Investment Q&A

Q: I have to express my concern regarding your response to Dave re: COV on 7/29. The comment that you take a "Portfolio Approach" and 5I "will not enter into debates on individual stocks" is the issue. My concern here is that I do not buy ALL of the stocks in a particular portfolio but do own many of them. By the sheer presence of a stock in a 5I portfolio suggests to me that you approve of the stock and are recommending it. I have held onto stocks far too long because it was retained in the portfolio. I consider if a stock remains in one of your portfolios it is a "Hold" recommendation from 5I. Am I wrong?

Carl



Carl

Q: I currently hold Shopify and it equates for approximately 10% of my portfolio. I'm teetering back and forth if to trim my position before earnings or after. What would be your recommendation in a situation like this? Thanks for your guidance!

Q: RE: Vermilion Energy results. In a previous answer to a question asked by Mike you said, "There was no word on the dividend". That makes it sound like the company avoided addressing their very high dividend. Not true..
They actually mentioned the high dividend many times today:
1- in the Q2 results
2- twice, answering 2 different questions during the conference call
3- and during a post results interview on BNN

Q: Hi, Could you please post the earning estimates for the quarterly results expected later this week. Thanks

Q: Any opinions on this stock , the concept is interesting but the financials less so ?

Q: SHOP reports later this week but down 5% this morning (Monday). Does someone know something beforehand? I don't see any news. Or is this profit taking prior to release. Or something else.

Q: Hi guys

AYX reprorts on July 31st and you mentioned a bit of a loss to be reported. It is down today and my question is should I take a bit off the table now? Or do you feel AYX will just bounce back or drop more?
It has been such a strong stock.
Thanks for all you do. Its been a great 5 years and I look forward to the next!

Q: Hi guys, I’d like your thoughts on RGEN. Buy/Sell/Hold?

Thanks!

Q: Could you please common Vet earnings and share reaction. The outage in France would seem to be a reasonable explanation of volume decreases.

Q: Peter; Please tell Paul that PA is instant and up to date the second you enter any changes it is reflected in the holdings . Rod

Q: Which ETF would you prefer, XDG or CYH, and why?

Q: I am looking for ideas for 3 ETFs (to complement an existing portfolio):
(a) small cap equities (preferably, global; if not, then US-focused);
(b) global equities, ex-U.S.
(c) emerging markets.
This is for a LIRA account. I'd like all 3 ETFs to be non-hedged, in Canadian dollars, to be Canadian situs (ideally), and not to have 15% withholding on distributions. I think "VEE" might meet all of these criteria for an emerging markets fund (am not sure).
Ted

Q:
about a year ago peter was on bnn and had covalon as a top pick, the next week the awful crista freeland had her saudi arabia tweet and covalon has been going downhill ever since culminating in last weeks disaster..i was a huge shareholder , but that week of freeland i sold every share i had never to return.
a lot of members who are afraid to lose one dollar have held on ever since ,and you seem to enable them by all the questions on covalon.
my question is why do you persist with covalon holding it in the growth portfolio as well,there is absolutely no reason to be there and you do this with a few others as well, the stars group comes to mine. i do not get it.
dave

Q: Peter and His Wonder Team
Reitman's 15M share buy back at $3.00 did not sell out. So how should a share holder interprete that. Is it good or bad news? Thanks!

Q: Is TRI affected by the rumoured interest of the London Stock Exchange in Refinitiv? If so, what would be the expected impact be and how do you view TRI going forward - as an income only stock or growth and income because of their cash balance?

Appreciate your insight

Paul F

Q: I just noticed that 60% of ZAG’s holdings are other BMO bond ETFs, and the rest are direct bonds. I am wondering about the implications of this of MER, yield, and taxation.

In the BMO documentation for ZAG, they note “as ZAG is a fund of fund, the management fees charged are reduced by those accrued in the underlying funds,” which I find confusing. ZAG’s MER is 0.09%, but the underlying ETFs have MERs ranging from 0.11% to 0.33%. Is the 0.09% MER in addition to the MER paid to the underlying ETFs, or is it just 0.09%?

Does the ‘fund of funds’ characteristic of ZAG mean there are taxation issues in terms of it’s dividends being eligible dividends in Canada?

Are the dividends considered eligible dividends or interest?

Thanks again,

Fed

Q: Good day 5i team: recently I have increasd my weight in ZST .and have felt that in the when not if correction ensuse think it may offer reasonable downside protection.can you advise on any alternative that might be better not counting high interest savings. Tks and all the best Larry

Q: I am building a resp with a 10 year time span. I want to hold an insurance company instead of bank as the financial component .
Which do you prefer , or would you suggest another instead.
Thanks

Q: What sectors/industry do you see as the most promising over the short, medium and long term?

Q: Good morning
As retirees, and still with a longer-term horizon, my wife and I own (and like) Suncor (integrated), Prairie Sky (no debt) and Peyto (low cost producer) for minimal risk; second, dividend income, and third, capital growth. Oil & Gas is 4% of our diversified portfolio. We plan to keep Suncor. I am considering Freehold Royalty, Tourmaline, and Ensign Energy Services as possible replacements for PSK and PEY.
Q1: Do you feel the stock price declines in the Canadian oil and gas sector represent investor capitulation?
Q2: I would appreciate your comments on the 3 stocks being considered. Would any of TOU, FRU or ESI better meet our investment objectives, compared to our current holdings, PSK and PEY?
Thank you for your advice on this.
Edward