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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I remember years ago, 5i/Peter had mentioned to watch out for companies that initiate dividends and might support a buy thesis.

The reason (if I remember correctly) is that

1) this likely signals that the board thinks that the company has now reached some level of stability that they can afford to pay out a regular dividend instead of plowing it back to other ways to allocate capital

2) likely means that the board is shareholder friendly to some degree or thinking on behalf of shareholder by returning some cash flow to them.

With that said, is Micron Tech (which initiated their first dividend this past quarter) a company to look out for?
Read Answer Asked by Eugene on September 27, 2021
Q: Failure of the US Congress to raise the debt ceiling is being described as catastrophic in WSJ and other business journals. We should never presume anything with this US government. If this happens the market could tank big time. I am concerned there is too much complacency in the market right now. I would be interested to read your comments.
Read Answer Asked by Murray on September 27, 2021
Q: Which company, DSG or KXS, would have the best long term ability to help businesses sort out the current supply chain issues. I own both but would like to add to one. From reading all the answers to questions I suspect you like both but consider DSG larger and maybe cheaper. But I don't get a sense of how each one might increase business due to current supply chain issues going forward. Perhaps they are pretty close to being equal, but could you split hairs and indicate which one you think might be more worthy of topping up now?
Read Answer Asked by Gordon on September 27, 2021
Q: Hi 5i, read an interesting blurb in G&M stating that 26.8% of ACs float is short, and possibly due to all the debentures issued. My question is what is your opinion of this, and how long could this overhang last around the neck of ACs share price? Also do you still like it as a reopening trade and are there better candidates without this shadow of shorts?

Thx.
Read Answer Asked by Christopher on September 27, 2021
Q: Good morning 5i team!

What is your near term outlook for MITK?

Is there specific news, or activity(chatter...rumours...?) to account for recent downside volatility?

What is your medium to long term outlook for this stock price taking into consideration any recent news or anticipated developments?

If I were to decide to sell to harvest a capital loss, which stocks would you consider comparable substitute in this sector for a pair trade?

Thanks for your assistance.

SGR
Read Answer Asked by SG on September 27, 2021
Q: Considering the possible effects of shipping disruptions and the abilities of consumer companies to maintain inventories and hence profit margins, cyclical and discretionary, would your top three stocks to have in one's portfolio long term, in your professional and respected opinion, be altered.
What would be the top three suggested holdings for long term(5 years)
Thank you
Read Answer Asked by Peter on September 27, 2021
Q: Good morning,
I'm looking at adding a QQQ equivalent component two my Cdn$ Non Registered portfolio.

HXQ and XQQ are among the ETFs currently under consideration.

Q1. At this point in time, would you recommend a hedged or unhedged Canadian version of QQQ?

Q2. Not limiting yourself to HXQ and XQQ, what would be your recommendation for a Canadian QQQ equivalent?

Thank you

Francesco
Read Answer Asked by Francesco on September 27, 2021
Q: Is SIVBP just a way to be SIVB shares in small amounts . i.e. ( 1 Sivbp share = 1/40 of ! SIVB share).

Is this a safe way to buy smaller amounts of SIVB ?
I don't know if this is a common way to do it.

Thank you
Read Answer Asked by Leonard on September 24, 2021
Q: On 9/23, Jerry asks about the impact of a tax rate increase to 75% on Cap Gains. Should you not have corrected this? It is the "inclusion rate" that could be increased to 75%.

Carl
Read Answer Asked by Carl on September 24, 2021
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