Investment Q&A

Q: Hi, I read in the G&M that an analyst said that Inovalis’ AFFO payout ratio projected for 2022 was 170%. If so, does it have enough cash on hand to sustain the distribution? Thanks

Q: Q: Can you please shed some light on why the BIG drop in ABBV the last couple of days? Time to worry ?

Q: Is Real Estate a good investment in an inflationary environment? I have Prologis, Public Storage and American Tower on my watchlist. Can you please rank them and provide any other suggestion you might have.

Q: This company BNE has been doing well in the market of late. Does it have further upside at the $30 or so level? We often chase hot stocks only to find out they are already exhausted at that point when we enter, e.g. TSU was one of such names. Thanks.

Q: A year ago I asked for your opinion on these stocks to incorporate into my current portfolio of banks, utilities, REITS, infrastructure, etc. My first purchase was BAM With the current market decline I see an opportunity to purchase another stock. From a technical view which looks most attractive? From a fundamental view which looks the most attractive ? Which would you purchase next? Thanks. Derek

Q: Hi 5i team - What amount of cash holdings does Shopify have. Also what is the level of profitability and what are the expectations for its growth in this area. Also has there been any significant insider trading recently and what is the overall insider ownership. Thanks.

Q: Me, pondering a move or two and would like your take. In a LIRA that is diversified and balanced for stability and with say 20 years to go, I hold BAMR with a weighting of 2.66%. And I'm pondering selling it and replacing with with more GOOG, current weighting of 2.67% as GOOG, for me, has a risk factor of 9 out of 10 and is highly profitable......and that would take the position weighting up to say 4.5%.And then with the remaining cash, buy a starter position in MED, with my risk factor of 6 out of 10 and with both high growth and profitability and seems to be undervalued relative to its food product peers.Or rather than MED, take a starting position in Accenture PLC, with a risk rating of 9 out of 10 and with high profitability and low risk relative to its business support service service peersNow pondering what to do....Go with an add to GOOG and take a start position with MED or ACN......or take equal starter position in both of MED and ACN???....or another option that you might suggest I consider. ........Thanks for the assistance.........Tom

Q: IVOR ... your opinion on buying at this point

Q: Hi Peter
Will the city of Montreal opt-in decision significantly affect TCL ? If the stock drops further on this news, is it worth buying at this level?

Q: Any news that would account for the sell-off in Copperleaf over the past couple days ?

Q: What has RHT signed since last Oct.? With the cash flow starting to kick in this month what do you think of the stock moving forward.?
Would appreciate your view. Thanks in advance.

Q: How much value does this $113.5M contract add to XBC's value.
Also in what amount of time will that contract be delivered in?

Their revenue for all of 2021 was $126M so isn't this huge?
Thanks

Q: If the fear of higher interest rates was causing the share prices of tech companies to fall, why would share prices rise today (April 13) with the announcement of a 0.5% rate increase?
Puzzled...Steve

Q: Anything on the radar to account for the recent strength?

Thx

Q: Hi 5i Team - Could you provide an estimate on when Shopify, Google and Amazon might do their stock splits. Also do you know of any other quality companies planning a share split. Thanks.

Q: Hello 5i,

I would appreciate your thoughts on TFII vs ODFL?
If you like these which one would you prefer for a long term hold?
Can you please provide your high level reasons?
Can you please give a good valuation buy price?
Is the current weakness due to inflation and high fuel prices?

thanks for your thoughts

Q: I’m considering an investment in Canadian Health Care. Is it best to buy an ETF an if so which Canadian Health Care ETF do you suggest? If you believe certain health care companies have a better upside potential than a a composite ETF which companies do you suggest?

Q: Consensus is that a recession is coming, question is when. When the recession hits will that be a precursor to a bear market? If so will that be cyclical or secular?
You recently answered a question stating that recessions typically last less than a year. If so that would suggest it may be a precursor to a cyclical bear market but not a secular (multi year??) bear market.
Many pundits suggest we are in the late innings of a secular bull market, which started in 2009, I wonder whether this imminent recession would be the precursor to a pending secular bear market, thoughts?

Q: Please provide insights which of these companies is a good investment. Thanks

Q: In an answer earlier this year, you mentioned IGM as having "turned itself around"; did you mean (for example) changes in its business practices, or its break-out from its pre-pandemic trading range? In another answer, you spoke of CIX's "high leverage to capital markets"; how do CIX, FSZ, and IGM compare in this respect? You've characterized the sector as "fairly cheap, with not a whole lot of organic growth and lots of pressure on margins"; given this backdrop (and assuming the sector is even investable), is IGM's relative market cap (3X CIX, 10X FSZ) a material reason to prefer it over the other two? Or is CIX's depressed share price (and implied growth-potential) more decisive?