Investment Q&A

Q: There are in depth reports on these companies at a link on the Forum under Canadian Equities.

Q: Howdy 5i,

My small business has a corporate investment account with funds sitting in cash that I'd like to invest for the next 1 to 3 years. GICs are not an option as I need liquidity if/when recession arrives. Do you have recommendations for relatively stable ETFs/SPDRs with high dividends?

Regards,
Garth

Q: Hello 5i Team

Imperial Oil (IMO) completed its Significant Issuer Bid (SIB) on June 15.

IMO then announced a new Normal Course Issuer Bid (NCIB) commencing approximately June 29.

In the 2nd quarter financial report, IMO has stated the NCIB will be completed by the end of October, based on purchasing the maximum allowable shares per day as per the NCIB.

Question, if IMO completes the NCIB on November 04 based on the maximum daily share purchases can IMO commence a second SIB in the one year period following the completion of SIB completed on June 15 (i.e. commencing early November or December 2022).

If IMO cannot undertake a second SIB, would they be limited to either increased dividends or a special dividend or are there other options to distribute excess capital back to the shareholders.

Is there a readily available website source for SIB, as recently other companies have announced SIB (E-L Financial, United Corporations, Economic Investment Trust)? Maybe as they are announced they can be included on your dividend announcement page?

Thank you

Q: Let me echo the earlier comment about the valuable insights from your Canadian Quarterly Earnings Pulse Report.......Wow, like an "executive summary" that puts plenty into perspective........Many thanks and looking forward to "digesting" future Pulse Reports, too!!!........Tom

Q: Now that ENDO has filed for bankruptcy, would GUD still have an opportunity to buy Paladin?

Q: I just read your new Canadian Quarterly Earnings Pulse Report; great report and very pertinent! Thanks.

Q: Hi, we have energy sector exposure through, CNQ,SU,TOU and ENB. There are several reasons for owning the sector through CDN companies, primarily for Dividend Tax credit in the Non Regd accounts and also their relatively lower risk profile and size. We have not invested in US Oil, and Gas/Pipeline companies, except a small holding in XLE.

CNBC guests/traders, frequently recommend the US companies listed in the question and it appears that all these stocks are doing well. ( OXY - with 20% ownership with Warren Buffet }. My question is that, in Canada, do we have Energy companies with similar product/business profiles to these US names. And, if so, for a Balanced 5i Portfolio risk profile investor, is the sector well represented with these four CDN companies ? Current Portfolio Weight: CNQ/SU/TOU: 9% ENB:6% Total-15%.

Thank You

Q: AEO seems to have great numbers but incredible volatility. Is it a reasonably safe dividend stock in the context of an otherwise bank, insurance company and money-manager heavy portfolio?

Q: Hi 5i, what is a good purchase price for CPX now, and what is your reasoning please? Tx

Q: Which Canadian Index ETF would you suggest holding in your portfolio?

Thanks for the great service.

Q: hello 5i:
a follow up to a previous question on ECN.DB: can you explain why there has been a steady erosion in the price of ECN.DB, from a high of 104 a year ago, to $98.50 today? I would think that a 6.1% return (at todays price) would be attractive and would actually result in a higher price, assuming that one believes ECN is worth holding (I do). Is it simply a matter of higher interest rates, present and anticipated?
thanks
Paul L

Q: What do you think of JPM funds like JEPI, JEPQ ? Would you consider them relatively safe, income bearing ETFs ?

I am always weary about high dividend products, but, maybe JPM gives them some street cred.

Q: Can you provide me with an artificial intelligence ETF both canadian and US.
Also what large and small capstocks are at the forefront of this new trend.
Sort of like Microsoft, intel and Cisco in their infancy.

Q: Can I please have your thoughts on this fund to add exposure to the Energy sector. What is your outlook on the sector currently say 1-3 year outlook.
Thank you!

Q: Good afternoon,

Has TSM made any strategic changes in manufacturing to reduce the geo political risks associated with potential Chinese aggressions?

Thank you

Q: 58 year old seeking yield. Want at least 5% and general "safety" but respecting nothing is 100% safe in equities. Thoughts on GLCC as a way to play gold ?

Q: For a TFSA with a growth tilt, what would be the portfolio percentage invested in stocks related to Balance, Growth, Income and Yield, aka REITS?.......Many thanks for the suggestion.........Tom

Q: hi, 5i
I am looking for pair trades for EGLX and DND to lock in capital losses. can you provide names to hold for a month or so, before buying back. cheers, chris

Q: I'd appreciate your in depth analysis of what you thought or QUIS' earnings announcement. Based on your previous comments would this stock represent a great time to buy and where do you see this going long term. Thank you and enjoy the weekend.

Q: The company's press release on Aug 17th, 2022 pertaining to its drill results - how would you rate this?

Thanks,

Craig