Investment Q&A

Q: Hi 5i,

Looking for exposure to defense industry. MAL:CA has been a consideration. Would appreciate you thoughts on the stock moving forward and what other stocks you would consider for a long term 5+ year hold.

Thank you in advance.

Greg C.

Q: Regarding Hammond Power. Your thoughts on if the margins are sustainable considering the supply constrained environment of the pandemic and who is their number one competitor ?

Q: TDG HEI -HWM I would appreciate guidance on investing in part suppliers to thr major defense contractors, with your preference to invest in this market and target entry prices. If I missed any of interest or you would orefer in the defense sector, please advise.

Q: HI,

Looking for a long term hold with ability to weather the long predicted recession? is this a good sector to be in and which company do you like the best? Any other choices you like better?

Q: Hi 5i

With the recent quarterly release I see that HPS continues to do well.
I'm just curious as to how they compare to their competition in this space?
Are there larger or smaller companies that are doing equally as well and therefore also worth looking at?
Or is this somewhat of a moat business?

Thanks!

Q: In looking at GE’s performance ytd, I was a bit surprised at how well it had done. I’m wondering what your thoughts are about starting a new position at these levels. Is it a long term buy and hold?
Thank you as always for the great advice!

Q: if SMRs [ small modular reactors ] take off , what businesses and spin off companies good really benefit from power producers of this sort ? thanks , have a super week.

Q: I received this note regarding GE Fair Fund $200 mil. civil money penalties. Is it worth the time to claim my piece and to go through all the required documents for the 800 shares I had? My cost was around $18k and $7k in losses. The shares were held in an RRSP account.
Many Thanks.

Q: I understand that ~30% of ZWU dividend is ROC. Would you say this is the case across the board for all covered call ETFs? Am looking at XYLD with this spectacular dividend, and am tempted.
And GE- industrial sector, well diversified, (seemingly) well priced
What do you think?
Thanks Jerry

Q: GE is getting hammered these days - any idea what's caused the huge drop?

Thank you.

Q: I hold all 3 in a non-registered account, and spin-offs from U.S. companies can bring unnecessary complications at tax time (86.1 elections requiring paper tax filing) - I just want to avoid that whenever possible. Given market efficiency theories, the value of the spin-outs 'should' be in the stock close to spin-out time. Given that, does your Bloomberg advise as to when the ex-dividend dates will be for the spin-outs of these 3? Thanks very much....

Q: Happy New Year!

With GE splitting into 3 companies is this a good time to initiate a position on GE? I think it is still cheap.. GE energy and healthcare have a lot of potential in my opinion. What is your take on this company. Thanks.

Regards,

Shyam

Q: One of the aspects of GE's businesses that has always appealed to me is the research arm, including additive manufacturing, artificial intelligence and biology/applied physics.

Since the company is going to split into 3 separate entities, do you know which of the new companies will contain the research arm, or will it simply be a component spread across all three?

Thank you.

Q: With GE announcing plans to split into three separate companies, will existing shareholders receive stock of the 3 new companies? Thx

Q: I have some shares of GE. I've been happy with the performance of the company over the past year. Today they announced a split into three companies. The market seems to take it well... I wanted your thoughts & analysis of the changes and if there is a division of the company you would discard. Thanks as always!

Q: Please suggest a few stocks (CAN, US) that will likely see a rebound in share price when the computer chip shortage is rectified. Either for a trade or 5-year hold.

Q: HI
Can I please get your opinion on GE for a 2 years hold.
Thanks

Q: There will have to be a significant electrical buildout to facilitate a wide based conversion to EV. Everything from Power Production thru both new and upgraded Distribution to Charging Facilities and their components and other electrical elements I haven't thought of will benefit.
Who will be the biggest beneficiaries?
Will there be be clear winners in power production, presumably among renewable energy companies? What about their suppliers?
Will distribution equipment suppliers like GE and Siemens be rejuvenated? Who's best in class in their sector - one of them, Mitsubishi or?
In Electrical Distribution is there any clear leader or is it so decentralized that all the Fortis' and NEE's etc. benefit.
Will ATD.B and its competitors actually see growth in facilities and same store sales etc.
To what extent will energy storage be required and at what stage?

Thank you, Hugh

Q: With GE's just-released results, are you any more positive in its having gained some positive momentum in key areas, such as cash flow? Is it investable, for the long term?
Thanks for your response,
Warren

Q: GE’s Haliade-X is in the news. Could you tell me what percent of the company the wind turbine business represents. And if your beginning to look at the company once again as a turn around?