Investment Q&A

Q: Good Morning 5i
Would you comment please on the rumour that Elon Musk is looking at potentially bidding to buy SGML?
Thanks

Q: Hi Peter, Ryan and team!

Would you be a buyer of this company today. Share price has dropped significantly and therefore dividend is also attractive.

Is there a growth story here? Are the fundamentals compelling to you?

Would you say the dividend is reasonably secure?

Thanks so much for all your guidance!

Q: On Monday it was announced that TD Bank will pay US$1.2 billion to settle Stanford Ponzi scheme lawsuit. That being such a large sum will it have a great affect on TD Bank for this years financial statement?
Thanks for your usual response.

Q: From an historical basis how expensive is SIS?


Thx

Q: Good afternoon folks
I listed to Robert Kessler on Consuella Mack show called Wealth Track on Sunday. He is very convinced that we all should get out of stocks and go into US LADDERED TREASURIES. He feels the market will be very bad for 15 years or so. What is your take on his view?
Thank you all for your guidance through the good times and the turbulence. I've been with you for almost 9 years now and highly recommend you.

Q: Thinking of selling Truist and buying Teck as a switch from financials to commodities
Please comment on this trade and your thoughts on financials vs commodities in general
Many thanks for your great service
Peter

Q: Us again
Could we please have your top five dividend payers in Canada with a little expected growth.

thank you
Ken & Cindy

Q: INDA has been week. I've always thought I should get some exposure to India but never have. Why has it been weak? Do you think the India growth thesis is still intact? What do you think about INDA as a way to play India growth at the present time?

Q: Can you please give me your opinion on Sleep Country as an investment today. Thank you.

Q: Looking at the price performance of this name the decline appears to have started around the time an increase in interest rates was contemplated since when the price has halved and the yield gone from around five to about 10%. Listening to the conference call the recent shortfall appears to have been problems with their Prospect investment, against which management says they should receive some or all of the moneys owing, probably in '23, maybe '24, and that the future for their facilities are buoyant - not that anyone would fault management for championing their business. Over the years, and they have been almost all low rate years, their unit price has not dropped below 10, or 9 if you go back 20 years save for a brief interlude in ‘09, since which time they have presumably grown.

What has been your experience with other health care REITs and what outlook would you assign to the sector as well as for MPW

Q: I plan to top up 1 or 2 existing positions in my TFSA. What would be your 1st choice out of these 3 companies today based on 5 year growth prospects? 2nd choice? All 3 of these are long term holds for me. Thank you.

Q: Looking to add 1 new position to my TFSA in consumer cyclicals and based on Q&A and reports 5i is very positive on both of these companies. Which one would be your 1st choice today for long term (5 years+) growth? Would you split the new money between them? Thank you.

Q: Hi, Could you please comment on the quarterly/annual results released today., which appears to be strong. Company also seems to be committing to regular and special dividends through 2024, and returning 50-90% of FCF to shareholders !! Sweat !!! There has been so much pessimism about TOU and NG producers, recently. Do you expect the stock to recover and see better price action, over next 12-18 months ? Thanks

Q: I've owned shares in Brookfield companies for a very long time, not having sold a share. I'm now very overweight in my overall portfolio 15%, BN & BIP.un being the lions share with smaller positions in BAM & BEPC.
I need to reduce the size of the overall position, can you share thoughts on similar types of companies that I could buy with that type of shareholder alignment in the management team

Q: Have held Riocan in my RRSP for many years, does it make sense to replace it with Dream or is there another recommendation CND or US. It’s the only REIT in my portfolio and looking for long term hold 5+

Q: What do you think of Argonaut Gold’s prospects given the news that sent the share price tumbling today? Do you have any confidence that they will eventually make Magino a success?

Q: Guys,

I just asked and you very quickly answered the question below. But how can there be an ex-dividend date for a stock that hasn't started trading? Or did you mean CSU? Confused here.



Constellation Software Inc. (CSU)
Add to favourite
Q: I see that CSU is down $60 per share as of 4PM on 3/1, and I also see that a listing for Lumine has popped up in my online account, though with no value attached. I know those shares are not starting to trading until around 3/24 but do I assume correctly that some or all of today's drop in CSU is related to Lumine?

Asked by Kim on March 01, 2023
5I RESEARCH ANSWER:
We would not assume this. The ex dividend date for LMN was Feb 15 and that day would have reflected the spin off.

Q: Could there still be another bidder for maxar. There were 36 companies who looked at the company during the go shop period, Thx for this one by the way,

Thx

Q: I see that CSU is down $60 per share as of 4PM on 3/1, and I also see that a listing for Lumine has popped up in my online account, though with no value attached. I know those shares are not starting to trading until around 3/24 but do I assume correctly that some or all of today's drop in CSU is related to Lumine?

Q: your thoughts on buying this to replace Summit. i am retired and looking for income and have other industrial reits is the US. i see the payout ratio is high but has been coming down steadily. Your thoughts would be helpful.