Investment Q&A

Q: I'm looking for some of your expert advice. I am down in OTEX which I own in a taxable account. It is currently yielding a decent dividend. I am thinking of selling it after the X dividend date for the capital loss, and perhaps buying GIB.A. The latter does not pay a dividend but the stock is performing better. Do you sanction both parts of this trade? Do you think the OTEX dividend will be safe in the future?
Thanks, as always, for your advice.
Ian

Q: What do you think of AVL ( avalon advanced materials). Is it worth buying as a speculation on lithium? Also has other elements in it’s asset base. Ty

Q: Is it likely EGLX will go back up over a dollar with the January bounce.

Q: Your thoughts on this new ETF (HLFE) please. Is it a buy or a wait and see for a while?

Q: There is lots of good information in the answers to questions on ECN and it appears 5I knows the company well ..... My question is on management goals ..... They grew the company and then sold off a third of it ..... They didn't keep that money to re-invest they returned it to shareholders ..... And recently they sold off another chunk for $200 million but they kept that money in the coffers ...... How does 5I view their strategy ? It looks to me like growth is not a goal with them ..... It looks like once a business reaches a certain level sell it ...... Does management have a stated strategy ? Are they planning on buying more businesses or concentrating on organic growth ? ....... I just can't get my head around what their aims are .......

Q: Is this a good entry spot/time to buy AQN? and your comments please.

Q: Hi there!

If one does not currently own BAM.A, what is best:

1. Buy it before December 9 when the new Corp will start so you get some shares of the new Corp too
2. Wait until after 9 December and just buy shares of the new Corp? Is it expected that the BAM.A and/or new shares will see strong performance after this date?

Thank you!

Q: Hi

Last Q on agnc was February…. Lots has changed since then including the share price

I just read an article on SeekingAlpha that suggests now is a better ( but not totally risk free) time to buy it.

BTW 5i is still my favourite source of info. Significantly so!

So I would appreciate your input on AGNC before going after that 15.7% dividend….
especially if it leads to falling off a cliff.

Or moving onto to another high yield but safer investment

Thanks in advance for your guidance.

Q: Regarding the upcoming split of Brookfield Asset Management into two entities, I would like to know the nature of the distributions to be paid by the "new" asset management entity (which will retain the ticker "BAM"). Do we know yet whether the distributions will be fully "eligible" to the Canadian investor (similar to the distributions issued by BEPC and BIPC) or will these be more complex (from a taxation point-of-view) distributions (similar to those issued by BEP.UN and BIP.UN)? I am asking because-- for accounting simplicity-- I prefer to receive fully eligible dividends within my taxable investment accounts.

Ted

Q: Have we seen the worst ? looks like it

------ was on BNNtoday .100 $ oil forever! looks he more right than wrong
i have bout 10 % in oil and gas tou wcp arc
i am considering another 10 % headwater surge athabasca tve meg baytex
Can you pick 3 out of the 6 thanks

Q: Perhaps a dumb question, but who exactly is buying the GOC 5 year bond with ytm of 3.15%?
5 yr GICs are 5+%
Inflation 6+%
5 yr investment corporates are 5+%
Prime lending rate 5.95% and virtually certain to go higher
I realize that the market is betting that rates will fall in the coming years (we’ll see), but these numbers still don’t square up with the GOC 5 yr bond price imo. Is it a liquidity thing?

Q: Is there a particular reason that you do not own more energy stocks in the portfolio’s and are underweight the sector? Seems somewhat surprising in light of many companies returning capital to shareholders via significant dividend increases and share buybacks this year.

Q: HI,
I'm low in my Consumer Defensive and Industrials sectors as well as my International allocation.
What ETF's and stocks (3-5) would you recommend for a long-term hold?
Thanks,
Camille

Q: Hi 5i Team - Could you provide an update on Nurosene Health, its balance sheet, potential in a better market, and insider ownership/trading. Thanks.

Q: I am just preparing for charitable giving and was wondering which stock to use. It is down to cnr and tfii. I know this is subjective but I was wondering what you thought would be a reasonable weighting on tfii for a retired investor?
Thanks

Q: Top 3 picks in oil and gas please.

Q: If my base case was for a soft landing in the US economy, a slowing of rate increases and calmness in bond markets, what three sectors in the US would you favour?

Q: Please rank the following companies in order of their ability to survive a recession in 2023. Please also rank them as to whether they should be considered as Buy, Sell or Hold at current prices. Thank you.
ENGH; STC; SYZ; TOI; WELL.

Q: Currently down on these growth portfolio companies. Which have to best prospects to continue holding versus selling for a loss?

Q: In most of the offerings of Bank Structured Note offerings, this line appears..

The Bank may benefit from the difference between the amount it is obligated to pay under the Notes, net of related expenses, and the returns it may generate in hedging such obligations.

I believe this implies that any options,dollar hedges,derivatives ,futures, EFT'S or derivatives thereof,long and shorts positions of any of these...that the bank would most likely be the other side of any trades within these notes.

Question...It seems that the bank can and will dictate the outcome of these risky things thru related expenses.(.ie the bank deals the cards then plays the hand) ...is the deck not stacked against the retail investor of such so called investment instruments?