Investment Q&A

Q: From its peak in 2022 NBLY is down 50%.

Is this price action not telling you there is something terribly wrong with the company and time to cut bait and salvage what is left in the stock price?

Sheldon

Q: hello 5i:
a question about weightings and diversification.
Presently, have the above: BAM 2.5%, BN 2.5% and BIP.UN 5.0%.
First, is there too much of an overlap between the companies?
Second, IF we were to sell half of the BIP.UN, bringing it to a 2.5% weighting, with 7.5% overall invested in Brookfield companies, would that raise any alarm bells?
Third, if one were to sell BIP.UN, what would make a sensible replacement, either in utilities or industrials. Low to moderate risk profile, with dividend income being an important factor in portfolio management.
thanks
Paul L

Q:
Any thoughts on BYD time to add more or sell/hold.

What do you like in finance space looking at COF, FFH, BLK, VISA...I already own GSY. TD,RBC...do i add to existing names or buy something new?

Do you think a commodities bull market is imminent with China opening back up. If you believe the sector will have legs going fwd do you preferer single stocks or an ETF (plse list you picks)

What do you think about Natural gas prices Presently i own 1,000ARC in the space and am still up 5% is it time to cash in ?

Lastly i am sitting on 40% cash expecting another test of the last OCT lows but looking at the recent strength am staring to get a little nervous (FOMO) your thought's please is it time to start to nibble at CSU,BYD,MSFT,APPL,AMAZ ATZ, GOOG

Q: I have been looking at red ink regarding these two firms for some time. Do you still feel they will do well over the next year or two?

Q: Are TOU's special dividends sustainable given the drop in natural gas prices, or are their sales locked in at certain prices? Can you estimate what they may be with current gas prices? Somebody was saying they sell a lot to California, which has much higher NG prices. Thanks for your help

Q: Is the cost of currency exchange something that can be written off on taxes? And if it is, is it captured in the tax statements most brokers provide? And where?

Q: Any reason to think the shares will ever approximate book value?

Q: Good Day 5i,

A question regarding Leons. I have purchased this from as low as $17 to as high as $23. I hold it for income, and growth, with a two year timeline before changing over to a higher yield for income, as my wife and I retire. Would you consider this a hold for income only or would you consider something with a higher yield?

Q: Hi 5i,
Which of these two dividend payers do you like the best in the current environment. Also would you consider buying both?

Q: what would you recommend as a US IT ETF

Q: UPST has had a nice pop in the new year. Do you feel it offers a compelling value at current levels given it's growth prospects, or has a lot of the shine been priced out?

Q: CXI has had quite a run. Is it a good buy at this price?

Q: Would you please confirm that these preferred shares now fall under BN (Brookfield Corporation)? Trying to assess the safety of the dividend.
Thanks
Peter

Q: Peter, your opinion please. I own BIR TVE MEG SUNCOR CNQ PETYO FRU . Would you please tell me which is the most oily to the least oily, Thanks Ken

Q: Seeing that I own lightspeed, is there any reason that I should not consider an investment in AFRM. If they are basically the same, which would you lean toward and why? Thanks James

Q: Hi team
gold is not moving up recently
I made some gains in krr, seasonal trade for gold might be ending soon
wonder if I should buy , sell or hold
I have AEM and FNV

thanks
michael

Q: I was just wondering if you could clarify what the 'blackout' rules are for company insiders prior to an earnings report. I have seen this pattern before when a company reports decent earnings, the stock gaps up but sells off on heavy volume. To me, that suggests that some holders were waiting to 'sell the news' on a day that would have heavy volume/liquidity. In your experience, could that be company insiders finally able to sell their stock because they are not allowed to do it prior to earnings? CLS this week is a good example, because usually it is a very low volume trader. Thanks!

Q: Ytd tsx composite index up 6.79% and tsx industrials up 2.43%
Can you explain why Byd is down .73%?
Would you be a buyer today of Byd for a 5 year hold?

Q: Dear 5i,
If one were to hold VFV and VSP for an infinite period of time and assume MER's were the same and effects of currency were neutral.
Is it reasonable to assume VFV would outperform VSP by approximately 1% because of hedging costs? If not, can you help explain.

Q: I have a less than 1% position in VEEV and am down about 20%. I have been watching MDT and am thinking of punting VEEV and putting 2-3% into MDT. MDT is way off highs due at least in part to surgery delays. Appreciate your thoughts on both.
Thanks, Greg