Investment Q&A

Q: Hi,

Currently have no exposure to crypto and have been a spectator on the sidelines mainly. I held positions in HUT and HIVE awhile back but sold those. With almost certain approval of a spot bitcoin ETF, the market is gaining optimism and it seems investors are more bullish on crypto. What is your view on the current crypto market? Is this run up going to be followed by another crash or do you see more sustained rally with the new ETF? Is this rally going to be followed by another selloff once the ETF news is approved?

What are some low, med, higher risks positions to gain exposure if one wanted some small exposure. Here are some I'm watching. Can you rank whether they are low, med, or higher risk.

HUT, HIVE, BITF, RIOT, DGHI, MSTR, RIOT, COIN, GLXY

I know you own GLXY in the model portfolio already. Also, what would be your top ETF for exposure?

I'm a very disciplined investor, but on the edge of FOMO ; )

Thanks!

Q: Hi all,
What makes the crypto market move ? Relationship to stock markets, currency, politics ? Where do you see the cryptos in the future, a good bet or rather risky ?
Any interesting study on this ?
Good day, Denise

Q: Please comment on latest Q and market reaction
Hold, sell, add ?

Q: Please comment on the yesterday release of quarterly earnings and future growth of stock price. Thank you

Q: What caused the recent drastic drop in price for this stock ?

Q: This company pays a nice dividend and apparently provides short term mortgage financing to corporations. It seems like a "Steady-Eddie" holder of share value since 2012. I'd like to reduce equity risk in a portion of my portfolio, not add to my money market holdings and collect the 8%. Does this equity likely achieve those goals, does the dividend seem secure, has it ever been curtailed, does it's business model carry a higher degree or lower degree of risk in your view? Many thanks for providing your thesis on this one.

Q: In light of the current interest rate environment and the possibility of a US recession in the coming months, what is your current opinion on ZHY and generally high Yield US bond funds? Do you remain comfortable owning these funds in a relatively conservative income portfolio?
Many thanks.
John

Q: I would appreciate your comments regarding their earnings release and the dividend cut. The market did not like the cut in dividend, but I am wondering as to whether this might at some point be a buy. Their payout ratio seemed low for a reit, even with a very high dividend. If the eliminated dividend reduces debt, would they also be a takeover target for a larger reit/

Q: I would love to hear about your take on APPS quarter,and it’s guidance

Q: Hi 5i Team,
If not already asked, pls comment on CCL Industries qtr. earning and this company going forward.
Thanks as always.

Q: I already WSP at much lower valuation but if a person wanted a second choice in the space for diversity which of STN ATRL would you choose and why? Or is there another player you would prefer?

Q: Your thoughts on recent earnings and future prospects please.

Q: Your thoughts about purchasing the above in my TFSA and/or RRIF accounts . Do you see any major downsides?

Q: Can I get an update on your thoughts on Winmark please.

Q: Can you please comment on Alvopetro’s recent earnings. What is expected in terms of EPS growth over the next 3-5 years? Will they be able to organically grow production? How does the dividend payout ratio look in terms of cash flow?

Q: What changes over the last few months or weeks may alter your sentiment of Flutter as a long term hold? What would you list as positive and what would you list as negative developments that would impact this sentiment? Thanks.

Q: I've been trying to find a Canadian based ETF that includes Canadian "growth companies" to no avail. There's a small cap one (XCS I believe) with volume that is too low for me and isn't really growth oriented in any event. Are you aware of anything that is similar in structure to your own growth portfolio (ignoring mutual funds which are way too greedy fee wise for my liking)?
Dave from Montreal

Q: To purchase this fund, a warning appears saying TD my receive a trailing commission. They refer you to the offering documents, but i cannot find clarification on this trailing commission. Can you please clarify for me.

Q: Hi Peter, Ryan, and Team,

In order to keep the real estate sector balance more or less the same, would you endorse a sale of TCN to use the proceeds to purchase more DIR.UN (which we already hold in this investment account) ? TCN has been a frustrating stock, but I believe that DIR.UN has more upside. Alternatively, are there other stocks in the same sector that you would suggest instead of DIR.UN?

Thanks as always for the pertinent guidance.

Q: Good morning 5i team, MKSI seems well positioned to participate in our world of Internet of Things, AI and miniaturization, with chips in high demand. The Atotech acquisition added significant debt just as rates started rising. MKSI has disappointed and is down significantly. Geopolitics and a cyber attack don't help. I would appreciate your assessment of management and the company's prospects. Would you recommend selling it to generate a tax loss? Thank you. Edward