Investment Q&A

Q: Moody’s has downgraded NYCB to junk and the shares have plummeted.

“ Fasten your seatbelts, it’s going to be a bumpy ride “.

Derek

Q: Goeasy is getting toward an 8% position for me - does it make sense to sell some to buy EQB? Thanks!

Q: Hello 5i research team, I will soon be liquidating a brokerage account containing shares in 18 companies, probably within 2 or 3 months. How would you suggest I proceed with the timing and pace of the sale? As soon as possible, gradually, according to the wishes of the heirs, or at the deadline, to take advantage of market exposure for longer? Should I rely on technical analysis to determine the timing of the sale? If so, which indicator (ma, rsi, macd, or others) and how often (daily, weekly or monthly)? Thank you for your collaboration, Eric

Q: Can you comment on the earnings and outlook for Fortinet?

Q: Palantir reported its 4Q on Monday, Feb 5. Stock popped 30% on Tuesday. First profitable year, worldwide commercial revenue grew by 32% year over year more than government revenue which grew by 11% year over year, increased its revenue guidance for 2024, AI platform "continues to be unrelenting" as reported by CEO. Short interest % is low. P/E = 232, P/S = 17. Expensive and volatile stock since its IPO. What is your take on Palantir quarter? Is the 30% increase in stock price over-exuberant? What is the maximum percentage you would hold Palantir in your portfolio?

Q: Hey guys,

Thoughts on a 3 year hold for Arkk and Arkg. I'm down 70%. Hold or move on to meta or msft.
Thanks

Jim

Q: Good morning I have been a holder of ATZ for a while pretty much back to even in terms of cost. I was wondering what has been driving this lately I can't seem to find any news that could be driving this? I hold this in a TFSA in your opinion is that the best account to hold this company in.? Thanks

Q: Any news for the big price surge today ( Tuesday) ? Thanks a million.

Q: My question is about the Enbridge preferred share ENB.PF.V. I received notice that I have the option to convert my cumulative redeemable preference shares, series 5 to series 6. The series 6 annual dividend rate is 6.7%. If I do not exercise this option then the preferred shares will remain as series 5. The letter I received does not state the consequence of not exercising my option. I’m guessing that if I keep my series 5 preferred shares then the annual dividend rate will remain at 5.4%. Is that correct? Thanks … Cal

Q: Good morning,

Just trying to add a few ETF's to boost my yield and add to my diversification. I have a nice base of dividend growth stocks and what to offset them with a little bit of ETF's.

ZSP and SMAX....Is there a lot of overlap or can one own both?

Thanks
Jimmy

Q: Can you explain the difference in yield from different sources. eg USCL.TO pays .23 per momth which yields a forward looking annual yield of 13.4% based on todays price of 20.60. The 5I portfolio tracker comes up with the same value. Yet RBC Direct investing shows 7.8% and Yahoo Finance 6.5%. I suspect the former is forward looking and the later two historical. This seems to be a trend with ETFs especially new ones.

Q: Can you comment on FSV earnings. Slight miss on earnings but a beat on revenue. market is down of news. what are your thoughts going forward

Q: I have a small position in Archer Exploration from the Wallbridge spinoff. I am thinking of increasing my nickel exposure. When I consider Canada Nickel it seems to have a much higher valuation. What am I missing ? I believe AEM has investments in both companies.

Q: What do you think of these ETFs? They seem to hold mostly the same stocks and have roughly the same performance - which is good. Where would you put them on the risk scale?

Q: Water as a sub-sector allocation to materials. Looking for company and ETF candidates for further research in both NA and International.

Q: Morning 5i,
I woke up to an unpleasant news release this morning, that being GXE announcing that its strategic review has come to an end with nothing - absolutely nothing - to show for it.
I've been holding a substantial number of GXE shares at a considerable loss, waiting for the review to conclude in the hope there would be news that would put me in a better position. However, just like the CTS strategic review debacle, it seems to have led nowhere., and quite possibly just further reduced shareholder value.
It appears that none of the producers out there with bags of cash think the GXE assets are worth adding to their stables, so how can they be worth much?
Is there any light in this tunnel and I just can't see it, or is GXE destined to languish at its current very low share price for a long time to come, (especially given the apparent likelihood that even $90 oil, if we ever see it again, is a long way off)?
Dump it and move on, or hold to see if there's any upside that the market identifies out of this colossal waste of time that I'm presently unable to discern?
Thanks 5i.
Peter

Q: Do you have any ideas on why DRX jumped 10% yesterday? Thanks.

Q: How recession-resilient would you see WELL - especially in an abnormal, more prolonged downturn ? How would you compare this company's resiliency relative to that of other small and mid-cap companies ? Could you please also compare specifically to LMN ?

Q: Hello
Are you aware of a weblink to reference the above ? Historical prices and P/Es for North American indices

Q: Hi 5i Team,
I understand that interest on loans used to purchase non-dividend paying investments, e.g. stocks, crypto, etc. is not tax deductible. But can I include the amount of interest so paid as a part of my cost base for the purpose of calculating capital gains on disposal of the underlying investments?
Cheers,
H