Investment Q&A

Q: Hello 5i,
Just a personal opinion pertaining to Grant’s question around physical silver and gold.
I have been selling some of my R.C.M. silver and gold coins into the recent rally.
Due to their purity, I have had no issues with GST/HST to date.
I would recommend buying 99.999% purity, and also to research buying options as the Mint can be expensive, imho. As well, where practical, try to buy in larger quantities, say 1/4 oz., and higher.
Finally, wafers or bars may be preferable to many Mint coins which may not provide as good a return, given that they seem to sell with a “numismatic premium” from what I have seen.
Just my “2 cents” worth….
Cheers,
Mike

Q: Hi, could you please report and comment on UBER earnings, forcasts and post market reaction ? thank you.

Q: How do you interpret the latest earning? I’m confused by the trading halt?

Q: While I agree that the conference call explained the more conservative approach for the time being, I believe it also noted that (several) news are imminent regarding new products and geographic areas, which will hopefully re-accelerate growth. Do you hear the same??

Q: Hi, could you please report and comment on GSY earnings, forcasts and post market reaction ? thank you.

Q: Hello!
Now that I’ve reached the age of RRIF withdrawals, I’m looking more closely at income and therefore at covered-call ETFs.
I understand that these instruments don’t fully share in the upsides, but the income of ETFs like EIT, TXF and ZWU is pretty solid.
I’ve also been looking at UMAX its unbelievable 14% yield, but I also see that the unit price has declined quite dramatically over the last few years.
So questions are, how do you feel about these ETFs for income? And if you’re okay with them, which would you recommend?
Thanks for all your help
Michael

Q: hello 5i:
can you explain how FTAI is going from and EPS of -.32 FY2024, to a projected EPS of 4.87 FY2025? This looks like an almost unbelievable turnaround. I see future growth is quite impressive. Can you add any other comments to this company?
thanks
Paul L

Q: Hello Team,
Could I have your top 5 Canadian "value stocks"please.
Many thanks!

Q: What are your thoughts on the budget and the impact it may have on stocks in general? Is there anything in the budget that will have a specific positive impact on any of your list of growth stocks? If yes, can you indicate which stocks and what might be expected? Defence spending is big but I'm assuming this has been baked into defence based companies already.

Q: I would like to slowly start stacking a small amount of gold and silver. Where is the best place to buy gold and silver in Canada, the Royal Canadian Mint? Is there a standard size when stacking gold and silver, for a small time investor; eg 1/10th of an ounce for gold? "In the UK, any gold coin that is considered British legal tender is exempt from Capital Gains Tax (CGT)" - are there any gold Canadian coins that are exempt for Capital Gains? Thank you!!

Q: Earnings assessment and prospects moving forward please? I didn't see any commentary in 5i questions forum.

Q: Thoughts on the quarter please. After the conference call....thanks....Steve

Q: A retired friend of mine recently asked for my recommendations on how to invest approximately 200K which, with minimal risk, which will give him a reasonable (4.5% to 5.0%) annual dividend with minimal expectations of big capital growth, Since he currently has very little experience with investments, I would like to build a portfolio that will require minimal ongoing involvement on his part. I believe that a 10-15 year timeframe is realistic.

My thought is to split the 200K into 10 equal parts and purchase the following Canadian equities.

BNS
TD
GSY
CNQ
TOU
ENB
FTS
T
CCA
BEPC

I realize that a portfolio like this is overweight on energy. I'm comfortable with that.

What are your thoughts on this strategy and do you see any of the companies listed that you would avoid? Are there any others that you think should be added to the list?

Q: Building TFSA for my 25 year old daughter. I now want to add an insurer. Which would you most recommend today based on valuation, momentum, and growth, while also considering the benefits of the companies with decent dividends.
Thank you!

Q: I have the following small/mid caps in my portfolio. Can you rate them in term of potential growth in the next 3 years, starting with most preferred to least preferred?
High volatility is acceptable and I am not concerned about sector exposure.
Thank you very much.

ATZ
CLS
DOL
HPS.A
PRL
TRI
TVK

Q: Hello 5I,
The following 6 Canadian companies compose of 30% ish of my total stock portfolio.
I know weightings are personal but would YOU be able to comment if you see any problem with these concentrated positions? Too concentrated, need to spread them out more evenly? Missing some other critical holdings to complement the holdings?

CSU - 8.73%
BN - 8.29%
ATD - 5.12%
CP - 2.15%
X - 3.77%
CNQ - 1.63%
Total: 30% ish of portfolio

Q: What are your thoughts on the take over offer?
I'm surprised the board has accepted such a puny premium - which, given that the offer is only 50% cash may turn out to be no premium, or worse.
What do you think might be the chances of a rival offer? What about odds of shareholder acceptance?
Thanks,

Q: Hello 5i Team

If we get a correct in the market would you have concerns with the above stocks. Would they still be a long term hold?
Thanks

Q: Hello 5i Guys

I'm looking for income (not worried about growth) and see MKP pays a nice dividend. Interest Rates are trending lower so maybe mortgage renewals won't be terrible.

What's your opinion of MKP for stability and (somewhat) consistency on the dividend for an income investor.

Thanks
Ken

Q: Your general thoughts and analysis on Global Payments please, thanks.