Investment Q&A

Q: Looking to add 1 new position to my TFSA in consumer cyclicals and based on Q&A and reports 5i is very positive on both of these companies. Which one would be your 1st choice today for long term (5 years+) growth? Would you split the new money between them? Thank you.

Q: Hi, Could you please comment on the quarterly/annual results released today., which appears to be strong. Company also seems to be committing to regular and special dividends through 2024, and returning 50-90% of FCF to shareholders !! Sweat !!! There has been so much pessimism about TOU and NG producers, recently. Do you expect the stock to recover and see better price action, over next 12-18 months ? Thanks

Q: I've owned shares in Brookfield companies for a very long time, not having sold a share. I'm now very overweight in my overall portfolio 15%, BN & BIP.un being the lions share with smaller positions in BAM & BEPC.
I need to reduce the size of the overall position, can you share thoughts on similar types of companies that I could buy with that type of shareholder alignment in the management team

Q: Have held Riocan in my RRSP for many years, does it make sense to replace it with Dream or is there another recommendation CND or US. It’s the only REIT in my portfolio and looking for long term hold 5+

Q: What do you think of Argonaut Gold’s prospects given the news that sent the share price tumbling today? Do you have any confidence that they will eventually make Magino a success?

Q: Guys,

I just asked and you very quickly answered the question below. But how can there be an ex-dividend date for a stock that hasn't started trading? Or did you mean CSU? Confused here.



Constellation Software Inc. (CSU)
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Q: I see that CSU is down $60 per share as of 4PM on 3/1, and I also see that a listing for Lumine has popped up in my online account, though with no value attached. I know those shares are not starting to trading until around 3/24 but do I assume correctly that some or all of today's drop in CSU is related to Lumine?

Asked by Kim on March 01, 2023
5I RESEARCH ANSWER:
We would not assume this. The ex dividend date for LMN was Feb 15 and that day would have reflected the spin off.

Q: Could there still be another bidder for maxar. There were 36 companies who looked at the company during the go shop period, Thx for this one by the way,

Thx

Q: I see that CSU is down $60 per share as of 4PM on 3/1, and I also see that a listing for Lumine has popped up in my online account, though with no value attached. I know those shares are not starting to trading until around 3/24 but do I assume correctly that some or all of today's drop in CSU is related to Lumine?

Q: your thoughts on buying this to replace Summit. i am retired and looking for income and have other industrial reits is the US. i see the payout ratio is high but has been coming down steadily. Your thoughts would be helpful.

Q: Increased dividend 30% in December and 28% yesterday. Seems rather good. I would appreciate your thought on this company for the future? Seems firing on all four? Thanks for all you do.

Q: we are looking at adding to our position in Well. We purchased at a higher price but it seems to be doing things right. We are looking at 5 years. What are your thoughts.

thank you

Ken & Cindy

Q: 80% + loss on those 3 stocks in my TFSA.Do you suggest for each stock: hold, sell or buy more ? + comments if possible,regards,J-Y

Q: What are the pros and cons of owning these T bill etfs as a place to park cash as opposed to GICS or Bonds?

Whether usd or cad would not be a factor.

If you like them which one would you favour?

Thanks.

Thanks.

Q: Hi

Which value stocks with good prospects have the fewest analysts?

Thanks

Q: Further to your answer to question: Can you suggest a US ETF similar to CASH in Canada, dated Feb 24, 2023 10:30 AM, what about a HISA Mutual Fund like NBC101, current rate = 4.15% ?

Q: Dolly Varden released what appears to be a significant silver find at 1,499 g/t Ag, over 15.94 meters and 301 g/t Ag, over 15.00 meters. Can you comment on the progress DV is having and their future potential. Thanks.

Q: Is there any other reason this would go down other than the holdings values?
Would there tend to be some percentage of disconnect.

Q: Hello Again

What is going on with this company? Metrics seem good but will they start making money. Should we bet the farm or sell out. What are your thoughts on this.

thanks
ken & cindy

Q: with steel stocks hitting all time high, if you could only choose one which would it be and would you buy it now.
same question for copper.
u.s. stocks are fine.
dave

Q: I was reading last week about the Credit Suisse Report where they were suggesting that a commodity play would be a good hedge against inflation. The best way to play it is with futures. Do you agree and what is the easiest way to do it?