Investment Q&A

Q: Good afternoon,

SLF - the market does not seem to like their quarterly results.

Thoughts on the quarter, and hold/sell/buy here with the -5+% move today?

Q: For the last 10 years, SLF has been the better stock to own. Since December 2023, MFC has been better. In their most recent earnings MFC beat and SLF missed. MFC's PE is a little higher, dividends are about the same, SLF has better ROE, MFC has a much better profit margin. If buying one of them today, which do you think is better going forward? Or with the chance interest rates will be coming down in the next year would it be better to buy a bank instead?

Q: Results were good. Market is not supporting Well. What's missing. I just don't get this one.

Q: I have a small position in MDA. Please comment on MDA's latest quarterly results. Is it a hold, buy more or sell.

Thanks, Tim.

Q: Hello 5i Team

Are US "mortgage reits" similar to Canadian Mortgage Investment Corporations?

Could you please provide a few ideas of US mortgage reits for me to research?

These would be held in an US$ RRSP, to minimize any tax considerations.

Would the distributions be similar to US corporate dividends and not US MLP distributions (K-1 tax form) which are problematic to hold in RRSP accounts?

Thank you

Q: At the bottom of your website there's a link to Google Play, to download an Android application. However, all I get when I click on it is a non-existent application. Moreover, if I search directly on Google Play, I can't find any application for 5iResearch.

Please tell me how to find your Android app or, if it really doesn't exist, you should remove this link to Google Play.

Q: HPS - Can you expand on their specific SBC, 1st look one might think $16,671,000 million in SBC in one quarter WTH... 1 year ago that expense was $4,478,000.
Noted share price as of March 31 $145 so it seems they issued over 100,000 shares as compensation and that is it?
But reading more into it thanks to some twitter(X) ppl I follow (you are tagged in it so you can see exactly what i mean) and its as if they are updating their DSU (deferred share units Directors and Senior executives can defer compensation as stock + they do issue some as awards) and then RSU PSU (recently the new LTIP was instituted for Senior Executives).

Please shed some light on this is that a correct interpretation because they state on page 11 of 1st Quarters Interim financial statements that they issued 1335 DSU shares at $115.80 and a total of 10,388 PSU/RSU shares were issued @ $117.26 this quarter = $1.37 Million at those prices and 11,723 shares.
*BUT noting an expense of $10,836,500 for DSU recorded in general and admin expenses + $5,834,000 expense for PSU/RSU expense recorded = the stated SBC expense of $16.67 Million.

How do they calculate that expense?!

I understand they need to update this quarterly as share price moves as its money owed to Directors and Senior executive but next quarter the stock is lower then is this expense updated and then potentially less?!

Q: Please comment on the recent results?
Thanks

Q: Hi 5i,

Could you please provide commentary on the recent quarterly results from Sterling Infrastructure (STRL)?

Would you consider it a buy/sell/hold at its current price for a long term hold?

What other companies are comparable to it and would you recommend them over Sterling?

Thank you!!

Q: Are you concerned about any of these factors?
Four clients contribute to 69% of the total revenue.
The U.S. market accounts for approximately 89% of revenues.
Deferred Income Tax Liabilities increased from $9.2 million to $15.9 million, marking a significant rise.

Q: Your comments on earnings please. Did Brookfield Infrastructure increase its dividend?

Q: Why would DCBO dropped so much at today's opening? The results are not that bad - at least not to us small retails?

Thanks.

Q: Can you provide the percentage of revenues that BN has domiciled outside of Canada.

Q: Hi Team,
This earnings season has seen many growth stocks , especially tech; get absolutely smashed for not exceeding expectations. This being said, would it be wise to sell some Nvda before earnings as I am overweight? I am wondering if this will be any other name that drops 20% because it didn’t beat analysts estimates quite enough ? Or do I just ride the wave being my investment time frame is 10yrs plus?

Thoughts ?

Q: Can you tell me any info you have on this stock in regards of management,production,debt ,inside ownership any upcoming catalyst and what you think could be an attractive entry point and would consider for a highly speculative and volatile 6-12 month hold thank you

Q: Your opinions of the Mutual funds listed and suggestions of lower fee ETFs'. Much appreciated- ane

Q: Can I get your analysis of Freehold’s recent quarter. The dividend is nice but growth seems to be stagnant.
Thanks.

Q: Is there a Canadian ETF similar to the Sprott Uranium ETF URNM which only trades in the US .

Q: hi folks....opinion/thoughts on Q1 results for Surge energy Sgy/t.....net loss & lots of reasons by management.....do you have faith in management, and would you rate the stock going forward....Buy/Hold/Sell......thanks as always, jb

Q: I hold the above in a taxable account focused on dividend income. I also hold FTS separately. Increasingly I believe that there will be increased demand for renewable power to drive AI, electric charging cars etc... Do you have any recommendations that are dividend payers that would play into this theme of increased power demand?
Would you add to or remove any of the above based upon company fundamentals?

Thanks