Q: I see HMB is buying out CMMC. If one has a substantial gain in CMMC, what's the general thinking about selling and realizing the bump due to the buyout now, or waiting and riding along with the CMMC/HBM post consolidation?
Q: To be sure, how is NAV moving up or down for a cash maximizer like HSAV? Why would a premium be given to HSAV? Am I correct in thinking that their performance is closely linked to the 2 year bonds as they have both pretty much the same YTD return. Is one better over the other and if yes, why?
Q: DE.V Could you please tell me if the dividend qualifies for the dividend tax credit. Is the dividend all from earnings or is part return of capital?
Thanking you......... Paul W. K.
Q: I would appreciate your review of the year end results. The stock seems cheap to me and on their conference call they indicated that revenue and margin would improve this year. You would think that a Quebec based analyst would show some interest. I am mindful that the share price of microcaps can languish for some time until they get noticed.
Thanks.
Q: Hey guys hope all is well not too sure how this works does the dividend represent the mode in which makes a profit or is this above and beyond the actual interest paid hope this is clear enough thanks as always.
Q: Hi 5i, retiring this year and searching for good div. stocks. Do you have a favorite here with Southern amongst these three? My brokerage company is not helpful with research. I'm looking for fixed rate or long term perpetual, your thoughts are welcome!
Q: Hello. Can I get your thoughts on these companies including reserve estimates, valuation, growth prospects (in terms of reserves)? How would you rank them a with some comments to justify the ranking order please? Thanks!!
Q: I'm thinking of taking some positions in base metals companies. I'm especially interested in copper plays as it seems to be needed to support the drive to electrification. Do you think this is and opportune time to initate positions? In any case, I would appreciate it if you would share some of your favorite companies in this sector and it would help if you would present them in order of most upside to least going forward. I'm open to metals. other than copper as well.
Q: Hi 5i, there was REUTERS article published in G&M today: "Alphabet shares fall on report Samsung is considering Bing as default search engine", an I would appreciate you analysis on it affecting Google. Thx.
Q: Hello 5i!
Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech?
Thank you!
I currently hold TEAM(even), VEEVE(-10%) TRADEDESK(-10%),CROWDSTRIKE (-35%) and UNITY(-75%). Each of these positions make up less than 2% of my portfolio. Unfortunately there are no tax losses applicable. If you were to consolidate which ones would you keep or in turn what would you buy as a replacement