Investment Q&A

• Tidewater Midstream and Infrastructure Ltd. (TWM)
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• Tidewater Renewables Ltd. (LCFS)
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Q: this company reported good results .sold some assets to majority share holder . yet drops a lot . plese explain

Upvote 1

Read Answer Asked by brian on August 16, 2024

Q: Is there an Canadian ETF that covers the magnificent seven?
Thanks very much.
Dorothy McConville

Upvote 3

Read Answer Asked by Dorothy on August 16, 2024

• Birchcliff Energy Ltd. (BIR)
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Q: Can you comment on their latest earnings? If you already owned it in a modest amount, would you hold or sell?

Upvote 6

Read Answer Asked by Donald on August 16, 2024

• E3 Lithium Ltd. (ETL)
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Q: Does your answer change to Gordons question of June 23 now that Alberta Government has committed 5 million dollars to their project?

Upvote 1

Read Answer Asked by Terry on August 16, 2024

• Global X Canadian Select Universe Bond Index Corporate Class ETF (HBB)
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• Global X Cash Maximizer Corporate Class ETF (HSAV)
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Q: Hello 5i Team

1 - HBB

Global X's webpage for Global X Canadian Select Universe Bond Index Corporate Class ETF (HBB) lists the following fees:

Management Fee - 0.09 % + applicable sales tax
Management Expense Ratio - 0.10 %
Trading Expense Ratio - 0.15 %
Swap Fee - No more than 0.15 %

Therefore are the maximum total fees that I would pay for HBB as follows:

Management Expense Ratio + Trading Expense Ratio + Swap Fee

0.10 % + 0.15 % + 0.15 % = 0.40 %

2 - HSAV

As HSAV is also a corporate class fund why would Global X not list a swap fee for HSAV?

Thanks

Upvote 1

Read Answer Asked by Stephen on August 16, 2024

• Vitalhub Corp. (VHI)
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• WELL Health Technologies Corp. (WELL)
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Q: Which one do you prefer right now?
Thank you

Upvote 13

Read Answer Asked by Neil on August 16, 2024

• Costco Wholesale Corporation (COST)
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• Walmart Inc. (WMT)
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• Dollarama Inc. (DOL)
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Q: So all 3 have returned about the same on investment in 24. If you were to invest $20,000 today, and bought all 3, how would you alot the dollars.
Thanks again

Upvote 9

Read Answer Asked by eugene on August 16, 2024

• Cellebrite DI Ltd. (CLBT)
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Q: I have a question about 2514

Upvote 2

Read Answer Asked by richard on August 16, 2024

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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Q: Any thoughts on why the jump in TIXT this week after the big sell off last week?

Upvote 4

Read Answer Asked by fwb181 on August 16, 2024

• Royal Bank of Canada Non-Cumulative 5-Year Rate Reset First Preferred Shares Series BB (RY.PR.H)
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Q: I have preferred shares RY.PR.H which are scheduled to reset this Aug24/24. I have not been able to find out or notified if they are to be reset or redeemed this Aug24. I hoping you can shed more info on what is happening with the shares this month. Thanks … Cal

Upvote 2

Read Answer Asked by cal on August 16, 2024

• Spotify Technology S.A. (SPOT)
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• OFG Bancorp (OFG)
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• Invesco S&P MidCap Momentum ETF (XMMO)
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• FTAI Infrastructure Inc. (FIP)
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Q: Hi team,

Grateful for your updated views on the above stocks. Would you buy them now for strong growth ? Or could you provide better alternatives ?

Have a good day,

Jacques IDS

Upvote 1

Read Answer Asked by Jacques on August 16, 2024

• Arbor Realty Trust (ABR)
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Q: Your thoughts on this realty company.

Upvote 1

Read Answer Asked by Mark on August 16, 2024

• Kinder Morgan Inc. (KMI)
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• Plains GP Holdings L.P. (PAGP)
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Q: Hey 5i,
Thinking about my pipeline exposer in the US. I would like to know your favorite and what you think of kinder and Plains. Great service you have.

Upvote 1

Read Answer Asked by Mark on August 16, 2024

• Quipt Home Medical Corp. (QIPT)
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Q: Why the huge drop today? Is it an overreaction? Is QIPT a but, sell, or hold. Thanks

Upvote 1

Read Answer Asked by Charles on August 16, 2024

• Celestica Inc. (CLS)
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• Kinaxis Inc. (KXS)
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• Open Text Corporation (OTEX)
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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• ADF Group Inc. Subordinate Voting Shares (DRX)
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Q: I'm going to sell OTEX. What would you replace it with?

Upvote 12

Read Answer Asked by Maria on August 16, 2024

• iShares Core Canadian Universe Bond Index ETF (XBB)
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• iShares Core Canadian Long Term Bond Index ETF (XLB)
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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• SPDR S&P 500 ETF Trust (SPY)
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• iShares MSCI Emerging Markets ETF (EEM)
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• iShares MSCI EAFE ETF (EFA)
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Q: With a long term view, what proportion would you allocate to each of the above to make a balanced portfolio?

Thank you

Upvote 5

Read Answer Asked by Yves on August 16, 2024

• Lumine Group Inc. (LMN)
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Q: Are you comfortable adding to Lumine here?

Upvote 15

Read Answer Asked by Kim on August 15, 2024

• Strathcona Resources Ltd. (SCR)
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Q: Can you provide an updated view on Strathcona Resources.

Upvote 2

Read Answer Asked by Kim on August 15, 2024

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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• Intact Financial Corporation (IFC)
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• Trisura Group Ltd. (TSU)
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• Definity Financial Corporation (DFY)
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Q: I am looking at the insurance industry for my next purchase in a non registered account , mainly consisting of banks, utilities, telecoms, REITS.

Which of these three offer the best growth potential over the next 5 years and why ? I can handle moderate risk. Which offers the best entry price ? Are there other CDN listed insurance companies I should consider ?
Thanks. Derek.

Upvote 5

Read Answer Asked by Derek on August 15, 2024

• TerraVest Industries Inc. (TVK)
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Q: Can you please comment on this company's recently announced earnings. Your overall input would be appreciated. Would you be a buyer at this time? Thanks

Upvote 8

Read Answer Asked by Brian on August 15, 2024