Investment Q&A

Q: Ryan; Your Globe article on dual class companies was very informative. Maybe you could give Fidelity a call and suggest a ETF for the group.
Rod

Q: The initial reaction to the news that they are buying Betdigital was positive at the open today. What is your opinion?

Q: Could you please comment on Inspira Financial's recent results and their latest acquisition that was announced today? Thanks...

Q: ANY REASON FOR THE 5% TUMLBE IN ANDREW PELLER TODAY?

Q: Hi during most recent presentation , when asked about reverse split the CEO basically said they had been approved and would be doing it
If I decide to take a position would it be better to wait till after it occurs , or buy before it occurs .

Q: Hi Any comments on bns results?
Stan

Q: Morning,

CXR having a bit of an off day today. I wonder if you think the recent strength has been based on business fundamentals or speculation of a deal?

Assuming that there is no deal to be found, I think you might still find it a worthy hold as it was recently a 5i top pick on BNN. Is that still the case? What would be the argument in favour of buying more?

If a deal were to occur, within what time frame might it be reasonable to expect?

Q: Good Morning: My question is about the Horizons ETF listed as TXF. (It did not show up in the drop down menu.) The full name is First Asset Tech Giants Covered Call or something like that. I know it is Cdn. hedged which I am fine with and it uses a covered call strategy to optimize returns. Do you have an opinion on this ETF in regard to management fees (they do not seem excessive to me for an actively managed fund), performance, sector and weighting within a portfolio. I don't own a lot of big tech names directly (small holdings in Alphabet, Corning, Intel, Qualcomm and Apple,all of which are in this fund) and wanted some additional exposure in this sector. I already have a small position in this ETF (less than 1%) and would like to double it. Thanks for your input. don

Q: Hi,
There's something I just don't get.

If banks make their money by borrowing short term money (e.g. at .25%) and lending at long term rates (e.g. at 1.75%), then if the short term rates are raised (as is so often spoken about when discussing the FED), and long term rates cannot be controlled by the FED, then why do I constantly hear analysts say that when the FED raises rates it's going to be good for the banks? esp. since I believe such a move would curtail inflation and inflation is not a big threat anyway and as I understand it, long term rates mainly go up in conjunction with the expectation of inflation?

Q: Any chance 5i will initiate coverage on ZCL Composites Inc.(TSE:ZCL)?

Q: Hi Peter,
I have a precious metals portfolio of streamers and producers as follows (in descending market value):
FNV, NMI, AEM, KDX, MND, FR, PG, SLW (note: PG is a near producer)
Since I am not a geologist, I have tried to discipline myself to investing in only streamers/producers that I perceive as having quality management. I believe in Pareto's principle aka the 80:20 rule regarding management. In fact, for the PM sector, it is probably more like the 96:4 rule - ie. Pareto's x 2. My question to you is this: if you were in my shoes, how would you do research on finding the top 4% management ?

Q: VLN seems to be showing signs of improvement. Do you think it is safe to step back in with a small position? Thanks!

Q: Your comments on Q1 results. thx

Q: This ETF in your Income P/F has been pretty flat since 5i started it, I think in 2014, and do you think it will remain a long term hold? How much of a hit would you expect it to take with a quarter point rise in the Fed rate and what is its duration? Thanks, J.

Q: Would prism be a logical acquisition for savaria? How complementary are they?

Regards,

Robert

Q: Hi guys
please give me your opinion of Summit Industrial REIT. It looks to have a high dividend rate which appears sustainable to me, but will appreciate your view.

Q: Do Vanguard ETF's actually own the shares in their ETF's or is it some derivative that they use? If they don't own the shares, what risk does this present? I seem to recall that there was a difference between Blackrock and Vanguard in this regard. Is that true?

Q: would you please give me your thoughts on delphi.

Q: I know you do not cover US stocks, but do you have any comments on the payout ratio of Royal Dutch Shell, and is it sustainable. At 7.5% Dividend, it looks attractive in an income portfolio.

Q: I am surprised that the Intact share price has been going up, despite the (presumably) large claims it will have to pay due to the Alberta fires. In fact, it is now at the same level as it was before the fire broke out.

Any idea as to why the fire does not seem to have had any significant effect on the (current) share price? Thanks!