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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I always hear that we should not hold more than 5% or max 12% on any given stocks. So why would PAY hold one company that is the majority of their income. If that is the case would 5i management would be comfortable buying any of their stocks.
My question does any of the Growth, Balanced or Income portfolio stocks holds where above 50% of their income comes from one source. If yes please share the company name since I usually buy from that portfolio. I don’t want to see another company collapse if they lose that contract or they don’t renew.

Thanks for the great service
Read Answer Asked by Hector on October 04, 2024
Q: I believe that the traditional "weight loss advisory" firms will recover especially once some of the attendant health risks from such drugs as Ozempic become better known. Does this theory resonate with you and, if so, which Weight Watcher-type firms do you like?
Best regards,
David
Read Answer Asked by David on October 04, 2024
Q: Hi Team - for my RRSP I have cash for a full position, or 2 partials, and based on portfolio analyzer I am under weight on Utilities and Consumer Defensive. Are conditions decent to enter those areas now, and what would be your top 3 in each area. Bonus points for options that increase global exposure since I’m also needed some international exposure.
Read Answer Asked by Ryan on October 04, 2024
Q: Hi 5i Team - I am trying to develop a plan of action over the next couple of weeks regarding Payfare: Sell outright, Hold, or Add at around the 2 dollar mark. Your answers to the following questions will help.
Is there some way of finding out how much of their revenue comes from Doordash.
Do they have significant relationships with Uber and Lyft.
What other companies do they do business with.
How strong is their management team to guide them through this downturn.
What are insider holdings and has there been much activity in the past six months.
Are their cash and cash equivalents holdings approximately $100 million.
Could you comment on their recently announced strategic review process. Is this a positive sign.
Thank you.
Read Answer Asked by Rob on October 04, 2024
Q: Good morning - I logged into my BMO IL account today and I still have not received the SOBO shares from the TC spin out arrangement. I believe that all holders of TC should have received the shares on October 1, 2024 which was two days ago. I called BMO IL and the agent I spoke with could not tell me when I would receive the SOBO shares. Would you know why this is the case and if any other brokerages are having the same delay? Clearly the shares are trading on the TSX so some investors must have their shares. Thank you.
Read Answer Asked by Andrew on October 03, 2024
Q: Good day, 5i - I am interested in investing in graphite and graphene. Is there an ETF or Mutual Fund that you can recommend? Also, I would like to have any separate stock recommendations that you feel have high potential. Thank you, I appreciate you service very much.
Read Answer Asked by Donna on October 03, 2024
Q: DRX has announced great profits, new contracts and the buyback which happened after the last quarter. Negatives could be upcoming US elections, the buyback being treated as Insider selling and the deferral of revenues from this quarter to the next. There seems to be no retail support for this stock, or retail support is not sufficient to offset the institutional selling. What would be the steps that management needs to take to stop the bleeding on this stock as it has been in a down draft since the high of $20.8?
Read Answer Asked by Imtiaz on October 03, 2024
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