Investment Q&A

Q: Could you tell me how you view MAL. Are the company's troubles temporary or more long term? Do you see the stock price and dividend eventually recovering with the overall market, or is this long term troubles specific to the company? Do you see the company recovering post Ukraine war? Is this a stock you would definitely be selling? Thanks.

Q: Apparently the US military and govt are looking to invest some funds towards funding projects in Canada for rare minerals, in an effort to reduce the dependency on China for critical minerals.
Can you suggest any Canadian companies or an ETF that may benefit from this.

Q: Could you please comment on Rapid7?
Would you include this in a basket of cyber security stocks you'd buy?

Q: Please comments on mega Uranium and Efr, sell or hold?

Q: It looks like FED and BOC will keep on rising Interest rate and recession will follow,reducing income for many companies and their stocks will go down like in last recession. This is how I think,what is your opinion.2022 has been a tough year and hope for 2023 is in question.

Q: Hi 5i,

Could I please get your thoughts on REAL latest quarter.

Thank you,

Greg

Q: Would you say tax loss selling is mostly done with these 2?

Thx

Q: lspd meta pypl are the worst performers in my portfolio . is any of these worth keeping long term .
Is aqn a buy at tthheselevel

i

Q: Great news release yesterday….
No debt, 50% dividend increase, NCIB

https://alvopetro.com/News-Events

Why would they want to purchase shares when the float is only 35m and very thinly traded to start with?

Thank you

Q: Good afternoon,

Can you confirm if CSW.A reduced their dividend over the last few days?

If they did is it a hold for income or time to abandon ship? I have no intention of buying more.

Thanks for your help.

Q: Thoughts on Stelco and results. Would you add to a small position?

Q: Dear 5i team.
Given the current market backdrop, if one was to take 100K and build an ETF portfolio for min 10 year timeframe, which sectors would you be comfortable buying into before year end and which ETFs would you choose to accomplish this.

Thanks for your help.

Q: I have the same company in a RIF account and in a Margin Account. If I sell shares in the Margin Account for Tax Loss or Capital Gain, do I need to take the Cost Base from the RIF Account and the Margin Account together. My opinion is, that whatever is in the RIF Account does not influence the Cost Base in the Margin Account. What is correct?
Thank you!
Albert

Q: Hello 5i, could you comment on a company that is in Quebec mining for Lithium and what stock exchange that it trades on. The company is Sayona Mining SYA.

Q: I just sold off my Biogen holding and am looking for a replacement within the healthcare sector. I held Biogen for over 3 years and exited with a nice return, but I have to say that I did not enjoy the wild ride and price swings as it seemed to trade solely on its new Alzheimer’s drug advancements and setbacks. So now I am looking to replace it with something a little more stable but still with the expectation of slow and steady growth. What would be your top 1 or 2 picks be today for both the US and Canada that might fit. I already own Savaria and XLV so something besides these.

Q: Would you expect Trisura to initiate a dividend at some point? The three closest peers that you note in your January research report all pay a small dividend. Also, do you have an opinion on how long it will be before there is a clear sign that their expansion into the U.S. is succeeding? It seems to me the landscape is littered with companies who failed to crack the competitive U.S. market.

Thanks,

Q: Q3 results looked steady. Your thoughts plse.

Thanks

Q: In your last blog, there was an interesting article about “Yield is for Farmers.” The gist of it was that farmers can increase the yield from their acreage and get more crops grown from their land, but that yield is a misleading concept for stocks. In stocks, a higher yield does not give you any extra return. All it does is return more of your own investment in a company. Once the cash dividend is paid to you, the economic value of the company you own drops the same amount. I notice this all the time with BCE, FTS and other well-known dividend payers. The author says bond yields are the only true yields as you get the income paid on top of your original investment.

What do you think of his position that yield is not a relevant concept for stocks?

Thanks
Dave

Q: Good Morning,
Of these two, which would be your top choice today for a 3-5 year hold?
Thank You

Q: The inflation target seems to be 2% in North America. It is my belief that to get it from the 7-8% range to 2% will take a significant period of time once it gets intrenched. Have you seen any historical notes from authors who have studied the history of this area?

Thank you,

Paul