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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: I've read the Nov. 4, 2021 report and all questions since. Given premium to peers in Nov report and its more than 50% decline, taking into consideration price changes since Nov in peers (KXS, DSG, SYZ), would you say the case is stronger on a relative basis today to consider TCS for a buy? If you ranked the 4 today where would you put TCS and if it's in the 3 or 4 position, what particular weaknesses are causing you to rank it lower? Thanks for all you do. John
Read Answer Asked by John on May 03, 2022
Q: What would be your top 3 growth picks for Canada and for the US that are in the "bargain bin" today?
Read Answer Asked by Andrew on May 03, 2022
Q: I would like to invest in a water related company. I am looking at the above, and would appreciate your comment on what looks best to you. I have a long-time horizon. Or, is there another company you would recommend? Thanks.
Read Answer Asked by Patricia on May 03, 2022
Q: Good morning 5i,
I have a loss in Gild and have been waiting for a time to claim it and buy a replacement. It seems to me that the recent drop in Abbivie might provide that opportunity, unless there is something I don't see. Would you think that this would be the best opportunity in this field at the moment?
thanks as always for your great work
Read Answer Asked by joseph on May 03, 2022
Q: Hi Peter,
Do you see anything "funny" about this redeemable reset preferred?
Current price is $21.98. Resets on 2022-09-30. Resets at 5YR + 2.92%. Currently the reset is then 2.83% + 2.92% = 5.75%. If PPL didn't redeem then you'd get a dividend rate of 6.55% based on the @21.98 price. If they do redeem then you get a $3.02 gain for 5 months.
Do I have my facts correct or am I missing a detail or two?
Read Answer Asked by Dennis on May 03, 2022
Q: Hi 5i Team -In a question recently asked you mentioned that Shopify is still not cheap. At what price could it be considered a decent valuation. Also in your answer to a previous question you mentioned Shopify has $6.7 Billion in cash. How much per share does this work out to be and is it a significant amount in this context. Do you see them deploying some of this cash to make an acquisition or even to buy back shares. As a summary, are the fundamentals much the same as they were a few months ago when Shopify's share price was much higher. Thank you.
Read Answer Asked by Rob on May 03, 2022
Q: REITs are getting pummeled today with some like BEI.UN, DIR.UN and HOM.UN down more that 6%. Any thoughts on why such a big downturn.
Read Answer Asked by Albert on May 03, 2022
Q: Is the sell off in industrial and multi-family Reits reached full on insanity levels? Seems massively over blown to me. Do folks actually think rates are going back to 1970’s levels (I don’t). Thanks
Read Answer Asked by Scott on May 03, 2022
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