Investment Q&A

Q: In responding to a question regarding ZSML in Nov 2021 you stated "While volume is low, it has $351M in assets, and is likely quite profitable for the bank at that level." I see that, according to TDW, it now has $166.2M in assets. At this lower level would you still see it as profitable for the bank? Are the assets lower due to investors selling units? You have indicated recently that small caps could be coming into their own, so is ZSML a good option to add to my small caps at this time? Many thanks.

Q: Do you have a preference between PSU and PSA?

Q: At what price does SPB become compelling?

Q: Could you please confirm what the new dividend yield will be for Aqn after the reduction just announced.

Q: Is there a U S traded ETF similar to SGOV?

Q: 10 plus Seven Eleven stores in Winnipeg are threatning to close due to people stealing goods from the shelves, Has ATD ever said anything about loss of merchandise by theft

Who else has been effected by this ?TGT WMT etc What can they do ? RAK


RAK

Q: How would a possible breakup or spinoff with GOOG CDR be handled?

Q: Can you confirm the distribution yield for the URA etf? The profile on 5i (and other financial sites) seems to suggest a yield of over 6%. But looking at the distribution history and underlying holdings, it doesn’t seem correct. Can you confirm?

Q: I have held this company hoping it would go back up. Is it a hold, sell or buy? Thanks

Q: Is it fathomable that GSY could one day expand operations to become a Prime Lender as well? What about a merger with Laurentian Bank who recently put itself up for sale? Interested in your opinion. Thanks

Q: Hi team,

What are your thoughts on Bill Ackmans purchase of Brookfield Corp?

He must see the value proposition as attractive right now?

Thanks,

Q: Hello 5i
Can you please give me the expected growth rate for these companies over the next 1-2 years.
Secondly, if you had to raise cash which order would you trim or sell outright?
Thank you so much for all your help!
Dave

Q: Do you think these names remain attractive at current valuations? How would you rank for buying today?

Q: During the volatility shock two weeks ago (I’m writing this on Aug 18), you wrote the following in an emergency note to subscribers: “We would keep some powder dry as the type of volatility we will see this week can last a while.” In light of the stock market bouncing back so strongly, do you feel differently now? Would you sell into market rallies to raise cash, then await more volatility for the chance to redeploy?

Q: Hi team, Please provide a summary of Westgold and a description of why the stock is a buy, sell or hold.
Also, what should I expect from Culico Metals? I see shares in my account but no value.
Thanks
Rob

Q: Hi Team,
Two part question. Firstly, like a fool I sold out of crwd at the worst possible time during the selloff in anticipation of more bad news and to raise cash in the overall sell off. Ever since it seems to be on a steady rise back up. Is it time to buy back the shares or should I wait until after earnings?
Second; do you see any compelling buys out there today to put new cash to work? If so what are some of your favourite names to purchase today Canadian and US. I was looking at adding to propel possibly …it boggles me it had such strong results and a muted share price ; not sure why but it seems undervalued. Same with go easy but I am already over weight in that one.

Thanks ,
Shane

Q: Has your June 03, 2024 outlook on PZA changed? Is it reasonable to step into it now?

Q: Any idea why Lumine has dropped in share price over the last couple of months?

Q: Former Google CEO Eric Schmidt reently made an apparently controversial statement saying that Google is fialling behind because of decision for work/life balance, rather than concentrating on competitiveness. the video was soon taken down. But here is what he said:
"Google decided that work-life balance and going home early and working from home was more important than winning," Schmidt said at a talk at Stanford University. "The reason startups work is because the people work like hell."

You often suggest Google as a good buy. ( Following your lead I bought some yesterday, in fact.) but I was wondering whether you might have information to suggest that this may be just sour grapes on his part or whether there is a real reason to worry here
thanks as always

Q: Could you please rank these five companies, best first, for a 3-4 year hold. Thanks