Investment Q&A

Q: Hi Team,
Any comments on Topicus aquisition announced Friday? I don’t usually see them release much on most their moves, so does this mean this one is of more significance?

Thanks ,
Shane

Q: With all the turmoil at Credit Suisse Group is there an argument to buy at this low price. Is it an opportunity? or a trap?

Q: Dear 5i,
I am interested in buying a Canadian stock that sells carbon credits. I believe LCFS sells carbon credits but is a small cap and the price has been trending dramatically down since their IPO over a year ago. In your opinion, does this company have substance for a patient investor willing to hold a maximum 2% postition in a TFSA? What do you think would be an attractive entry price?

Q: I couldn't resist this dividend machine and picked it up in Dec'22. I know there's a lot of factors involved (oil prices/shareholder payouts/production costs/depletion/new plant & equipment etc.) but in the current environment it appears to me that they'll be cash flow positive enough to eliminate their meager debt this year and then some. Do you have any idea what the cash flow forecast is for Gear this year and how it is derived (i.e. various components)?
In summary, do you think a return of capital is likely?

Q: I have a margin account at questrade. In an answer today you gave me the impression that these accounts are not covered by CIFP. Please elaborate. Thanks, Peter.

Q: Please comments on EFR earnings, hold or sell? Many thanks

Q: What is your take on their recent private placement of flow through shares at C$22.57 representing a 90% premium to the Company’s last traded share price on March 13 of 11.89
Share price today is around 10 bucks. What's going on?

Thank you for your input

Q: How does one determine if an alternative investment company is legit and determine the level of risk with the investment. My daughter has been looking at bequest legacy investing. They have a legacy fund that invests in commercial real estate, performing loans and energy that provides 10% cash flow and gives you your investment back after two years if you choose or you can stay invested. Are you familiar with this company?

Q: I have a 29% loss in BN and am thinking of harvesting the tax loss. Should I be concerned about missing out on a significant bounce before I have chance to buy it back?
Peter

Q: I have been following this stock for several years and admit the chart looks nice , but find it extremely difficult to buy, especially with a
P/ E ratio of 50 in these difficult times.

Is this stock “ cheap “ on a historical basis ? Why is it so strong and what would make its strengths
weaken ? Is PE x50 justified ? Thanks. Derek

Q: Could you share your thoughts on Chesswood Group's quarterly report released today?

How would you rate their business enterprise's prospects in the event of a recession?

Q: Thank you for the prior response.

Do you think the weakness yesterday was likely related to this?

If you didn't have a position would you consider this an opportunity or wait?

Q: Hello 5i
I am up $10,000 in the above companies and with 35 others I am up $125,000 in total in a $1,000,000 portfolio. Previously before the downturn I was up $800,000. I am a 77 year old value investor with a good pension.
Question: Should I take the $125,000 off the table, put it in an Oaken savings account at 3.4% and leave the rest invested?
thank you
Stanley

Q: Peter,

Recently I believe you referred to Credit Suisse as being a “basket case” for some time. How would a layman pick up on this type of thing. Please expand.

Thank you

Paul

Q: In feb/22 Td made an offer to purchase Fhn (who at THAT time had 55 B in loans and 75B in deposits) for 13 B or $25 a share
At that time U.S. 10 year treasuries were about 40 pts above the 2 year and the U.S. prime rate was 3.25%.
On Mar 17 Fhn was trading at $14.93 down from $21.93 a week ago and the 2 year treasury is now .57pts ABOVE the the 10 year while the U.S. prime rate is now 6.70%
Looks like investors believe Td may back out and or Fhn is losing a lot of deposits.
Meanwhile UBS has made on offer Toi purchase Credit Suisse currently valued at 8 b Euros for 1 B’
Would it not be better for Td to back out of the offer, pay a penalty and use the funds to purchase shares in Charles Schwab at a much lower price then what Td sold them for or offer to purchase Fhn at a much lower price after a NEW risk assessment is done on FHN assets

Q: What is your opinion on this new and other female ETF's

The Hypatia Women CEO ETF (WCEO) is the first ETF to focus strictly on women-run companies?

WOMN & SHE

Would you be interested in buying one of them?

Thank you.

Q: Your thoughts on AQN's latest quarter?

Also, what are your thoughts on the potential take over of AQN...any rumors out there? Last time I asked (Jan 12) you had the odds at 33% (up from 25%). I'd love to hear that your new odds are at 50%?

Thanks....Steve

Q: Took a modest position in this fund at 18 dollars. What are your thoughts for a 20 year hold for retirement income. Being a bit greedy while others are fearful !!!!!!!!!!!!

Q: Among other holdings in my TFSA I have BN, T, RY, CNR, ATD and NVDA (ATD and NVDA at half positions) all for long term holds. Given current valuations and long term total return prospects, of the listed holdings, could you rank in which order you would direct extra funds to? Thanks.

Q: Small position held. Should this be sold? What will happen to this ETF if some banks go out of business? Could this ever recover? Thank you!