Investment Q&A

Q: Hi

Last Q on agnc was February…. Lots has changed since then including the share price

I just read an article on SeekingAlpha that suggests now is a better ( but not totally risk free) time to buy it.

BTW 5i is still my favourite source of info. Significantly so!

So I would appreciate your input on AGNC before going after that 15.7% dividend….
especially if it leads to falling off a cliff.

Or moving onto to another high yield but safer investment

Thanks in advance for your guidance.

Q: Regarding the upcoming split of Brookfield Asset Management into two entities, I would like to know the nature of the distributions to be paid by the "new" asset management entity (which will retain the ticker "BAM"). Do we know yet whether the distributions will be fully "eligible" to the Canadian investor (similar to the distributions issued by BEPC and BIPC) or will these be more complex (from a taxation point-of-view) distributions (similar to those issued by BEP.UN and BIP.UN)? I am asking because-- for accounting simplicity-- I prefer to receive fully eligible dividends within my taxable investment accounts.

Ted

Q: Have we seen the worst ? looks like it

------ was on BNNtoday .100 $ oil forever! looks he more right than wrong
i have bout 10 % in oil and gas tou wcp arc
i am considering another 10 % headwater surge athabasca tve meg baytex
Can you pick 3 out of the 6 thanks

Q: Perhaps a dumb question, but who exactly is buying the GOC 5 year bond with ytm of 3.15%?
5 yr GICs are 5+%
Inflation 6+%
5 yr investment corporates are 5+%
Prime lending rate 5.95% and virtually certain to go higher
I realize that the market is betting that rates will fall in the coming years (we’ll see), but these numbers still don’t square up with the GOC 5 yr bond price imo. Is it a liquidity thing?

Q: Is there a particular reason that you do not own more energy stocks in the portfolio’s and are underweight the sector? Seems somewhat surprising in light of many companies returning capital to shareholders via significant dividend increases and share buybacks this year.

Q: HI,
I'm low in my Consumer Defensive and Industrials sectors as well as my International allocation.
What ETF's and stocks (3-5) would you recommend for a long-term hold?
Thanks,
Camille

Q: Hi 5i Team - Could you provide an update on Nurosene Health, its balance sheet, potential in a better market, and insider ownership/trading. Thanks.

Q: I am just preparing for charitable giving and was wondering which stock to use. It is down to cnr and tfii. I know this is subjective but I was wondering what you thought would be a reasonable weighting on tfii for a retired investor?
Thanks

Q: Top 3 picks in oil and gas please.

Q: If my base case was for a soft landing in the US economy, a slowing of rate increases and calmness in bond markets, what three sectors in the US would you favour?

Q: Please rank the following companies in order of their ability to survive a recession in 2023. Please also rank them as to whether they should be considered as Buy, Sell or Hold at current prices. Thank you.
ENGH; STC; SYZ; TOI; WELL.

Q: Currently down on these growth portfolio companies. Which have to best prospects to continue holding versus selling for a loss?

Q: In most of the offerings of Bank Structured Note offerings, this line appears..

The Bank may benefit from the difference between the amount it is obligated to pay under the Notes, net of related expenses, and the returns it may generate in hedging such obligations.

I believe this implies that any options,dollar hedges,derivatives ,futures, EFT'S or derivatives thereof,long and shorts positions of any of these...that the bank would most likely be the other side of any trades within these notes.

Question...It seems that the bank can and will dictate the outcome of these risky things thru related expenses.(.ie the bank deals the cards then plays the hand) ...is the deck not stacked against the retail investor of such so called investment instruments?

Q: Please comments on Mgni, sell or hold? Thanks

Q: Hi Everyone at 5i!
When a company like dentalcorp looks toward possible privatization, does this perhaps mean that it’s undergoing downward pressure and requires financial support? Is this company stable??

Cheers,

Tamara

Q: Can I please get 5iR thoughts on Calian Groups Nov 24 quarterly results. Thanks … Cal

Q: Hi Team,

Have you noticed all the BAIL-IN debt that's being raised right now by Canadian banks? Shouldn't we be exiting these stocks or am I misreading what is going on?

I was shopping for some short term bonds with high yields to hold to maturity and I see a number of issues where "Bail-in debt," is written in the comments on the bonds.

Q: What is your opinion of these 2 stocks for Income and protection of capital.

thanks Valter

Q: Please comments on Cov, sell or hold? Thanks

Q: Is there an equivalent of the QQQ in canadian dollars?