Investment Q&A

Q: What do you think about this company for a speculative, higher potential risk/higher reward investment?

Q: I have a hard time evaluating biopharmaceutical firms save via technical analysis. Given that Structure Therapeutics is so "new", I am finding even this method difficult to rely on. What is your opinion of GPCR's prospects?

Q: CQLI Here is one I can not find much information that I am hoping you can shed some light on. The chart look good and the yield is over 20%. Looking for niche areas for a mid term places to place some cash with good returns until the clouds clear a bit.

Q: How serious do you feel the aggregate global debt situation is? I have read that the total is now well over $300 trillion USD. Government and consumer spending seems somewhat out of control in much of the world. Let's put it this way -if the Earth was part of an interplanetary federation, would the aliens' financial authorities think we are heading towards bankruptcy?

Q: What are your top suggestions for the best positioned Canadian and US dividend paying stocks where dividend is safe and where the stocks have some potential for growth? Thank you.

Q: I am watching stocks like coreweave (CRWV) and I'm curious about the IPO market. In the lifetime of the IPO market, when is there a bigger flood of them and when does the release of initial public offerings slow down. How does one catch a good one? By looking at the supply/demand market of their product, how they did as a private company, who is invested in them with a great track record of calling the right shots when it comes to future winners....does 5i research look at the pre IPO market? Or do you just wait until a company comes out and establishes a track record with quarterly earnings? So how do you pick a future winner that might become a Magnificent 7. Do you have any picks that have IPO'd in the last 5 years or coming up that you think will hit it big time?

Q: Good morning,

I'm short on discretionary stocks. Looking at above 2 companies although Decker's is plunging this morning they have strong brands, they beat expectations but would not provide guidance. Buying opportunity?

Any other you like better even if not in this sub industry. Loaded with US cash

Appreciative of your services tried Jim Cramer for 4 months on a Christmas deal, Don't know how people can work with him quite the character and he makes my head spin. Loll

Have a nice day
Denis

Q: SHOP seemed to catch a bid in anticipation of its addition to US indexes and then has drifted down, wondering what a decent entry point might be?

Q: Baytex BTE is my worst performer in my oil & gas sector portfolio. What is your assessment of the management? Is it a quality company? Will it be able to survive this down cycle? Assuming $70 WTI by the end of the year, will it outperform most other well known oil & gas stocks in Canada? I.e. Does it have good leverage to the price of oil? Or is this a value trap and should now be sold?

Q: Hello 5i Team, I'm quite overweight CSU and was thinking about trimming some (or lots). I've held CSU since 2014 and think it might be time to reduce my exposure. If you were given a blank sheet and could pick 5 quality US and 5 quality Canadian names; which would they be?
Thank you Brent

Q: Your suggestion for an international equity ETF that excludes the USA please.

Bill

Q: Hi 5i, If you had to hold only one gold position, which would you choose...AEM or PHYS? btw...what is the MER of PHYS and would this be a factor in your decision?
Thanks

Q: Just took about a 30% jump but cant find out any news

I think somebody in Big Pharma has taken an interest

Have you heard anything?
Thanks

Q: Can you please go over Decks earnings

Q: Hello,

I own a little TRP and ENB which have both performed well. Thoughts on starting a position in PPL? Seems to be underperforming. Would you be comfortable buying a full position here? Long term hold.

Thanks.

Q: A lot of talk that the Private Equity market is a bubble about to pop and cause deep challenges. Any thoughts? Jamie Dimon very vocal about stagflation and again, a pop perhaps likely to occur. Any comments and insights would be welcome.

Q: Adding fixed income in individual bonds is made complex by bank-owned brokers, for some reason. I finally thought of adding Bond ETFs. Please give your thoughts on the following high yield bond ETFs : FALN, BINC, JBND and USHY. Any that one should stay away from?
Thank you.

Q: The TSX website puts CCL.B in the consumer discretionary sector. Whereas 5iResearch puts it in the material sector. For my spreadsheet of stocks owned, which sector should I put CCL.B in & why. Thanks … Cal

Q: Hello Team,
Which of these do see providing the greater total return over the next two to three years and why?
Thank You,
Barry

Q: ZOMD's share price has exploded upwards in the past month, aided considerably by blow out Q1 earnings late last week. Its market cap has also doubled to more than $100M so perhaps it's time for an analyst or two to sit up and take notice. Appreciate your views as always.