Investment Q&A

Q: There has been significant turnover at the newly reduced price level so I wondered who was doing the buying and selling, particularly insiders. My impression is that Cielo has had to modify the process and be more selective in the feedstock to achieve the required output quality, but they are making satisfactory progress. Can you confirm this and do you know if insiders have been investing at the new level?

Q: Good Morning 5i
I am interested in Imperial Oil backing EM3 to test their lithium extraction process below the Leduc oil field. If it is successful, it could be a game changer for lithium going forward. It sounds like in the press release that the success or failure will be known by the end of the 3rd qtr. Would appreciate your overview comments. Thanks

Q: I'd appreciate your comments on Dream Impact. There is very little news but the distribution has been good but it is 100% return of capital. Continue to hold or move on?

Q: Hi,

For a long term hold and at current market prices, would you have a preference between MSFT or AMZN (either one would be a new position for me)?

Thanks,
Brad

Q: Hi Peter, Ryan and 5i team
Our financial advisor is changing from a non discretionary advisor to a discretionary advisor. We understand that it will allow him to buy and sell securities without our consent allowing for quicker action. Is there any advantage to this type of portfolio. The fee structure will be going up from 1 % to 1.15%.
Is it fair that the fee structure will be going up?
Thank you for your opinion

Q: In my non registered account for financials I own BNS, TD, and GSY. With them all down would you top them up or buy CM instead as an additional holding? The focus of the accounts is high quality dividends as I plan to only use the dividends in retirement. I have growth stocks in my TFSA.

Q: what is happening with aem?
you advised this stock .WHY????
its a piece of sh...t

Q: I purchased SMG at US $105.10 early May 2022 and it has fallen off a cliff recently. I expected to see a short term 10% increase ... then I would sell my position.
I think this is a good company and and has a reasonable dividend but what is your outlook ...... should I continue to hold ..... or sell an buy Nutrien.
Thanks DAN

Q: any comments on class action? Being down 78% should i simply join in to try to recoup part of the loss. I realize you, partners etc... still own shares but trust your opinion.
thanks
Sherrill

Q: Assuming the deal happens and 1/2 value is paid in shares of T does that mean 1/2 the ACB of my LWRK shares is now attributable to the new shares of T that I now hold?

Q: It has been said that one should expect 1/3 of your stock selections to meet your expectations, 1/3 to exceed and 1/3 to fail. It's been quite a while since I have experienced the last one....real believer in asset allocation and position size.

I bought ADW.A in my TFSA at $10, then $9 then $8 building up a position. It is now at $6. Fortunately it is a small position, which was bought thinking it looked ripe for a reasonably quick rebound. Ummm....not! Also in my TFSA is PLC, XIT and NNRG.

In the spirit of "water the flowers and pull the weeds", I am thinking of flushing the wine and redeploying the proceeds....adding to existing positions in NNRG (sooner) and XIT (later). As both NNRG and XIT skyrocketed I took partial profits, so I see this as a win-win, adding back in at lower prices and working towards an improved asset allocation.

Thoughts?
Thanks...Steve

Q: Wonder if you could update your thoughts on Andrew Peller. Am a long-time shareholder (>25y). Company is profitable, good yield (~4.3%), great properties (and all 4 properties I visited in Ontario this past weekend were quite busy). Why do you think it's trading near 52-week low (and near 7-yr low)? Usually, alcohol-related companies tend to weather recessions (and recession worries) well, but this does not appear to be the case with ADWa/ADWb. Thoughts?

Ted

Q: With the large dip after the news do you think this is interesting at todays price?

Q: I would like an opinion On IFC.PR.K for safety and income Thx

Q: Hello everyone at 5i!! Would you consider ZPR to be a reasonably safe investment in a recession? Cheers, Tamara

Q: Thoughts please on the latest acquisition.?

Thx

Q: Which stocks in your opinin are VERY Cheap and worth buying,sectors not important?

Q: Hi Peter
In May, 5i sold 1% of ZRE from the income portfolio. Is there a specific reason for this sale ? ZRE dropped significantly in the few months. Is the sale linked to the drop in value ? Do you still recommend purchasing ZRE ?

Q: Please provide me with 5 US large cap stocks you feel will have the best upside. Is it to early to get back into the market or would you wait until early October.

Q: Please list some top quality names caught in this bad market, US or Canada. Thanks.