Investment Q&A

Q: I have a small position in BTO and was considering adding to the position or alternatively, for some diversification, buying OR. While BTO pays a decent dividend, it doesn't seem to be gaining any traction in current markets. What is your opinion for a 2 to 3 year hold?

Q: I have cash in my TFSA and am thinking the above stocks will experience tax loss selling pressure and I can add to my existing positions at attractive prices for long term holds.
Do you agree that these stocks will be subject to tax loss pressure and is now a good time to buy, wait a bit, or average in each week for the next month or so.
Thanks

Q: Based on your previous comments on Pliant Therapeutics could you please give an opinion on recent earnings and going forward what do you see for the stock and the market they are in. Can you also comment on management and insider ownership if they are worthy enough points to even discuss.

Thank you.

Q: ETF's. Is this true? Thank you.

Most funds allocate assets in one of two ways. The first and most straightforward way is equal-weighted, which means the money you invest is equally split between the stocks the fund holds. If a fund has 500 companies and you invest $500, each would get $1.

The other primary method is distributing investments by the companies' market capitalizations (market caps). In this case, companies with a higher market cap receive more of the invested amount. For example, if a fund has 500 companies, a $1,000 investment could mean $5 to the largest company in the fund, while $0.10 goes to the smallest. The exact distributions will vary based on the range of market caps in the fund.

Q: Is PBL a buy at this time, well of its highs, but PE seems high. Would it be somewhat recession proof. Thanks for your analysis.

Q: Paul Gardner was on BNN and was quite negative on DIR.UN management and previous practices, his commentary made me question my ownership. Of course there are two sides, curious on 5i thoughts?

Q: Hello 5i Team,

Can I please get your current opinion on Profound Medical? Do you see it as a buy, given the risk level? The recent earnings call sounded very optimistic with a deal signed to install their prostate cancer/BPH thermal ultrasound treatment in 20 Cleveland Clinics across North America. They also mentioned a code approval in the US effective January 2025. Thanks. Brad

Q: Do you know of an app tied to daily US/Cdn $ exchange rate which I can use to track performance of US stocks in terms of Cdn $ which is required for Canadian tax reporting . I have DRIPs on US stocks but of course their cost in C$ when drip shares are purchased is what is required when asset sold. My online account only tracks the US$ ACB which doesnt track currency on drip settlement date. Thank you.

Q: Are you able to discern the financial performance of Brookfield Property in the Brookfield Fin Statements...I own some BPO prefs and am interested in knowing it , but unsure how I would find it...many thanks...Cheers

Q: I need to dispose of a stock or two to fund my wife's RMD. Which of the above would be your first choice to sell; please pick 2 or 3 in order of least upside.
Thanks,

Q: I need to liquidate some equities to be able to pay out my RMD. I am inclined to sell the above 2 stock (NVEI and PBH), seeing only downward momentum compared to the other equities (above) I have that show steady or upward momentum. Might you agree?

Q: Peter; Is there anything that can be traded that mimics the S&P GSCI , originally developed by GS ? Thanks.
Rod

Q: If one was to sell FTNT for a profit, can you name 5 other long-term names to replace with in the same sector as well as others and rank in terms of management and growth potential?

Q: ex-dividend on the 11-14-23 if I sell on the 15 do Istill get my dividend?

Thank you

Q: Hi,
I own NET and I am up over 20%. Would it be a good idea to sell and buy CRWD?
Thanks. Alnoor

Q: Good Afternoon,

I've noticed on TD Waterhouse that analysts' price targets for CELH currently range from $64.99 to $250. Any thoughts about why there would be such a wide gap, and as a shareholder, should I be overly concerned? Is this a stock that one should consider an ongoing stop-loss order. Thanks. Brad

Q: I apologize for this very basic question but I need to confirm the following please:
If I buy a canadian company’s stock (ex CM) with U.S. dollars on a
U.S. exchange, will I receive the dividend in U.S. dollars?
To receive the dividend in $U.S. , I don’t need to advise my brokerage or make any special request ?
There would be no withholding tax, right?
Thx
John

Q: Would you sell Brookfield Corp here for a tax loss or wait till closer to year end to see if it improves?

Q: What would be your current list of top 5 companies that you would consider your favorite, almost must own's, due to their potential, prior success, moats, or any other criteria you consider as most important, for the following investor:

- Relatively young with a long timeframe to save for retirement.
- Will not need the funds for a long time.
- Has no concerns with short term volatility.
- Irrespective of sector or geography.
- Looking to maximize chances of outperformance over time.

List can be shorter or longer if appropriate.

Thank you!

Q: I am retired and a dividend investor in corporations which receive the dividend tax credit as any investments would be in an unregistered account. Would you think it’s timely to purchase some preferred shares for a 5 percent position, doing so over the next couple of months. If you think it is worthwhile, please provide 4 or 5 preferred shares that you would recommend.

Capital preservation and liquidity is important and unless the dividend is greater than 7 percent I would assume you would be better off just investing in some blue chip large cap companies with high yields where there is a chance for more capital appreciation. ALSO I would like you to consider minimum rate reset preferred shares that would reset within the next 12 months and if they reset today what would the yield be.

Thanks BRIAN