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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Thank you for the article "Good things come in small packages: Why we like small and mid-cap US stocks."

Is there a way of factoring riskiness of SMID-Caps vs Large Caps either qualitatively or quantitatively into your discussion and would you care to elaborate?
Read Answer Asked by D on March 04, 2023
Q: In a response to Chris on February 27th, you indicated OBE was OK but you thought TVE was better. I am curious what brought you to that conclusion. Maybe I get too caught up in simple metrics. For example, OBE has a PE of 1.0 and a PB of 0.52 compared to TBE where the same ratios are 4.3 and 1.3. I realize it is not as simple as that. I hope you can educate me on how to dig deeper into your preference for TVE. Thanks again for helping the little person.
Read Answer Asked by Danny-boy on March 03, 2023
Q: just starting a resp for grandson and wondering if you were in my shoes with a good long term strategy which stocks would you start with? Does not have to pay a dividend as want growth with a chance he will have enough funds to go to Harvard for three to four years {ha, ha]
Read Answer Asked by hans on March 03, 2023
Q: In your model portfolio you have moved TSU.TO to 4.5% position, question is why not 5% full position, do you think there may be another opportunity (shoe to drop) for an entry. Do you see clear path to SP movement what we had during end of 2022. I have read your answers recently on TSU and seems 5I seems to say that recent write off could be rear window occurance and SP should trade more on it's fundamentals which generated good SP momentem like in 2022 end


Read Answer Asked by Francis on March 03, 2023
Q: In a couple of recent (March 3 posted) questions today you have suggested in some portfolio cleanups, letting AT go and also STC with proceeds to be consolidated into CTS. However, at least to-date, the 5i Growth Portfolio is still holding both AT and STC. Can you elaborate please . Many thanks.
Read Answer Asked by Alexandra on March 03, 2023
Q: Hello 5i
Please explain if the sale or exchange of the 2 million shares is dilutive to shareholders- I don’t think so, please confirm.?. Who or what is HL1 17 LP ? The offering closes March 2. The closing date for this “event” is March 16: Are there two class of shares of RBI? If one is building a position is this a good entry point? Are shares likely to drift much lower than $63.99 (the price BoA is purchasing the shares for) in the face of this event? Would you see $63.99 as the floor? If not, can you guess how much lower?
Tia
Read Answer Asked by Kat on March 03, 2023
Q: I’m looking to add a US REIT to my portfolio. Can I get your thoughts on how you would order these 5: SPM, O, VICI, PLD, IRM? Also, what would be your choice of a US REIT ETF?
Read Answer Asked by Dan on March 03, 2023
Q: What are your thoughts on EXPI latest earnings report? Was there anything of particular interest on the conference call (either positive or negative)? The stock has been punished with interest rate hikes impacting real estate markets. Does it look like a company that will do well when it comes out of this and real estate picks up or have the fundamentals and story changed here? Is this an add while its down, hold and do nothing, or time to move onto other higher conviction names (please suggest any). Currently held in TFSA so no opportunity to claim a loss (down 70%, currently less than 1% weighting due to drop). Thanks so much!
Read Answer Asked by Justin on March 03, 2023
Q: A recent guest on Market Call stated that while we have been in a dis-inflationary cycle for decades, we are now in a re-inflationary period which could go on for a long time. This means interest rates continuing to rise in steps over perhaps several years. First, could you comment on this view. I would like to hear your ideas about the direction of near term interest rates, as well as long term. I know that this is a predictive type of question but I highly value your opinions. Secondly if we are indeed in for a long stretch of gradually rising interest rates could this possibly mean a long term decline of growth stocks, or at least the ones that are not yet profitable. Thank you.
Read Answer Asked by Rob on March 03, 2023
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