Investment Q&A

Q: this etf now pays an enormous dividend of 15 per cent. is it sustainable?

Q: According to Rbc action direct …. a 4.75$ / 105% yield. Also close to 52 week low.

What’s the risk reward for taking a small position in this company?

Thanks

Q: Hi
Canadian Pref Share Market seems to live in an environment of low liquidity and sell off no matter what other indicators imply about the future.
Today it seems strange that a pref share ( ENB.PR.D ) would trade at $17.50 (Yield: 6.37%) with the Reset Date approaching in four months.
With only a 0.75% raise by the BOC (between now and Feb 1, 2023) this share at current price will yield 9.76% on the reset. ( 8.69% without any change in Rates)

Is it just that investors will not pay for Pref Share future Resets?
Is ETF selling driving this share price as Managers are forced to liquidate as investor flee pref share ETF again?
Are investors holding out for a Bottom and then deploy cash to equities (high return) instead of Pref shares ( fixed return)?

What's up that a pref may be about to yield >9% and no one wants it?

Thanks
Dave

Q: Hello 5I,
Just heard a talking head say it could take 10 years for the Nasdaq to recover as it did in 2000. Thoughts? Seems to me that was a crazy bubble and maybe this one a small one? Appreciate your opinion.
Thanks

Q: I am looking at one of these three to add to my TFSA for better than average returns for when the market returns to better times over the next two years.
Please discuss the strengths/ weaknesses of each and list in order your preference. Thanks.
Derek

Q: Hi Peter and team,

What do you think about addition of fertilizer stocks at this point given we don’t have any exposure following the 5i BE portfolio and the huge arbitrage in Natural Gas prices between NA and Europe and the sidelining of Ukraine as a major agricultural producer?

It feels like a solid opportunity. CF has a yield and is buying back stock.

Q: Hi,
I'm curious about these two stocks. I came across LNG and am thinking they could be well positioned to grow profits based on their LNG terminal and NatGas marketing - however, volumes seem low, so I'm obviously missing some key info here. Then there is FLNG which ships NatGas, but - and it's a big one - there seems to be lots of red flags here - starting with the very high yield. Am I correct in thinking both of these are too good to be true?
Thanks!
Dawn

Q: With heavy losses in margin accounts do you think only BANKS AND INSURANCE companies will benefit from rising interesr rates?

Q: There is a thought that the equity market will improve once there is an outlook for interest rates to decrease or at least not continue to rise. I recently heard a discussion that suggests this is not the end of the story because the turn in interest rates will only happen when inflation is brought down and that inflation will only come down when businesses cannot increase or will probably have to lower prices. When their prices go down, Corporate profits will drop significantly. It seems to me when Corporate profits are dropping, equities will fall even more, and as such there will be a long time to go before the market recovers. Your comment about all this please.

Many thanks.

Q: This was your response to my last question about the webinar broadcast a few days ago

"Unfortunately due to securities regulations on offering memorandum fuds we are not being allowed to post it"

Perhaps you can help me. So, its ok to do the original broadcast that people attended live. But it is NOT ok to view a replay of the exact same broadcast?

Please try and help me understand the logic here.

Thanks

Sheldon

Q: How to explain a 9% drop on only one day (10% in us mkt) this friday, any point of vue on this stock much appreciated..

Q: Hi 5i Team - I hold the above stocks in three small U.S. accounts. I plan to keep NVDA, QCOM, AMZN, GOOG. My holdings in the other six are minimal due to the general sell-off over the past year: CRWD, UCTT, U, APPS, ROKU, UPST. I would like to combine these 6 into two, three at the maximum. Could you suggest which two or three should be kept. Or might it be best to sell all six and start over with a couple of different ones. My investment focus is growth with a three year timeline. Since it's the end of the week the answer can wait until sometime next week.
Thanks.

Q: Tax loss harvesting... I currently hold worthless warrants in my portfolio that I would like to harvest prior to year end. They are currently worth .015 due in Feb - 23... with zero demand. How can I crystalize the loss prior to December 31?

Q: I've owned Dream for over 6 years now and its steady 40 cent dividend was all return of capital, lowering my Adjusted Cost Base each year. I now see that its current price and my ACB are almost the same. I've made ZERO in 6+ years despite its very good dividend. I think this illustrates your comments that they have not created any value over the last 10 years.

Q: Has there been any support from insiders yet?


Thx

Q: Reko released excellent y/e results yesterday.
The company is now debt free and focused on robotic factory automation & precision machining.
During the past couple years Reko has paid a special dividend and bought back over 5% of their o/s shares while growing their book value to over $8.
Do you feel that the company is undervalued and is a prime candidate for a privatization or take over?

Q: Given the fact that world conflict is likely to continue and countries will likely beef up their defenders spending why would a stick like Lockheed Marten be falling? Would you suggest this is a hold or that shares should be purchased on weakness or sold given its recent run-up with a potential of buying back later?

Q: I’m a Canadian invested with a dividend focused portfolio in my retirement account. I’ve help Morgan Stanley for a while and have more than a 20 percent loss. I started to wonder whether my holdings in Canadian banks gets me enough exposure to the Is capital markets (like through TD bank) that I should sell MS and maybe look for a U.S. alternative in tech or healthcare. Does TD or other Canadian banks have enough capital market exposure that moving my investment out of MS would make sense to improve diversification?

Q: Given the nice run up in Nutrien is now a time to sell and look for other opportunities? I know this stock has long term potential, but I’m concerned with it’s cyclical in my retirement portfolio and with events such as end of the war (which would be a good thing) could negatively impact the price of these shares. Is there another materials type of stock that may be preferred in a dividend focused portfolio?

Q: I realize these can differ by industry, but what levels would you consider solid when looking at FCF%, P/FCF, ROA and ROE metrics? Thanks