Investment Q&A

Q: What is the recommendation to own in a registered account? What is the difference between these 2 securities?

Q: Hello 5i,

I hold POU with 1/2 of the position covered called to June 2025 at a 14% higher strike. My question is the $12 Special Distribution Return of Capital & $3 Lump Sum dividend that was announced Dec 18/2024 priced into the stock? Another way to ask the question is will the stock price drop if $12 of return of capital occurs & $3 in dividends or should I try to buyback the covered call before it becomes ITM? I have no issues holding the stock longer term and would like to take advantage of the special distribution if possible.

Q: Someone sent me a useful update on PLUG just over a year ago - I would appreciate an update - inc current prospects - as it looks as though it might be making a base etc and I wondered if they had got their financing sorted. On PTK do you know who offered them financing and if they are a credible - and supportive - player.

Q: I am over weight on CSU, WXM, DSG, and SHOP and under weight AW, BEP.UN, KXS, BYD, PBH, and LMN. How would you rank these 6 where i'm under weight to add to in 2025? Are any recommended to hold or sell?

Q: I have these 2 in my dividend account. Between the 2 which would you sell for a tax loss?
Merry Christmas!

Q: Good afternoon,

The class action lawsuits against TD bank may require a very large payout to settle, is it not better to wait until they settle and then buy the stock?. TD has pleaded guilty to all the charges and will have to payout for sure.

Thanks,
George

Q: Good afternoon
As a follow up to your response regarding your preference to purchase BN in a CDN$ Non Registered account would it also be advantageous to journal the BN shares that I currently hold in my US$ Non Registered account to my CDN$ Non Registered account given the relatively low value of the CDN$ and journal them back to the US$ account when the CDN$ regains some of its recent loss in value?
Thank you and I’ll await your sage advice,
Francesco

Q: Hi Folks,
I have a position in BKNG and would like to add to it after Wednesdays drop - may I have your opinion on the state of the company and whether adding to it at this time would be prudent.
Thanks

Q: With the recent declines, in what order will you invest in the above mentioned companies and why

Q: I have two questions re: tax loss selling. I have a three year old gain that I can offset by selling the above holdings.

1. First please help me with the math. If I buy a stock for $100, sell it for $90, I have a loss of $10 which would mean I can expect a $2.50 tax loss at a 25% rate. Does this mean that if I wanted to buy the stock back after 30 days, I would only be better off if I buy it back at less than 92.50 per share? Do you have a threshold whereby you must be down by a certain amount to justify a tax loss sale? e.g. 20%? Unless of course you are walking away from a company.

2. Which of the companies listed would you consider buying back after 30 days? I have too many holdings as it is so may just let them all go unless something is particularly interesting. I am overweight technology, underweight everything else but otherwise have a broad mix of funds and stocks.

Q: Hello Folks:

Now that Chairman Powell has clearly stated that people should NOT expect aggressive rate cuts, how do you think it will impact Small caps? Will they languish for some more time?

IF, a big IF, Small caps do come alive, do you think one should hold more of Small cap growth or Small cap Value?

Also your word of wisdom about buying Small caps over Mid caps? Wouldn't the latter (Mid caps) benefit more if the interest rates remain the same, more or less? Here the assumption is that the rate cuts will benefit Small caps.

Many thanks in advance!

Q: I am surprised at the drop on earnings from Cintas $CTAS. Please comment.

Q: Hi Guys
Dream Industrial has been drifting lower all year, and hit a 52 week low. Seems to get no respect and yet everyone says increased Industrial space for logistics centres and data centres etc. are/will be needed. Is anything changed with this company fundamentally? Do you still like it into 2025?

Could you inform me what a realistic book value a share would be? And finally do you see it, like Pure Industrial, as a likely candidate for a takeout by a pension fund or private equity like Pure Industrial?

Thanks

Stuart

Q: Hi 5i Team - Could you explain the recent drop in IES holdings. I have read something about an acquisition but I don't quite understand IESC's involvement in it. Is there any negative fundamental change recently. Thanks.

Q: Hi Team,

What are your thoughts about this company and it's current valuation and growth prospects?

Do you see it facing more competition?


Thanks,

Q: Good morning,

My questions this morning is partly Currency related as it applies to BN in particular and your best idea for a stock to add to the "ALTERNATIVES" portion of my overall family portfolio.

Q1. Would you kindly recommend your best two ideas for a stock to add in the "Alternatives" portion of my overall portfolio.

Q2. For my US$ Non Registered account, I was thinking of adding some BN to the existing holdings by buying BN in CDN$ and journaling the CDN$ stocks over to my US$ Non Registered account as I have done in the past.
That said and given that the CDN$ has dropped significantly of late and with perhaps more to go, would it be preferable at this time to simply purchase BN in my CDN$ account and leave the shares in the CDN$ Non Registered account with no journaling into the US$ account.

Thank you and I'll await your response.
Francesco

Q: I have gains and outsized weighting in CSU, DSG, WXM. Planning to rebalance in the new year. I have been building positions in LMN and KXS and have a gain in those. I'm down and have smaller weightings in PBH, BYD, BEP.UN, AW. Which of these 6 would you suggest to add to in 2025?

Q: Good Morning
Looking at dipping a toe into celestica would you consider this an opportune time or would you wait until things settle down a little?

Thks
Marcel

Q: There can be little doubt that investors, since the elections of successive Trudeau administrations, have become increasingly wary about sinking money in Canada. Outflows double inflows of capital and our dollar's value has fallen by 20% retarding ROI's for investors. What is 5i's outlook for the Cdn$ and investment going forward?

Q: Comments on keeping existing holdings in Td versus other banks? Would you rate as a buy, hold or sell?