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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: In a situation where you wanted 5% gold exposure as a hedge against negative market volatility/downside risk, etc., would you prefer IAUF or some combination of ABX/BTO/ORA?
Thanks for this!
David
Read Answer Asked by David on January 15, 2024
Q: Everyone, I have owned LSPD since 2019 and bought and sold shares in 2023. Recently, Recently I sold the last of my shares. My philosophy is to but the best of the best and hold for a long time. For me buying is a long process of researching and waiting to make sure it conforms to my requirements. Why is it hard to sell stocks that you have believed in yet performed differently? Clayton
Read Answer Asked by Clayton on January 15, 2024
Q: If one needed to raise some cash and had a choice between the 3 choices listed (WSP, BEP.UN, GLD); what should one consider?

In what order would you sell and why? Does one have more positive / negative outlooks vs the other?

Thanks as always for your help!

Cathy
Read Answer Asked by Cathy on January 15, 2024
Q: Hi folks. I am very happy overall with how my portfolio is doing, due in large part to 5i. Thank you. However I do have one dog, which keeps hitting new lows. The good news is that it pays a nice dividend, and I only have a 1/3 postition. But I am tired of watching it sink... now down 47%. What are your thoughts... should I cut it loose? Unfortunately it's in my RRIF. David
Read Answer Asked by David on January 15, 2024
Q: For a 3 year hold, how would you rate these stocks, 1 means "forget it", 10 means "high growth expected": Nvei.to, shop.to, payfare.to, LSPD.to, PayPal, afrm, upst?

If possible, what would be a good entry price? Thanks
Read Answer Asked by V on January 15, 2024
Q: Hi 5i team,

I have two equal half positions in ATD and DOL and I'm looking to simplify by consolidating into one name. Which option is the best for my RRSP? I would also appreciate some information on why it is the best option.

Best,
Matt
Read Answer Asked by Matt on January 15, 2024
Q: There is so much buzz in media about the Magnificent Seven- the latest grouping that alleges dominance from these mega cap leaders and how 2024 is likely to see them fall from grace at least in momentum rallies, or at least in contrast to others.
Don’t support this assertion, ie is there relative price and growth rate relative to others such that they are due to get leapfrogged, or worse decline? I feel like this same line has been towed for several years and look at five and ten year growth rates for any of these as examples.
If you had some chunk of change would you lean here or elsewhere, say to financials or industrials?
Read Answer Asked by Peter on January 15, 2024
Q: Hi Peter, Great a service.

Can you rank these 4 stocks in terms of growth and risk?
Read Answer Asked by David on January 15, 2024
Q: Which ones would you buy for a TFSA and which ones for a RRSP? I have no holdings for consumer cyclical.

Thanks
Read Answer Asked on January 15, 2024
Q: Hello. What are your best recommendations for ETFs that focus on dividend growth companies?
Read Answer Asked by Robert on January 15, 2024
Q: CSU market cap has grown from 55 Billion to 75 Billion over the past three months. Have the companies fundamentals improved enough to justify a 20 billion increase? This would imply transformational developments. This move seems excessive to me and I am trying to understand what is behind it.

Thanks.
Read Answer Asked by Joel on January 15, 2024
Q: You answered Cathy's question about Nutrien on January 12, and I have a similar question. I met someone last week who works for Nutrien, and states that the company is in trouble and starting to sell off some of its businesses in various communities. I am not sure if there is any validity to this statement and curious if your research shows otherwise.
Read Answer Asked by Marjorie on January 15, 2024
Q: At what price does Laurentian Bank become interesting? Yeah, they've had problems but the dividend is pretty high and a while ago you though it was somewhat secure. It is trading at a ten year low price. Plus, if I have the right book value, we have a bank selling well below book value.

Don Coxe used to like quoting Stein's law which says "that which cannot continue will cease." Any thoughts as to how that might play out for this bank? (sell to somebody or eventual price rise or quietly disappearing...)
Read Answer Asked by David on January 15, 2024
Q: 5i you don't have to post this publicly as I don't want to offend anyone or shame people from asking questions. For the first 8mos after LMN was spun out from CSU investors could have bought Lumine for under $21. Now that it's over $30; apparently, it's too late?

CSU went from $20 to $3500 in 15yrs but buying LMN.v at $30 is paying too much. I'm not saying LMN will follow the same trajectory but investors familiar with the CSU story would love to be able to go back in time to buy CSU at $30.

Read Answer Asked by David on January 15, 2024
Q: Do you have a number for the projected earnings for HPS.A?

Also ,price to forward sales ratio for CSU, and current debt to equity(and how does that compare to a year ago)?

Thanks
Mike
Read Answer Asked by michael on January 15, 2024
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