Investment Q&A

• Anaergia Inc. (ANRG)
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Q: What’s your take on this situation of the company not filing their financial statements….
Thanks

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Read Answer Asked by Sonny on March 31, 2023

• Exro Technologies Inc. (EXRO)
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Q: Exro released earnings. Thoughts? It’s very early but what do you think? Is it a good speculative stock? Potential?

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Read Answer Asked on March 31, 2023

• Brookfield Corporation Class A Limited Voting Shares (BN)
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Q: Is BAM exposed much to commercial real estate? What percentage of their cash flow is from this sector? Thanks

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Read Answer Asked by Michael on March 31, 2023

• PHX Energy Services Corp. (PHX)
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Q: hi, can I get your latest thoughts/analysis of PHX:CA. and what is the company/industry specific near-medium term future look like?
also, could I get your top pure (relatively) play in gas energy stocks, with decent dividend yield, as well as your thoughts on where you think the price of the gas commodity is going in near-medium term. cheers, chris

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Read Answer Asked by chris on March 31, 2023

• GoldMoney Inc. (XAU)
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Q: Hi 5i,

Longtime suffering- and dollar-cost-average-down holder of Goldmoney (since 2018). The business model ought perform nicely in a market that increasingly embraces gold as an investment/inflation hedge.

So, the questions are: (i) when do figure XAU will get to join the gold party? (ii) has XAU's attractiveness as a handsome takeover target by one of the Big 6 increased since last you commented (~2021)?

Thanks!

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Read Answer Asked by William on March 31, 2023

Q: Is there an ETF that replicates or comes close to the Beat-The-TSX (BTSX) approach?
I always enjoyed reading David Stanley's and other authors cover the BTSX in the Canadian MoneySaver Magazine.
Thanks
Frank

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Read Answer Asked by Frank on March 31, 2023

• BMO Covered Call Canadian Banks ETF (ZWB)
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• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX)
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Q: How do these two ETF's compare?

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Read Answer Asked by Dan on March 31, 2023

• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX)
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Q: WOW a 14 % yield ! Too good to be true ?
Good/ bad points of this product and should this
ETF play any role in a RRIF. Thanks. Derek

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Read Answer Asked by Derek on March 31, 2023

• NVIDIA Corporation (NVDA)
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• Global X Artificial Intelligence Semiconductor Index ETF (CHPS)
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Q: Please give me your read on this ETF. Is it a good allocation of capital in a growth industry, capital preservation and diversity?
Much appreciated.

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Read Answer Asked by Francisco on March 31, 2023

• Aerojet Rocketdyne Holdings Inc. (AJRD)
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• L3Harris Technologies Inc. (LHX)
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Q: What do you think are the odds of the successful completion of the merger? Despite the poor performance, I'm hanging on to LHX in hopes it will, Do you still like LHX if the merger were unsuccessful?

TIA

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Read Answer Asked by Wayne on March 31, 2023

• TFI International Inc. (TFII)
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• Nutrien Ltd. (NTR)
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Q: Hi 5i,

Thanks for the blog post listing Canadian companies paying USD$ dividends. What are your top ideas today?

https://www.5iresearch.ca/blog/canadian-stocks-that-pay-us-dividends-2021-update

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Read Answer Asked by Greg on March 31, 2023

• Lumine Group Inc. (LMN)
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Q: How would you categorize Lumine Group in one’s portfolio in terms of geography? Canadian, US, or international equity?

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Read Answer Asked by Steven on March 31, 2023

• Vanguard S&P 500 Index ETF (VFV)
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• Magnet Forensics Inc. Subordinate voting shares (MAGT)
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Q: The proceeds of the MAGT takeover will be going into the new first home savings account... which stock would you yourself be buying with the cash? Thanks

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Read Answer Asked by Julia on March 31, 2023

• Suncor Energy Inc. (SU)
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• goeasy Ltd. (GSY)
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Q: Hi

Would it be wise to take the capital loss in our cash accounts to off set some of our gains to date by selling GSY?

Then buying SU for growth and the dividend.

Thank you

Mike

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Read Answer Asked by Mike on March 31, 2023

• Lumine Group Inc. (LMN)
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Q: Thinking of getting into Lumine Group. What is the valuation like, compared to CSU and TOI? Thanks

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Read Answer Asked by Michael on March 31, 2023

• INVESCO QQQ Trust (QQQ)
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Q: What percentage of your account should you have the QQQ stocks?

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Read Answer Asked by mike on March 31, 2023

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Q: Hi 5i
I thought one of the Canadian banks (National?) had a large interest in FSZ. If this is the case would it be less likely that FSZ would consider cutting the dividend ?
Your thoughts on the dividend safety at this time.

Thanks

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Read Answer Asked by mike on March 31, 2023

• goeasy Ltd. (GSY)
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Q: Sold GSY yesterday. Likely would have stayed the course, but the company's failure to divulge information with regard to Canada Drive in a timely manner tipped me over the edge. So, I have 3% of my portfolio in cash that I would like to reinvest in a Canadian stock with a similar growth/dividend/risk profile. Minimum dividend of 2%, preferably >3%. Canadian stocks already held are: T, X, WSP, TFII, ATZ, SIS, BIPC, BEP, SU, NPI, NTR, PBH, BAM, BN. (US stocks are: GOOG, IHI, COST, NVDA, J, ABBV, MSFT, V, HD and AMZN.) I would appreciate 3 suggestions that would meet my criteria. No industrials or financials please, as I am already overweight. Thank you.

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Read Answer Asked by Maureen on March 30, 2023

Q: Should I wait and see how the US debt ceiling fight goes before investing this year?

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Read Answer Asked by John on March 30, 2023

• Intuit Inc. (INTU)
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• Alimentation Couche-Tard Inc. (ATD)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Digital Turbine Inc. (APPS)
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• Sprout Social Inc (SPT)
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Q: Good Morning,

In my (hopefully) high growth basket of stocks, I would like to do some consolidation. The partnership with TikTok is supposed to be beneficial for Sprout Social, but with the security concerns about TikTok in the recent news, do you think that Sprout will be significantly impacted? If so (or if you no longer like Sprout) in what order might you consider adding to the following: LNTH, APPS, ATZ, INTU, ATD for a 3-year hold? Thanks. Brad

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Read Answer Asked by Bradley on March 30, 2023