Investment Q&A

Q: With LLY just acquiring Sigilon Therapy and having some possible game-changing drugs in the pipeline for 2023 could I take a position here with a 5-year time horizon?

Thanks, Lesley

Q: Hello 5i. could you comment if you know the details f the take over offer from Endeavor that Kinross refused. Also what would be the approx. take over price of Kinross.?

Q: What was the cause of the drastic price drop in Sparton Delta. SDE ? How will it affect its future? I can't find any news about the situation.
Mavis

Q: This morning I read your comments on NWH.UN where you stated in your view risk had increased and it didn't need to be owned. I've owned it for quite some time and am still in a plus position on it but admit to not really following it for some time now. Kind of parked it and forgot about it ...... Could you elaborate on your thesis and go over the parts of the business you don't care for and why ? And why risk has increased ? Thanks Garth .....

Q: Good morning team, just for clarity ZDI is not subject to withholding taxes in a tfsa correct? Also is there much overlap between vxc and zdi?
As always, great work.

Q: Hello 5i Team,
I have owned perpetual preferred shares in Brookfield Corp. for many years. They formerly traded under the symbol BAM.PR.M, but after the corporate reorganization/spinoff of Brookfield Asset Management, they now trade under the symbol BN.PR.M, which is the parent company.
1. Has the risk profile of this share issue changed post reorganization/spinoff?
2. Is the issue still considered "investment grade" (Pf1 or Pf2?)
3. What is a good source of information on Canadian preferred shares and their risk
ratings?
Much appreciated,
Brian

Q: These past years, watching energy / utilities has been strategically interesting these, noting that it was a short time ago that renewable utility stocks were shooting for the moon, and energy was so low that oil was selling at a negative to fulfill pipeline contracted deliveries. At its low I recall a reader asking “should I back up the truck” on Suncor. In short your response was no. Nobody likes oil, just look at the price.
Then it all switched. A number of unforeseeable crises such as Ukraine shifted everything.
What is the long term forecast for each? I note that the world is finally ramping scale for electric vehicles, and batteries, a lot faster than building power plants. My hypothesis is thus related. A demand surge for e-cars in years ahead will gradually spike power demand with no concurrent supply leading to average power rates jumping and done winners in utilities. If anything, natural disaster supply shortages in California, Texas and others have highlighted grid vulnerabilities reducing supply and creating spikes for winners.
On the fossil fuel side, I would therefore guess that demand will persist as North America does not support infrastructure to reduce or even maintain electricity costs at present levels.
Any thoughts welcome- this is no longer a new subject but should be among our most important as investors…I’m also looking out at the smoke everywhere and thinking this discussion isn’t going away.
Thanks
Peter

Q: TC Energy. There is a lot of talk about when the new pipeline in Canada will come online. When it does come online and provided there aren't any more delays, how much can we equate this to cash flow of the short - medium term? is it material?

Q: So far it has been an eventual year to date for Quarterhill -- gone are the CEO , the dividend , the CFO and the WiLan Division . The sale of WiLan seemed like an overly complicated transaction -- what is your opinion of the price of $71m they received ?
Quarterhill was a top pick yesterday on BNN , and at close of business today the stock was up 20% in two days . What is your current opinion of QTRH -- are they perhaps a candidate for going private , or maybe a takeover target ?

Q: Peter and His Wonder Team
QTRH has had mostly bad news this past year. So they arrange a "credit agreement" and the stock is up 20% in 2 days. Please help me understand. Why is this so beneficial for its future. Thank you! Your insights are always helpful!

Q: Hi team
awhile ago, someone did mention re: some of the top Canadian companies that has involvement in AI (artificial intelligence) that are top picks
the names of OTEX and KXS were mentioned; are they still the top picks in this sector in Canadian stocks? could you add 1-2 more names in the order that you would recommend? I got both OTEX and KXS already in my portfolio; thanks
Michael

Q: With a large cap International mandate, what would be your recommended top Canadian ETFs hedged to the Canadian dollar and top US ETFs?

What US ETFs focused on the Industrial sector would be your top recommendations?

Q: With the possible introduction of the FEDNOW digital currency could you see something like Bitcoin and therefore the crypto-mining company MARA having some more room for upside. Mara has had a great run YTD but could this still be an okay place to take a small nibble?


Thanks, Lesley

Q: Recent news is that CDAY is in line for a major role in the replacement to the federal gov't's catastrophic Phoenix pay system. Given the complexity of this area, does this make CDAY a buy or a sell?

Q: I’m significantly underweight in my international equity holdings, according to your portfolio analyzer. I’m down a lot on SE and I appreciate you’re not fans of “doubling down” but I can’t help but think with all of the arms of this business that the stock won’t be worth considerably more than it’s current price in the next few years. Any thoughts on its growth prospects?

Q: Can you comment on the investment prospects for this name?

Q: Please give me you opinion on both companies and which one would you prefer and why? What price would you buy at?

Q: Could you please comment on TCS and their quarter results?

Q: Hi,

Is there any other info available other than the short PR regarding the company’s bid to buy CSV? And your opinion on the possible purchase. Seems like a big bite.

Q: Hi Peter, thanks to you and your team for your great service. For a young person (or anyone for that matter), what are your thoughts on regular contributions to the S&P vs picking individual stocks ? It seems a simple but winning approach as it buys more of the good compalnies each 1/4 and kicks out the poor performers. It lacks energy etc but is this an issue ? Is there any data on how many mgrs or individuals actually beat the S&P. Are there equivilant and/or complimentary indexes you would pair with the S&P ? Looking to spend less time fussing over individual names. Thank you.