Investment Q&A

Q: I am assuming both these companies are essentially passive holders of bitcoin.
First - Is my assumption correct?
Second - If true which one is the better play? i.e. compare and contrast fees, efficiency, structure, safety, etc. etc.
Thank you.

Q: What is your opinion of investing in bonds vs GIC's or stocks with high dividends for Fixed Income? I'm looking for security, and given the current bond yields and little room for interest rates to drop, bonds don't look too promising. What do you think of a combination of bonds, GIC's and blue chip dividends?
If so, which bond ETFs would you recommend, for both Canada and the US? I have some USD cash, but mostly Canadian.

Q: Do you have any comments on Ballard given the renewed interest in hydrogen as a fuel source? Can you suggest other companies in this area worth considering.

Thank you

Q: Hi folks, please get update on Nova Leap Health nlh/c. Seems to be growing with acquisitions in part of U.S. Is it similar to operations like cbii/c, well/t or doc/t (tele-med operations)....and how does the balance sheet/ Q results look?? Watched cbii/c run from .15 to .60 andddddd missed. Does nlh/c have similar potential. Thanks as always, jb Piedmnt QC

Q: What do you think about the fertility space? Progeny (PGNY) for one but who would be your top 3 picks long term coming out of this sector?

Q: I have 700 shares of Huskey ,down 63% held in a Rif .What's your view on to how to maximize any additional value. Sell now and move on, or wait for the deal to close and then see where Cenovus is headed in the next quarter rafter the completed merger?

Q: What are your thoughts on MX these days? It is having s bit of a run right now but earnings report is coming and that hasn't boded well for the stock lately. Im thinking about selling it for tax loss but hate to loose out on the current momentum if it holds.
Nancy

Q: Hi 5i team, thanks for answering my question so soon. However, what I want to know is : do I have to wait 30 days before buying back the stock even though there is a net gain. Thanks.

Q: your thoughts about SMT.
Where do you see the shareprice in a year?
They seem to be heading in the right direction.
What are the risks?
Thanks

Q: good morning, I would like to know if there are a couple of heath care ETFs that pay a dividend as well, that you think will be good buys. thank you.

Q: OTEX appears to be going nowhere. in-fact it is down YTD. If I sell what CDN tech stocks would you recommend that I consider instead

Q: Hi,
if you were putting a fund together comparable to VGG, but for Canadian equities, what might be your first 5 top picks assuming the same criteria for the ETF? Also, what would be your 3 honorable mentions?
When comparing CDZ and VGG what are the main differences in terms of the stocks that make up these two ETF's?
Many thanks,
Dan

Q: Clf seems to have good growth prospects but is it fundamentally strong enough to take advantage? Any thoughts on superior competitors in this sector?

Q: Hi, based on the companies that you cover and also US if possible, which companies are likely to have a stable and steady growth in the next 5 - 10 years ? I mean, I would like to invest in companies that are fairly valued today and that can grow steadily in the next years, not extreme high growth companies. I aim companies that will give me a CAGR > 10% but with a medium risk.

Q: After the announced AMD takeover would you suggest selling now or hold on in a margin account? At what price point a sale would represent fair value? In general, i have not been able to figure out a selling price for any candidate that has been bought either for cash or a combination of stock and cash. How do you calculate that?
Regards

Q: Can you comment on signifiance of deal signed with TikTok. What does it mean going forward.

Q: Hi 5i team, I would like to clarify the 30 day rule on loss selling. Hypothetically, if I buy say 300 shares at $1 and sell 200 at $1.5 ( gain of $100)and at a much later date say 1 or 2 years sell 100 at $0.5 (loss of $50).Will the last sell at a loss counted as loss selling? Thanks.

Q: Is the market price reflecting one or more dividends to
come, not anticipation of a higher bid?

Jerry

Q: You knew it would happen but I wish it had been at a premium to the pre covid price and not the current price.... I've been a longtime holder and done OK, it has paid a solid div for me over the years and I was happy with the post BIP spike last year. I sold today at the premium over the offer as I agree with you that BIP doesn't need to sweeten anything with control. Unlikely in this market and that space that a white night will come in. So my question is what should I do with the cash? I dont hold any brookfield's so buying BIP is an option or do you have a better brookfield option. I am overweight financial already so doesn't need to be in the same sector. Overall well balanced so could be anything...balanced portfolio follower slowly shifting to income.

Q: Good morning, As a retired investor with ~ 50/50 asset mix and mainly quality dividend stocks in equities for income, I am thinking of investing in BAM for some growth potential. I like their infrastructure focus and relationships with big institutions, but but two things are giving me pause. One is BAM's investments (I think ~ 16% of NAV) in commercial real estate, and second, my stock tracker shows a Debt to Equity ratio of 5.17. Acknowledging interest rates are likely not a concern short/medium term, and risks exist with every stock, does 5i feel the commercial real estate and high debt mix should make a small investor look elsewhere, or would you recommend BAM? Your thoughts are appreciated. Thank you.
Edward