Investment Q&A

Q: Hi 5i,

Pls comment on their release and what your 3 to 5 year view of the company is, specifically are revenue growth, ROE, and other metrics you see as material.

Thx

Q: Can I please have your comments on Trisura's recently announced earnings. Do you see upside for this security? thank You.

Q: I've been building out a sub portfolio in my registered account with the above stocks. It's hard to turn down 5-7% yields + growth potential.

Do you perceive any major crossover/risk with the holding all of the above / should I consider consolidating?

Q: At this extremely low price,in a RRSP,is it risky to keep this stock ,or is it an acceptable option to keep it for longer term and dividends ?

Q: Could I have your views on the latest quarter for this company. Is the dividend safe. It seems to have held up quite well in this volatile market. Many tnx.

Q: Hi Team,

Can I get your latest on this company? Is there a real risk of bankruptcy? Seems like they are consistently growing even in this environment?

Q: does it pay to hold eqx after bad eps ?

Q: We own 10 preferred shares with BCE,BRF,BPO,NPI,PWF,ENB,CU. Overall we are down considerably on capital loss. But making a good return at these current prices. Question to you is, should we keep preferred shares for the current return or take a loss and sell them. Most are in registered accounts so no tax loss is available.

Q: I have cash in my US$ RRSP and would like to park it in a ETF like HSAV but I don't want to be clipped by TD if I move the cash to my CDN$ RRSP account. I noticed HYGH.US in your ETF model portfolio but it is not like HSAV. Any suggestions would be greatly welcome or if HYGH is the best then please advise. Thanks again.

Q: What do I do with this name.I thought given it was one of two AAA rated companies around it was solid.This year has been a disaster from a share price point of view.Still up meaningfully….cause I have owned for years but been huge drawdown. Should I just sell?

Q: I hold three relatively small positions in each of the above, and am wondering if you could foresee one or two of them as better outperform the market over a longterm horizon (5 plus years) and thus worth consolidating towards? Thank you

Q: Hi 5i
5i's thoughts on the quarter and current price vs valuation - I have been scratching my head with this one for a while ....the market keeps trading it down, even with the decent certainty of inflation protected future cash flows. Appreciate your reply.

Q: Why BIP.UN today traded at almost 8 times the normal volume (6.4 million units today vs. 800K units normally) and down about 2.6% too? Any story or issues behind that? Thanks.

Q: Can you please provide an assessment of Datadog's Q3 Financial results? How do Datadog's prospects look going forward?

Q: Could you please comment on earnings and whether buy, sell or hold? If you don't like what companies would you prefer? Thank you!

Q: your opinion on earnings of gear and athabaska. dave

Q: Can you suggest some Canada/USA industrial metals/minerals companies and/or royalty companiesworth a closer look?

Thanks
Peter

Q: Hi , Could you please comment on Topicus results. I know that the stock is not covered by analysts but what’s your take with direction of growth and any specific near term issues with its larger Europe exposure. Thank you

Q: Take the growth portfolio as an example, but this could be applied to any of the 3.
Let's say I only want to focus on 5 companies in this portfolio that would make up 100% of my investments could I assume that the top % allocation would be similar to saying these are the ones that we endorse the most? Or is this simply a construct based on the total number of stocks and other factors that you are considering (risk, diversification...). Said differently, how can we use/interpret % allocation of the model portfolios if we are not buying every company in the portfolio? What assumptions can we make, if any? And yes, I understand you can't give direct advice on % allocations as everyone has different levels of risk, goals, etc but simply trying to understand what is the best way to use that information. Thanks!

Q: Please comment on earning report . Thanks.