Investment Q&A

Q: Hi 5i Team - From an article I recently read there has been significant insider buying at Liberty Gold. Could you check this out and also provide an up-to-date report on the company's balance sheet, recent happenings, and exploration potential.
Thanks.

Q: Hello 5i
Your analysis tells me that i am underweight in basic materials. I have been thinking about buying more of Stella Jones, which i already own. But, as you will know, it has had a pretty good run recently. So, i was then wondering about looking for a good prospect that has been more beaten down and with a good chance of a rebound. Would you go with SJ, or would there be a better choice, either in Canada or US? Dividend doesn't matter. I have a feeling that this isn't a bad time to be looking at basic materials. Would you agree with that?
Thanks as always for your help

Q: Due to the popularity of diabetes/diet drugs, do you see any companies consumer staples or others that have recently been excessively beaten on? Perhaps some that could be in for a turnaround in the long term.

Q: I am interested in getting into the AI sector. What are your suggestions for something reliable and affordable?

Q: Could you please outline the main risks to Dream Industrial REIT. I am also confused because over 2.5 years their P/E has gone from 4 to 24, yet their stock price has dropped (~$16 to $13) and their earnings have increased (as I understand it). Please correct me if I am wrong. Also, do I have it right that their NAV is ~$17? Do you know their average interest costs and if/when that might increase significantly? Other than those debt questions, and the sector, I'm wondering what I'm missing with this stock continuing to drop. Thank you.

Q: still falling, time. to sell and forget I ever bought?

Q: Hi 5i,
if one was interested in getting exposure to the US or Canadian High Yield Bond market would you lean toward active management or a passive index ETF? I would appreciate some suggestions to further research for both US and Canada markets.

Q: Hello 5i,

Krr may have reported recently? What is your take on their progress? It seems that share count has gone up and margins worsened over the period. Revenue seems to be growing but earnings seem to be getting worse. Or is the company's more positive spin a better reflection of KRR's prospects? What are their all in costs of production. Is this improving? Is the management inexperienced? Hold or Sell?
TIA

Q: I'm thinking it might be a good idea to buy some inflation linked government bonds especially long dated either US or Canadian via an ETF Would appreciate your suggestions on specific ETFs and thoughts re short term vs long. My thinking is if inflation is here for longer than we expect and I have inflation linked bonds it's probably the best way to protect myself.

Q: Your thoughts on the sale of Logistec 67$ Per share. When is it excepted to close? Is it wroth buying more with share price this AM at about 64$.

Q: Good day everyone may I have your thoughts on Hubb thanks George

Q: Upcoming Webinar with Peter - Tuesday, October 17th. I see that it appears TD is a sponsor of this webinar, due to their logo appearing on the announcement. As well, the TD colour of green is quite prominent. I find this a bit concerning. 5i sells itself as being totally neutral and independent and not swayed by others in their opinion. How are we customers to view this? How can 5i be fully neutral in their assessment on a company like TD when they are probably receiving something in exchange for the right of TD to have their logo and colour front and central? 5i has always rated TD as a top bank stock along with RY. This sponsorship kind of clouds the authenticity of this opinion. Can you please state what your position is?

Q: Wabtec's share price has declined lately. Do you see it as a buy now? Thanks.

Q: Good day,

What are your thoughts on HBNK right now?? Thinking TFSA? Fee rebate until July 2024, then 0.09% thereafter? Thanks for the great service.

Q: I am light on Financials', Consumer staples , Energy... what is your top 3 in each of the 3 sectors. I am working on a 2 yr time frame (retiring) Thanks for your help

Q: What doing you think of the bank? I have heard several market commentators say they like this smaller bank.

Q: Good morning!
I'm a retired investor and I am looking to lock in some fixed income! I have had very little exposure to bond trading but can use my TD Trader account I believe! What could go wrong, Lol!
I'm leaning toward corporate bonds...many friends have gone with GIC's but I like the appreciation of the bonds value should we see rates come down...is this a good idea or ?
Are bond ETF's as sure to see appreciation in value as individual bond holdings?
Thanks
Peter

Q: I bought LAC shortly before the spin-off. It's now been a bit over a week since the spin-off and my brokerage account shows LAAC with a cost per share which is equal to my original cost of LAC. And it shows LAC of having a cost which is about 71% of the original cost. (So it shows the combined cost for both is 71% higher than the actual cost). Do you know how the cost was supposed to be applied between the two?

Q: What are your current thoughts on this company? Will it survive?

Q: This company seems to have been "taken out to the woodshed" by the investment community. I realize that any future debt raise will be more expensive, but it is trading at 0.5 X Book Value, and has very decent FCF yield. Do you see this as a value trap? Or is the current price overly pessimistic?