Investment Q&A

Q: Suppose an investor believes that the US Treasury market is at the end of its multi decade rise and likely to collapse within the next 1-3 years. Is there a low cost way to short US Treasuries you could recommend? If so then what about at different maturities? What would be your opinion about this strategy and its risk?

Q: Hello,
After the recent acquisition and subsequent stock jump, would you still keep SYZ in your portfolio or would sell it and replace it with something else? If the latter, what would a good replacement be in your opinion?
Thank you

Q: Hi,
I noticed other questions covering the fact GSY was added to the index and that we might expect a bit of pick up and / or increased volume with it. However, it seemed to drop fairly hard on Friday and I am wondering if I've missed something material here. Interested in your thoughts and as always appreciate the input! Thanks,
Dawn

Q: Hi 5i. I'm a new investor here. How much money do you recommend having to replicate the balanced model portfolio?

Q: I was contemplating CP for a month now as a mid risk reopening play for my non reg account, also since pipelines are under attack & on 5i's comments on the company. Saturday 11PM, I see their offer for a huge acquisition. My question: What does one do if still interested in the company and how would one proceed? Would you step in right away or would you let the story run and then see what happens considering they just entered negotiations and I guess an approval process by regulators of different countries?
Thank you for your help!

Q: After the recent 6 mil share offering at $5 , can you determine how many Class A shares are now outstanding and how much are controlled by insiders? Thanks

Q: It looks like the oil company is rebounding. Do u for see companies like RDS and XOM will be something to park the money for its dividend, or growth in the next 12 months.
Thank you as always.

Q: Do recent results for Solaris indicate that there may actually be a mine?

Q: I’m adding to a partially established portfolio (growth-oriented, long-term). I’m interested both in taking advantage of the recent tech downturn (although not too much, as I’m already somewhat tech-heavy) and in further diversifying. Two questions:

1. I own partial positions in the following securities and am looking to add more. Could you rank them in your order of preference for purchasing now? Any you’d avoid buying now?

WELL, SHOP, ATZ, STC, PHO, ENGH, KXS

2. I’m considering buying positions in the following new securities (not easily comparable, I know), with a view to diversity and growth, as well as US exposure. Could you rank them in order of preference for purchasing now? Any you’d avoid buying now?

BNS, SLF, PLC, MG, LAC, REAL, TFII, NVDA.US, ROKU.US, SQ.US

Thanks for your great work and please feel free to dock me for two questions.

Chris

Q: Looking at the financials for DND, I am having a hard time seeing a clear path to profitability. Is there any insight you can provide?

Thank you for all you do.

Q: Hi,
How would you rank these reits in regards to revenue, distribution security and growth.
Thank you
Ed

Q: Hello Team,
With Visa's DOJ issue, would you stay the course and keep it, switch it for Mastercard to stay in the space or go totally elsewhere?
Thank You,
Barry

Q: Hello
Could you comment on MBCN Q4 earnings?
Thank you.
Stephane

Q: Hi 5i Team, Could we please get your opinion on Cominar current situation/valuation + future perspectives in an eventual post-covid era compares to other REITs ? Thank you,

Q: Can you explain simply how consensus estimates for quarter results are arrived at.
CSIQ with predicted loss of .55 had earnings of .11
Thank you for your thoughtful analysis
Peter

Q: Yesterday, I asked you for recommendations in the silver space and you suggested two silver miners. Does that mean you don't think something like PSLV is a good investment?

Q: Why is Roger's offer for Shaw's class A shares the same as class B even though they trade at different prices?

Q: I have a half position in each of the above stocks.
Would you add to any of them at this level to take them to a full position? Would you sell any of them at this level? I have a five year time frame.

Q: I have some V and quite happy with it. Do you think the news today is material or a good opportunity to pick up more.....or better to see how it plays out....I know this one is hard to answer but you folks are smart!! Thanks for all you do!

Q: Retired, dividend-income investor. A question earlier today has motivated me to finally ask this question....been thinking of it for quite a while. It had to do with potential rising interest rates and your response was that dividend investors should be prepared for a bumpy ride in the short term (my paraphrase of your answer).

I own the above securities and for the most part trim-add around core positions that I hold for the long term. Is it possible to divide the above securities into two camps....one that would be "ok" in a rising interest rate environment and the other that I should consider trimming a bit or maybe selling? I am ok riding things out for the long term and do not normally react to short term volatility.

Thanks for your help....Steve