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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: There is an old adage about when to buy and sell. It was somthing like"Don't buy before 10AM and don't sell after 3PM" or maybe vice versa or something si,ilar. Do you remeber the adage and has it been totally debunked by now? Thanks have a good weekend
Read Answer Asked by Paul on March 18, 2024
Q: I have a terrible affliction for an investor, a non-functioning trigger finger. Now CELH has become my white whale. I even stopped by a CircleK to see the product placement and ask the clerk about sales and target customers. It is behaving like the NVDA of consumer disc, but NVDA has shown its ability to catch up with and blow through it's valuation. According to the company profile for Celcius in your data feed it has far exceeded even the highest analyst's recent price targets. Can you see a realistic probability that Celcius grows into and outstrips it's current valuation? I have read your recent responses but it is starting to make things outdated in a hurry. Thanks for your thoughts.
Read Answer Asked by Stephen R. on March 18, 2024
Q: Hi Peter and Staff

Please rank the 4 stocks in order of preferred ownership today for long term hold with a ranking 1 to 10 score as well with 10 being perfect
Thanks for all you do
Dennis
Read Answer Asked by Dennis on March 18, 2024
Q: Hi, Could you please share your thoughts on the recent performance of the stock. LMN stock made a high of $38, just before release of its quarter, but its price has been drifting lower since then, closing at $33 level, within a span of less than 10 days.

The results looked solid, but apparently, there seems to be some concern among investors related to an expense of $2,871 mln (FY 2023), related to the increase in fair value of the redeemable preferred/special shares and dividend payable. LMN also intends to issue new common shares on March 25, 2024 to satisfy
(1) mandatory conversion of the large block of preferred and special shares held by CSU/Others at a predetermined ratio
(2) payment of $87 mln of dividend on these shares and number of such common shares, to be based on average trading price of LMN for 60 days prior to March 25.

My understanding is that the loss related to “Increase in FMV of preferred shares” is only a “Book Loss” and will extinguish completely, with no effect on company profitability (Existing and Future) once the preferred shares are converted to LMN’s subordinate voting shares on March 25.

Thus, the only relevant factor here should be the impending issue of new common shares (How many and the final total o/s shares), which would result in increase of the share count, possibly impacting the Net Income and CFO per share and further elevating the PE ratio.

So, is the market concern justified or it’s more of a sentiment issue, which should resolve itself with more clarity over next few quarters?

Based on your assessment, do you believe that nothing has changed to its mini CSU profile? And if so, is it a good opportunity to take advantage of this uncertainty and to add LMN shares at current level ?

Thank You

Read Answer Asked by rajeev on March 18, 2024
Q: On Mar. 14 in the Q & A, Mike was concerned about a short squeeze on CELH and provided the reasons why. 5i said yes there could be one and I get the impression from reading the answer that a short squeeze would cause a fair sized drop in CELH.
Jason Donville was answering a question on HPS.A and he said it had quite a run and he likes it, but he is going with NXT because it might have a longer runway at this time.
Thank you
Read Answer Asked by Dennis on March 18, 2024
Q: Can you send me some advertisement on 5i that I could give to my friends?
Read Answer Asked by Lorraine on March 15, 2024
Q: When I retired at age 60, I was told that I should drawdown my RRSP as much as possible before I started to collect CPP and OAS at 70. I have been doing this, but because my highest growth stocks (MSFT and COST) are in my RRSP, there has been no drawdown.

I know the general rule of thumb is to place your US dividend stocks in your RRSP. However, in my case I think I would be better off holding MSFT in my TFSA, and COST in either my TFSA and/or taxable account.

I would lose 15% of the MSFT dividend in my TFSA, but the dividend is so small, it doesn't matter.

COST is a little different because of the special dividend. If I put COST in a taxable account, I could recover the withholding tax when I file the following year although I would have to submit a T1135 if over 100K. But given that I anticipate most of the returns to be from price appreciation rather than dividends, it would be better in my TFSA up to my limit, with the remainder going into my taxable account.

Does this make sense? Thank you!

Read Answer Asked by Greg on March 15, 2024
Q: Hello,

Looking at co's like FTS, SLF, RY with an unblemished dividend payout record vs those that have cancelled or reduced the dividend makes me wonder why the "Gold" co's go to such extremes to preserve the payout? Is a dividend a cheaper source of capital and does a pristine payout record shave a % or 2 off the cost? There has to be an economic reason beyond "Aristocrat" status.

Thank you
Read Answer Asked by Delbert on March 15, 2024
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