Q: After your weekend review, please advise as to whether or not you would recommend adding to one's position in OTEX in light of the latest earnings report. I am keen to do so, but only if 5i continues to believe in the longterm prospects of OTEX.
Q: Thanks for the podcasts and blogs - really helpful. Would 5i consider placing links on the profiles pages for the companies mentioned in those blogs and podcasts, for easier reference?
Q: Would 5i comment on earnings for AND and anything you may have gleaned from the report and conference call { if it has happened yet } . I know what the earnings are { down a tad from 2023 but not a lot } but would like to hear 5i's opinions on the business and business model going forward both short and mid to long term .... The stock has been a bit unexciting in the recent past and I am trying to assess whether to move on ...... Thanks for your terrific service . Garth .....
Q: You indicated there was a flash report issued for TFII. Thanks for pointing this out. If I'm interested in seeing all reports, both formal and flash, for a company, how do I search and access them?
Q: My kids opened RRSP's as soon as they were of age and contributed a small about (<$3,000). They make regular contributions.
Until the RRSP has enough funds to start thinking of diversification, what are the "top 3" possible stocks or ETFs you would consider if only having one investment, and if you could explain why its' a sound investment for each that'd be great.
I have trading accounts with a Big 5 bank and have been unable to access the one of the accounts for the past day to review the performance therein or execute trades. Have never experienced this before; I'm sure it is a technical issue that is being worked on although no notice has been provided (of which I am aware).
Regardless, it is somewhat nerve wracking and leads me to pose the question: What protection and recourse do individual investors have in case a brokerage fails? Not saying this could be the case here but am wondering if one should take proactive measures to protect assets? Or is there a fund akin to the CDIC ?
Q: If the Cdn $$ declines when rates go down, do you expect High-Interest ETF's that invest only in the Cdn $$ will also decline proportionately? Also what about HSAV and HSUV>U? Thanks
I'm interested in MLPA:US but since the ETF is a holder of mostly US LPs, I'm not sure if the new taxation and selling rules for US LPs will apply to it as well. What would be the implications of holding it in a registered or margin account aside from the normal Canadian taxation rules? Hoping you can shed some light on this.
Q: WELL was $3.50 in August 2020 and its $3.55 today.
Reminds me a lot of GUD. IMHO 5i tends to be overly patient on some failed investments whereby selling them and moving on could make for a much better return.
So I have been as patient as I want to be with WELL. When I sell my shares of WELL, which I intend to do, what would be a good replacement that is well managed and has good potential growth in its future outlook?
Q: With the recent market drop in this stock on the news of the US fine and the possibility of future fines (several if I remember their news announcement correctly) and with the time frame that it seems to make these decisions do you still have faith in this stock going forward or is there still more downside than upside this stock going forward.
Q: in your answer to Mark regarding Capital Gains, you say that the gain will be taxed at a higher rate after this June. But, what about the 250K annual exemption?