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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: Hello
Pardon my tone but
Since since the start of Q1 Is it just me or are there in fact less questions being answered by the 5iii moderators both in volume and in a timely manner ? I know I ve had a t least 1 unanswered question for Q1:
- 1 being what would the 5i BE Portfolio return in fact be with out the CSU position being included since inception ?

and a new question -
To align the 5i platforms company reports to the 5i portfolio recommendations
Perhaps its time for 5i to seriously consider to post your research reports as follows: only 35-45% Canadian Equity reports with the remaining reports being USA or International equities (matching your member questionnaire) or the very least post the US research reports of the US Equity positions that the 5iii directors etc all in fact own per your disclosures ! - as I assume an alike research analysis has obviously been completed.

Based on my personal returns using the model portfolio baselines I have concluded believe there is a serious disconnect in that the model portfolios are 100% Canadian focused (zero US and international equity exposure) & none of the researched & recommended equity positions are owned by 5i directors. This issue also entertains what portfolio make up the 5i moderators in fact have in comparison or in lieu to the model portfolios that paying members utilize as a baseline ?
This perspective is no different than the importance of insider ownership of the public companies we all invest in.
*Perhaps a new platform feature of the various 5i members portfolio positions alike to the 5i subscribers portfolio allocations.

I look forward to your response and perhaps a disclosure of some 5i insider information on genuine portfolio make up.
Read Answer Asked by Brant on May 21, 2024
Q: If Trump wins this election i am considering moving most of my investments into the US market. I think that Canada amongst others will suffer thru his direction (dictatorship) and US stocks will do well. Would you have any stock recommendations should this election play out this way. Thx, James
Read Answer Asked by JAMES on May 21, 2024
Q: What are your 3 favorite choices in each of Canadian pipelines; electric utilities and telecom companies categories for a 5 year hold considering both income and growth?
Read Answer Asked by Terry on May 21, 2024
Q: Hi 5i Team,

I have received a offer from SES to purchase shares between $11.40 and $13. The position I have is part of a diversified portfolio in my TFSA and I am up 90% at current prices and have really enjoyed the growing dividend. I am tempted to sell 1/3 of my position at the higher range of the offer to take some money off the table.

What are your current thoughts on SES as a company, its assets and market position?

What do you think of the offer given the current market price and this point in the cycle?

Thanks for the great service!

Colin
Read Answer Asked by Colin on May 21, 2024
Q: Does 5i have a preference for any particular US or Canadian silver miners? In the past, the go to name was always First Majestic but the fiasco surrounding Jerritt Canyon seems to have hampered the company.

Thank you as always
Read Answer Asked by Brad on May 21, 2024
Q: Hi 5i,

In some jurisdictions in British Columbia all new homes being built cannot use gas for heating and cannot use gas appliances for cooking.

Also in BC there is a new program allowing low and middle income earners to replace their gas and oil furnaces with heat pumps for virtually no cost to the homeowner.

There seems to be a small but growing segment that is going in this direction. Are there any companies (Canadian or U.S. or even International)that specialize in heat pumps (manufacturing, installation, and/or maintenance) that you would recommend as an investment at this time?

Would Trane or Honeywell fit this description?

If there are any, could you please rank them in order of preference on a scale of 1 to 10?

Thanks.
Read Answer Asked by Brian on May 17, 2024
Q: hi, the annual rate of return on the equity price ( not including dividends ) is about 2.15 percent since may 2010. is this what you would expect for this going forward? and do you have the annual rate of return including dividends/fees etc? I can't find that. do you think this is a good time to add shares ( its trading below April 2013 ). im a bit confused as to why it is trading at this level, ie how do metrics compare with April 2013? cheers, chris
Read Answer Asked by chris on May 17, 2024
Q: hi, what are thoughts on where gold prices are heading ( and inflation etc. ). as a former gold bug, I am finding it harder to keep holding AEM after it's humdrum "rally". are input costs these days just too much for these companies to gain any traction? has crypto gambling taken over as the doom and gloom trade/play? do you see AEM moving higher/lower in following 3 scenarios: 1 inflation stalls 2 inflation increases 3 inflation decreases ? cheers, Chris
Read Answer Asked by chris on May 17, 2024
Q: Thoughts on latest results. Listened to the call - while not in a position to follow everything -I felt the tone was a bit dismissive to the questioners. And what are your thoughts on the debenture buy back - not seeing where they have the cash to complete that but easily might have misread the statements or perhaps a line of credit? Mainly just wondering if that points towards or away from a share issue as Engine is concerned about.
Read Answer Asked by Graham on May 17, 2024
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