Investment Q&A

Q: I need to raise some $US cash soon. Could you please rank these stocks for how they would perform during a recession? Thank you.

Q: Hi Team,

What are your current thought on this after the short report? Good opportunity to buy for a nice dividend?

Q: Can I have your overall opinion of Fortinet and in particular comments on the company's first quarter earnings announced on May 4th. I own a small amount and I am considering adding to the position. Your comments please.

Q: earnings didn't look great. Thoughts? What does future look like? Is this a one off?

Q: I have RRSP, TFSA and NREG accounts. I'm looking to buy Brookfield Infrastructure Corp in each. Is there a difference between BIP versus BIPC and does it matter which I hold in each of those three accounts?

Q: What has caused the big drop in Nutrien the last few days?

Q: Hello, do you like SBUX after the 9% drop for a 5-year holding period and if do, why? Thanks

Q: Hi Everyone at 5i!!
I bought some TSM just about the time Buffett bought his stocks in TSM. Unlike Buffett, I did not sell mine when he did, which was shortly after he bought them, citing geopolitical concerns. I find this a head scratcher. Why? To approve of an investment and then quickly disapprove, it seems someone at Berkshire was asleep at the wheel . This was rather sloppy of them. Just like the Fed, you don’t want to bet against Warren, but still, my inclination is to hold onto the stock since I am a long term investor. What are your thoughts on TSM?
Cheers,
Tamara

Q: Hi!
I just read piece about CIX in the Globe here: https://www.theglobeandmail.com/business/article-ci-financial-us-expansion-leave-canada/ .

It is a far from flattering description of CIX (says the CEO is overpaid, and the CEO overpaid for the US businesses, too much debt).

I have a couple of questions.

1) The article said that the CI will delist from the NYSE and be listed only on the TSE,
This seems like a bad development. What do you think?
2) Also, there is the talk about the IPO. Well, what does that exactly mean for share holders (ideally)? Would the IPO lead to a pop in CI's share price?
3) Would it end up being a dilutive transaction?

Maybe I am being pessimistic, but the outlook for CI seems...unprofitable...and I fear the worst (permanent loss of capital).

Q: in laymans terms why are a lot of the regional banks in the u.s. dropping like a rock.
will this affect the canadian banks in your opinion .

Q: Would Shopify still be a buy even after today's big increase, thanks?

Q: Your observations on todays earnings please.

Q: i own some of smci based on a recommend in an answer to a question to 5i a while back. thank you.
my question after their fantastic earnings report , is smci still a buy or getting too expensive. dave

Q: Hello,

TRI recently announced an upcoming reverse split of their shares. This seems to to go against the usual practice of a reverse split whereby a low priced stock and out of favour stock (unlike TRI) will do one to drive up the price of their stock when it’s trading very low and in risk of being delisted as was the case of Bombardier recently and JDS Uniphase many years back. I’m having difficulty understanding why TRI would not just buy back shares via an NCI as opposed to a reverse split. Also, when is the reverse split scheduled and if I was to buy 10 shares tomorrow, how many of those shares would I have after the reverse split and would the price of TRI increase as a result of the reverse split as is normally the result of a reverse split. Many thanks for the amazing service that you provide.

Q: What do you see in the medium term for TD? With a dividend approaching 5%, does it not invite investors to jump in? What am I not seeing here? If we get into, or deeper into, an unpleasant recession can you see TD share prices dropping significantly from current levels?

You have regularly note that the big banks have not historically reduced their dividends. If TD share prices do drop, the yields will be alarmingly high. It's been decades since I studied economics and I don't seem to be any smarter. Perhaps you can help.

thanks

al

Q: Is QSR still a buy at this level? Do you have a preference between it and AW for a 5-year hold?

Thanks.

Q: Saw an Ad today to WSJ suggesting PLTR has the most Revenue in AI, even higher than MSFT, GOOG, etc. etc.
True or False?
Thanks!

Q: How long since the inversion of the yield curve happened. Isn't there a direct correlation at predicting a recession? What is the theory exctly and how close are we hence if this prove to be right? Does it always happen?

Thank you

Yves

Q: How safe is the dividende?

Tks

Q: I have a significant loss on CARS and I would like your opinion if I should take my loss and buy something else with better outlook