Investment Q&A

Q: A guest on BNN commented that BN.ca requires low interest rates to do well and didn't recommend holding the stock.
The stock hasn't done well since the BN/ Bam spin out. What is 5i's opinion. Do you think there is further down side, or languish at the current price or price appreciation.
There was a common assumption that with the stock spin out that it would unlock value. Instead tanked. Buy sell or hold.

Thanks for your expertise.
Brian

Q: Could you comment on their Q3 financial results! Do they indicate this company can survive and maybe even make comeback?

Q: what forward price assumptions for natural gas and oil has BIR used in order to maintain the .80 cent annual dividend? what is the current price for oil and natural gas? what is the 12 month high and low for oil and natural gas? what is the payout ratio? thanks Richard

Q: Which Candian companies with high share of international revenue would you recommend in current environment? Please rank according to your preference [with short blurb why you like], and indicate share of international revenue.

Q: I am interested in both of these ETFs to replace PSA as my savings account. My understanding is that rather than the distributions being taxed as interest as in the PSA the earnings are reinvested and NAV increases accordingly and when I need money sales of units at higher prices are taxed as Capital Gains.
When reading the Horizons website both of these ETFs have suspended sales of new subscriptions. As these ETFs continue to trade am I correct that this will result in market prices being increasingly inflated over NAV. The website also goes on to say that it does not recommend purchasing units when price exceeds NAV.
Can u clarify what this all means and am I ok to purchase these ETFs to use as a savings account to place temporary excess funds.

Q: Selling US securities held in my RIF I need to find a temporary home for US cash pending reinvestment.
I can't seem to find an ETF similar to Purpose (PSU.U) listed in the US. Am I missing something?
Thanks

Q: What happens to stock prices of mortgage companies when interest rates go down / up?

Q: Green Impact Partners has recently been granted approvals for a new Renewable Natural Gas (RNG) complex in Calgary and appears to have secured project funding. Is this company something you have looked at?

Q: David Rosenberg is bullish on Canadian companies that are exporters or have high international sales exposure. for investors seeking growth please list your 5 favourite names in this area please show each companies percentage of revenues arising from its international exposure thanks Richard

Q: Hi group i presently hold CVS - 20% loss,- UNH - 11% loss Buy sell or old ? + if sell what would you replace with (these are my only holds in health sector this sector is really struggling - your comments on the sector + these 2 stocks in general

I also own NRGI - presently a 20% loss I also own ARC in this sector presently 5% loss - your thoughts on the sector in general + But sell or Hold

thanks for your help with my portfolio

Q: Any idea what is expected for NPK earnings on March22, their expected reporting date. Is there any news that would spur on earnings or reduce them?
Thanks,
Dave

Q: Hi 5i and Peter,
In a show down between DSG and TRI which company would you pick for the largest overall return for the next 5 - 10 years. I like both companies and having a tough time deciding. The past 5 years their CAGR share price (including TRI's dividend) has been DSG - 22.6% and TRI - 24.3%.

Q: Hi 5i,

In Sept 22 you gave NFI a "B" rating. You commented that it is a little on the risky side.

Do you think the Balance Sheet and Cash Flow are strong enough for an investment in their convertible debenture (NFI.DB) which is due in 2027? I realize their would be no conversion possibility with the bond.

Thanks for your opinion on NFI.
John

Q: Hi,

I searched your questions database and couldn't find anything related to this equity. I know it's small cap but it has had a fascinating roller coaster history. I recently purchased it. Do you see any upside?

Q: In a prior question you mentioned that Goeasy's "funding may slow down or cost more if investors get nervous in general, but it can't really experience a 'run' on current funding like a small bank can". I am trying to understand why Goeasy can't experience a 'run'. What is different with this company? You had also mentioned that it has a different funding base. Thank You.

Q: Hi,

Your comments on Stone's just published results ?

Thanks

Q: What do you think about this bank's prospects higher in the short term and long term, Team?

Thank you,

Joseph

Q: In a recent WSJ article about Deposit Insurance in US/Canada - they state " Canada never had a bank failure" as far as you know is that true?

Q: I have held HD for some time in a registered account. I note it has been slowly drifting down and wonder if it's time to sell. If yes, can you please provide 3 or 4 US alternatives in the same sector that are more growthy with a similar risk profile? Thank you.

Q: Could you please give your opinion on YETI's quarterly earnings. Thank you.