Investment Q&A

Q: Hi Peter and Team,

Happy Friday! Question for you about investing in vehicles related to copper. It feels like we are in and headed for a greater supply crunch for Copper as a commodity and I am wondering what your thoughts are on the direction of copper and best ways to be involved in the sector.

I put Foran Mining Company as the specific company for this question as I know Pierre Lassonde is involved in that and he is a legend in the industry so curious on your thoughts on it or if you have other ideas. Please feel free to take more than one credit if this is multiple questions.

Thanks!

Q: Hi 5i,

Any reason for the LifeCo's selling off? Is it just all financials being caught in this sell-off? I'd have thought rising rates would be good for them. Thx.

Q: Please provide any relevant comments on FRC. I bought some early today and think it is well capitalized to do well going forward.
thank you Gordo

Q: Peter; Do you think Powell would dare to do a 50bp hike in the face of the SVB debacle- could this actually be a silver lining for him ? Thanks
Rod

Q: Is there any way of knowing if companies like STC, CTS, and other Canadian techs have deposits at SVB?

Q: What are the companies getting attractive in these times?..I bought some BN..it had a 4% drop yesterday..Please suggest any quality companies to watch. Thanks.

Shyam

Q: Hello, what do you think of Bridgemarq’s latest earnings report? Any reason to be worried about 2023? Thanks.

Q: What’s the long term viability of stock like this? I like the space. I noticed CEO buying a small amount of shares. Could you please comment ?

Q: Any reason for the 10% drop last week, while the major grocers were down only ~2%?

Thanks
Chris M.

Q: Please comment on their latest results. Is it time to start a position? Thank you

Q: I have held TOY for a number of years while its done nothing and I am considering a switch to ATZ. Before I throw in the towel on TOY, I would like to check a few things with you:
1) what are the current and projected P/E's for each stock?
2) what are the projected growth rates for each stock?
3) I believe TOY has a rock solid balance sheet, do you have any concerns about ATZ's balance sheet and ability to weather a possible recession? If so, ewhat are the concerns?
4) On a scale of 1-10 what are the chances of each company still being around in 5-10 years?
5) which stock has better short term and which has better long term opportunites? 6) would you make the switch?

Thanks for everything!

Q: Oil stocks as varied as SU,PXT, and ARX are all getting pummelled in the early trading today. Is this a buying opportunity or an early sign of disenchantment with oil. Is this just a side effect of the SVB failure?

Q: There has been very little press on the other ((rather large ) bank default, that of Signature Bank.
Did this bank have similar issues as SVB in terms of deposits and composition ? Wondering how many other smaller ( relatively ) banks could be in similar situations. Thanks Derek

Q: Hi, Could you please comment on LEV earnings. Thank you

Q: What are your thoughts on Artemis Gold (ARTG), in light of the recent approval for their project?

Q: My daughter is planning to start a new TFSA (full $88K) and contemplating the following:
Option#1, Autopilot All in one global index fund, such as XEQT or VEQT.
Option#2, All in Canadian equity index fund, such as XIU or XIC added to XEQT or VEQT.
Option#3, 5i favourite picks, such as BN, GSY, DSG, TFII, TOI and WSP .
Please advise which option is best for a buy and hold long term TFSA investment or suggest a better alternate. Thank you. Bill.

Q: What does this statement mean and how does it affect shareholders?

"Finally, investors' fears are becoming reality because Rivian has just announced a bond issue aimed at raising $1.3 billion. The company intends to sell convertible notes, or bonds that can be paid back with cash, stock or a mix of the two, according to a press release.

Investors buying these notes will also have the option to buy additional notes worth up to $200 million, according to a statement dated March 6 2023"

Q: Dear 5i team.

Here we go again with the annual US debt ceiling shenanigans.
This time seems to be a little different as the level of crazy appears to have ramped up in the US political sphere.

May I ask for your collective professional views on what your crystal ball says the possible initial market reaction (bond/equity) might look like assuming they DO NOT come to agreement in time, this time around?
Is there a preferred position on Bonds you would suggest if such a scenerio materialized?

Look forward to hearing your views on this.

Q: HELLO 5I
I have some cash in my USD RIF and want to add at one the above for a long term hold. Which one would you add to?

Thanks

Q: I was intrigued by your recent response to a question about SHOP (Good time to get back into it). Response was .. "There is always risk, but the company presented at a conference last week and management noted there has been 'almost no' pushback from customers from its recent price increase, and that business conditions are 'better than previously feared'. We would be comfortable owning it. "

I view the information as positive for SHOP as you did as well. If the question was never asked, this bit of news would be silent to us. Obviously 5i was aware of the news. Is there any way this type of information could be made available to clients as it becomes known? Or do we need to fall into the regular pattern of asking questions on favourite stock holdings if there is any recent news on companies. Is there a source where we can access this type of news?