Investment Q&A

Q: HI,
I'm low in my Consumer Defensive and Industrials sectors as well as my International allocation.
What ETF's and stocks (3-5) would you recommend for a long-term hold?
Thanks,
Camille

Q: Hi 5i Team - Could you provide an update on Nurosene Health, its balance sheet, potential in a better market, and insider ownership/trading. Thanks.

Q: I am just preparing for charitable giving and was wondering which stock to use. It is down to cnr and tfii. I know this is subjective but I was wondering what you thought would be a reasonable weighting on tfii for a retired investor?
Thanks

Q: Top 3 picks in oil and gas please.

Q: If my base case was for a soft landing in the US economy, a slowing of rate increases and calmness in bond markets, what three sectors in the US would you favour?

Q: Please rank the following companies in order of their ability to survive a recession in 2023. Please also rank them as to whether they should be considered as Buy, Sell or Hold at current prices. Thank you.
ENGH; STC; SYZ; TOI; WELL.

Q: Currently down on these growth portfolio companies. Which have to best prospects to continue holding versus selling for a loss?

Q: In most of the offerings of Bank Structured Note offerings, this line appears..

The Bank may benefit from the difference between the amount it is obligated to pay under the Notes, net of related expenses, and the returns it may generate in hedging such obligations.

I believe this implies that any options,dollar hedges,derivatives ,futures, EFT'S or derivatives thereof,long and shorts positions of any of these...that the bank would most likely be the other side of any trades within these notes.

Question...It seems that the bank can and will dictate the outcome of these risky things thru related expenses.(.ie the bank deals the cards then plays the hand) ...is the deck not stacked against the retail investor of such so called investment instruments?

Q: Please comments on Mgni, sell or hold? Thanks

Q: Hi Everyone at 5i!
When a company like dentalcorp looks toward possible privatization, does this perhaps mean that it’s undergoing downward pressure and requires financial support? Is this company stable??

Cheers,

Tamara

Q: Can I please get 5iR thoughts on Calian Groups Nov 24 quarterly results. Thanks … Cal

Q: Hi Team,

Have you noticed all the BAIL-IN debt that's being raised right now by Canadian banks? Shouldn't we be exiting these stocks or am I misreading what is going on?

I was shopping for some short term bonds with high yields to hold to maturity and I see a number of issues where "Bail-in debt," is written in the comments on the bonds.

Q: What is your opinion of these 2 stocks for Income and protection of capital.

thanks Valter

Q: Please comments on Cov, sell or hold? Thanks

Q: Is there an equivalent of the QQQ in canadian dollars?

Q: on the earnings call they mentioned they will break even soon either next quarter and wont have to raise money thoughts

Q: Hello Peter,
I own all three. After the spinoff, I will have Brookfield Corp (that will own parts of all three, BEP, BIP, and BAM) and BAM (the asset manager). In this scenario, will BAM be direct competitor to Blackstone? Also, how is the spinoff different from the Trisura one? Lastly, the performance of BEP has not been that great so should i move on or just stick with all four for long term hold? Thanks very much

Q: This ETF is yielding 9.22% and running at about 40% discount. Is there anything not to like about this?

Q: Can you explain why NPK is in freefall. It had good earnings, is commissioning another line now and was just awarded easements for a lot more production. What am I missing. Thanks

Q: Peter; Can you quantify the oil price cap on Russian oil relative to our Canadian oil companies? Thanks.
Rod