Investment Q&A

Q: It appears Globalstar has not denied the rumours about selling itself to Starlink. So there must be some truth to the rumours. Presumably once Musk controls Globalstar he would cancel or buyout Globalstar’s contract with MDA leaving MDA with no business? I understand Apple owns 20% of Globalstar so they would have to agree to the Musk buyout. I can see Apple not wanting to be at Musk’s mercy but also not wanting to operate Globalstar’s business. Any idea what the future holds for MDA. I’m a shareholder.
Jim

Q: Is the dividend reasonably safe? What is the payout ratio?

Q: I have US stocks and CAD stocks but also want to keep a large portion of my portfolio in indexes. I have VFV and similar for trakcing S&p and have added VEQT in the last few years for world diversification. I have a small amount in XAW, but does it make sense to have more in XAW since i have a bunch of individual canadian stocks? or do you have a preference for canadians to own one of these over the other?

Q: What financial planning advice would you give, in general, to someone with a large RRSP in the years leading up to a RRIF conversion and commencement of OAS and CPP. With the OAS clawback starting at $93,454 until full claw back at $148,451, is it wise to fully deplete the RRSP to $0 before taking OAS to avoid the claw back? Or at least depleting it to a level of say under $500K so that minimum RRIF withdrawals will stay below the clawback threshold? Is there financial planning software available to DIY investors that you have used yourself or heard is good that can be used to to model some of these different scenarios in an attempt to minimise taxes and maximise the value of their after tax portfolio?

Q: Do you think this stock can be sold at a loss and bought back in 30 days?

Q: I hold both of these industrials. EIF has done much better during my hold period plus I get a decent and seemingly secure dividend. CAE is one company that should get tailwinds from increased defence spending, sometime. I'm thinking of selling CAE and increasing EIF. No tax issues. Your thoughts, please?

Many thanks and BTW, I feel like 5i is a reliable source of information and guidance with your subscribers best interests up front
. Keep up the great work.

al

Q: Any news/reason for the weakness lately?

Q: This stock - CLS has gone crazy in the last year: FPE = 47, MS = FBV $322.70, TRI has a buy at this lofty FPE, and 15 analysts according to CIBC have price target for 2026 of $617.00. Who is right? At current price a full position for me would be 187 shs ( $90K). I see 5i still recommends a buy.

Q: This stock is not a buy and hold based on it's history. Is it worth buying for up tick and sale?

Q: Hello, KMB has come down 13% in the last 5 days because of the proposed merger with Kenvue. Is this an opportunity to buy? If so, should I wait a while for it to settle down some more? The big question is : is this going to end up like Bayer acquiring Monsanto and then facing a neverending stream of lawsuits? Thanks.

Q: Peter; ARX earnings were bad. Time add or boot? Thanks. Rod

Q: Peter; Dell has dropped about $20.00 in a week or so. Is this just a reflection of the tech sell off or something related to outlook? Would you step in here - slowly? Thanks.
Rod

Q: For a long term stability in a RRSP + dividend growth as priorities , comments shall be appreciated considering the downtrend ( I shall not add GSY to this list since you already answered so many times !!!).

Q: Why is ARX is down a lot today?. Is it a buy or a sell

Q: Would you buy the pullback in these stocks for a 1-2 year hold?

Q: Hi Gang
Can you give me a list of quality low risk dividend stocks for next yr
Thanks Mike B

Q: how do you rank them to buy now 1 to 10 after the q3 reported. thanks

Q: Hello,

I like and appreciate the timely customized responses you provide to subscriber questions.

When I get up in the morning and look at 5i to see what is new, it looks like you have been up for a couple hours and prepared fresh responses to questions.

I also find it beneficial to check back in thru the day, on weeks like this, to catch up on the latest questions and responses.

I took your advice a few years ago and purchased other subscriptions and am learning from different perspectives besides 5i.

If it takes a few days to clear the question backlog, it is not critical to me, because my investing is becoming more planning oriented and use 5i, and 5i subscribers multi-faceted questions, as an additional input to the process.

Keep at it.

Thank you

Q: What are your thoughts on CSU's earnings?

Q: You consider GLXY a Canadian company and have a report on it. However, in the company profile for GLXY:CA, its domicile address is listed as 300 Vesey Street, 8th Floor, New York, NY, USA, 10282. Can a company be Canadian and still have a U.S. address? Thank you