skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Not a question just a comment . I hope this use of small print font in your answers isn't part of the site rebuild. Some of us are old farts who hate squinting .....
Read Answer Asked by Garth on June 17, 2021
Q: It seems all the Canadian banks are doing well - huge profits, reversing loan-losses, cash piles and talk of boosting dividends.

Is a lot of this profit due to the increasing real-estate mortgages being issued that have an implicit government backstop? I view this as a form of moral hazard - the banks know the government has their back so continue to lend despite worsening lending metrics like income to home price etc.

Do you see any risk from all the non-house owners in the country putting pressure on the government to reign in bank profits, as it seems only the 'rich' home owners are benefitting? Or would the banks themselves curtail lending as home prices continue to appreciate?

I know that the Canadian residential real estate market if a primary driver of our economic gains nowadays but at some point, the policital winds may shift.

What signals related to Canadian housing would you look for to make you want to reduce your exposure to Canadian banks?

Read Answer Asked by Neelesh on June 17, 2021
Q: Hi 5i
Shopify share price has had quite an increase since yesterday....can you provide some insight as to what is driving this?

I get concerned with sudden increase in a shares price, if i do not understand the reason why.....

Would you continue to hold for 2yr -3 yr period ? Road bumps ahead?
Thx

jim
Read Answer Asked by jim on June 17, 2021
Q: I own both ABBV and MDT and I am up nicely on both, thanks to 5i.
Thinking of selling MDT and purchasing SYK, which should have more growth in the coming months??
I would appreciate your opinion on all companies and the switch from MDT to SYK.

Thanks

Dave.
Read Answer Asked by David on June 17, 2021
Q: Hello 5i: I have a 5% position in IPL and my cost avg is $ 25.95. If we assume that Pembina offer is accepted @ 0.5 shares current offer .. is it best to take a capital loss and sell now, or stay with Pembina as it seems to be a better managed company and possibly gain in both share price and dividend distribution.
Thanks
Carlo
Read Answer Asked by Carlo on June 17, 2021
Q: Have you done any research on algoma steel warrants look interesting on this spac
Read Answer Asked by andrew on June 17, 2021
Q: These 2 companies paid a dividend prior to the Covid Collapse. In the case of American Hotel there is some indication of a possible return to dividend payments by Dec 2021 but it's not clear if Surge Energy will return to paying a dividend. Do you think these companies will return to paying dividends again, and if so, what should I be watching for to give me an idea of how long it will take to return to paying dividends.

Looking forward to your need website.
Read Answer Asked by Phil on June 17, 2021
Q: hello 5i:
I'm looking for a consumer stock, the portfolio being weak in that area. I've gone over past questions on the 2 noted stocks. I find BABA very intriguing from a risk/reward perspective. Morningstar has both undervalued, BABA moreso and a 5 year chart favours BABA as its hitting the bottom of its trendline. I'd appreciate your take on it, knowing that Chinese stocks are not your focus. There are a huge number of analysts following both stocks, so I'm indirectly asking you to decipher their opinions for me. For the sake of this excercise, lets assume a "medium" risk investor (whatever that is).
Read Answer Asked by Paul on June 17, 2021
Q: Good day team,
I would appreciate your insights on Summit Industrial REIT. I don’t have any industrial REIT exposure at the moment but used to own Summit a while back. I’m wondering if I should buy again for long term hold and if there is still upside, or if there is another Canadian industrial REIT you would recommend and reasons why.
Read Answer Asked by Carlos on June 17, 2021
Q: Hi, Can you please explain this Secondary offering in simple English. Thanks

Algonquin Power & Utilities Corp. ("AQN" or the "Company") (TSX: AQN) (NYSE: AQN) today announced that it plans to conduct an underwritten marketed public offering of equity units (the "Equity Units") in an expected aggregate stated amount of $900 million (the "Offering"), subject to market conditions and other factors.

Each Equity Unit will be issued in a stated amount of $50 and will initially consist of a contract to purchase common shares in the capital of the Company ("Common Shares") and a 1/20, or 5%, undivided beneficial ownership interest in $1,000 principal amount of the Company's remarketable senior notes expected to be due June 15, 2026. Pursuant to the purchase contracts, holders will be required to purchase Common Shares on June 15, 2024. The Company intends to list the Equity Units (that are in the form of "corporate units") on the New York Stock Exchange and expects trading to commence within 30 days of the date of initial issuance (subject to listing approval).
Read Answer Asked by rajeev on June 17, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!