Investment Q&A

Q: Hi 5i,
Would you recommend buying SRU.UN at the current price for a 5 year minimum hold? Same question for JPM please.
I currently have BCE and considering adding a new position in TMUS, Thoughts on the addition of TMUS at current price for a 5 year minimum hold?
Thank you
Terry

Q: Although not a question just a kudo to 5I for your recommendation to Phil on the MAW105 Global Balanced Fund. I moved 1 third of my self directed LRIF into this fund at the early beginning of Covid-19. Although it's not lighting up the heavens I am in the + column (barely). It sure is boring but that's what their selling.

Q: I thought I could rely on the earnings calendar of the TMX Money web site (tmxmoney.com), but numerous times I have found it is not complete. Example: As I write this at 8pm EST on May 5th, it does not list KXS earnings on May 6th, yet my RBC Direct Investing calendar shows KXS reporting earnings on May 6th.

In the TMX Money web site they do list whether the earnings will be released before markets open, or after markets close (good); whereas the RBC Direct Investing calendar does not tell me that information (bad).

Isn't TMX Money owned by TMX Group (that runs the TSX)? If that is the case why would their earnings calendar be so incomplete (and therefore unreliable)?

Do you know of a (free) RELIABLE web site that has an accurate earnings calendar?

Q: Please comment on results of SU.Txs for u usual great services & views

Q: Please comment on results of SLF.Txs for u usual great services & advicesa

Q: I have some cash to deploy (2.5%) and I am considering these companies. Ignoring sectors could you give me your thoughts on these companies, short term (2 or 3 years) and long term 5+ years.

Q: Zymeworks Inc no longer trades on the tse but is a Canadian company. Can I buy this stock on the NYSE in my tfsa and not pay taxes on capital gains? Also, what do you think of this company.
Thanks

Q: Your thoughts on the posted results for Alaris's Q1 and the associated 30% dividend cut? I thought the dividend cut would be harsher, so I was pleasantly surprised. Based on today's closing price, the annual dividend yield is still 12.3%. If you wanted to wait until after the Wednesday conference call to answer, that's ok.

Thanks for your help...Steve

Q: As a dividend investor with a long term hold philosophy, can you tell me which sectors are least likely to cut dividends in the next 1 - 2 years.

Q: I have observed that the price of uranium has moved up significantly and Cameco has followed nicely. I would appreciate you opinion on why the price of uranium is increasing and if you would consider Cameco a decent buy.
With appreciation,
Ed

Q: I have these companies in my high revenue portfolio. It has been performing well. In these changing times, I find myself switching to companies that have high revenue growth and will not be affected by closure. Any expert thoughts or input would be appreciated.

FRPT - Freshpet is not in your database.

Q: Can you comment on these ETF's I presently hold in a corporate unregistered acct. I have a large amount in DVY.US - not sure why (previously with a FI ) Looking to update this portfolio based on present times. In At least a 5 year hold. Please take as many credits as needed.
Thanks so much.

Q: Could you recommend a conservative global dividend ETF mainly for income? If possible, a Canadian and US version.

thanks,

Paul

Q: Peter and team
I am looking to re-enter the market in a non registered account with minimal input from myself.
I have considered both VBAL and MAW 105 ( tax effective balance).
Could you please compare these two options.
Thanks
Phil

Q: Estimates please. Thank you.

Q: Comments on Q1 results?
What is the distribution ratio?

Q: Unfortunately I bought shares in AYX in February, near its all time high and have experienced a significant loss. It is off its deepest low since March but even with a 5% increase today it is presently still below its best recovery since then. What is your view on its prospects for when the economy solidifies to a recovery - is theirs the sort of product line that will attract good business? Is there reasonable prospect for upside? I see an answer to a question today referred to it having high risk; is there more down side than upside? If you were me, would you move on? And if so, what would be something with more potential and less risk (I know, those sometimes are seen to be mutually exclusive, but perhaps there is something)? Thanks for your excellent service.

Q: Did suncor suspend their dividend?
Would PXT be one of the best oil companies to purchase?

Q: This is a follow up question to my earlier question.
From a risk profile point of view, please classify each of the above companies as:
Low risk, average risk, high risk or speculative. Charge as many questions as you feel appropriate.
Thanks. RAM

Q: Hello 5i Team
Northview REIT (NVU) has issued the Management Information Circular for the proposed takeover of NVU by Starlight and Kingsett Capital at a price of $36.25.
Please advise on the following questions:
1 - As no other offer came forward during the go shop period, I am assuming the $36.25 per unit offer will be the best and final offer current shareholders will receive.
2 - Which is the best option to select: OPTION 1 —ALL-CASH ELECTION or OPTION 2 —HIGH YIELD FUND SUBSCRIPTION ELECTION and if Option 2 is selected which percentage of the Unit Election should be selected (refer to the Letter of Transmittal and Election Form).
3 - Reviewing the Management Information Circular, the High Yield Fund looks like the original Northern Properties REIT prior to the 2015 takeover of the True North Apartment REIT. Essentially it looks like Starlight Capital (Mr. Drimmer) is buying back what they sold in 2015. What is 5i's view on this?
4 - I noticed Credit Suisse Securities (Canada), Inc. has become a 9.95 % holder of NVU - do you think they are playing the arbitrage between their purchase price and the offer price?
Thank you