Investment Q&A

Q: I have a question about CIPF (Canadian Investor Protection Fund). The latest numbers for this fund state that it only has about $450 million in funds. I recently read that, in 2021, Canadians had about $2 trillion in their investment accounts. So, all CIPF funds in total can cover only about 1/4000th of the total investments of Canadian. In a hypothetical scenario that one of 5 Canadian banks goes bankrupt, the coverage needed may by significantly more than CIPF can offer... do you think the Central Bank of Canada will step in to help cover losses or the available CIPF funds will be distributed to investors and nothing else?
I wouldn't even consider asking this question two weeks ago, but if banks like Credit Suisse get into troubles, Canadian banks are not immune either...

Q: With the SP at $10.40 or so, there is 8% upside to the management group's offer price. Is this an opportunity or is there too much uncertainty around the bid now? What would you estimate are the odds it will fail to be completed and the impact on the company and SP if that were to occur?

Q: Teck continues to drop on no news. What’s your take on why it has been tanking so bad over the past month. I thought the divesture of their coal business, if anything, was supposed to be a positive/catalyst. Not sure if that’s playing any role in the share price erosion? Down 8+% alone today, ouch.

Q: I recently read on article on the importance of decarbonization many years into the future.

Can you provide some companies you would currently recommend in order to profit from this secular growth theme.

Canadian or US company ideas please. Looking for companies to hold in an RRSP for many many years.

Thanks very much

Q: Your thoughts please on the latest quarter?


Thx

Q: Hello 5i Team

Further the many questions on HISA ETF (i.e. CASH, HSAVE, PSA etc.)

The Globe and Mail on February 09, 2023 a summary of the brokers services including availability to purchase HISA ETF; HISA Mutual Funds; and GIC.

Link (may be behind a pay wall) - https://www.theglobeandmail.com/investing/article-canadas-top-digital-broker-is-td-direct-investing-with-an-assist-from/

Essentially the three brokerages which do NOT allow HISA ETF are:

BMO Investor Line
RBC Direct Investing
TD Direct Investing

Regardless most brokers allow access to HISA mutual funds, however you may be restricted to the particular brokerages affiliated products (i.e. Royal Bank at RBC Direct Investing TD Bank at TD Direct Investing).

Thanks

Q: In days like this where there is a sell off in a specific sector, oil in this case. I was wondering if these are the type of days where companies that have a share buyback program would be taking advantage of the drop when it might be a panic induced drop. Is it easy to screen which companies are buying back shares on a particular day? If so, I am curious what were some of companies buying back the most shares today.

Q: My question is short! Would you be a holder of this now? Would you buy more at this time?
Thanks

Q: hi. do you have any current recommendations for any U.S. banks/financial institutions?

Q: At what price would you see TOU as a very strong 'buy'?
With aooreciation,
Ed

Q: My Tech holdings are getting too high, thanks to your good advice. Would you please provide your current ranking of the stocks listed? I've included GOOGL, even though I believe you place it in the comm/serv sector.

Q: Care to comment on CTS earnings? From what i read, they killed it !

Q: At 8.6x earnings, I find this a steal. For most of 2022 it ran between 6 and 7. It dropped to 4 and a little below in December with tax loss and market backdrop. If you agree with this would you consider this a strong buy especially with shorts needing to cover.

Q: Let's say ONEX's final wish is to sell its shares of Celestica in 2023, what could be the target price if we compare with evaluations and financial statements of Benchmark and Sanmina? I understand it is a wide question, I rely on you to choose the best metrics.
Tks

Q: May I have the names of 2 or 3 aluminum stocks and suggested entry prices?
Wih appreciation,
Ed

Q: What makes Tamarack Valley so unique amongst the small-mid cap oil/gas producers in Canada? Just curious to know if there are others you also recommend or is this one at the top of the list?

Q: 3 ETF's for my 40 ish daughters RRSP

Q: Peter; Could you comment on both ADBE and CTS earnings and outlook? Thanks
Rod

Q: Hi There similar to a question about easing into the Canadian banks during this time - would feel the same way about the US major banks?

Thanks!

Q: Good Morning

If ECN were to be taken over what price might you believe it would take for the price to be succesfull?

Thks
Marse