Investment Q&A

Q: Which US health insurer is your favourite for LT investment? If there is a different one that you all like, plse indicate and why.

Q: There has been recent insider buying and alot previously at a higher price. Also they are buying back shares. Are these two reasons good enough to buy shares with some comfort.

Q: I tried to apply Chris White's 5 factors to PET however impossible as only been public for less that 1.5 years. That said, does 5i have an opinion on how investable PET is at this point? Personally I think with the PE of 25, increasing revenue and earnings (albeit short period), and a narrative that I think makes sense, I feel that it should have a bright future as I see a lot of stores going up.

Q: Can I have your thoughts on Nationial banks cash saver account (NBC100 series A) the interest rate is 3.25%. It has a one day purchase and redemption.
I also am an x TD waterhouse investment customer and moved all of my accounts to National Bank and couldn't happier! Got rid of TD insurance also. TD continually had their hand in my pocket. I will never do business with them again.

Q: What would be your current 4-5 top picks in the Semiconductor space?
Could you rank them please along with a brief justification?

Thank you very much

Q: What are your current thoughts on these 2 materials plays ? How were recent financials and outlooks for each ? Thank you.

Q: Does this company look good at current prices? Or should one wait for a drop. I have already started a small position. It’s interesting to note that the company says that they recover the costs of opening a store within the first year..and they plan to open several stores within the next couple of years..looks like they can handle inflation..what are your thoughts. Thanks. Shyam

Q: What is your opinion on investing in the private markets?

Q: Do you think the $44.00 per hare offer is a fair offer for HCG?

Q: HCG is trading at $42.50 but the offer to be taken over is $44.00. Is there an investment opportunity?

Q: Your data on Evertz is not up to date - a dividend of $0.18 per share was paid on 29 September 2022 .
Evertz reports on 6 December . What are the expectations for sales and earnings ? Any hope of a special dividend ?

Q: Hi Peter and Staff

For new money with desire for 3 small positions amongst the above companies please pick your 3 picks for long term holds based on current entry price and future prospects.
Thanks for all you do
Dennis

Q: any tips on were i can get detailed up to date info on companies from different analysts thanks

Q: in a ok market are the fundamentals and story on track realizing supply issues are decent .. without looking at price action .thanks for your time

Q: Hi Folks,

Can I get your views on LIF, in particulat the medium and long-term outlook? Thanks.

Q: Hi 5i,
Do you think that GXE is an attractive take over candidate, based on its size, share price, balance sheet and, perhaps most importantly, the nature and location of its in the ground assets. (I benefited entirely fortuitously, but significantly, from WCP's buyout of TORQ some time ago, and I wonder if something similar could be in the offing for GXE....).
Thanks for your thoughts,
Peter

Q: Could I have an update on Propel Holdings, how do the numbers look in the Q3 release. Looks like good growth but is this still too small and too risky? Or is this a company doing all the right things... are there any comparisons / metrics to GSY that maybe helpful. Valuation?

Q: Please help me with my thinking regarding the Brookfield bunch of companies.
Brookfield has for years, been criticized for its complex structure and until relatively recently had been simplifying. However, we now see a lot of activity with the formation of BBU , BAMR , BEPC and the soon to be ( new) BAM. They are selling companies to their affiliated companies ( Westinghouse , BBU to BEP ).
It is getting confusing. Could there some sort of financial shenanigans going on here ?
I have owned BIP and BEP happily for years and am close to buying BAM but am waiting until after new BAM has been spun out. I have looked at investing in all the Brookfield companies at one time or another but believe that Bruce Flatt has made his fortune from BAM stock so it seems best to follow his lead.
Your thoughts are appreciated.
Derek

Q: I need some tax-loss advice. I would like to sell Just Energy with a loss and the loss can be covered with a gain after selling RY. After selling RY, I would like to buy RY back in a couple of days. Is there any risk in realizing the loss and buying RY a couple of days later? What is your advice? Thanks.

Q: I am holding a half position in CARR. Should I top up or move on to something similar? Thanks Jim