Investment Q&A

Q: With a decent dividend yield a person can be more patient to see growth materialize, but am looking for your input on this stock, and their recent earnings.

Q: This suggestion was made before but wasn't really accepted so I'll try again. I would like to suggest 5i issues a quick report on any portfolio company that takes a sharp downward turn like SHOP did yesterday. I'm not talking about a 5% drop but a significant drop, say 10% or more. You indicated before that the answers to concerns can be gained from reading the questions and answers but these are specific to the writer and may not capture all details. I think what your clients would like is a quick, bring it all together report describing what happened, why it happened, what can be expected going forward and whether it's a sell, hold or buy. Also, a quick update on the rating. 5i is very good in introducing reports on new companies but not quite so good on keeping tabs on companies afterwards if they run into some serious trouble. Just a suggestion that I and I think others would appreciate.

Q: Knowing that portfolio allocations need to be very personal, but would 30% Canada, 45% US, and 25% international work as a general guideline for 60% equity portion of a new RRIF account?
Would you change the 40% fixed portion consisting of 20% 1-year GICs, and the remaining 20% of XHY, CVD, CPD, Bonds mutual fund (currently at loss)?
Thank you for such a great service.

Q: Your opinion please regarding portfolio construction. Better to add to an existing position in X.TO to bring it from 3% to 4%, or better to initiate a 1% position in H.TO? Separately, which of these two is trading at a better valuation relative to their historical average?

Thanks

Q: All of the above companies have now reported thier respective quarterly results in the last two weeks and their respective prices adjusted accordingly.

I appreciate that all have been suggested by 5i in response to numerous and varied questions. Based on your overall assessment, the recent results and forecasts and their respective pricing as of todays date, would you be able to rank them for acquisition together with a brief comment please.

Regards,

Terry

Q: This ETF has been recommended as a primary holding by a financial advisor. I see that it pays a small dividend. Do you know if there would be an annual capital gain/loss even if a person continues to hold? What are your comments (good and bad) about having this as part of their portfolio?

Q: I unfortunately bought dcbo last week. Were earnings and forecast bag enough for the big drop? Thoughts going forward? I'm OK moving on if thesis had changed.

Q: Just read the earnings report for ECN . Looks like they had earning of zero per share which the market appears to like .... Could 5i give an analysis and opinion on the two businesses and thoughts for a catalyst going forward ? Also comment on the management changes. I believe management was a large part of the company's original attraction . I also received the " Management Information Circular " in the mail which has comments on the strategic review. It mentions someone called " Skyline " . Could 5i explain who they are,what they do, and translate the explanation of the strategic review from " Business gobbleygook " to " Business for dumbies " so I understand it and what you think of the results of the review ? ..... Thanks for your always sound analysis ..... Garth

Q: looks like an interesting company with possible earnings growth please enlighten me with your thoughts..... patient long term for me

Q: thoughts and projecting 5 years

Q: I am looking for interest from investments that will enable me to claim the tax credit, this in a non registered account. When buying,how/where can i check to see if a stock or ETF or .un only pays out interest in order to avoid part of the return in ROC
Tks
Sherrill

Q: Your thoughts please on the quarter?


Thx

Q: hi 5i! 7K US to invest in an rrsp - top 3 options? 10 year time frame.... thank u.

Q: Two questions. #1: Nuvei will be sold and go private. Shareholders will get $34.00 U.S. approx $ 46.90 Canadian today. Is it best to sell now or wait for the transaction to go through ?
#2 : HPS.A was moving along just fine and has recently gone down dramatically. Why ?

Q: Hello 5i Team

Are publicly traded companies responsible for preparing the transcripts of quarterly earnings call and/or annual meetings? If not who prepares them?

I have noticed some companies post them on their website and others do not.

I have seen some third party websites post transcripts, but it is often hit and miss

Do you have any recommended web sites for transcripts?

Does your data provided offer this service and could it be incorporated into the data you provide for companies?

Thank you

Q: I had purchased this in a Canadian TFSA. Just reviewing my investments and I must have asked for this to be transferred to the US TFSA due to dividends being paid in US currency. However, the cost is listed as the Canadian amount! No wonder it's showing I'm underwater. but I don't think it correct. Have you or your readers come across this problem before?

Q: Is there any particular reason why banks (eg. BNS, TD, RY, etc) won't enter the same "non-traditional lending" market as GSY or PRL? Seems like regular banks have all the infrastructure for it and it sounds like there is money to be made. Do you think this would ever be a possibility in the future?

Q: What are details about RSI.DB.E? Would you recommend holding for income? Will it mature on 31/12/2024?

Q: I have partial position in DCBO:CA. Would you add at this time?

Q: Hi folks,

I hold VI but I know you prefer the unhedged version, VIU. For me to make that change, would I just sell my VI and buy VIU on the same day as I'm sure they won't move much intraday. It's in my RRSP so no tax issues.

Thanks
Robert