Investment Q&A

Q: Hi 5i team,

From the current list NEO CDR's, what would be your top 7 table pounding buys, irrespective of sector, for a 5+ year hold? Put in TP just for a little humour ;)

Thx.

Q: I own 5% (my max) weightings in BIP.UN and BEP.UN. I've always wanted to invest in BAM.A, but avoided this with a concern of too much overlap. However, now with the upcoming BAM.A spin-off, could one then make more of a case ? i.e. to invest that 5% in the "Asset-light" unit once this split occurs?

If you agree with that, do you have any concerns with a 15% overall weighting within the Brookfield group?

Q: Hi , which index fund do you recommend that follows the S&P 500
Thanks

Q: what are the current annual percentages of dividend, debt and free cash flow yield for each of these companies. use as many question credits as needed

Q: Thank you for the detailed response earlier on VEEV's quarterly report. You noted that you feel it is still a "decent" long term hold. I am wondering if you have any other US healthcare names that you have much higher conviction of that you might recommend replacing VEEV with? I have lots of time and VEEV currently sits in RRSP.

Thanks!

Q: A .80cents special dividend has been mentioned as forthcoming. Your thoughts of when this may happen and would you buy more of this stock at this level? Rumors of a possible takeover. Your comment please. Thanks

Q: In your answere to Roy you indicated the company has $4M in cash and cash flow was negative $12.5M
Does this mean the company will likely need to soon raise cash? - and if so how would this impact share value.
Thanks John

Q: What would be a great entry price for Nvda?
Please kindly explain VWAP - 136.90248 for Nvda? Many thanks

Q: Hi there, what do you think about buying this ETF for broad defensive exposure in a diversified portfolio? Do you think it has room to run up over the next 1-2 year or so? Are there any other cons staple etfs or specific stocks that might offer better growth and dividend?

Thanks very much

Q: I am thinking of adding to my position in Lundin . Would you buy at this price or wait for a further drop as it appears to be trending downwards? Do you believe the dividend to be safe? Are there other names in copper you feel would be better for both income and growth . Thanks as always for your exceptional guidance.
Danny

Q: Is Verizon a value trap? It has been drifting lower, and wondering if this is due to interest rates (in which case it will rebound if rates drop) or a lack of growth prospects that will forever blunt its share price. I'm fine with it as a dividend payer if it is sustainable, but at present it is bleeding off capital that still puts me in the hole. If it's share price isn't going to recover, should I dump it?

Q: is there a low cost ETF money market fund, or short term bond fund that you could recommend, that would be a place to hide out for a few months that is fairly liquid and pay 2-3% if that is possible or maybe im dreaming or something close to that thanks

Q: It seems like the NAV and distribution on this are extremely well protected, if I understand it correctly.
Would any drop in the price of the underlying banks be deducted from the NAV of BR before affecting the NAV of BR.PR? (would NAV of BR have to go to zero before affecting the NAV of BK.PR?)
And in the unlikely case that several of the banks cut their divs, would some of that cut be accommodated by cuts to the distribution of BR before affecting BK.PR's distribution?
Last, if the price of BK.PR falls due to sentiment - as opposed to drop in NAV - the product can be at some point sold back to the issuer at the then current NAV?
Is there a risk I am not considering?
Thanks,

Q: Peter and His Wonder Team
Here is a small company that can benefit from the resumption of nuclear energy. For several reasons I see Japan is considering and I believe Germany is also. So please give me your thoughts of this company going forward...what do you think of it's prospects?

Q: Further to Daves question and response, this week a guest on BNN mentioned we are no where near seeing a turn in the market until the Fed makes the last rate decrease. This could well be next year or and 2024.
What are your thoughts and thanks
Rick

Q: Would you buy ZENDESK at current level for potential count offer?

thanks,

Q: I feel that 5i has the belief that if you are a long term investor you will be OK with the downturns that we are having now. Stay invested and you will OK in the long run. Yes, overall the market has always gone higher over time, but you can get caught if you bought into the highs and are now down 50 to 80%. Oil stocks have been the darling in the last year, but if you bought the same ones 10 to 12 years ago, some are still off 50 to 80% from there highs, so this really makes you a long time investor. I feel that are many growth stocks that were bought when you thought the market would always go up will now be looking at decades to recapture there cost. Sometimes a better market does not even help some of these stocks recover.
Thanks again

Q: EGLX is down a lot today, any thoughts on why? Was there a downgrade? How is EGLX cash position? Are they generating positive cash flow or what is their burn rate? Thanks.

Q: Hi 5i,
Thanks for the great work. Can I please ask your opinion on ATD and DOL? Do you prefer one company to the other today, or are both buys?

ATD seems to be seeing strength recently. Thank you.

Q: I have a small position in the Finnish elevator company Kone Oyj. It did well until recently but has got hurt badly in the sell off this year. Would you hang on or take the tax loss and move on?