Investment Q&A

Q: Peter and His Wonder Team
CFO just resigned and the stock is down 26%. Is this justified or are there other reasons? Thanks!

Q: Hi Peter and Team, your readers may be interested to know that Tim Cesnick's tax and finance articles published by the Globe & Mail are organized and freely available in one location on his website, ourfamilyoffice.ca/our-thinking/articles/ Similar to 5i, he is generous in sharing his knowledge and seems driven by the motto, 'wealth is good provided everyone is wealthy'. I thank you for your significant contribution my and my wife's progress in financial knowledge and literacy.

Q: I am curious about your yield calculation of approx. 8.7%. Is it not closer to 7%
Jerry

Q: Hi Team,
What’s your view on ABNB these days? The stock has been wanting to trend higher this year so far. Is the inclusion into the s and p an ongoing catalyst? I am trying to decide whether to keep it , or sell it while I am now positive on the name . I am a little concerned over regulations such as what NY has just done to them . I was debating if I sold it using the funds to add to my positions in LMN and Well. Looking for the biggest potential long term. Would you endorse the move , suggest a different name not mentioned instead , or just continue to hold ?

Thanks ,
Shane

Q: Hi 5i,
Does Zwb pay dividend in US or canadian dollars? ....Looking at stock information using TD web broker.... it shows dividend as $1.35 US or 11.03 %....does this number seem correct to you... Where would you recommend searching for this type of info?
thx

Q: Can I get your view on SNDL? (Sundial)

Q: Hi 5i
Can you give your present assessment of ILLM.CA? Would you continue to hold or sell or what replacement would you recommend?
kc

Q: Can I please get an updated view on Canopy Growth Corp?

Q: WHICH CONSUMER STOCK MONDELEZ OR KENVUE WOULD BE BETTER NOW AND GOING FORWARD FOR THE FUTURE?

Q: Can you please provide thoughts on ATH Athabasca oil? I purchased the stock earlier this year taking advantage of the dips in prices of oil stocks that seemed unjustified at the time.

I initiated this particlar name at 0.6% of the portfolio and it's now grown to be 1.2% of the portfolio. I have other oil and gas stocks TOU, ARX, CGE, and TVE. I'm not in a rush to sell ATH and the chart looks like it pretty much has free-air above it to go a lot higher... very little by way of chart resistance.

How do you look at the company given current circumstances? Add to it? Hold it? Trim it to not give away winnings?

Thanks!

Q: Hello 5i, I'm looking to strengthen my portfolio and currently own these stocks and others in the consumer stapes category. Is there value in owning all these listed or should i consolidate into a couple. Also how would you rank these on strength of company and the dividend.
Many thanks.

Q: Dear 5i,
Many experts are suggesting that Bonds are very attractive right now because of the high yields.
Can you please suggest some Canadian bond ETF's and Mutual Funds that one might want to do further research on. In your opinion what duration range represents a sweet spot that might offer attractive total return within 3 years.

Q: Dear Peter and team,

Thank you for answering my question earlier about non-correlated assets. Very clear and helpful. For Private equity you had chosen BX as an option (also VXX) and every subscriber knows how much you like BN/BAM :) (I must say that I am tickled by the number of folks in both print and TV media, not just you, are enamored with Mr. Bruce Flatt. A true Bromance!!)

My question is how come not many mention anything about similar European Private equities firms which are publicly traded. Google search yielded CVC capital, EQT, Ardian, Apax...

Which PE firm from the EU would you consider as a reasonable complement for BX/BLK/BAM . Feel free to add any other PE firm that you think has potential.
Many thanks in advance.

Mano

Q: I became an EQB customer just to experience their service and I am very impressed how the whole process works without any human involvement (this means big cost savings on their part) and the unmatched benefits of keeping your cash savings there over the legacy banks. If this is the future, the big banks have a problem of large workforce and the real estate footprint to be maintained. From my point of view it is easier to enter the market from EQB starting point than from the big banks position to slim down. However there is a limit to which EQB can grow that way. Would you be able to asses this limit in terms of EQB market cap?
There are/were smaller/regional banks that entered Canadian banking in the past. How would you rate EQB in this group?

Regards,
JR

Q: Good Morning ,

Could we have your opinion on this new listing from Harvest. Also do you see their risk evaluation as accurate (medium-low). Thank you.

Q: Any thoughts on GROY, US listed, as a royalty corp. Thanks

Q: MP Materials has dropped significantly in price this year. Is there a reason for the drop and do you still consider it a good investment in the rare earth metals space. Is there another name that you prefer?

Q: Good afternoon.

If you had to pick one - just one - Income stock right now what would your choice be?

Look forward to your answer.

Thanks.

Q: I thought the short portion I saw of Chris's webinar was fabulous, very useful.

Can you please provide me with a link so I can watch the entire presentation?

Sheldon

Q: I received the latest dividend for WDS-N and it was $0.78 US$ in my RRSP account however the declared dividend by the company was $0.80 US$. Is there any explanation for this? Also in my brokerage account under Income details it stated that the dividend for September 28th was $0.80 US$ per share.

Thanks in advance.

Brendan