Investment Q&A

Q: I’ve read recently that older seniors overestimate their financial acumen, so I wanted to ask if you think the plan that I think is sensible, is. My thought was to move non dividend paying stocks from my TFSA to my NR., thus making room for the transfer of dividend paying stocks from my NR account to my TFSA where they would produce tax free dividends. Is that a reasonable approach for someone beyond the accumulation stage of investment? I’m wondering if there’s something I’ve failed to consider in this. Thanks as always.

Q: I have followed your recommandation to buy CROX in 2022 and held on during the continuing blood bath. I bought more and now sits on a 70% gain and holding on. Thank you very much. Do you see another diamond in the rough in the midcap space? Please suggest 3 names with rationale and possibly good entry price.

Thank again for your great services.

Yves

Q: Can you clarify the business models of the above for me. I am worried about the prospect of commercial real estate defaults affecting the share prices of the above. I own both.
As I understand it, BN actually owns commercial real estate that could potentially default, whereas BAM doesn’t. Can you confirm this? In the case of BAM, they simply take institutional investor money and invest it for them, in many different asset classes, of which commercial real estate is perhaps 5-15% roughly? And by investing institutional money in this class, they earn fees. So defaults in commercial real estate would probably only somewhat indirectly affect BAM because they might still get institutional investors wanting to allocate money to the class even if prices were low, and they therefore would still earn fees on this? Perhaps BAM would (eventually) earn less ‘carry’ on the commercial real estate investments, down the road in the case of some kind of commercial real estate decline? Thanks.

Q: Hi there, can I please get your opinion on TSLA's quarter as well as your thoughts on longterm prospects for the company. Do you believe in Telsa and management's ability to become within the top 3 (if not top spot) in market cap in the future?

Thanks!

Q: Verizon dropped today in conjunction with ATT’s unfavourable cashflow news, etc. Any fear for VZ’s cash flow/dividend? Any thoughts on a good buy-in price for VZ?

Q: TH The stock has been moving up Now at $1.37 What are your thoughts. Very slow growth in sales. Do they have a good product,

RAK

Q: Why has this done so poorly? Seems like a great concept. Is it going to zero???

Q: Would DOO be a good addition to an rrsp? Can you recommend 2-3 high conviction adds to an rrsp? Thanks

Q: Looking for your top 4-5 Canadian Companies, income or growth, that you would recommend buying today for someone with a 5-10 year time horizon.

Thanks

Q: Hi 5i,

Currently I have full positions in BN and BAM. With a goal of increasing income would you add a new position in BIPC or BEPC?

Thank you!

Q: What do you think of TH International ? Is it too early to see what the fundamentals are?

Q: How would you recommend adding a small/prudent amount of exposure to bonds in the current market environment?

Q: Hi There, do you think with the recent run up in share price that ABT has more room to run, and would you consider it a BUY at this point?

Thank you!

Q: Hi,

Which do you prefer for growth over the next 5 plus years or are there more / better opportunities in the field?

GM

Q: So, we all make bad buys, some are real big, and we know them in our accounts, so for interest sake, what would you consider to be the 5 worst buys that have been made in the growth portfolio in the last 3 years.
Thanks again

Q: TSLY Could you explain this ETF? Will this ETF go down to zero? Thanks.

Q: I currently own DSG,NVDA,SYZ,TOI AND TIXT. I am thinking of adding DCBO and wonder if there is is any overlap with the tech stocks that I already own or would be ok to add to this one as well?

Thanks

Q: RESP for 2 year old, with current year contribution to deploy ($3,075). Considering selling SHOP (8% weight) and NVDA(15% weight) and adding equally position in BN and AMZ CDR. Objective to diversify portfolio and add some growth potential. Thoughts on this plan, or alternative suggestions?

Q: Can you tell me how many total shares will be outstanding after any conversion of preferred shares down the road (assuming conditions are met?), and when this is slated to happen. Thanks.

Q: Hi 5i Team,

Lightspeed and Digital Turbine represent my biggest losers, down 60% and 70% respectively.
I am comfortable holding LSPD and APPS for a 5 year time frame but do you see some worthy growth for these two companies in that time or would you redeploy elsewhere?

Do you still believe in their growth story for the longer term?

A million thanks for all you do!

Cheers