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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 folks:

i have to ask for an explanation on a question posed yesterday re "what is better for an income investor TRP or BNS?"

you chose TRP over BNS for 'stability'

i was surprised, can you further explain how TRP might be considered more stable?

thanks

bob
Read Answer Asked by Robert on September 20, 2021
Q: Hi 5i,
Huge volume om BAM stock today. Any insight?
Read Answer Asked by JR on September 17, 2021
Q: I currently hold Paypal. I see from other posts that you favour SQ. These companies compete in the same space essentially although I believe SQ uses smaller merchants than PYPL currently. Would you move a position from Paypal to Square?
Read Answer Asked by Kevin on September 17, 2021
Q: Good morning,
Pondering investing in REAL with a few questions please.
How does 5i feel about their current competitive position and ability to land new Tier 1/2 lenders and increase market share?

How does 5i assess REAL's runway for strengthening competitive position? Regarding this, Pg. 34 of REAL's Nov 2020 Investor Day presentation says "Investment in technology in F2021-23 expected to yield 20% reduction in cost to serve by 2025".
Two questions here please.
Is 5i aware of REAL making technology enhancements in 2021 consistent with this statement, and if so what was the key one?
Two, is REAL's current focus on buying back shares in F2021 consistent with them still having the cash to make technology investments?
Thank you. Edward
Read Answer Asked by Edward on September 17, 2021
Q: Hi,

I have a small amount of funds available to invest inside my TFSA. I already hold a small position of TOI (26 shares) and really like the company. I'm looking to either: add to the TOI position, or start a new position in NVEI or ASAN. They all seem quite pricey with current valuations (with NVEI and ASAN rising sharply in the past few days). Based on current valuation, which do you prefer for a minimum 5-year hold. Risk tolerance high.

Thanks
Read Answer Asked by Robert on September 17, 2021
Q: Any recommendations for US or international (listed on US stock exchange) stocks for RRSP and TFSA accounts to help overall diversification with non-registered accounts that are overweight Canada geographically and within that financial, energy, and utilities overweight. Thanks.
Read Answer Asked by Peter on September 17, 2021
Q: So let's imagine late Monday that our PM strides to the stage with a self-congratulatory grin and our NDP friends again are restored to a power broker status - can increased cap gains taxes really be far off (rhetorical question) - so you generally say don't act based on tax change assumptions but really why not take some gains now and bite the likely lessor bullet - if there's a say 12% or so additional tax bite on the horizon you need some generous gains ahead to compensate - thoughts Peter?? And if one does some selling and cementing of gains would you then recommend some safer income plays for the cash raised until there is more clarity surrounding markets - appreciate your input - Ken
Read Answer Asked by Ken on September 17, 2021
Q: Hello 5i Research
In your June report on Toi stock you pointed out that if Csu would sell their shares of Toi ,it would get hit very hard.My question is what is the likelihood that they would sell and when might they do that also why ?
Thanks as always for your great feedback.
Read Answer Asked by claudio on September 17, 2021
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