Investment Q&A

Q: Your thoughts on latest quarter for MRG.UN please. I have owned it for about a dozen years and like the higher yield I get than from other residential reits I own, which seems based not on risk but perhaps on large ownership position by morguard corp - do you agree? Can you explain how they can have a payout ratio below 50% when we are told that reits must payout the bulk of their cash flows or risk paying corporate taxes. And with their payout ratio having been much lower than most other reits for years can you further explain what they have been doing with these funds that they haven’t been forwarding on to shareholders. The dividend growth has been modest and sporadic and I don’t recall that many acquisitions or significant buybacks. Thanks.

Q: hi folks, thoughts/opinion on Q3 results for Cellebrite clbt/q...seem pretty good & guidance increased. Also, can U please explain the difference of GAAP net loss of $207.1M, and then report non-GAAP Net Income of +$31.8M....which is more relevant in eyes of analysts/investors, thanks......PS: thx to great podcasts/webinar of both Chris White & Ryan Modesto....I took position in company a while back....if not for great information provided by 5i...would never of heard of, or invested in this company...thanks for all you do, jb Piedmont, QC

Q: Hi Folks,
Trying to raise some cash in my non registered account. Reducing the number of stocks in the account. Currently have ISRG and ABBV as my health sector holdings and both have done well. I also hold ABBV in my RRSP. All things being equal, which one would you sell. Account is growth focused.
Thanks

Q: for a retired dividend investor in canadian stocks which dividend payers do you think are the safest and have some growth potential. seems lately that a lot of dividend canadian stock that i have been invested in is having problems. [bce, td, t, bns, enb etc.]

Q: Hi 5i Guys,
We have generated some cash and I would like your thoughts about parking the extra cash in BCE or Telus and at least getting paid a nice dividend which greatly exceeds the interest that we're getting.
Any thoughts or suggestions are appreciated.
Thanks

Q: Retired with a longterm (10+ years) investing horizon and a solid pension. My TFSA is primarily growth and all Canadian with some US exposure (WSP, PRL). I’ve got some $US I want to put to work in my new unregistered $US account. I realize you don’t want to get personal but if it were your money and you were looking to start a new US based portfolio with solid companies a bit on the growthy side what 6-8 companies would you consider?
Thanks so much.

Q: These are on my watchlist. Do you see any problems with these?

Q: I am planning on buying the Canadian Depository Receipt of Walmart. Do you think it is too overvalued right now to start a position?

It has had a nice run recently.

Q: In a recent answer you listed ten top US growth stocks. The list did not include NVDA. Has it really fallen that far on your list of best US growth names? Thank-you.

Q: Curious what you think about SYLD? Is this something you would recommend? If so how much of a fixed income portfolio should it represent? If not, do you have other suggestions? Looking to increase returns of my fixed income investments as I get closer to retirement.

Q: What is your view of the company after the latest results. Would recommend adding/buying after the jump?
Appreciate your insight, Peter

Q: We’re retired with comfortable pensions and a 10 year+ investing horizon. To date we’ve invested in Canadian growth companies inside our TFSAs (we’ve tried to access the US market through companies such as WSP and PRL). We’ve recently opened a $USD trading account and want to start investing in relatively stable US companies with some growth potential. ISRG is one we’re considering. Could you please provide a list of 6-8 companies you’d be looking into if it was your money. Thanks so much for all you do.

Q: I sold my full positions in APPL and NEE plus sold half my position in VERT this morning. I would like 2 good dividend payers with a growth metric, and 2 small/ mid caps for a 2-3 year hold.
Other positions currently held are: MSFT, SYK, AMZN, ISRG, GOOG, ABBV, JPM, PRU, AGX, CRS.
Thanks for all the above over the years. David

Q: For a 2 to 3 year hold, which company would you buy today LMN or CSU,
and why?

Thanks, Chuck

Q: Hello,

I own KMP.UN and just received a large package from them requesting I vote for or against.

They are asking shareholders to approve the plan of arrangement as Appendix E.

I made an attempt to go through it and understand what they were proposing but admit it wasn't clear to me.

Could you please clarify what they are asking shareholders to vote on and interpret it for us in simple talk.

With thanks


Sheldon

Q: I plan on adding to two of these companies for a 3 to 5 year hold. Please give your rankings from best downwards (with a few comments as to your reasoning)
Thanks. ram

Q: Hello 5iR,
Path has been recommended on BNN. Would it be a good time to buy some?
Your opinion of this company is appreciated. Thank you. Cheers.

Q: Can you provide an 'idiot's guide' answer to what FTN is and how it works.

Would it have been a good investment over the last 3 years compared to an average dividend paying stock?

Would you recommend it as a good investment for the next 3 years given anticipatedmarket conditions? Thanks

Q: I have a small amount of BAM from the previous spinoff. I like the Brookfield companies and am looking for a good growth dividend stock. Do you think it is too late to add more BAM?

Appreciate your insight.

Paul F.

Q: What do you think of QXO? As far as I understand it is a very brilliant founder who has grown similar businesses, put in hundreds of millions of his own capital, has a lot of the same team in place, and is looking to grow and build in a fragmented industry.

What do you think/what can you tell me about the outlook of the company/valuation, growth prospects, etc? I see it has almost 1/5th of its market cap in cash.

I'm a bit weary of these types of situations after GUD, but also that could just be a shortsighted behavioral bias.