Investment Q&A

Q: Retired, dividend-income investor. I've been building a position in HHL for the last 6 months and am ready to add the final 10% tranche.

So, for asset allocation purposes, I can convince myself to go ahead. Add to that, the prices paid in the past (averaging $7.97) have all been higher than now ($7.18)....if I liked it at $8/share, then I should really like it at $7...right?

On the flip side, I don't trust what the USA admin is doing now. I can easily convince myself to leave things as they are now and pause buying more. Then it becomes a market timing question...sort of.

I am leaning towards sitting on my hands for a few more months. Your thoughts....thanks. Steve

Q: Dear Peter et al:

It is not Rocket science that Trump's not so cryptic messages on Social Media create wide fluctuations in the market. Today it centered around EU. It could be about Japan tomorrow. Who knows?!

My question is: Are these wild fluctuations in the market caused by retail investors or Institutional investors. In other words, who exhibits "herd behavior", retail or institutional investors?! Do you see any specific pattern, especially in specific sectors?
In one of your recent answers, you had warned to be cautious about Discretionary sector. Hence this question.

Q: Hi,
Your views on the company. Does the company's business model is turning weak based on profitability and ROIC? Had the company lost its business mojo?
Thanks
Piyush

Q: Hello 5i,

Sorry to add another question on Withholding tax. If the proposal goes through, is there an advantage to hold CDR's instead of US stocks directly?

Thank you for your help.

D&J

Q: Thanks partly to your good advice, I have held GOOG and MSFT for some years. they are now 17% and 28% of my account. I am a senior but fairly risk tolerant. Should I reduce either or both and if so what do you suggest as replacement? Thanks Jim

Q: Hi there - it looks like NTG has run up quite a bit. With currently no position, what price would be a good entry?

Thanks

Q: Is today’s dip an opportune time to make an initial purchase or would you prefer to let the dust settle. I tend to be a buy and hold investor and have been waiting to get into this space.
As a second question, what do you think of GLXY’s plans for the money raised.

Q: Hello all at 5i: What are your thoughts on Definity's purchase of Travellers? Also who is your preferred company in Insurance? Many thanks as always. Barbara

Q: LOOKS LIKE OVER THE LAST COUPLE OF DAYS, THIS STOCK HAS LOST MOMENTUM AND IS BADLY SINKING, THEY REPORTED EARNINGS WHICH SEEMED GOOD NEWS. COULD YOU COMENT. THANKS

Q: Can you please breakdown (in percentage) what BN holds (ie. BAM, BEP, BIP, etc) and what BAM holds?
Thanks!

Q: Now that the merger is complete can you please comment on short and long term potential for the combined company.
Thanks, Murray

Q: Hi 5i, thoughts on their purchase today? Thx.

Q: I rec'd a circular regarding BNT in which they want to pass a resolution referred to as "Return of Capital Resolution" and another referred to as "Share Issuance Transactions". Would you please explain these in reasonably simple language for me.
Thanks, Murray

Q: Sensio Technologies was purchased by Nordic Capital in July 2024.
The stock is still listed as S107678 but never shows trading.
Is there still value for those shares that were trading prior to the company takeover by Nordic Capital?
Thanks

Q: Hi 5i
Thanks for your update.... I dont really understand the mechanics of how a deal like this unfolds....24 M share + another potential 4M as you said thats a lots of shares, especially compared to daily trading volume... I imagine this deal would not be feasible if only listed on TSX...

ie: So Who takes these shares, and then how do they sell their shares, are there conditions to meet and what determines the purchase prices for these buyers?
thx

Q: Hello,
Any plans to update your research report on GUD now that they have bought back Paladin Labs?
Thankyou.

Q: Will IIP still be making its distributions prior to closing the deal?

Sheldon

Q: Do you know is there a time line for their recent share offering,price is unknown,it would be nice to know how much longer we have to wait for some clarity on this issue.
Also with Bitcoin hitting all time highs and the trump family at the crypto trough ,do both of these currencies help GLXY or is one better than the other BTC or crypto…Thanks

Q: Peter and His Wonder Team
QST is up 25% today...why do you think? Thanks for your assessment which is always helpful!

Q: Hi Peter and 5i Team,

Realizing that there are a number of catalysts that 'could' boost the share price of PBH, we're concerned that it will take too long. It was purchased several years ago for a TFSA at an (ugh) average cost of $122. The last time I looked, it was trading at $80.23.
Even with the dividends received (thank goodness for dividends in this case), we are still down $17,300.

Here's the question: Even with all the positive catalysts going forward, do you think that the share price will increase enough to at least break even when accounting for dividends? Or do you think that we should swallow the loss and move to something else that has a more attractive valuation and greater upside?

As always, your comments and insights are very helpful.