Investment Q&A

Q: Hi team,
I am wondering how ETFs collect their fees. For example, I am attracted by PDC's dividend of $4.27%, but it has a relatively high MER of 0.56%. Should I deduct the MER from the dividend to get a more realistic value of the return I can expect from PDC?

Q: Any thoughts on what is happening to the solar industry? TAN was at $120 in January and now at $77. Was it just overpriced? What does your crystal ball say about its future please. Thanks.

Q: Too late to invest in commodities? Can you please suggest a broad commodities equal weighted ETF?

Q: Hi 5i Team,

Between STC and CTS, which one would you recommend for a long term hold? Any other small caps that you would prefer instead of these two companies?

Thanks,
Jon

Q: Anything further to add on a possible competing offer for PHO? When do you as the latest date for something to materialize if it does? What are the revised odds of this happening as time has passed on. Would you continue to hold?

Q: Hi, having just sold my TD Balanced Index Fund, I am looking for a suggestion of a few ETFs to cover my under-weightings in the Consumer Cyclicals &/or Consumer Defensive industries, preferably in the US or International Regions as i am overweight in Canadian region. This is for an RRSP with 10+ years holding.

Thanks for this great service!

Q: Hello:

Wondering your thoughts on Excelsior and their copper project which seems to be having teething problems getting going. The stock has been down and wondering if it is an over reaction to problems that will be worked out over the next year.

Thanks

Q: Interested in your thoughts on Western Copper and Gold. Appears to have some good results on both copper and gold, two of the current hot button commodities.

Q: Hi Team, The monitor for David's Tea has issued their report and plan of compromise to be voted on by the companies creditors on June 11th. The report can be found here https://www.pwc.com/ca/en/services/insolvency-assignments/davidstea-inc-/monitor-s-report.html. It is a pretty quick read.
It seems like a clever, well thought out plan. What do you consider the likelihood that this plan gets approved by 67% of the creditors (based on value owed) in both the US and Canada?
In cases like this, does PWC work with the creditors in advance to "secure the votes" or are they just looking to just get the best deal possible for DTEA and hope it gets approved.
In my view, the trade suppliers and employees likely vote in favor. Canadian landlords may also be okay at 22 cents on the dollar. My concern is with the US landlords who only look to be getting 3 cents on the dollar (which is still better than what they would get in a bankruptcy). My question is do landlords typically have a threshold at which they would not accept a settlement below a certain % of their claim.
If it does not get approved does the monitor look to negotiate with the creditors or is bankruptcy automatic?
If this ends up in bankruptcy the estimated cost of the bankruptcy is $27 million, DTEA does have enough cash to pay out this sum. In that case, would the common shares still hold their value and would common shareholders be entitled to equity in any newco?
I recognize this is beyond the usual scope of the questions so please deduct question credits at your discretion

Q: Would consider this company as a bond replacement in a sleepy business with dividend growth potential?? Buy ????
Thx

Q: What do you think of this company? Is it a good long-term investment and a good buy today? Thank you !

Q: Good morning 5i team
I have a 1/2 holding in Enghouse and am considering adding. On the positive side, Enghouse increased its hosted and maintenance services revenue, increased margins and reduced costs in Q1 2021, and made an acquisition in Portugal. On the negative side, I wonder how much damage Enghouse caused with many investors with its special $1.50 dividend, and how long this negativity may impact them. Would you support increasing a position at this time, or biding time and waiting? Thank you.
Edward

Q: Which of these stocks/etfs would you predict to have the best near term upside?

Q: What does the 5I Team make of Score these days ? Has it settled down enough to buy a bit. The NHL is looking at the potential in single event betting on games
Thank You

Q: What is the difference between GLDM mini-shares and GLD ?

Q: Do the above Cdn companies have U.S. listings,if not do you think they will in the next few years?i

Q: Do you have a strong preference for one of these stocks over the other? Which do you prefer and why? Thanks!

Q: Hi there
Do you see the recent passing of the "Make PPE in America Act" , which looks to have a minimum 3 year duration, as a significant tailwind for MRS? Or is it just a small win in the big picture.
Thanks
Marc

Q: What is happening with this company, my holding" vanished" from my on line portfolio and I'm unable to get details.
thank you for your excellent service.
Heidi ( Rust)

Q: How would you go about identifying a proxy to the Canadian residential real estate market? Ultimately, I would like to short the real estate market but can't seem to design the trade. Any guidance would be helpful.