Investment Q&A

Q: I was very impressed with the recent quarterly report for ERE it would appear that its growth prospects are excellent and dividends will surely go up again in february (or thereabouts). Do you agree?

Is the share price divided by AFFO the most appropriate way of evaluating whether it is undervalued or fully valued, compared to its peers? If so, isn't this one very cheap indeed? Debt and POR look good, so I am just wondering about the valuation.

I realize it is harder to get information from
Europe, but this one seems to be in an excellent housing market with an excellent pipeline - and they have proven this already - so should there really be a discount (or much of one)?

Q: With the recent buying spree of CIX should we expect a stock issue ?

Q: Can you please give me some info on Bolt Logistics formally know as Second Closet Inc. and your thoughts on getting into this

Q: In light of the independent lab confirmation of the validity of their technology and expected performance of their battery, and also with the apparent $2B investment by Volkswagen and other investors, what would your opinion of the company be now. Particularly now that they’re working into getting into full scale manufacturing, what do you feel would be the outlook for this company.

Thanks for an invaluable service.
Jocelyne

Q: Hello 5i team

I would like to know your opinion on the resistance that can represent the crowd of potential sellers who can take advantage of the return of the price of a stock to their purchase levels after it has fallen sharply below that same level. I'll give you an example: EGLX. When the stock was rising to new highs, the only potential sellers were those who had bought lower, but now in the case of a rise in the stock, it will be necessary to add a part of those who bought higher and who will take advantage of it to recover their capital. Does this make sense and can it represent a significant brake, especially when the rise is recent. I imagine that if several years have passed, many shareholders will have liquidated their positions tired of waiting and that the effect would be much weaker.

Thank you

Q: Hello
Can on comment on Transalta and Hydro one earnings?
Many thanks
Stephane

Q: Can you comment on earnings. How did they do compared to expectations? What do you see going forward? Would you complete a position at this time?

Q: Can you provide an overview of these products that are widely available in the US and not canada. I know they use leverage to generate returns and especially many pay higher dividends. i have tracked them against my other portfolio holdings and they have not done (in general) any worse than my other holdings in a correction. I like the nice dividends for my retirement - For example QYLD. how much more risk am i taking on?

Q: I know you like those 2 companies and if I am not mistaken are in the same type of business, the major difference being the markets they are in. Which one would you side for a long term investment and do you have a preference ? Thank you

Q: I think I know the answer to this already, but would you be comfortable with a full position in JPM? How would it do in a rising interest rate environment?

Q: Good Morning

Your take on Unity’s latest quarter and acquisition please.

Thank you

Q: Kindly provide your top five US listed stocks in the Industrial sector. Please use the following criteria. Mid to large cap stocks. Mid to low volatility. Steady earnings grower. Preferable a dividend but not necessary. Best, Don

Q: Hi. What is your opinion of this US Bank?

Q: Hello. Can you please comment on the TMX Group results released last night. Do you think it is a good time to buy?

You guys do great work! Thanks

Q: Hello, With the supply-demand dispersion caused by governments pushing clean energy what is your outlook for growth in CNQ over the next few years? The company has increased their dividend last seven years to a healthy 4+%. As a US citizen will I pay taxes on the dividend? Thank you

Q: I have some shares of GE. I've been happy with the performance of the company over the past year. Today they announced a split into three companies. The market seems to take it well... I wanted your thoughts & analysis of the changes and if there is a division of the company you would discard. Thanks as always!

Q: I would like to purchase about 5 ETF’s
Is there any advantage/ disadvantage to waiting till Jan 2022 as opposed to buying in 2021?
I know some mutual funds do a year end distribution which add income whic needs to be accounted for in current year’s taxes - I would like to avoid this
Do ETF’s have year end distributions ?
Thanks as always for your assistance

Q: Hi Guys
I have been a very patient investor in terms of holding losers...i have held this stock since 2013. If only i had the patience in holding my winners....
I don't want to repeat the mistake i make so often, once the stock gets back to my purchase price i sell.
Glacier Media looks like it might be finally turning a corner, what do you think?
Thanks!
Gord

Q: How would you handle the takeover offer of Pretium from Newcrest, please?

Q: Good Morning, I have done well on NVDA these past two years and it has become just over 7% of my portfolio. In light of the current positive news on AMD, should an investor (like myself) consider trimming NVDA by 2% and buying some AMD. I know you like to let your winners run, and previous answers show that some members of the 5i team own both of these stocks. Do you still have more confidence in NVDA or has your opinion changed? Taxation is not a concern as NVDA is held in a registered account. Thanks very much. Brad