Investment Q&A

Q: May I have your thoughts about Carrier's acquisition of Viessmann Climate Solutions? I have been looking at HVAC investment opportunities in the UK & Europe and the only alternative is Trane. Which of those two are the more suitable investment at this time? Thanks.

Q: Can I please have your opinion on whether bond ETF's might be less forward looking "stocks" than a regular equity? It almost seems to me that they react to interest rate changes after they are announced versus anticipating them the way the rest of the market would anticipate an expected change. Are bond ETF's mostly a retail investor thing, or are there lots of institutional "smart money" participants as well?

Q: Over the last few days TOI has fallen from a high of $110 to a low of $98 and so is there any news that would explain people pulling out of this stock? Would you say this is a buying opportunity. Thanks so much.

Q: Could i have your thoughts on this company in particular the debt, are they making any headway in lowering their debt,also i just noticed their June numbers were back to 2019 pre pandemic level.Is their any hope for this or is loan servicing just too big an obstacle its too bad really considering the moat they have and the astronomical margins they must have on concessions.....Thanks

Q: Your opinion on TFI's quarterly results please and thank you.

Q: Some questions about JEPI. Perhaps you can answer at least some.

1 In their materials, JEPI states "Provided an attractive 12-month rolling dividend yield of 11.45% and 30-day SEC yield of 9.59%." What is the difference between the "rolling" and the "SEC"?

2. The dividend history shows a range from last Nov / Dec of $0.60 per unit to the recent $0.36 per unit. But it seems the stated yield is still pretty much in the same range as before. Is that correct? how does the stated yield stay the same??

3. The list of the holdings refers to about 15 - 20 "equity linked notes" which have quite mysterious names (eg "SPX 8"). What are these? How does one find out the identity of the item and what they actually are?

4. their material refers to selling options to generate the income; most US s stocks pay fairly small dividends. How much of the portfolio has to involve selling options to get to the amount of yield?

5. This ETF gets mentioned in your questions / answers from time to time. What is your current view of it? Would you anticipate the current yield to stay at this rate?

Many thanks for your excellent service.

Q: What are your thoughts on these two underperforming stocks - are they buys, sells or holds. Thanks. Rick

Q: Given the recent Chinese export restrictions on geranium and gallium, are any Canadian companies poised to profit or that have the potential to profit? My geologist buddy tells me that TECK produces some as by-products of aluminum production. He doesn't know if it comes from imported bauxite or not and I'm not sure how that would matter. Any thought on this? Thanks

al

Q: Hi,

If you had to choose either Apple or Shop for the next five years, what would u choose and why?

Q: Is there any news about DFN? Huge volume increases the last two days and the share price has dropped significantly. Dividend was paid out on the 10th. Today is the 11th. Thank you.

Q: Hi Guys
i noticed you topped up Aritzia to 4.5% in your Jun update, the stock is down about 10% the last week or so, not sure i understand your strategy here. If a hard landing does come, which is quite possible, EPS could get crushed in this fashion retailer, i bet at some point its down another 30%, like many of the other stocks, take GOOS as another example.
Again it seems to me that 30-40 % draw downs from purchase price recommendations are no big deal.
Thanks ! Gordie

Q: Would you please give me your thoughts on this company using the usual metrics? Thank you.

Q: hello 5i:
I'm looking for ideas for a covered call health care etf in US dollars. LIFE.B seems to be a little to thinly traded, so something other than this? If choices are very limited, would a general etf like SCHD or DIVO be the next best option?
thanks
Paul L

Q: Hi - can you update your thoughts on prognosis for Intact given recent news on high catastrophe losses? Stock is weak of late and wondering if you think that may continue.

Q: What order would you rank these four stocks for most potential in the next 2-3 years from your dividend portfolio?

Q: Hi 5i,

Any thoughts on their CFO stepping down to pursue other opportunities? Have read some analyst commentary, and as usual these type of questions are subjective, so would like to hear your thoughts.

Thx

Q: Just reading about the takeover of RNW by TA. Not really interested in TA as I need income and the reduction in yield will go from 8.55 down to 1.88% with only 1.03 shares of TA for every share of RNW. My question is if RNW happens to trade above the $13 mark, will it be better to just sell all of those shares if this happens?

Thanks
Jeff

Q: Hello! For large sums of money that need to be held in cash which is the best and safest option and what is the difference in yield one receives in these different investments? Is money held in these kinds of investments CDIC insured up to $100,000 or is that only if one holds in a GIC? Thank you!

Q: Presently I don't hold any Reits as investments. I would like to start off by purchasing two Reits. Can you please give me your top 3 recommendations in this sector. Thank You.

Q: What evidence is there that the rise in interest rates have been the reason why inflation has declined?