Investment Q&A

Q: What is 5i's opinion on the year to date results for Caldwell Partners? While quarterly EPS results can be skewed by the stock base comp. charge, the revenues and cash are growing significantly.

Q: What is your overall view of Cogeco for growth in the next 3 to 5 years. Thanks.

Q: What are the long term prospects for TBPH.
Thanks

Thomas

Q: Could you kindly give me your view on the above two funds with respect to their yields and capital preservation going forward 1-2 years.
Thank you

Q: Would you consider Bam.a sort of similar to a mutual fund in that it’s investments cover a broad geography in many divergent business’s?

Q: What would account for ATCO's lackluster performance over the last 10 years? Lumpy earnings? The chart looks quite good in the years prior to 2012, and the dividend appears to have been raised fairly regularly.

As a retired dividend stock investor, I am interested in it's diversification. I do have exposure to the Brookfields, but do you think there is enough difference between ATCO and BIP/BEP to warrant an investment in this company?

Q: Hello everyone.

If your goal was to pick 3 companies that had the highest percentage chance of growing their eps by close to 10% and their dividend by 5% for the next 2 to 3 years, which companies would you select, today?

Thanks.

John

Q: In order to protect my portfolio from further damage I am thinking about adding ETF which short indexes. How would you consider the above three as short play to recover loss and make some gains. Would you consider any other ETFs?

Q: Would you recommend a metals etf? If so which ones?
Roy

Q: What do you think of Digital Bridge Group?

Q: You’re thoughts on Telus with its recent acquisition of Lifeworks,it’s ownership in Telus International,as well as interest in healthcare ,home security and Agriculture among other things do you see this possibly morphing into a BAM.a it must be on track for some huge earnings and also would you consider this recent pullback as a great buying opportunity for a multi year hold Thanks

Q: NVEI is down only 78% from its highs. Goldman came out this morning with this downgrade and commentary :


Nuvei downgraded to Neutral from Buy at Goldman Sachs Goldman Sachs analyst Will Nance downgraded Nuvei to Neutral from Buy with a price target of $40, down from $72. The analyst believes the company's revenue growth could be under pressure as a result of pressure on its crypto sales given the decline in crypto prices activity. In addition, softening economic trends will weigh on Nuvei's "largely discretionary verticals" of online gaming, currency trading, sports betting, and crypto trading, Nance tells investors in a research note. In addition, continued currency headwinds "could be an incremental drag on back half of the year revenues," says the analyst.

Their target is $US so the Cdn target is approx $52.

Do you have any comments on the points of the downgrade or are you in agreement with all said. And if so should we sell what is left before it goes to Zero/

Thanks


Sheldon

Q: I am very much in favour of Telecomm firms in the current market environment. Is its Turkish origin reason enough to disregard TKC? Please comment. Thanks

Q: I'm looking to invest the majority of my money into an all-in-one 80/20 asset allocation ETF, such as VGRO, XGRO, ZGRO or HGRO. Aim is to set-it-and-forget-it.

What does 5iR recommend?

Q: I had thought rising rates would be good for insurance companies, but they're certainly not reflecting that. SLF only has a P/E of 8.85 but it's still going down quickly. Great West has done no better. How do insurance companies perform in a rising rate/inflationary cycle?

Q: I would like to add my two cents to your comments to Cal about TD semi-annual pay step up extendible notes, having bought into one of these many years ago. First, these are not too far removed from a GIC, as they are next to impossible to cash/sell until maturity. Second, the moment rates move against TD (ie down in this case), they will call the note as quickly as permitted. Your 3-year note might become a 1-year note if it is to TD's advantage. Lastly, these are not covered by CDIC and are subject to bail-in, unlike a GIC. Doubtful that would happen, but be aware. . . In my view, if you are willing to lock-in for 3 years, go with a GIC, which actually has better 3-year rates and you know exactly where you stand.

Q: Would you be comfortable selling PBH for tax reasons and buying back
in 30 days. Your February report indicates a pullback in dining out and travel as well as increased input costs could materially affect them.

Q: I have been holding a legacy position in preferred shares, both corporate and CPD ETF, as the bulwark of our fixed income allocation. I have never been a fan of. pref shares and wonder if this is a good time to sell and replace with a laddered GIC strategy. Is there an ETF that does this well, in your opinion. I have also been reading about GIC's offered by SLF and others. Would they be better and if so, how does one purchase them? Thank you for the calm you project to your subscribers.

al

Q: Do you have a proxy for SYZ that includes a dividend?

Thanks for your service!

Q: How do you think these rate hikes will impact BAM? The stock didn't seem to move much yesterday considering the greater then expected increase.

Thanks!