Investment Q&A

Q: What is your opinion of the value of asset managers as an investment in the current market? Which asset managers are the best priced with the most lucrative/sustainable dividend? Thanks!

Q: Some small charities don't have broker accounts so you can use : https://www.canadahelps.org/fr/
They take a small commission and give the net results to your favorite charity and you get the tax receipt from Canadahelps. I used it 2 times and works just fine.

Q: Further to questions regarding capitulation, and if today gains hold, would you consider we have reached a bottom on this correction. I have been patiently waiting for a entry point to get started with some of the losses incurred.
Thanks
Rick

Q: Do you see any reason NVEI is up 10% today?

Thanks


Sheldon

Q: Hi Peter
re my income portfolio if i had to pick one in each category which would you favour for dividend and some growth
Atco vs fortis for utility exposure
Restaurant brands vs A and W . for consumer exposure

Thank you
Howard

Q: A member recently asked if there are any Canadian companies comparable to PANW. Although it is no where near the scale of PANW, I learned about PLUR last year from 5i Q&A's and found it intriguing. Below is a description from your DB that might be of interest to your reader.

Plurilock is an innovative, identity-centric cybersecurity company that reduces or eliminates the need for passwords, extra authentication steps, and cumbersome authentication devices. Plurilock's software leverages state-of-the-art behavioral-biometric, environmental, and contextual technologies to provide invisible, adaptive, and risk-based authentication solutions with the lowest possible cost and complexity. Plurilock enables organizations to compute safely and with peace of mind.

Q: I know you like AEM. Given the recent surge in Commodity Prices, what are your top 3 Gold Stock picks and what are your top 3 base metal (Copper, Nickel, etc..) picks. Are these good entry points?

Q: What is your opinion on Sentinel's earnings? I already own CRWD, I'm thinking of starting a small position in S as well. What do you think? Better to own both, or just stick with CRWD, your favourite.

Thanks

Q: Hi 5i Team, and would appreciate your analysis of the just posted results from SentinelOne. Also, do you see any endearing qualities or strengths to the business as a long term opportunity in the cybersecurity sector, and how would you rank it as a buy with respect to the larger well-known names in the sector. Thanks from an appreciative member.

Q: These shipping companies seem to have like GSL,GNK,EGLE seem to have high payouts.What is your opinion of the shipping liness ?

Q: Up 21% at time of writing.

Any idea why.

Thanks

Sheldon

Q: Thoughts on XIT?

Q: Hello, what do you think of Loblaw to Acquire Lifemark Health Group to Expand Shoppers Drug Mart's Healthcare Services? Should we see Loblaw more and more as a solid health care oriented company? Thank you

Q: Dear 5i,
At todays prices, March 15, 2022 are these good valuation for TFSA and
+3 year hold? If yes, which one would you prefer and why?
Can you help explain why historically HD trades at a higher PE than LOW
even though historical EPS seems better with LOW?
thanks

Q: Seems like almost everyone thinks GOOG represents excellent value at current prices. Makes me wonder why it's not trading higher,
What is the bear case? -Earnings are a peak levels? Or is the risk, that it becomes a source of funds for other investments.

Q: Hi Peter

What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio


Thank you
Howard

Q: Looking to add to staples. 1. Currently have COST and would be willing to add - at what price? 2. Please advise which Food and Beverage staples you would recommend based GARP/ total return. 3. For personal services, again on GARP/ total return how would you advise. Names listed simply for illustrative purposes, please advise with rationale for selection.
Thank you.

Q: Your opinion of ING please. How will the current sanctions play out?

Q: With reference to Paul's question on 16 Mar,

If prior to selling the stock, you arrange through the broker to transfer the stock to the Charity . This is called a "donation in KIND". Not all charities accept smaller transfers of less than $5000.00.

This is relatively easy using a form from the Brokerage or the Charity.

At tax time you must complete formT1170 in order to pay NO TAX.

Ron

Q: Hi 5i,

Can I please get your thoughts on ZBRA?
Are there any competitors that you think are better?
Is the valuation reasonable for 2% TFSA purchase?

thanks