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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: Everyone, recently the US senate held a hearing with the largest social media companies and the politicians gave an earful from motivated politicians. Knowing that legislation takes years and the original legislation will get watered down. Will the political motivation for change (and maybe legislation) have any effect on the companies stock price in the short term? Clayton
Read Answer Asked by Clayton on February 05, 2024
Q: Hi guys at 5 i's

I know that nat gas prices are in the doldrums and if this mild winter continues nat gas is not going to get much of a bid. But Tourmaline TOU is getting down into the mid $50 again and the last year or more whenever it gets back down there it usually doesn't take long to go back to the mid $60's. I own a core position in TOU because of the dividends and the chance that if nat gas goes up for some reason (problems in exporting LNG from Qatar/freaky cold weather, etc.) that TOU will rock upwards. Still I am tempted to trade some additional shares of TOU. I was doing that with ARX but sold out of ARX in the $21.50 range not long ago and I am waiting for a under $20 share price on ARX to get back in. Where do you think TOU might bottom out if nat gas stays low all year because I can't see it going much below the mid $45 range.
Read Answer Asked by Paul on February 05, 2024
Q: I'm new here so I'm hoping these two questions will be phrased properly and not too general. Please let me know if this is the case. Thank you in advance.
1) The performance of the US markets seems to be much better than TSX in the longer term. Should an average investor consider focusing mostly on US holdings instead of Canadian stocks?

2) I would like to get your opinion on HBGD in terms of potential returns, how risky is this ETF and what role could it play in an average investor's portfolio within a 7-8-year timeframe before when decumulation begins.

Note this is for an RRSP account.
Thank you in advance for any insight. Cheers.
Read Answer Asked by Bob on February 05, 2024
Q: Hi 5i,
On Feb 1st you included BCE as one of the companies with the safest dividends on the TSX.
On Feb 2nd the answer to a question on BCE was "and its free cash flow has been declining over the past few years. Over the past 12 months, its free cash flow is not sufficient to cover its dividends, and the company has issued debt to service these payments. Its debt-to-equity is climbing, and its net debt/EBITDA is high at 3.6X."
The 2 answers seem to be a bit of a contradiction. I understand you are referencing free cash flow (after capital expenditures) are not sufficient.
Would it have been better said that they are issuing debt to finance capital expenditures and infrastructure than to pay dividends?
Read Answer Asked by Dennis on February 05, 2024
Q: Hi, was wondering about swapping Nvei for Eif .
Looking for a more stable company with the dividend. Would also get a tax loss by selling Nvei . Could you talk about the two for management, debt, and long term investment..
Which would you like in a downturn or recession if or when we get one?
Thanks
Read Answer Asked by Brad on February 05, 2024
Q: Sir. In the spirit of weeding the garden, I find myself well down in these stocks…with a time frame of 1 year , please comment on which to keep or toss how…. 5i had good things to say about many of these in the past, but we all know that times change quickly in this business…
Read Answer Asked by James on February 05, 2024
Q: Could you please comment on last week's NR from DHT.UN (see below). The market responded favourably and so did the analysts with a multitude of raised targets. Thanks as always.

Immediate and accretive cash flow generation replaces structured annual caps –

– Increasing capital deployment guidance to over US$1.25 billion deployed for the five years ending 2025 –

– Now expecting high-teens Royalty Income CAGR through 2025 and mid- to high-single digit Royalty Income CAGR through 2030, excluding any new transactions –

this is the press release we are referencing.

https://drihealthcare.com/dri-healthcare-trust-announces-the-expansion-of-its-royalty-entitlement-on-the-us-net-sales-of-omidria-updates-deployment-and-cagr-guidance/
Read Answer Asked by karl on February 05, 2024
Q: Hi: I am looking back at your recent answers and also this week’s earnings. Are you now recommending that GOOS is a sell, please advise with some suggested guidance going forward. With their seasonal business it would also be helpful if you can comment on likely updates to their progress, ie we need another winter to pass before we see any changes.

Thanks in advance.
Read Answer Asked by Peter on February 05, 2024
Q: Dear Peter et al:

Your consistent positive answers about PLTR and your courage of conviction is admirable. Whether fellow subscribers pose questions on PLTR lumping it with other technology companies (different fields) or on its own (in Nov/Oct 2023) you have always expressed your positive endorsement of PLTR.

But it has been slipping recently despite positive AI environment and Govt contracts. Whilst it has recovered from its low , it hasn't taken off like other AI darlings. (especially today when Meta added 200B in a day!!)

From your consistent previous answers I know:

You are not a fan of "averaging down".
Yet some times you suggest one take 1/3 or 1/2 position and then take a full position later.
You also have cited studies that suggest taking a full position has better outcome in long term instead of averaging down or up.

I know you answer to fellow subscribers' questions based on the way they pose the question.
That may explain the apparent conceptual contradictions. I understand that.

What are your words of wisdom about PLTR taking above points into consideration. Take a full position/or do a 1/2 now and 1/2 later, wait for a while? Will it reach it's once peak of 40+$? Who are it's real competitors? Should one switch?


Many thanks.
Read Answer Asked by Savalai on February 05, 2024
Q: Hi Team,
NVEI announced partnership with CASH APP yesterday. I had expected this to be a bigger deal than the market is telling us. It seems nothing can move the needle with this name. Is it being constantly held down by the shorts? Is it worth holding on to? I am down huge in this name (-78%), and so far, it doesn't seem to be recovering.

Thanks,
Shane.
Read Answer Asked by Shane on February 05, 2024
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