Investment Q&A

Q: Hi, We have held a full position in ENB for many years and added a 1.5% position in TRP about a year ago, at $60-61, in a Non-Regd account, for Income/Growth.The investment, however, has been a huge disappointment. The endless cost issues with Coastal Link pipeline project and no clear timeline is now widely known. Are you aware of any catalysts in the near future ?

Over numerous comments, you have clearly indicated your preference for ENB and there being no particular need to own both companies. Based on the current scenario, would you support moving out of TRP ? Now or wait for the quarterly results ?

And, if we decide to sell the whole position ( and at least book the capital loss), what would be a reasonable price level you would use?

Thank You

Q: Can you give your opinion on the lion financing deal announced today?

Q: Have there been any insider transactions on this company? How do you like the upside potential assuming $75 oil?

Q: Scotiabank Canadian Low Volatility Index (2 year) Minimum Guaranteed Return 4%, Maximum Full Term Return 11%. A friend has it, she can't explain how it works.

Could you please explain to a person like myself who cannot understand how someone would get 11%, would it still take 2 years to get the 11%?

What is the minimum amount to be able to purchase this?

Are these things something knowledgeable financial individuals like yourself might buy?

Thank you.

Q: As a bank, there are some big name investors like Buffett, Munger and Li Lu all holding and/or buying Bank of America. What is so special about Bank of America versus other banks in North America?

Q: For non-NA coverage I own ZDI, ZEM,XIN, and VWO. Do any other ETF's need to be added or do I have the world covered? Thanks Ron

Q: It appears that the above companies are trading near record highs.
What is your opinion of a possible purchase of all 3 for a long term hold?
Please rank in order of preference

Q: WELL appears to be a reasonable recession-resistant investment, and management seems solid to me. Questions:

- How similar is TDOC's business model in comparison, and can WELL differentiate itself enough with its expansion into the U.S. ?

- Can 5i envision any other different avenues of growth for WELL to expand it's offerings within the health sector ?

- Is its current balance sheet sound, and can this company endure a rising interest rate environment ?


Thanks.

Q: Hi,

I have had Heico on my watchlist for quite some time but never purchased any because of the premium valuation. Everything I read about it (including the questions/answers on 5i) is positive so I'm wondering if it is one of those stocks that warrants a premium valuation, ie. will always be expensive?

I do own some Ferrari (RACE) shares which have done well for me and are also at a premium valuation, but it seems (at least so far) that it deserves the premium. Same story for my Tesla shares. So I am wondering if Heico is similar to RACE and Tesla in that way? Would you consider a purchase of Heico for a growth investor with a long time frame?

Thank you,

Q: A few penny 'fun stocks' I purchased last month. Your thoughts please on their future poosibilities and thanks...

Q: Can you recommend some Value ETFs for Canada, US and International. Ideally looking for ETFs with reasonable MERs.
Thanks!

Q: I would like your suggestion on an ETF for AI. I currently hold ROBO and it has done quite well. Consequently, I am looking at THNQ as well as BOTZ, IRBO and RBOT. Of these mentioned which would be your preference. Do you have any other suggestions? Thank you

Stella

Q: My portfolio is recovering well, but still down about 5% down from its high because of the small caps that I own. They are all cheap and profitable companies, but some are still down 50%. If we go into recession will they crash? How should I deal with these companies? Should I be taking losses now to protect from future losses? I just don't understand the market right now because usually small caps are the first to recover. My original plan was to sell 1/2 after they recovered but that isn't happening.

Q: Looking for a few stocks that have been beaten up that are good opportunities for rebound over the next 6 months...perhaps 3 canadian and 3 US...thanks.

Q: Would you please compare the two companies and tell me your preference and why, thank you.

Maria

Q: From time to time, Reuters issues statements like, "NYSE ORDER IMBALANCE [symbol] [quantity] SHARES ON [BUY|SELL] SIDE"; what is this saying?

Q: Your valued opinion on this AI stock? Thanks!

Q: It seems like FCX is such a good deal right now. I realize the price of copper has come down but with increased demand with EV’s, it should gain momentum soon. Thoughts?

Q: Good day all. In view of the -35% my ATZ is providing me currently in an unregistered account, what would you suggest as a good proxy should I choose to bank the loss for a later repurchase (after 30 days or later) ? (I already own DOO.) Thank you.

Roger

Q: Hi 5i Research team -

Can you please give me a “Preferred Shares for Dummies” overview and opinion on this series of preferred from Cenovus? What exactly can I expect for a return when investing in this, and over what period ? I think they are redeemable at $25 (?)

Thanks.