Investment Q&A

Q: Hello:

Appreciate your steady guidance through latest "interesting" markets.

What are the realistic possible paths for oil pricing and related companies? i.e. +6mo, +1 year, +2-3 years?

The Russia factor is a huge variable and I cannot see global sympathy restoring demand for Russian oil but money talks ... when I see US pump prices something will have to move longer term or there will be a lot of frustration and pain.

I own smaller positions in a few O&G companies at historic highs so I am tempted to take a little profit after not taking some for lots of growth stocks when they had tailwinds.

Thanks.

Q: Kinaxis or Descartes for growth in 5 years?

Q: What is their cash position? Is it likely they will need to raise cash any time soon? Thanks.

Q: There has been little said regarding the proposed TD acquisition of FHN. Could you offer some more insight on whether this makes TD a buy, the potential add to EPS, how they plan to pay for it, how the buy-out premium works and most importantly, what are the odds that it will close? Other 5i comments would be welcome.

Q: Hi,
I own TV shares and am down 90%. It would only make sense to sell if you think company will not survive. I would appreciate if you can provide some insight into its BS. Will they be able to service their debt and outlook for 2-3 years.
Thanks

Q: I'm wondering if you might have an opinion regarding "seasonality" with respect to the various sports betting companies, especially regarding the opening and closing periods for the various sports leagues. Thank you.

Q: Hi Peter, why is LAND is taking a hit while agriculture remains hot ?
Where would you step in ? Thank you,

Q: Looking for dividends (monthly would be superb). Any US stock with a 4-5% dividend that you would recommend for long term hold (5 years)? Appreciate all your great suggestions!

Q: I have held JEPI thinking that in a bear market, or any down market, JEPI should do better than SPY or RSP. Is this in fact correct? The decline in JEPI seems about the same as the decline in SPY. I am however not sure. In comparing charts, even premium sources I have access to do not footnote whether or not distributions are taken into account. I also cannot tell from JEPI’s history what portion of distribution is in fact return of capital.

Q: Recent Q & spinoff are perceived to be good.Is it timely to buy/add in this market backdrop. Txs for U usual great services & views

Q: Good morning team,
According to "experts" peak inflation hit last March,and with the fed tightening the rate of inflation should continue to slide.However the price of gold has dropped 200$ over the last month.Is this a case of the market overdoing it on the downside for gold, and what could be a bottom? I have about 5% of exposure to the precious metal through a gold company,is it time to add more?
Thank you,
Jean

Q: still holding nue has seen a fair size drop and now is buying an overhead door co. What is your opinion of this move in this environment and going forward a few years.
would you suggest another co at this juncture or hold on. Thank you all.

Q: Hi 5i,

The CEO of CIGI recently purchased $17M dollars worth of stock. Is this significant relative to his holdings? Would you consider this a very strong vote of confidence for this stock by the CEO? What do you think an attractive purchase price would be for the stock assuming you think it is a good long term investment? thanks

Q: I seek your help in clarifying how one calculates capital gains in the following circumstances:
1- Say you have shares in a Canadian company whose shares are inter-listed, and you hold shares on both the Canadian and the US side. Assume the shares have differing costs. You sell PART of the said shares that you hold on the US side. Do you estimate the average cost in C$ of ALL your shares for purposes of “adjusted cost base” ? I have assumed yes.

2- This is a different question, and not necessarily related to 1 above.
Say you have shares a Canadian company, say CNQ. Say you bought CNQ in your accounts at two different and unrelated brokerages, for example iTRADE and at RBC-DI. Your CNQ shares are now held at each of these online brokers. Assume the CNQ shares referred to here are held in taxable accounts. You may also have CNQ in tax-deferred accounts, but I have assumed transactions in tax-deferred accounts are not relevant to this question.

Thus, you bought CNQ shares at different times and at different costs. You may also have bought CNQ on both the US$ side and the C$ side. When you sell part of your shares held in your TAXABLE account at iTRADE , is your adjusted cost base the average of ALL your purchases on CNQ in ALL your taxable accounts i.e. both iTRADE and RBC-DI ?

Q: Hi Guys
Looking at their most recent Quarterly I see El Corporate reported a loss of $462 Million on their investments. Should this raise alarm bells?
I was under the impression insurance companies invested their float very conservatively.
Thanks Gord

Q: Your comments please on earnings and your views on this company going forward. Unlike Lightspeed, they appear to be profitable. What's not to like?

Thanks

Q: is there any information about flow through shares. Where can I get information regarding tax benefits. Does 5i think they could be useful to investors or are they to risky. Is there an ETF . Thanks 5i

Q: Hi, can I have your opinion on the best Canadian fund to follow the nasdaq. Thanks

Q: Hi 5i team,

Given recently many tech companies share price meltdown, I keep asking myself that are we going through 2000 dot com bobbles again? Could you please walk us through current situations your lens? If people have time to hold tech names for 3 to 5 years, will they be rewarded?

Q: Please comment on Eglx's Q & guide released after close today.Txs for u usual great services & views