Q: What is your opinion of Shopify as a worthwhile investment? Quite a drop in price over the last year from $180 to $48. What did they do wrong or is it a tech market pricing issue? Are they well managed - is their future positive? Recently watched Brian Madden of First Avenue on BNN he was very positive on this company.
Thanks
Reg
Q: A short while back there was a 5i comment that you thought there was a good chance that small cap stocks would rally early in the new year. Wondered why you thought that? At the moment there appears to be a great deal of fear and pessimism in the markets . Many good companies are getting pounded. And technical charts are pointing downward. So , within this environment where it is hard to resist not selling everything and moving to the sidelines, what reason is there for small caps to rebound?
Q: What are your thoughts on BIPC as a long term hold? It fits my portfolio and what about adding more? For whatever reason, Brookfield in general is not getting much love. Should we be concerned, in your estimation?
Q: Hi 5i,
Well, FRII sure proves that patience is a virtue, if holding on to a stock that lost 90% of its value almost immediately after it was purchased long enough (years, in fact) for it to recover 25% of the value that it lost can be considered virtuous!
Seriously though, I'm very glad to see that FRII is finally being bought as I've hoped it would be for years now (no matter that its being bought very cheap compared to what it was once thought to be worth) and I'm going to get at least some of my long-departed money back. My question is whether there is any possibility that the $2.30 / share it's apparently going for might possibly rise, or is that likely all there is? I ask because I don't really know how these things work and wonder if the public facing statements about the sale might cause another suitor to step forward with a higher offer. Or is there any likelihood that a shareholder with enough clout to object might say no to the money currently on the table and compel a different outcome?
Thanks for your thoughts 5i,
Peter
Q: I am considering purchasing a high interest savings etf at wealthtrade
1. Is it covered by CDIC?
2. Does it have an ex dividend date like stocks?
3. If I purchase it before this date, will I get the interest?
4. The price always goes up on the 28th. Does it make sense to wait to purchase it?
Thanks
Q: With LHX near its YTD lows and lagging the defense sector group, what do you think of its prospects considering the AJRD acquisition just announced? Thanks.
Q: I note you have liked ZWK in the past. I own some and wondering if you still like it and if you would add to a position (I am currently at about 15% Financials when considering my other holdings).
Q: Sell or hold BAM after the spin off. If Sell just dump back into BN or move to another name?
Bonus question since I have lots to burm.... I assume the spin off value becomes a taxable event? BN has the same share number and book as my original BAM.A shares and the shares of new BAM.CDN granted would be a capital gain for 2022 at their book value?
Q: Please comment on Q3 results announced on Nov 8. Is this a spin off of Brookfield? current 9.88% yield. $16.74 p/p reduced to 1.5% position size. Add, Hold or Sell. Txs for U usual great services & views
Q: Im inerested in investing in the modernnization of electrical infrastructure in Canada and the United States. Please. suggest a number of excellent companies that you believe will be leaders in this modernization process.
Q: Peter, it is my understanding that all three of these companies now have very low debt. They also have a very low p.e. They also have a very long reserve life. Is it true that renewable energy is many years away from being a viable solution for energy for the world? The share price for renewables has certainly shown that. ie. RNW Algonquin.
Is this huge drop in these energy companies due to the no more piplelines and no case for LGN, the Trudeau effect. Are these three companies still overpriced?? What would be a good entry point?? Is not a 9.5% div on Peyto the same as a 12% GIC after tax is calculated?? I would like your opinion on these questions Thanks Ken
Q: Would you please provide me with 6 US and 6 CDN stocks that have gone down in price but their value, debt and upside don't justify the downward stock price. Some with big upside potential.
Thanks and Happy Holiday Season to you and all staff.
Q: Hi group assuming some sort of recession next year along with present pullback what is your top 10 picks in order of preference / Entry points $ targets. Ignore sectors and US verses Canada Thanks
Q: Dominion Energy is having a bad year is it debt related? though interest rates are on the rise this one has been hit harder then my other US utilities.