (Yes it is early days). I am thinking of selling the BEP:US maybe in a week or two, thinking the demand from Canadian investors will have slackened by then. Am I being foolish trying to time the market?
Thanks,
Jim

Q: Hi, Could you please post earning estimates for these companies for the quarter. Thanks

Q: Watched Jeffery Gundlach being interviewed by Daniel Martino Booth, his credentials are very impressive, I have always liked to listen to his view of the Worlds Financial System.
According to him the Fed will take drastic measures in Drastic times. example being they have already done so by violating the Federal Reserve Act, with their purchases of Corporate Bonds, Stock purchases will probably come next.
I was confused by his biggest fear that the FED might declare their Liabilities as " Legal Tender"...... could you explain what he means by that Statement. I assumed that their Liabilities where already Legal Tender in the fact that their liabilities are backed by the Tax Payers of America, or did he simply mean he is fearful of the Fed just printing 7 trillion and wiping away all the debt.
thanks Gord

Q: Can you please compare these two companies, which one you like more for 2-3 years growth?

Q: I am considering setting up a 2 etf portfolio for my elderly parents, the plan includes a 60 bond/40 equity etf in a non registered account and was thinking a 50/50 in the TFSA, I realize that is a perhaps alot of eequity exposure but they have more than enough income to live off and will likely never acess these funds. Thoughts on the plan and ETF ideas please. The combined portfolios would be in the $500000 range so I have to be mindful of foreign ownership rules, any other rules I should watch for?

Q: what does knight therapeutics as an investment today offer an investor with a long term outlook and patience

Q: Hi,
Would it change your opinion on this company knowing they've aquired OpenNMS recently? Or does this acquisition just mire them in too much debt? I ask because I've noticed a technical improvement in their relative strength vs DJUS software index and the S&P 500. Thanks for all your hard work on our behalf!
Dawn

Q: Could you comment on the latest earnings and provide outlooks. Will you say that both will follow the Canadian utilities index?
Thanks

Q: I have two questions for you:
1. I currently own TGZ and looking to add another small/mid cap gold play. I've zeroed in on EQX and WDO. Which do you prefer or is there another name you prefer.
2. WELL or DOC.....which do you prefer and why?

Thanks so much,

Dennis

Q: I have held the Mackenzie Global Resources for a long time but have certainly questioned it's performance and the MER at 2.48%. Would there be select ETFs that would provide equivalent global coverage?
Thanks.

Q: Hello Team,
What is your opinion on the recent financials of the Gold majors.Does anything stand out in terms of quality of stewardship in the present gold climate?How do you rate the group and in particular does Kinross appear good value for the longterm future?

Q: I have positions in several ETFs trading on the TSE. I like to keep up to date on major holding changes and weightings within each ETF. Is there a good (one stop shop) source of updated information, other than going on to the separate ETF company websites?

Q: Hi Team,
On a Corporate account, where capital gain is the main goal for long term hold.
Consumer Staple holdings are ATD.b 6 % PF & 15% gain & MRU 1.8% PF, 8.5% gain.
Your thought on MRU, (hold or sell) ?
Want to add 2.5% one another Cons Staple stock Ca or US. You suggestion please.
Thanks. Best Regards

Q: Hi 5i team,
I own MSFT and am following a potential TikTok deal. You mentioned in an answer that you think the odds of a deal are now lower, but anything is possible. That does not sound like high odds. Is that because Trump is looking for a payment to the Treasury for what he views as brokering a deal. Is this legal or does it matter with him? Or are there other reasons for lower odds. How would you place the odds at this point? It seems to have been awhile since MSFT was active in the M&A space.
Thanks again.
Dave

Q: Any comment on the sudden rise of Dirt Environmental - Thanks as usual.