Investment Q&A

• Harvest Healthcare Leaders Income ETF (HHL)
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• JPMorgan Equity Premium Income ETF (JEPI)
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Q: Good morning.

Notwithstanding FX risk, with the drop in the JEPI dividend over the last few months, if you had to choose one right now as a longer term hold, would you go with JEPI or HHL? And why?

Thank you.

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Read Answer Asked by Trevor on September 07, 2023

• Tricon Residential Inc. (TCN)
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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• EQB Inc. (EQB)
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• Trisura Group Ltd. (TSU)
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• Lumine Group Inc. (LMN)
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Q: Am retired with a cash account full of utilities, banks , pipes, reits, telecoms etc. for income. Over the last 6 months have added BN and GSY for more growth. Have targeted the following growth stocks for next purchase :

XIT : basket of CDN techs
LMN : a mini CSU
EQB : Stephen Smith involvement
TSU: speciality insurance
TCN : faster growing US south residential real estate

Your opinion of each would be appreciated. What is your order of buying based on valuation and growth potential ?
Thanks. Derek

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Read Answer Asked by Derek on September 07, 2023

• Savaria Corporation (SIS)
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Q: They are issuing new shares at $14.50. Your thoughts?

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Read Answer Asked by John on September 07, 2023

Q: I am an investor with a long-term view and have always oriented my investment decisions towards growth stocks. I'm retired and I'm starting to want to take less time and decision-making as I get older. I know you are not tax specialists but your answer will surely be enlightening.
I wonder what is the cheapest mode of taxable income between a capital gain and a dividend paid in a taxable account for a Canadian citizen earning less than $80,000 per year.

THANKS

Yves

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Read Answer Asked by Yves on September 06, 2023

• NVIDIA Corporation (NVDA)
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Q: In the last quarter NVDA increased revenue >100% YoY yet cost of revenue was only up 7%. Very impressive but something doesn’t add up here.

Did they give an explanation for this and/or do you have any thoughts on how they managed this?

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Read Answer Asked by Eric on September 06, 2023

Q: West Pharmaceuticals (WST). What is your opinion about this company for long term hold?

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Read Answer Asked by vipin on September 06, 2023

• Canadian Western Bank (CWB)
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Q: Comments on earnings and outlook for the stock, please . Thanks Jim,

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Read Answer Asked by jim on September 06, 2023

• Timbercreek Financial Corp. (TF)
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Q: Thoughts on this company? Thank You

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Read Answer Asked by francis on September 06, 2023

Q: thoughts on interest rates inflation timeline thanks

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Read Answer Asked by cliff on September 06, 2023

• Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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Q: Hi
Wondering about your latest addition to the growth portfolio. Curious as to this selection as the fundamentals are awful, with negative cash and operating flow and negative EPS. I assume this is a mock portfolio but do any of the contributors of 5i have any skin in the game especially in a high risk name such as GLXY?
I assume a 1.5% holding would be $1500 in a $100,000 portfolio.
Thanks
Jeff

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Read Answer Asked by JEFF on September 06, 2023

• Caldwell Partners International Inc. (The) (CWL)
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Q: Please comment CWL's private placement for $2.90M and its value $0.80 per share and its recent quarter result.

Thanks
Ma

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Read Answer Asked by kwokwai on September 06, 2023

• Winpak Ltd. (WPK)
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Q: Winpak has been a slow growth company for many years (10 year revenue cagr 5.8%), but last year had a jump in revenue of 17.9%. They have several expansion projects underway. Do you think last year was an outlier, or with their expansion plans, is there some potential they can sustain this growth rate? What does the market expect?

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Read Answer Asked by Adam on September 06, 2023

• NextEra Energy Inc. (NEE)
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Q: Hi 5i, my NEE.PR.Q shares settled, I had 320 share so was expecting 320 times $50 = $16000, What I got was 218 shares of NEE which is $15097 and the shares immediately went down 4.41% to $14,431. I am very disappointed with these preferred shares. Can you explain what happen.

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Read Answer Asked by Mark on September 06, 2023

Q: I have come to accept that I will likely never convert my entire RRIF in my remaining years and it keeps on growing . ( contributing to my RRSP when I was making 25K/yr in my 20s was ill-advised ) .
Usually I am upset about losing $ in my RRIF because I can't claim the loss.
WHY. ? - it doesn't matter.
Since the government is going to get half of it anyways,
SO
What is your opinion about changing my RRIF strategy from conservative blue chip investing to higher growth /higher risk ?

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Read Answer Asked by Thomas on September 06, 2023

• Reliance Inc. (RS)
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Q: Why the hit? Still a strong buy? Thks

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Read Answer Asked by Ray on September 06, 2023

• Enbridge Inc. (ENB)
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Q: ENB has been buying back stock at much higher prices and now does a bought deal stock offering with the banks at a much lower price. Management would be far better using that money to purchase this deal they just made rather than diluting shareholders. Is this management team that effective? Looks like similar playbook to TIXT . Thoughts
Thx

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Read Answer Asked by blake on September 06, 2023

• Carpenter Technology Corporation (CRS)
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Q: What are your thoughts

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Read Answer Asked by hal on September 06, 2023

• Imax Corporation (IMAX)
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Q: At this time do you think IMAX is a buy, hold, or sell? Please give a reason. Thank you.

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Read Answer Asked by David on September 06, 2023

• Canadian Natural Resources Limited (CNQ)
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• Teck Resources Ltd (TECK)
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Q: Been thinking of exchanging TECK for CNQ. Thoughts ?

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Read Answer Asked by Dennis on September 06, 2023

• Palo Alto Networks Inc. (PANW)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: Which do you prefer and why ? Thanks.

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Read Answer Asked by Paul on September 06, 2023