Investment Q&A

Q: Can you tell me what you think of todays news release regarding the strategic sale of properties in Dallas in addition to the early waning disclosure. Are each of these positive, negative or neutral for the stock and why?

Q: MAAA Any thoughts on Mackenzie AAA CLO ETF Trust Units? Would it be a good addition to a fixed income portfolio?

Q: For international exposure, VIU or MFC099, which also has an ETF.

Q: Is this still worth holding? It is down like many type ETFs. CI Global Asset Mgt is to be purchased by Mubadala Capital. Not sure if everything will be "steady as she goes".

Q: Based on increased weather volatility I would have thought Generac's business would be booming, however the price of the stock and momentum does not reflect this. Is this a buying opportunity or have I missed something? Would you buy at this level or are there other companies in the sector that you would prefer. Thanks for your analysis.

Q: Gildan's debt is a little high but other metrics look good. Wondering if you think they can profit from "buy Canadian" momentum.

Have owned AXON, sold at nice profit. Thinking of re-entering. Would you enter now or wait?

Thanks for your wise counsel,

Mike

Q: This seems to be brand new on the market. I cannot seem to find a listing of the companies nor the MER. The website doesn't seem to be very "friendly"...

Thanks for your help, as always.

Q: What do you think of this small cap company in regards to their consolidation ,small volume and market cap? Is the dividend at risk and will survive.
Analysis and buy sell or hold would be much appreciated!
Thanx
Gary

Q: Can you give your thoughts on EVO, following their earnings. The market is really hammering the share price, and its looking like some rough numbers. Is this a hold or a sell when the panic settles? Thx

Q: Hi there! Why does the US dividend Ex Date show as APRIL 1 and the CDR show it as MAY 1???? Would this be the same for all CDRs?

Thanks!

Q: After this announcement, time to sell CS?

“Really, really rich copper deposits a mile below the ocean surface“

THKS

Q: A follow up question re HBND. The yield as you point out is quite high. I suspect that is due to the decrease in share price. If the price recovers will the dividend $ continue to be close to where they are now; and therefore providing the best of both worlds…. Some degree of safety, nice yield and a capital gain.

Q: Bond yields down today yet Key & PPl these attractive dividend growers and yielders are down about 2%.
Any idea for the declines?

Q: Hi 5i Team,

Uranium stocks and the underlying price of uranium seems to have potentially bottomed. What you be a buyer of uranium stocks at this time or do you think it would be better to hold off and wait for a position?

Thanks as always,
Jon

Q: Hit "enter" to fast on my last question. Looking for some ideas with the understanding you can't offer direct recommendations. I have 40 K to add to my non-reg account. I have full positions in all the pipelines, OLY, GWO, BNS, CU, NPI, BIR, PEY, TPZ, CNQ, PRL and BMO. I have no need for any income for at least five years, not opposed to going overweight if necessary, have lots of higher yielders so would perhaps benefit from some choices with capital gain and dividend growth potential versus just high yield.

Q: Sell or not, and proxy for sales in your opinion.
AC, TECK.B, CS, SES, STLA, ARE, CVE.
XBI-N, HD-N, NIKE-N,

Q: A dark 2025/6 scenario would be mild recession in Canada, more serious recession in the U.S., both deepened at some point by a U.S. dollar crisis due to massive deficits and chaotic Trump. How should a TFSA be positioned to weather this? Dividend stocks versus bonds? How much of portfolio in gold stocks? How big a cash allocation? What else? Please deduct points as needed for this speculative question.

Q: Between these two which would you see as better overall for a 3-5 year hold with a growth tilt.

Q: The rumour today is that Trump's team is about to announce their first trade deal. It sounds to me like England. Assuming that more of these follow and perhaps increase in frequency, sentiment will change and I personally expect a risk-on environment.

Please list the 10 equities from the US and Canada (in any sector) that you project will move most aggressively over a 3 month period in an environment where trade deals are the daily news and not negative bluster. Note, I am not asking you to asses the probability of deals, just the 10 companies that are poised to benefit most in terms of share price. Note that these can be risky companies but if they are, please state that and explain why the upside makes up for the risk.

Please take an extra credit and state whether each suggestion is a short term trade or a long term hold.

Q: What’s your opinion on the BIP’s Q1 result? It seams the 6% increase in dividends is above the increase in AFFO. What is now the payout ratio of the AFFO? I like this dividend increase but are they getting agressive given the AFFO results?