Investment Q&A

Q: Using your SMID rotation theme in the i2i report, please suggest a basket of stocks that fit this theme and an entry price if it's beneficial to wait for a pullback. Would you look at buying, for example, 5 or so at 2%? Thanks!

Q: Is now a good time to get into CDN REIT's. If so can you please select your top 3.
Thanks in advance.

Q: On Gear: I understand that 82% voted for the Gear Energy sale, and the new company Lotus. Does Gear have a timeline, for settlement with the shareholder. As an example, if one has 1000 shares, how would the settlement happen, how much cash would one receive, and how many Lotus shares ? When will Gear be delisted ? Given the poor deal that was struck by Gear, I have trouble believing 82% voted for the deal, but that is another topic, for another venue?

Q: Can you name a handful of ETF options for long term holds in my son's RESP account. Growth, dividend, and balanced. Looking for exposure in Canada and USA. I don't want the headache of managing stocks for this portfolio. I'd rather have something that I can just buy and not look at it for 15 years until he needs it.

Q: Earnings are up but outlook is down - possibly because of Kennedy appointment - would appreciate your comment as I do not seem able to access their earnings statement recording.

Q: Just re-asking a question from 2013 - "Hi..was wondering if there is a screener of non-eligible dividends for tax..bascially want to enusure purchasing correct ones outside of any sheltered portfolios...thanks"
Also, can you advise if VBAL, VGG, VIG have non-eligible dividends.
Lastly, pls advise if there's any way to check before stock purchase what the subcategories there will be of dividend income and interest income.
Thanks for your quick reply to my earlier questions.
Many thanks in advance.

Q: A recent new guest to BNN’s Market Call made Saputo a top pick. He seemed to have quite a breadth of knowledge on the company and made (to me) a compelling case for Saputo having the potential to do well from its current valuation and that there was too much pessimism on the company and seemed to see a viable path to recovery in areas that have been lagging since the pandemic and a return to previous margins that could support multiple expansion. It seemed a bit contrarian based on momentum and other factors possibly at play right now with respect to tariffs etc., and also interesting as a top pick he will be faced with defending in a years time. Any thoughts since the last question a few months ago (I think you didn't like the momentum but found it was getting “interesting”)?

Q: Hi 5i
Can you please elaborate on this company.
It sounds quite interesting as a financial technology company.
I'm unsure how relative this space will be going forward.
Please enlighten.

Thanks
Cal

Q: At an average price of 111$ today down 14%.I agree with your take on not to sell in the Trump threat but? Already overweight so can not add.Are you confident a hold is best or ? Much appreciate your insight.Thanks Larry

Q: HON. plans to spin off parts of the company 1. will HON shareholders receive common stock in each of the 3 entities. 2. will the creation of the 3 new companies occur at the same time. 3. has HON declared the date that the spin offs will take place. 4. if I buy HON now will qualify for shares in the 3 new companies thanks Richard

Q: Looking for a preferred share from Edison that pays a good dividend and may even over time give a capital gain. What do you recommend do they have a 5yr reset or perpetual that looks decent here.
Regards,
Mark

Q: Hello
DEFI was recently added to 1 of your "Model Portfolios" and recommended for your members to purchase YET there is ZERO data on your platform... why ?

"There is no Share Information currently available for DEFI:CA"

Just curious how these alike small cap recommendations are initially sourced .. Heat Map Pop up on Bloomberg terminal or does 5i research analyst infact USE the Defi platform ? Pls advise

* not OWN as per 5is conflict of % policy

Q: Do you think the insiders have a solid track record and have enough "skin in the game"? Do you think they have enough capital for the next couple of years to execute their plans or would you be expecting routine dilutive offerings over the next five years? Your thoughts on the pros and cons of this company please.

Q: Can you walk through possible reactions of the market when NBIS reports next. Given that the financials are reflecting both the old Yandex and the very new NBIS there is a severe disconnect and fog about what is happening.
Who is buying the stock now and will the market be able to sort out a clear picture of a stock which will apparently show a dramatic drop in revenue in the report.

Q: with all the talk about trump forever talking about that there are no u.s. banks in canada [wrong] do you see that this could stall growth of canadian banks in canada in future. Bns and td have already been hit hard the last couple of years and being a bank holder for the dividends in canada and him always talking about this do you see any merit in this. Sure seems to be picking on canada the last couple of weeks

Q: Hi 5i Team,

I'm curious about your thoughts on sentiment turning against US equities in the coming months. I'm already exhausted seeing all the foolish tweets and news clips coming out of the Trump administration and I have to believe many others are too. Trump 2.0 seems much worse than 1.0! Also, I've been hearing that European markets are already outpacing the US market so far this year and I'm wondering if the US market deserves its current valuation given the increased volatility and increased risks?

I own many US stocks (e.g., 5 of the Mag 7, COST, ISGR, HD, TT, SYK, RS, ZS, HON, V) and I'm thinking for the first time of selling/trimming some of these. I would look to increase my dividend-paying Canadian stocks to generate more income. I'm also thinking about European dividend payers?

I'd appreciate your general views along with any comments you might have related to selling/trimming some of the stocks I've mentioned above. I'd look to sell into the end of this month and buy favourite TSX dividend payers (e.g., ENB, SLF, CNQ, BEP.UN, BIP.UN, T) or others you might suggest after the next tariff decision in early March.

Like many members, I have to thank you again for the wonderful service you provide. Your Q&A section and market reviews are fabulous, especially during difficult times! I also realize this is a long question and the answers are worth more than one credit.

Lisa

P.s. I had registered to attend this week's webinar which may have answered some of my questions. Unfortunately, something came up over lunch and I missed the webinar. Please let me know if there's a chance of catching a replay.

Q: It’s getting more difficult to stay positive on PBH. I know that better things are expected after recent Capex but share price keeps falling. Are you still optimistic or is it time to sell
Thanks

Q: Hello,

Thoughts on ZFH. Thanks

Dave

Q: Good morning,

I have read a fair bit on PLTR and would like your opinion on it's future prospects and what you think of the companies balance sheet/debt ect..

Could PLTR be like Tesla or Netflix from the early 2000's? I remember looking at both of those companies and stocks and at the time using a value approach and just couldn't buy them prices were 24$ and 16$ at the time, those were some missed opportunities. Could PLTR be that or is it a GAME STOP stock?

Thanks

Q: Hi Peter and Team,

Across all accounts, our holdings in the Financial Sector include BN, FFH, GSY, MFC, SLF, and the CEW ETF. I feel that this is a fairly good representation but realize that the Canadian banking sector is quite low, and the US banking sector is non-existent in our portfolio. Portfolio Analytics indicates that we need more exposure in this sector.

Several questions; please deduct question credits accordingly.

1. TipRanks shows that BN has a P/E ratio of 125.13. Can this be true?

2. A recent question from a 5i member asked about Sagicor SFC, which prompted me to investigate it further. I realize that it’s a small-cap stock, but noticed that for the 3 month, 6 month, and year-to-date periods, it has excellent momentum (which I know you like) and has a really low P/E ratio of 1.51, which I assume to be correct.

3. Because I feel that Trump tariffs are more of a possibility than not, I’m in the process of adjusting some sectors but not all, in case the tariffs don’t happen.

4. Would you endorse a small holding in SFC, (say a half-position) using proceeds from the sale of more tariff-vulnerable stocks?

5. Finally, could you suggest some Canadian-domiciled ETFs that would give us needed exposure to both the Canadian and US banking sector?

As always, thanks for your assistance that helps us to make informed decisions.