Investment Q&A

Q: Hello 5i team

Last week on BNN, Peter showed a little concern for PRL if Trump sets the maximum interest rate at 10%. What would be the consequences for the company if this actually happened?

Thanks

Q: Any thought on this co. with a new insulin pump for diabetics

Q: I noticed recently Fairfax had declared ownership of a 15-20 % stake in Ensign.

Not sure what their intentions are if anything other than purchase of a passive and undervalued investment. What are your thots on this ownership stake by Fairfax and do you see any likelihood of them purchasing a bigger piece or all of this company?

There has not been a lot of M&A in the Cdn Oil Sector amongst the Mid Cap Producers and Drillers lately. Do you see 2025 bringing any increase in M&A in this group amongst Mid Cap Producers and Service CO’s?

Q: What are your thoughts on the current earnings report and how do they fare relative to expectations ? Seemingly, the market doesn't want them to buy 7i, based on the price action since bid announce and subsequent events of other bidders. Why do you think?

Q: Good morning,

What's your view on RKLB as a 3 year+ investment? It's already had a great run up in 2024.

Q: Can you please look into the new IPO GRGD? What are your initial thoughts on the company? How do the valuation, margins and growth numbers look compared to ATZ and other fashion retailers? Thanks.

Q: hi, I am down on all these names. I am considering adding to (some of?) them. I am looking for some growth in share price ( to match or beat inflation ) and a consistent growing dividend ( matching or beating inflation ). I also don't want to end up with another AQN or BCE scenario. could you kindly give us your advice on these names and include your thoughts on whether they are a buy (add to ), sell, or hold please.
cheers, Chris

Q: There is a yahoo article on WELL:
https://ca.finance.yahoo.com/news/well-health-technologies-tse-well-121138131.html?guccounter=1

Could you comment on it?

I have less then 1% position on Well (up 10% but only with lots of perseverance) but i am considering going to 2.5% given it is a small cap. I know you don't comment on size but given recent stock movement would it be your comfort zone to add at this price?

Q: I have 1.5% positions in LLY and UFPT. Looking to combine into 1 position. Which would you select right now? Have larger positions in ISRG and VHI as well.
Thanks

Q: Is it time to add to infosys and/or magna? What about adding to ntr.

Q: I have seen comparisons drawn between DFH, as an 'early stage' version of NVR. With its recent branching out, to now include title insurance and mortgage broker services... would you see a big runway for growth for this company in the long term?

Q: Hi 5i. bought TVE in Jan 2022 @ 4.58. It has just now gotten back to break-even.
Thinking of selling TVE and replacing with TOU.
Your thoughts on this move would be much appreciated.
Thanks, Terry

Q: What do you think of buying Lumine at this $43 level for a 12 month hold, or should I wait for a pullback. Thanks.

Q: I have TOU shares have done well. Should I also buy TPZ with annouced inv' t today TOU selling shares. Stay the course? Tks 5i

Q: if an investor took cash out of canada and invested it outside of Canada and never brought any of the proceeds back into the country , could one avoid any Canadian taxes ?

Q: Thank you for promptly answering my question on Silver Corp Metals. I have a follow up question. When a company does a "private placement" for convertible debt my understanding is that a bank/brokerage house will offer this placement to clients who have accounts with them. I guess that means that DYI investors who do their investing with a discount broker, in my case RBC, do not have access to these types of placements. Is that correct? Will that placement eventually end up on an exchange and be open to trading on that exchange? If the answer is yes then how long does it generally take for a private placement to end about on an exchange so it can trade? If the answer is no, then how does the investor who bought the private placement eventually liquidate their holding? I am just trying to get an understanding of how this works. Thanks for your help.

Q: Which of these two would you invest in today and why, for a growth investor who can tolerate risk.

Thanks

Q: At the time of the transaction announcement, I had assumed the original ACB from Karora would follow, and the transaction would not be a taxable event. My concern was how would the $0.608/share be treated. I enquired, and received this passed along from their tax dept, "This was a return of capital spin-off followed by a mixed consideration third-party acquisition.It was effectively a fair market value disposition because the consideration was a mix of cash and shares.  To be tax deferred in Canada it has to be shares only." 
In other words, the entire transaction would be taxable this year. (The ACB on the WGX shares reflects that.)

Is this your understanding?  If so, any idea why they would structure the deal this way?  Doing so would seem decidedly non shareholder friendly. 
Thank you for your comments. Tim

Q: Hi, Wondered if you had an opinion on this smaller energy exploration company.

Q: Peter and His Wonder Team
This is a question about the meaning of volumes. For example if a stock goes up or down on high volume what can we deduce from that. And the contrary...if a stock goes up or down on low volume what can we deduce from that. I know one day is just one day but I am just trying to get a read on momentum...if you know what I mean! Thanks your thoughts are always helpful.