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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Dear 5i team.

I'm taking another look at QTRH, but I'm confused by the last year or so of Q+A.
In the latest Qtr, they reported what looked like breakout numbers. But, as I look fwd to next qtr, revenue goes back close to previous running rates. Can you explain what's causing the lumpy numbers? (did they sell wilan?)
In previous questions I believe the estimate was 1.50/share in cash? Is this still the case? If so, at 1.75 today, looks like a screaming buy with a 2.5% yield. What am I missing please.

Many thanks for your help.
Read Answer Asked by Arthur on July 07, 2022
Q: Just a note of interest about ATZ. I visited one of the mega malls 2 days ago and it was fairly quiet except for Aritzia. It seems to me that people still want their products especially young women. With this in mind is it not possible it could hold up through a minor short recession which is being touted? I would like to add today before it reports.
Much thanks
Read Answer Asked by El-ann on July 07, 2022
Q: Hi

You have previously ok’d JEPI as an income etf.
I already own JEPI and am considering JEPQ. As you have pointed out upside is capped due to the covered calls. BUT I like the income stream.

Would JEPQ be a good complement to JEPI?

And are the payouts something that can be counted on …. Barring some unforeseen calamity ?

Thanks.

Read Answer Asked by Donald on July 07, 2022
Q: Without naming every company - I have full positions in most banks, insurance cos., utilities, pipes, telcos and renewables,

This is where I see some relative safety and the best yields.

With the dip and yields improving are there any names that stick out as very attractive and safe in going a little overweight on?

Read Answer Asked by Dave on July 07, 2022
Q: Could I please have your thoughts on an article in the Globe and Mail (july 4)with regards to CEO compensation in particular Shopify CEO with more than $25 million in salary and another $25 million in stock options in a year when the stock has lost 75% of its value. On a positive note I see CSU Mr. Leonard still owns more than 1 billion dollars in stock with no stock options.
Read Answer Asked by blake on July 07, 2022
Q: What are your thoughts on IQLT in this current environment? It does have a heavy weighting in Europe. Are you presently concerned about further deterioration of the European economy ?

Without trying to make this a question about market timing, would it be best to wait to add to one's current holdings? I am close to the desired weighting, but would like to top it up when things appear to be close to being at their worst. Wouldn't we all like to buy at the bottom ?!
Read Answer Asked by James on July 07, 2022
Q: When looking for stripped bond offerings on my broker's screen, I can see an entry named Sagen Mi Canada that offer's a good yield with a credit rating of AH/BBB+. I know nothing of this company. Would you have any insight on the matter, or should i just keep passing on it?
Thank you
Read Answer Asked by Daniel on July 07, 2022
Q: I'm 50% down on both of these companies. I'm ready to throw in the towel on either if not both. Do you believe they will recover in the next 2 years? Would you rather sell one and buy the other, would you just hold for now, or would you sell both and buy something else? Take as many credits as needed. Thanks
Read Answer Asked by Ziaad on July 07, 2022
Q: I am a retired investor with some room for growth in our portfolio.

I 'like' MKSI, am underwater on my investment, and recognize the challenges the chip sector has been and is facing. I would appreciate 5i's thoughts on this firm's solid long term potential for profitable growth.

What does 5i 'see' in the delay in acquiring Atotech? How important does 5i view the acquisition to MKSI's strategic position?

Given the importance of the China market, does 5i see MKSI proceeding with the acquisition without China's approval?

Would 5i recommend selling the shares for a tax loss now, with a view to buying them back in 30 days?

Thank you for your comments.
Edward
Read Answer Asked by Edward on July 07, 2022
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