Investment Q&A

Q: Is there an ETF or fund that I can purchase that follows the Canadian Venture Index?
It has been beaten up so much that I would like to nibble at it, but I haven't been able to find a venue.

Bill

Q: What are your thoughts on PHG, QUIS and GLXY? Would you recommend accumulating slowly and waiting patiently? Thanks.

Q: Good day team,

I know that you always suggest trading/buying into positive momentum but if you were to choose some stocks (regardless of sectors), on both the CDN and US sides, what would they be? As we are all aware, there is a lot of red out there in certain sectors.

Q: Hi Peter & Team:
Can you give me some idea which of the above companies for TFSA , rank from your best and down. Thank you as always.

Q: Hi,
Is it fair to the shareholders if they get only 25% of the Asset Management business? I am not quite sure how this spinoff works? Could you please explain if this is beneficial for shareholders of Bam:us or Bam.a. Thanks. Shyam

Q: Good Morning,

Just curious to what Telus payout ratio is for the dividend. a friend of mine read an article where it said Telus is paying out way more than they are earning. Can you comment on the safety of the dividend? I know they just recently raised it.

Thanks
Jimmy

Q: How did earnings look? Would you add to a position?

Q: Everyone, I would appreciate your comments on the latest quarter. Many thanks. Clayton

Q: Would appreciate your review and opinion for these companies.
Are these buy, sell or hold?
Thank you

Q: Hi Peter and team,
I currently hold Transcontinental and could increase my position to a larger holding. Alternatively, thinking about selling for small loss (not crucial to do so) and switch to TFII (the sell off price is tempting).
I am low on industrials and could easily add another full position. I own Brookfield infrastructure at full position.

Do you think TCL will remain stable with relatively safe dividend? switch to TFI or add to TCL instead.
Focus is more on income, so also considering addition of EIF as I am low on industrials. I like the high dividend.
Would appreciate your comments/suggestions.
Thank you.

Q: you answered a question on mrs today. I recall this name as you brought it to members attention probably a couple of years ago. you seemed to rate it as an excellent speculative buy with good growth potential. based on what you mentioned today about the company, I don't understand why it was mentioned in the first place. it seems like a poor company with poor metrics. do you regret hi-liting the name. would you rate it a sell today.

Q: Hi, I am intrigued to watch the precipitous price decline of Topicus stock, over past several weeks. True, most high multiple Technology shares have come under tremendous selling pressure, recently. But, a general understanding had been that TOI stock is mini Constellation , of sort, with higher growth potential, but similar business model and management approach. While CSU share price has been fairly resilient during the Tech sector decline, TOI, with 55% decline from its peak, has not displayed similar attributes. Is it the current geopolitical uncertainties in Europe, which has caused this or you see some inherent issues with the company ? With $67, share price has gone in full circle back to the initial days when stock just started trading. Thank You

Q: Hi, Within less than 9 months these stocks have lost between 55 % to 90% of their value. LSPD took the hardest hit, with TOI, the least in this group. All these companies have been market darlings since their IPO's and still continue to be 5i favourites. We own all these names across all family accounts. Based on your recent comments, these stocks also have very high potential of a strong bounce back, once market sentiment towards Technology sector improves. Question: If these companies continue to execute against their respective business models, and Tech/Growth stocks slowly regain favour with investors - Based on some multiple expansion, what would be a reasonable price range expectation over 3-5 years time frame for each stock and how would you rate them, in order, as best placed or likelihood of accomplishing this. Thank You

Q: Good morning team,
Not a good morning for Argonaut's shareholders such as myself and with the disappointing news release last night about the cost of the Magino mine estimated to be up another 15% and the shares tumbling 30% today,is this a oversold situation.What are your thoughts?
Many thanks as usual,
Jean

Q: Of the 5 stocks listed in this question, do you see today as being a good time to purchase/ add to any of these names? And what order would you rank them, if buying today. Or, are there better ideas out there today that you would prefer? Thanks

Shane.

Q: If permitted to ask something personnel... When responding to questions for US securities, we see that you or your partners or 5i own a number of US stocks. What kind of strategy (i.e. buy/hold, sell, increasing positions, ...) are you mainly employing for your own investments during this turmoil? (I have to believe that you are feeling the pain alongside many of us.) Thanks again.

Q: The following quote is from bam.brookfield.com/sites/brookfield-ir/files/brookfield/bam/2022%20-%20Q1%20BAM%20Ltr_to_Shareholders%20-%20F.pdf

"Our Asset Management Business Will be Listed and 25% Distributed to Shareholders
In our year-end letter, we mentioned that we were considering publicly listing a partial interest in our asset management organization. We have been very encouraged by the feedback we received from shareholders and concluded that publicly listing a 25% interest in our asset management business will be overwhelmingly positive. We expect that these shares can be distributed to shareholders before year end. The special distribution of shares of the Manager, based on our estimate of Value1, will be around $20 billion or approximately $12.00 for each share of Brookfield you own at that time. The distribution will be executed on a tax-free basis to Canadian and U.S. shareholders and we are working through the taxation in other jurisdictions."

Am I correct in my assumption that I will receive 1 share in the spinoff company for each Bam I currently own and my BAM shares will drop in value by the dollar amount attributed to the spin off company

Q: What is expected from ECN after the bell today?

Q: Hello Peter and team
What is your view on Abcellra's results? I was expecting tick upwards. Please comment and does this look like a long term hold as i am thinking of selling Ballard to put more into ABCL. Thanks very much

Q: Hi,
If choosing between Pfizer and Merck today for a long term hold (5-10 years), which would you choose and why please. Thanks very much.
Michael