Investment Q&A

Q: Is Verizon a value trap? It has been drifting lower, and wondering if this is due to interest rates (in which case it will rebound if rates drop) or a lack of growth prospects that will forever blunt its share price. I'm fine with it as a dividend payer if it is sustainable, but at present it is bleeding off capital that still puts me in the hole. If it's share price isn't going to recover, should I dump it?

Q: is there a low cost ETF money market fund, or short term bond fund that you could recommend, that would be a place to hide out for a few months that is fairly liquid and pay 2-3% if that is possible or maybe im dreaming or something close to that thanks

Q: It seems like the NAV and distribution on this are extremely well protected, if I understand it correctly.
Would any drop in the price of the underlying banks be deducted from the NAV of BR before affecting the NAV of BR.PR? (would NAV of BR have to go to zero before affecting the NAV of BK.PR?)
And in the unlikely case that several of the banks cut their divs, would some of that cut be accommodated by cuts to the distribution of BR before affecting BK.PR's distribution?
Last, if the price of BK.PR falls due to sentiment - as opposed to drop in NAV - the product can be at some point sold back to the issuer at the then current NAV?
Is there a risk I am not considering?
Thanks,

Q: Peter and His Wonder Team
Here is a small company that can benefit from the resumption of nuclear energy. For several reasons I see Japan is considering and I believe Germany is also. So please give me your thoughts of this company going forward...what do you think of it's prospects?

Q: Further to Daves question and response, this week a guest on BNN mentioned we are no where near seeing a turn in the market until the Fed makes the last rate decrease. This could well be next year or and 2024.
What are your thoughts and thanks
Rick

Q: Would you buy ZENDESK at current level for potential count offer?

thanks,

Q: I feel that 5i has the belief that if you are a long term investor you will be OK with the downturns that we are having now. Stay invested and you will OK in the long run. Yes, overall the market has always gone higher over time, but you can get caught if you bought into the highs and are now down 50 to 80%. Oil stocks have been the darling in the last year, but if you bought the same ones 10 to 12 years ago, some are still off 50 to 80% from there highs, so this really makes you a long time investor. I feel that are many growth stocks that were bought when you thought the market would always go up will now be looking at decades to recapture there cost. Sometimes a better market does not even help some of these stocks recover.
Thanks again

Q: EGLX is down a lot today, any thoughts on why? Was there a downgrade? How is EGLX cash position? Are they generating positive cash flow or what is their burn rate? Thanks.

Q: Hi 5i,
Thanks for the great work. Can I please ask your opinion on ATD and DOL? Do you prefer one company to the other today, or are both buys?

ATD seems to be seeing strength recently. Thank you.

Q: I have a small position in the Finnish elevator company Kone Oyj. It did well until recently but has got hurt badly in the sell off this year. Would you hang on or take the tax loss and move on?

Q: Hi: I have a small amount of VWO and I just noticed there does not seem to be any dividend associated with it. Has there been a change? Thanks very much
Marilyn

Q: Hi 5i,

I have maybe a rare question for you. I have done quite well with my stock selections (much thanks to you for many of the wise choices) and are sitting on a pool of Capitol Gains. Now, my wife and I are entering the phase of our life where we can make some significant "tax-friendly" charitable donations. Always keeping in mind, saving enough for the rest of our days. Our question is: If you had to sell from the list I provided, and thinking of holding the remainder at least another 10 years, which would you chose to sell a portion of ? Perhaps the top 3, in order of choice ? Thanks so much.

Q: Is ACQ a buy, sell, or hold at this depressed price level?

Q: I have META as part one third of my Metaverse portion and have room to add two third.
At current levels, would you suggest RBLX or U ?
Or suggest any other name you prefer in this space.
Thank you

Q: Hello 5I,
I am down 55% or Apps.
Just wondering if you would hold on on switch into something else. Looking for something with similar upside of course.
Thanks

Q: How were the earnings this week?

Thx

Q: Why does bip.un offer a substantially bigger dividend yield than bam.a?
I own both and plan to add more, part of me says to increase bam.a for broader coverage however I cannot get past bip.un recent performance and better dividend.

Q: Can you please comment on VEEV latest earnings released yesterday. Was there anything of particular interest to note from the call yesterday (either good or bad)? Were results so bad to warrant the big drop today? Do you still think this is a good medium to long term hold (5-10 years)?

Thanks so much for all you do!

Q: When looking at historical Canadian bank returns, BNS has lagged significantly. I didn't isolate too many periods, but the longer term you go, the more consistent the underperforming becomes. I understand the past isn't an indication of the future, but perhaps their approach to international exposure just isn't the way to go? There appears to be a lot of conviction for BNS relative to others, does it's poor stock growth relatively not concern 5i? What keeps you the most confident on BNS? If you jumped ship on BNS, which would be the next on that would be in your model portfolios?

Q: What do you think about Bam's split into two entities? Can you explain how the two are different. Do you prefer one more than the other?

Thanks very much