Investment Q&A

Q: I was intrigued by your recent response to a question about SHOP (Good time to get back into it). Response was .. "There is always risk, but the company presented at a conference last week and management noted there has been 'almost no' pushback from customers from its recent price increase, and that business conditions are 'better than previously feared'. We would be comfortable owning it. "

I view the information as positive for SHOP as you did as well. If the question was never asked, this bit of news would be silent to us. Obviously 5i was aware of the news. Is there any way this type of information could be made available to clients as it becomes known? Or do we need to fall into the regular pattern of asking questions on favourite stock holdings if there is any recent news on companies. Is there a source where we can access this type of news?

Q: Hello 5i team,
I was thinking of taking advantage of this SVB fiasco by adding to my BNS shares.

I mainly hold BNS for income and was wondering what was the payout ratio at this time? Has the ratio increased over the past few years (BNS shares declined ~30% from its all-time-highs in the past year)? How comfortable are you in adding for income purposes?

Thank You,
Andrew

Q: When does WELL intend to release 4th quarter and year end 2022 financial results?

Q: It has dropped significantly in the last two days. Do you buy or watch? Clayton

Q: In some interesting reading sent to my inbox by 5i, one of the articles by Joe Wiggins talked about long or short term investing and I see by the bar graph, if you are a one year investor it was a 55% return and if you left the investment for 10 years, it would be a 15% return. From what I see, it looks like you are better off being short term. Maybe you can interpret this better than I. There was a lot of heavy reading involved. Thank you,

Q: I really like the look of this company's juicey dividend,but i am concerned about the trend of all the doctor's (mine included)even though the pandemic for the most part completely over they are still doing a lot of telephone appointments, and the need for office and clinic's i would think can only decline going forward in our digital world.
Maybe i am overthinking this but this, looks like a good entry point, your thoughts would this be a buy for a2-3 year hold,,,Thanks

Q: What is the free cash flow yield? And doesn't this signal that this is very cheap at the moment?

Q: CSTL Could you comment on earnings, revs are up 53 %, they guided to almost double them by 2025. Business here looks good. Cash flow did decrease based on acquisitions... is this a company building a profitable, invest-able future? Your thoughts?

Q: Hi team
in this development in Northern Ontario; Ring of Fire
with minerals and alot of good stuff

are there any Canadian mining companies directly involved in it
so that we as Canadian investors can invest into this worthy project?
thanks
thought that it was partially own by an Australian company
Michael

Q: How about buying this high multiple stock in this market. Is it still the leader in it's field.
Need to buy 2 stocks in healtcare. One growth one income. PFE is around 52 week low with a 4.1% dividend.
Would like to know your favorites at this time.

Thanks for your support in these uncertain times!

Q: Hi folks..thoughts/opinion of Q & FY22 results for Surge sgy/t...seem to have beat estimates across the board..also..I read that recently, Eric Nutall's fund bought 10% stake in Surge..is this correct??....thoughts going forward...thanks as always, jb Piedmont QC

Q: Good morning,

Can you please give us your opinion on Profound Medical after their earnings miss this week? Is it still worth holding, or do you feel the cash burn will require share issues and resulting dilution. Thank you.

Q: Peter; Could you update your thoughts on MDLZ ? Thanks.
Rod

Q: Please recommend 5 CAN and 5 US companies who have good both P/E/G and P/FCF ratios. Thank you.

Q: Non registered account : I sold a majority of stocks in 2022-2023 in order to convert them into a diversified dividend ETFs portfolio.I though intend to only keep" safe stocks for long term".Please could you rank them in this "safety perspective" , a "hold,buy, or sell" comment would be greatly appreciated,considering the fact that in this case,selling a stock would result in "buying an ETF in the same sector" .Many Thanks for your excellent website ,J-Y

Q: Everyone, I am in the initial research stages of an ETF or TSX 60 or SP500 that I could use for timing-the-market (TSX or S&P500, with Canadian dollar sensitivity). Your comments are appreciated. Clayton

Q: Hi Peter, what are your thoughts on IGM and CWB for purchase here ? IGM especially has been very strong. Thank you !

Q: Thoughts quarter and future prospects for this company. Understanding oil price cyclical impact.

Q: Are there any small to mid-cap companies that have been beaten up over the past year that you really like the longer term outlook for?

Thanks

Q: Hi 5i, can you please give me details on these preferred as I have looked and cant find much at all. Were they issued at $50 and is there a perpetual preferred here as I'm currently looking for those not the resets. I'm assuming these are preferred shares and not debentures.