Investment Q&A

Q: I’m considering switching from aco.x to cpx to free up cash and maintain total annual dividend amount. Will you please provide opinion regarding the safety of the dividend and long-term capital appreciation. Is there a better company in any sector I should consider at this time to achieve the same objective. Thank you

Q: KXS shares are basically flat over that past four years. Yet the company continues to grow nicely quarter after quarter and the balance sheet is strong. So the fundamentals look really good. This would imply major valuation compression. Can you please comment on the valuation four years ago compared to today? How does the current valuation compare to their industry and software sector?

Thanks.

Q: Hello,
Would you be a buyer ? If yes, at what entry price?
Thanks!

Q: I like the fact that the 5i team discloses your team members US holdings when answering a question. Looking at a large majority of the names performance they are very successful in the returns they produced. Have you tracked your performance at a portfolio level of your holdings in the US against the CDN Balanced and Growth portfolio? Seems like there might be some significant returns to be made in the US based on your holdings. I know 5i does not plan to run a US portfolio for its members but was wondering if you can create a section "Current 5i US Holdings" so we can have a consolidated list? Looking for more alpha to supplement the CDN portfolios as we are all here to grow our wealth so the more we win as community the better.

Q: Hi 5i - which of these companies would you prefer for a 10 year hold? I own ATZ and thinking of switching to PBH.

Thanks, Neil

Q: Two questions:

(1) If you could only own one of CNQ or SU, which would you choose, and why?
(2) If both CNQ and SU could be owned, in equal amounts, are their profiles and metrics such that diversification would be enhanced?
Thanks as always for your insight.

Q: Hi, I have noticed that OGI is hitting new highs and has doubled in the last 2 to 3 months. TRUL, CL and GTII are also doing well. Meanwhile, TLRY and WEED are going sideways or down. Why the large difference between these two groups? Thanks

Q: I like using the top ten holding of mutual funds as a guide to find other investment ideas. Can you share a list of the to performing mutual funds over the last 5 and 10 year periods in Canada and the US that focus on the small and mid cap space?

Q: The dividend announcement seems to be well received. Can you comment on the implications of this if one plans to hold for the next 10+ years? Are there companies that you can use to parallel the potential future returns? Is Apple, Visa or MasterCard good proxy? Meta is likely to be aggressive in dividend increases.

Q: Can you tell me something about FANDUEL. Is it a public traded company. Who owns it ?

Is DKNG your top pick in gambling ? RAK

Q: What you interpret or put value on 1 year target price on yahoo finance. example -
VRT at 63 and 1 year target price is 53
DDOG at 135 and target is 129
AXON at 270 and target 258.
Does this mean these have reached at prices as expected by analyst and as such not much upside (until analyst revise prices)? Don't have position in these. Is it too late to start. Thanks

Q: Compare and contrast BCE and Telus’s results.

Q: AC Do you expect a good Q International travelers very strong
When do they report, ?

Are Air Ports running better now than three months ago ?
Do you think Boeing problems will cause fear in flying
Expedia said this was a factor in bookings RAK

Q: This co. was suppose to be listed on TSX, on Feb 1, from its original listing on TSXV. Could you please find out what is happening with this company/listing.

Thanks.

Q: Up 202% on FSLY . I am trying to decide whether to trim or hold having been burned by this stock in the past. Is this now a hold and celebrate the turnaround or are their any worrying negatives you see in their recent improved performance.

John

Q: Thoughts on the quarter [lease?

Thx

Q: Hi 5i, seems MG is pushing out some of their bets on EV and Autonomous trends, Do you still believe in their growth over the next 2 years after this quarter? I know they raised their divi, but I fear this stock may become a value trap. Also, please provide a few alternatives, no small caps please, either CAD or USD. Thx.

Q: Please give your opinion of ARC Resources Y/E earnings from last night. Thank you.

Q: Good Evening
I am a long time holder of Premium Brands, have always liked its prospects but have grown impatient with the stagnation in stock price. Considering a move to Hammond but wonder if I have missed out on the run up in price. Would you endorse the switch or have another suggestion. When I have made these types of decisions in the past many times patience would have been the best move.
Thank you

Q: Would you be a buyer, and if so, at what entry price?