Investment Q&A

Q: Does the decline in Telus and Bell have any similarities to the decline in AT&T and Verizon about 6 months ago? I note that the US telecoms staged a nice comeback since. Would you expect the same or are the stories different?

Q: Are BNRE shares still convertible into BN shares at no cost?

Appreciate your insight.

Paul F.

Q: have a nice move recently. thanks for flagging this company. do you see continued upside looking out 3 years.

Q: I didn't get a distribution from QTIP this past month. Any reason why this bond ETF would skip a payment? It's not the first time they did that.

Q: Any reason for SHOP big price drop today ( Wednesday ) ? Thanks a lot.

Q: hi, can I get your thoughts on the price action of BEPC. today down over 3%? any reason? was there a large sell order by a large institution/investor? i may be biased, but I have seen quite a few days like today on this equity, which seems odd as it is not a growth name, more of a stable slow growth dividend grower? share price now below 2020. I'd appreciate your thoughts on this one, as a dividend grower, and slow-medium growth equity going forward. is there more beyond the effect of higher than before (but still pretty reasonable on a historical basis ) interest rates. and, do you see a theme in these cdn stalwart dividend companies ( eg banks, telcos, utilities) mismanaging things when rates were low, poor risk management etc, getting caught up in the frenzy of low rates and locking in bad management decisions? the hit on BEPC and all these seems excessive to me? appreciate your current thoughts.
cheers, chris

Q: One of life's little mysteries. BMO Investor line shows me as having" interest income" from BIPC and BEPC but no dividends. These are not the limited partnership shares. BAM shows as paying dividends. I have a call into BMO but wonder if you can shed light on this. Many thanks Al

Q: Why the big drop on ELF?

Q: CashMoney, LendDirect parent company has filed for creditor protection. What is your interpretation of how this will impact Go Easy? Is it positive and why, or is it a watch out that problems exist in GSY which has been trading lower the last month? Thanks again - John C

Q: TVK has been on quite a run for the past year or so including a large bump after it's most recent M&A announcement.

Do you think investors should wait for a pull back or continue to consolidate a position and if so, what is a good point to continue buying?

I've missed the boat on HPS.A many times by waiting for the perfect moment so I feel TVK may be on a similar trajectory albeit at lower rates of growth most likely.

Thoughts on TVK and entry points etc?

Q: In order to claim a loss on XEBEQ XEBEC ABSORPTION INC can you tell me what year it was that it ceased to exist?

Thank you.

Q: I want to see something for a capital loss. Would receiving a dividend on March 28, disallow the loss?
thanks

Q: Hi
Thank you for all your assistance with my stock questions. I am looking at Data Dog, which I understand provides software that assists companies with their infrastructure which includes, monitoring, application performance monitoring etc. Could you tell me a bit more about this company and whether it has room to grow.
Thanks, Len

Q: HI 5i,
I would like to initiate a position in Brookfield Infrastructure. I know the difference between BIPun and BIPC on how they are taxed. I would choose to buy BIP.un in a registered account, or BIPC in a regular account. BUT, the price difference is ridiculous ($40 vs $47). And the data I see on YahooFinance do not match, even if these two are more or less equivalent. Eg:
BIP.un: Eps=0.19 P/E=212
BIPC Eps=1.15 P/E=40
Could you clarify where is the truth in these numbers?

Q: Please give me your analysis of this company: Roivant (ROIV) and compare it with its peers.

Thank you as always

Q: Please give me opinion on Emerson Electric. It reportly is one of the largest share buy back purchasers in the S&P 500, has a low PE and a large player in a number of growth industries. Thanks for your analysis

Q: Hi team,
What is your take on LMN’s aquisition news today from Casa systems? I see limited info from the press release and no numbers. Do you know the history of why casa went bankrupt and is it concerning for LMN at all being in the same industry? I can only assume LMN knows what they are doing in seeing value in these assets.

Thanks ,
Shane

Q: What is the difference between these two companies? I own LMGIF:US but thought I was investing in Lumine - the CSU spinoff. What is usually being discussed in these questions seems to be LMN:CA. Can you clear this up for me?

Q: Post your earlier comments on UlTA….do you see this as buy,sell,hold?

Q: hello 5i:
we are (satisfied) holders of DIVO. Would like your take on IDVO and see its not listed in your data base yet. Is there another International ETF you'd recommend? We currently hold both VIGI and EFAV in the international space.
thanks
Paul L