Investment Q&A

Q: What are your thoughts on Hamiltons new ETF CDAY?

Q: Please rank the following stocks to purchase today for greatest growth potential. Thanks

Q: I am an income investor as I live off the dividend stream I receive. I recently started a small position in BIP.UN. I have a full position in EMA. EMA seems to have had a pretty good run lately and also I believe they have reduced their projected dividend growth rate over the next few years. I am thinking of selling my EMA position and shifting it to BIP.UN as BIP.UN seems to have more upside on unit appreciation, a higher dividend and perhaps a higher dividend growth rate. Thoughts on this potential swap??

Q: Hi 5i,
Although not a full position for me, I've held TOU in what was my RSP and is now my RIF since energy plunged post COVID - my cost base is a touch over $18.00. Between capital appreciation and dividends, I've done well since 2020 and like the name. But I don't want to let sentimental attachment cloud my judgment.
Aside from dividends, TOU has delivered literally nothing since the spring of 2023 when it was, as it is now, trading around $58.00 per share - although those dividends are not to be minimized, now being in the range of 11% or so per annum based on my cost price, not including the special dividends that TOU does pay periodically.
Given these particulars coupled with your view of the next 5 to 10 years of possibly increasing LNG sales which I know some are optimistic about – but which I don’t know to be a certainty - is there reason to hold TOU or would the money be better placed in ENB or another energy related name that pays healthy dividends but also features the possibility of share price appreciation that isn’t based on the hope of LNG sales to Asia?
Thanks for your thoughts,
Peter

Q: Worried about the bench strength in Csu. If Mark Leonard is no longer able to function as CEO would your opinion change. It is our Biggest holding for over 10 years.

Q: Hi again
What is 5iii s overview on holding a VIX position ?
What ETF would be your CDN (hedged) and USA recommendations ?

Q: I currently have app a 10% exposure to oil & gas. I am currrently considering selling part of my ENB holdings and using the funds to increase my CNQ exposure to app 3%. Would appreciate hearing your thoughts on such a move

Q: May I have your thoughts on COHR's recent quarter? Currently down 20%. According to my phone (not especially trustworthy) a solid quarter but drops on guidance. I note too they are planning to sell their defence division for 400 Million. Maybe the market thinks they could have got more?
Jim

Q: Where did Well's profitability go??

They had positive EPS now Google is showing $-0.52 EPS? What happened?

Q: Any reason for the repurchase as of $1 billion? Do you think the company is undervalue and causing such action. What is the good price to buy in?

Q: I'm just wondering whether to buy KBL Its report yesterday was good. In your view should I be buying it? Thanks for your help

Q: Hi 5i Team,

I'm interested in your views of buying something like UMAX using a margin account. It seems like the math works out provided a particular financial institution has a reasonable margin rate. I'm wondering if there's an angle I'm missing here. If not, is UMAX a good option for this idea? Or something else? I need more utilities and industrials in my portfolio so this would also help add to these.

Thanks as always for this wonderful service!
Lisa

Q: What would be a good entry point for SHOP?

Many thanks as always for your great service.
Joanne

Q: Is Bam being split 3 for 2, if so what is the record date for the split.

Q: Could you give some comments on Twilio and Global E earnings? The results weren’t received well by the market

Q: Can I have your opinion on Zomd quarterly report?

Q: Hi there, your thoughts on PEY and LGN after their results?

Thanks!

Q: Some of my favourite smaller cap stocks. Would appreciate a ranking on 2 fronts. First, please rank from 1 to 12 for the upside potential for the stock price over the next 5 years. Second, please rank from 1 to 12 the downside risk for the stock price over the same time frame. Understood that all are higher than average risk. ATZ, BRM, CPH, GRID, HPS.A, KSI, MDA, PNG, PRL, TGH, VHI, ZDC

Q: When an ETF is sold at a loss, does the loss increase because the ETF had received a Return of Capital as part of the annual distribution and you are supposed to reduce your cost by the annual ROC received? Thanks

Q: Markets dont seem to like the news out today, thoughts?