Investment Q&A

Q: Hi 5i,

What did you think of the quarter for SPB; is the sell-off a good opportunity to add to a position? Is the dividend covered?

Q: Based on your last comments on June 24th about Sanofi could you please help me understand what's behind the recent drop with the stock recently and is this a good time to buy. Is it now at a "bargain" price what are the financial ratios you like and don't like about this stock? How do you feel about their pipeline of drugs?

Your last comment was SNY: Sanofi is a bit different than the others, being a $130 billion pharma company. The valuation fundamentals look fine, growth expectations are mid-to-low single digits on the top line and it pays a decent dividend. For an 'anchor' type of position, we would not take much issue with a name like this.

Q: how do i convert bamr into bam.a ? is there a cost involved ?

Q: Hi Peter and 5i team,

Could you provide your thoughts on the latest quarterly results and current valuation?

Thanks for the great service,
Angelo

Q: Hi,

Could you comment Sylogist's quaterly results ?

Thanks

Q: I am currently down on the following stocks and etf's and am considering buying more in order to average down. Are there any of the following that you would not purchase at this time?

Q: hello 5i:
ignoring the sector difference (tech/industrials), and having a small position in ATA and a slightly larger one in OTEX; from a growth and reliability of earnings (confidence in projections) point of view, could you discuss the benefit or detriment, of selling the OTEX position and increasing the ATA position. Which would be the more risky position in only one is held?
thanks
Paul L

Q: I would appreciate your comments on the above two securities recently announced earnings. What do you see for both of these holdings in the next few years. Any company specific comments would be appreciated. Thank You.

Q: I’m looking for Canadian exposure to cobalt.

Can you please recommend me two or three options.

Medium risk is ok and I expect to hold for at least 10 years.

Thanks

Q: would appreciate an update here after becoming net 0 debt and initiating a .01/mo dividend

Q: What do you think is the reason behind the recent price boost in TTD? Thank you.

Q: Why have these stock prices been declining, as I believe they are leading firms in their industry, and the industry is buoyant?
thanks in advance

Q: Ignoring sector, would it make sense to swap POW for ZWH for safety and long term income in a registered account? Thanks.

Q: Hi folks, thoughts on Q2 results for Magnet Forensic..after poor Q1 & reduced guidance...stock tanked down to $15...rebounded bit to $21sh...company seems to be doing better going forward....your opinion and would be Buy/Sell/Hold....merci beaucoup, jb Piedmot QC

Q: Can I please have your 3-4 top picks in the REIT space. US exposure would be great.
Thanks!

Q: Hello, I have holdings that replicate the Balanced Equity portfolio with weightings being within about 1% for each stock based on the model portfolio. I have also aimed to hold a small number of stocks from the growth portfolio and currently have 1-2% for each of LSDP and WELL. I am considering adding 1-2% holding to SHOP, LSDP, WELL or adding 2% for TOI or DOL. I have a 20 year time frame.

I am leaning towards SHOP, TOI, LSDP for adding shares but am aware of my heavier weighting in the technology sector and am considering if Dolorama may be a good option at this time. With the war in the Ukraine and inflation, also based on my time frame, can you recommend which stocks you would suggest adding to of the ones listed at this time?

Q: Can you tell me the valuation ratios for Converge and how they compare to competitors? Thanks.

Q: Of the 2 mentioned above which one would you prefer buying today? Please explain. Thanks.

Q: What will holders of BAMR receive as exchangeable shares in the management spinoff of BAM.a or is it presently known?

Q: Why it dropped this much last 7 days?

Thanks,
Milan