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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i - with homeowners attempting to renew mortgages at much higher rates in the next year or two (e.g. going from a 2% fixed rate to 6.5% fixed rate - possible foreclosures, etc), how much risk do you see regarding a housing crash and the resulting risk with Canadian banks? Thanks, Neil
Read Answer Asked by Neil on March 17, 2023
Q: Hi group i own both ENB and FTS - over the last 3 yrs FTS has outperformed ENG by a large margin do i need to own both / which one would you keep and add to present position

Also i am waiting to add to APPL MSFT GOOG AMZN...would you wait or buy now? Thanks
Read Answer Asked by Terence on March 17, 2023
Q: I have bought stock in these Canadian banks, TD, Royal and BMO. How badly can these Canadian banks be hurt by their purchases of US assets? I was going to layer into these positions, would it be prudent to hold off?

Thanks
Brian
Read Answer Asked by Brian on March 17, 2023
Q: With the recent draw down in the oil price, is now a reasonable time to gain some exposure to the sector and what are your thoughts on the oil price/sector for the remainder of the year? Could you also recommend your top 2 small, mid, and large cap companies for this sector at this time?
Read Answer Asked by Dustin on March 17, 2023
Q: Hi 5i,
A couple of somewhat related questions:
I'm curious about the 'expression of interest' someone (or some thing) may have made known to CTS management in the past while. Would a potential purchaser be allowed a peek at the quarterly numbers before they were released yesterday in furtherance of its due diligence research, or have to await the release like the rest of us? My guess is the former, tied to a confidentiality agreement, but I'm not sure if that's the case with a publicly traded company.
And, also wondering: if the numbers were decent - as I thought they were - and no purchase deal gets announced quite soon, is it safe to assume there's likely nothing brewing? Or is it all just a black box until something - anything - is formally announced?
Thanks!
Peter
Read Answer Asked by Peter on March 17, 2023
Q: Hi 5i,
TRP executive team members seem to have little direct ownership in the stock but a significant amount of out of the money options for compensation. It looks like CEO bought stock on recently but do you think the executive team has much skin in the game? Can I get your high level thoughts on whether this might be a high quality income stock as well as a good entry price?
thanks
Read Answer Asked by Ian on March 16, 2023
Q: With the recent downturn what would your current top 5 list be for Canadian dividend stocks?
Read Answer Asked by Joe on March 16, 2023
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