Investment Q&A

Q: Good afternoon 5i
in a recent question by Stephen on December 2, you gave a list of small cap stocks that you favour. I m preparing to add to a TFSA and so I am very interested in any recommendations that you make. You give a list of favourites , with Grid, i think, mentionned first. My question is whether the list you gave is ordered according to your preferences or is it simply haphazard.
thanks

Q: Do you see the recent poor sector sentiment and change in CEO as a buy the dip opportunity, or would you exercise caution here and wait before adding to a position, or sell and move on to other opportunities?

Q: Would you sell Laurentian Bank at $40.50?
Seems low. Do you think a big bank will counter offer.

Q: Could I please have your comments on this ETF.
Would there be any other alternatives with similar exposure?
Thanks, Brian

Q: Hi, do you have a preference between these two? They are both well off their 52 week highs. I realize tax loss selling has probably contributed to this and/or they are just small caps caught up in the out of favour market sell off. Would you own both or consolidate into one? Or do you have another small cap preference to these two? I already own PNG and ZDC.

cheers....

Q: Can across these guys at PDAC in Toronto last year. What are your thoughts on this company?

Q: YTD Lundin's stock price has significantly out performed Capstone. Are there fundamental reasons for that and what are your expectations going forward?

Q: Thoughts on the results just released?

Thx

Q: SHOP had a breakdown/glitch in their system yesterday that caused the stock to tank. This is probably the achilles heel of systems like Shopify. Reliability is so important. What impact do you see it having? My take is its news today but will be forgotten tomorrow if remedial action has been taken and they assure clients and the market it's now under control. Is this similar to your take?

Q: This has hit my radar, but I have concern that it is overvalued. Your thoughts would be valuable please.

Q: After holding this ETF for about 8 years and riding many waves up and down, I am finally ahead a little (not counting dividends). It makes up about 17% of my total holdings. I do not have any substantive exposure to Technology or Reits. There are two etf's I have my eye on-QMAX and RMAX which pay about 10%. ZWC pays about 6%. I would only switch about 50% of ZWC and split it out evenly to QMAX and RMAX. I already hold a bank ETF and a Utility ETF so I think doing his would give me some additional diversification. Your thoughts please?
As a side note, many people ask about these covered call ETF's. When I bought ZWC the TSX was around 16,000. Now I am just slightly above what I paid 8 years ago and the TSX is almost double. Don't expect big growth with these vehicles however the dividends are nice.

Q: i see a lot of management changes and positive press releases as well as a financing bought up mostly by management . given the rise in popularity out there in Ai was
wondering how vqs and the space they are in looks to you.
many thanks

Q: Question about a safer monthly-dividend ETF for my TFSA

To whom it may concern,

Hi, it’s Mark again. I’m a 5i Research member and I have a question similar to ones I’ve asked in the past.

I currently hold a large position in Whitecap Resources for the monthly dividend, but I’m looking for something that is likely a bit safer. You have provided some ETF recommendations to me before, but when I look at the long-term charts (10–15 years), many of those dividend-paying ETFs are trading below where they were back then, which is a bit concerning.

Could you please suggest what you consider to be the safest ETF—either American or Canadian—that I could hold in my TFSA, which pays a monthly dividend roughly comparable to Whitecap?

Thank you very much for your help and your consideration.

Sincerely,
Mark

Q: I’ve held CPRT for about 15 years, and at the current price of around $39–$40, my return is roughly 1100%. Since the stock is now trading near its previous all-time high from November 2021, could this level act as a potential support? I'm debating whether to simply hold my current position or add about 20% more at the current price. Do you think CPRT could experience similar long-term growth over the next 15 years?

thank you

Q: do you have a preference between these two companies for long term hold and upside?

Thanks Dave

Q: You liked this reit for tax efficiency in a non registered account. What reits would you suggest as a replacement in a non registered account?

Q: Hi 5i Guys

1) Is DPM a gold play or a multiple metals play?
2) While I see DPM is up quite a bit this year, does this look sustainable or are they too tightly tied to the price of Gold?

Thanks as always for your great answers

Ken

Q: Would you consider a small 1% buy in on this small cap Company?
Could it see some interest from buyers now as it seems to be coming out of it's bottom!
Thanx as usual
Gary

Q: SPA Spanish Mountain Gold What are your thoughts on this company and prospects going forward?

Q: This company just announced another round of funding to hopefully get their mine off the ground. Is there a chance this stock gets some legs now or is it dead money?