Investment Q&A

Q: Could you do an update (only 1 question and it was 2021? Now approaching CAD$0.5B, strong earnings, low debt, pays a dividend, in good assets in CAD, interesting opportunities in North Sea - a UK company but listed on TSX.V. In particular, to what would you attribute its lackluster performance in the last year? Thx.
John

Q: I have 20 Thousand US Cash in My US RRIF acc't. I am looking at deploying it into 5 stocks for income. I don't have any oil sector stocks or ETF, Reits or banks.Looking for idea's which could bring dividends and growth over time.Tks 5i take as many credits as required. 79 year old.Do not need any money to pay my RRIF monthly payment as I have Can account with ample cash for 18 months

Q: Profitability, why is this so difficult to achieve for LSPD? Is one reason that the CAO and Board are still continuing to be driven or leaning to expansion and therefore changing to control control is difficult to achieve? But that does not make sense because we have heard they want to be profitable in 2024! I am confused. Clayton

Q: Hi 5i,

Is there an explanation somewhere as to the meaning of the % at the bottom right corner of the Income Model Portfolio? The headings are: Portfolio; Benchmark; Active. An explanation of each line in the chart would help me understand the relevance.

Thanks for the help.
John

Q: Hi 5i Team - I sometimes hear about the amount of money waiting on the sidelines for possible investments in the equities markets. Do you have an idea of what this might be in the U.S. or Canada or even globally. Also would you consider it a significant amount. Thanks.

Q: Hello 5i, Could you provide the takeover offer for YRI that looks like cash and shares. Say a person has 1000 shares and want to sell , what is the sell price. Thanks

Q: Good Morning all!,
Why such an abrupt fall this morning while this company is still breaking records? Is it buyable today or should we wait for volatility to reduce ?

Q: Hello,

When you last answered a question about Ford it had just been hit with some bad news. Despite that you felt it still had redeeming qualities and rated it a hold.

I’d welcome hearing your current assessment.

Thank you!

Marc.

Q: At first glance I am a bit disappointed
Sales grew at a fantastic rate yet net income did not
Margins down and costs way up.
Should we shareholders be worried

Q3 net revenue increased by 37.8% to $624.6 million
Q3 net income increased by 8.9% to $70.7 million
Q3 Adjusted EBITDA(1) increased by 9.5% to $119.6 million

Q: Looking for steady type income stream. One that has some momentum preferably. Most valuations seem similar. Which might you prefer in the Royalty type area of consumer cyclicals?

Thank You

Q: Hello, This is not a question about stocks but more towards interest rate and the effect on markets. How can the US un-employment rate still be around the 5% when we hear of mass layoffs everyday from major companies? It would seem that the 5% is skewed so as to give reason for the fed to keep raising rates which in turn would seem to affect the markets.

Q: Hi 5i Team - Could you provide an update on Mirasol Resources, in particular its balance sheet including cash on hand and debt. The stock has been doing better over the past few months and am just wondering if there have been any significant developments. Thanks

Q: I am a retired income investor. I own a lot of the various Brookfield companies. I have held BGI.un for quite some time and, unlike the Brookfied companies, I am well under water. It is very thinly traded. I have no problems keeping BGI because it fits my need for dividends but I am wondering if it is dead money and will keep slipping. Can I have your opinionon its future

Q: 5i,
Further to Kim's question on Jan 11.

Does adding all the debt for the "go private" not affect the security of the Pref?

Will Cannacord, the company, eventually end up with the debt or will the buy-out shareholders be responsible for the debt?

Thanks,
John

Q: These three software tech stocks have grown their dividends over the last decade plus. I'm looking at them as part of a dividend/income portfolio. Are they a buy at this time? If so at what price? PEs are all rather high. Thanks

Q: I have a bit of cash on the sidelines that I'd like to deploy in a money market fund/cash proxy etf product to earn a bit of interest on. Do you have any suggested ETFs for this purpose in this market?

Q: I use my TFSA to buy and hold low-debt, cash flow positive, technology companies with good long-term growth prospects. My TFSA holdings (ENGH, OTEX, SYZ, TCS, AIF, REAL and AT, ranked by weight) total about 8% of my overall portfolio. My holdings in AT and REAL have fallen to about 1% of my overall portfolio, because of their poor performance, versus 2.5% average holding for each stock in the overall portfolio. I am considering the following options:

1. Keep both AT and REAL for a long term (10+ year) hold (i.e. do nothing)
2. Sell one and consolidate into the other for a long term hold (but which one to keep?)
3. Sell both and consolidate into my other TFSA holdings (which one(s)?)

I would welcome your thoughts with respect to each option, given there is no tax loss selling benefit in a TFSA. Thanks!

Q: Can you give me your latest thoughts on above?? Thx

Q: Is it expected that dividends for these two companies will be paid in US dollars as BAM.A previously did?

Q: Hi

What are your thoughts on Whitecap and altagas are they both a hold for the long term.

Thanks

John