Investment Q&A

Q: Hi Folks,
I am looking suggestions for my non reg account,
I currently have 7% weighting in HHL and 7% in ZWE. I am close to retirement age.
Also is there a website that indicates whether the income from etfs/ stocks are dividends or interest.
Cheers

Cheers

Q: HI Guys

I know you were asked a recent question about Arcadian Timber but Just wanted some clarity. On the recent question you said " In the last year, ADN saw it's price see a slight drawdown, but total return was up by 3%. ADN continues to be a solid dividend payer with a yield of 7.14% while payout ratio is quite good at 37.36%. "

Today with their earning report they stated the dividend payout ratio for the year ending December 2023 was 132%, but 99% with the DRIP. and "Adjusted EBITDA for the year was $20.6 million, compared to $18.2 million in 2022. Acadian generated $15.0 million of Free Cash Flow during the year, compared to $12.2 million in 2022, and declared dividends of $19.8 million or $1.16 per share to our shareholders. Acadian's balance sheet remains solid with $14.8 million of net liquidity as at December 31, 2023, which includes funds available under our credit facilities."

So just wondering about how much extra funds they generate/accumulate beyond the dividend and the security of the dividend going forward. Aren't they at a level that is somewhat worrying if there was a further downturn in the lumber industry?

By the way I am a long time holder of this stock.

Thanks so much

Stuart

Q: any particular reason for the recent run up in Shopify?

Q: Do you know what has caused the price spike and high volume on Enerplus this morning ?

Q: your thoughts on Celestica. In my daughters TFSA account up 435%.. 15% of her holdings.. thank you..

Q: Why does XPO have such out performance over TFII, is TFII undervalued?
Thanks Again

Q: Hi

Would you add to WCP at this price range? The steady decline is worrying me, to be honest. But then I try to flip the argument and ask whether now is the time to purchase more.

Your thoughts.

Q: Comments on recent quarter? Are things turning around here?
Thanks

Q: Hi Peter and 5i team,

With the struggles of the Chinese financial markets recently, is there any worry that the trouble can spread globally to other markets?

Thanks.

Q: Could you please kindly comment on MEQ's latest Q1 report in addition to the following:
1. what might be a good price entry point if you think this might be suitable for a small position in a TFSA?
2. do you have concerns with the liquidity of the stock?
3. is there much insider ownership and have they been buying lately?
4. does this company have a habit of issuing stock?
5. does this company have a lot of debt?

Q: This is for a 2 year hold. I am 15% down on BCE. I also see stocks like SMCI crushing it.

For total growth of 50% over 2 years, which do you prefer?

FYI in Feb 2024, I am seeing articles on BCE such as:

https://mila.quebec/en/bell-and-mila-to-study-how-deep-learning-ai-can-improve-business-performance/

and this:

https://business.bell.ca/shop/medium-large/resource/bell-collaborates-microsoft-hybrid-work-solutions?INT=BBM_bbmhmpg_TXT___020624_VS_COM_banner-microsoft-news

Q: Hi guys,

I'm down a ton on NVEI, time to move on or hold for a few more quarters to see if things improve.

Thanks

Jim

Q: I’m currently a momentum/swing trader, but running out of names to hop on with everything up. Can you provide 5 US growth names that you might enter based on their current momentum? Either a bounce or continued rise in the next month?

Q: US Natural Gas price are very depressed and I'm looking at a fund called US Natural Gas Fund (UNG). If natural gas price go higher, I assume the fund price should increase. I would hold the fund for a few months and expect to make money if US Nat Gas prices are higher when I sell. However, my question is .... is UNG a fund like HOU where the price being reset everyday and someone could hold the fund for a few months and could lose money even if the US Natural Gas goes price. Thanks MMD

Q: Peter and team,
I am going to require cash in a year for estate planning purposes. My plan is to take cash slowly over the year from my winning stocks and put it into PSA until required. My only losing stock is NTR. Would you recommend selling it now because it is most likely dead money or hold with a good chance there may be a bounce in the coming year.

Thanks so much

Cathy

Q: Between LULU & NKE, which do you prefer and why?

Q: This ETF lists itself as on the low side for risk. It has a nice dividend yield, but most of the stocks it holds seem to be big name techs. It says on the site that it rights puts for downside protection but I have no idea how much protection that is if there was a market downturn. I'm betting you do. I want to buy this for the 'fairly safe/high yield' part of my portfolio. How would this compare in risk to something like the big banks, pipelines or utilities?

Q: I hold a U.S.$ portfolio of 9 stocks geared to growth - all of which are doing well, in large measure to 5i questions/answers/ comments/suggestions. Thank you for providing such a beneficial service. I have just lightened up on Crowd and would like to add the proceeds to one of the other existing stocks that are at lower percentage holdings (CELH @ 1% , CROX @ 1.5%, Amazon @ 2.2%) . Your thoughts would be appreciated.

Q: I have this in a registered account. Do you see a better oportunity. looking for capital growth more than revenues. what would you suggest, sector not imprtant.
Thank you

Q: From the media: “ Amgen stock slouched Wednesday after a Lilly exec called the company's early-stage test results for a weight-loss drug "a bit underwhelming."

Huh? What did they expect a competitor to say? I thought the quarterly results were good and the new drug seems quite promising.

What is 5i's take on the AMGN recent quarter (which beat) and future prospects? Wouldn’t it be better to buy AMGN after the sell-off than pay the overhyped price commanded by LLY?