Investment Q&A

• Premium Brands Holdings Corporation (PBH)
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Q: I have PBH in my TFSA and don’t need the money for a decade or more. It just seems to keep going down, seldom catching a bounce as the market does from time to time.
Is there a fundamental problem or good time to average in for long term growth?

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Read Answer Asked by Bruce on October 28, 2022

• Merck & Company Inc. (MRK)
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Q: Recently, Merck seems to reach a new all time high every day. How does their valuation and prospects going forward look at these levels compared to their peers? I certainly appreciate the bright spot in the portfolio but wondering if I should be trimming here.

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Read Answer Asked by Matthew on October 28, 2022

• Tamarack Valley Energy Ltd. (TVE)
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Q: Peter; Who would be the likely buyers of TVE that currently hold acreage in the Clearwater area? Thanks. Rod

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Read Answer Asked by Rodney on October 28, 2022

• Alphabet Inc. (GOOG)
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Q: What's going on to cause an almost 10% drop in GOOG? Buy, sell or hold?

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Read Answer Asked by Brenda on October 27, 2022

• Converge Technology Solutions Corp. (CTS)
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Q: couldn't find any news release on the big drop on this stock today,do you know the reason and would this be a good buying oppurtunity....Thanks

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Read Answer Asked by Greg on October 27, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Please comments on Shop earnings, thanks

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Read Answer Asked by Hue on October 27, 2022

• Carriage Services Inc. (CSV)
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Q: Obviously the market did not like earnings release, how bad are things here? Is this worth holding

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Read Answer Asked by JAMES on October 27, 2022

• Celestica Inc. (CLS)
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Q: Thoughts please on their quarter markets seem to like it

Thx

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Read Answer Asked by blake on October 27, 2022

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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• Vanguard S&P 500 Index ETF (VFV)
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• SPDR S&P 500 ETF Trust (SPY)
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• INVESCO QQQ Trust (QQQ)
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Q: Hello 5i,
Looking at the top ten holdings of XQQ and SPY there appears to be a lot of overlap.
Do you agree? Is it advisable to own both?
Thanks
Dave

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Read Answer Asked by Dave on October 27, 2022

• Firm Capital Mortgage Investment Corporation (FC)
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Q: Yielding 8%, rates hikes likely near the end, safe? sock it a away in a registered account ( CRA treats as interest income) ?

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Read Answer Asked by Albert on October 27, 2022

• ECN Capital Corp. (ECN)
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Q: Can you discuss the valuation ratios for ECN and whether you think it is fairly valued or cheap and why? Thanks.

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Read Answer Asked by Michael on October 27, 2022

• Valeura Energy Inc. (VLE)
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Q: What are your thoughts on this company as a speculative Buy?

Thks
Marcel

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Read Answer Asked by Marcel on October 27, 2022

• DIRTT Environmental Solutions Ltd. (DRT)
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Q: What is your analysis of this as a going concern? Debt, cash burn, etc.

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Read Answer Asked by Scott on October 27, 2022

• iShares Canadian Select Dividend Index ETF (XDV)
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Q: Good Evening
Can XDV be used as a proxy for CDZ?
Thanks

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Read Answer Asked by Terry on October 27, 2022

• iShares 20+ Year Treasury Bond ETF (TLT)
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Q: hello 5i:
we hold some PFFD, but your system doesn't seem to recognize that ETF.
Question: would you expect TLT and PFFD to track very closely? Their charts look similar on a 5 year scale.
If so, and as the yield on PFFD is much higher than that of TLT, would not PFFD have a signicantly higher total return over almost any time horizon?
thanks
Paul L

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Read Answer Asked by Paul on October 27, 2022

• Leon's Furniture Limited (LNF)
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Q: Your recent report on LNF didn't mention anything about the land they own. In the past, you have commented that the real estate could be used to unearth (no pun intended) value in the company. I realize this might not be the best time to look to real estate for additional value but is some type of land deal be something you would ultimately expect to happen?

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on October 27, 2022

Q: With oil producing companies returning the majority of cash from operations to shareholders instead of reinvesting in their business, I'm curious as to your thoughts on the long term effects this will have on the sector? Does this scenerio make companies with long life assets worth "more" now?

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Read Answer Asked by Charles on October 27, 2022

• Alphabet Inc. (GOOG)
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Q: Google is only about 1% of my portfolio, total tech weighting in 15% of the portfolio. I'm down 30% on Google stock at the moment. It is held in RRSP. After yesterday's results and today's selloff, would you recommend hold, sell, or buy more? If your answer is "buy more" would you buy now or wait for better momentum? Timeframe 5+ years.

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Read Answer Asked by Michael on October 27, 2022

• Meta Platforms Inc. (META)
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Q: Please provide your thought on META after its earning with a huge dive in stock price. Is it a Buy or Hold or Sell? I have some shares still in the green. Thank you.

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Read Answer Asked by David on October 27, 2022

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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• BMO Laddered Preferred Share Index ETF (ZPR.U)
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Q: Hi Everyone at 5i!
I am a new retiree and hold these three ETFs as part of my income portfolio . They have all dropped in value , due to increased interest rates and the market in general. These are my really long term holds unless you foresee a problem with this idea.
Cheers,
Tamara

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Read Answer Asked by Tamara on October 27, 2022