Investment Q&A

Q: Hi 5i Team - My apologies if this question on ECN overlaps some of the others. I hold shares in both a TFSA and non-registered account and am considering moving the non-registered shares into the TFSA. I have capital losses to declare against the capital gains. First of all what do you think of this strategy. Secondly by what date would I need to do this in order not to lose the dividend since the move will trigger a sale in the non-registered account and a purchase in the TFSA both on the same day.
Thanks.

Q: Hi,

Food dropped over 30% at some point this morning. Is there any reason behind it? Would it be a good opportunity to initiate a half position?

Best,
Matt

Q: 5i I have owned this company and received dividends for a long time. Recently they announced they were splitting their real estate Douglas Elliman division. Will shareholders receive addtional shares. How those this work. Take has many credits. Should I just sell when they split. Tks 51

Q: Hi,

How would you allocate a 20% and a 30% position to the income portion of a portfolio? If one dumps it all into a well diversified bond fund like ZAG be too much in a single ETF?

Thanks

Q: Poor Visa! What are your thoughts? Will other big companies or Amazon North America etc start rejecting visa too? I have been eyeing Visa and Mastercard for a while now. Is this a good time to buy Visa or wait and see if it falls through $190/200? Buy visa or mastercard, or both, or neither?

Q: With Canada Nickel's recent acquisitions, what do you see short & long term for the company? Always appreciate your comments ? hard work
Dave

Q: I’d like to hear your thoughts on these 2 companys.
One may be popular with the Biden infrastructure bill and the other is involved with the semi conductor industry.

Thnx for your excellent service 5i!

Q: Hi 5i
REAL reported today and stock continues to slide...How were the earnings and what do you think this companys future looks like going forward?

At a -60% loss would you continue to hold or sell and move on?

If sell what would suggest for replacement in similar space with better expected upside.

Thx
Jim

Q: Hi team,

Can you provide your opinion on the quarter?

Thanks!

Q: Hello 5i,

I would like your thoughts on this company. After the big drop would you start a position for the long term ?
As always, thank you very much for your insight.

Q: Following up on the question earlier Tuesday, please comment on the announced acquisition of Yew Grove REIT by Slate. Quite large (75% of SOT's market cap) and SOT describes it as transformative. I would imagine significant debt and/or an equity offering will be needed. Challenges of managing an offshore entity versus sticking closer to home?

Q: Hello 5i team, I am a patient investor, but exclusively if, 5i and I, we both have a strong conviction that a company situation will be much improved in say, 24 months from now. Because of the 2021 trading range and risks involved, I am trying to get the best possible entry point (suggestion?). I know it is short term trading, but I am trying to understand if EGLX is bottoming after going down -60% since mid-April 2021. Volumes are sky high versus history since quarterly publication. There has been only one trade of above 40k shares since quarterly publication. What are moving averages, RSI and MACD telling you? What is your understanding of the seesaw trading of the past 4 days? What would you suggest as a good entry price (I do not mind that much if my order is not executed, as I know there will be other opportunities somewhere at some point in the future). From analysts forecast, EGLX will not make a quarterly profit in 2022: will EGLX be EBITDA positive in any of 2022 quarters? Do you know when EGLX is expected to generate a quarterly profit? From daily reading of 5i Q&A, I know you like EGLX and NVEI (which I group in the same sub-sector): how much more do you like one over the other for long term return? Thank you for your collaboration, Eric

Q: Hi 5i,
GDI may be in falling knife mode right now but, looking ahead to when it finds support, do you think it will be an attractive add point, on a longer term view? Or would you say that recent results were related to issues in the business performance that are likely to persist and continue to be a drag going forward? Thanks!

Q: This is a follow up to a previous question about USD ETFs where you suggested IWO for the long term small cap portion of a USD TFSA or USD RRSP. I'm curious why you suggest IWO in particular, as it seems to be a recurring suggestion. I'm partiuclarly interested in a comparison of IWO to IWM, VTWO, VBK and SLYG, how you would distinguish them, and in what situations these others might be preferred over IWO. These others all seem to have lower fees and slightly different composition features. Please take as many question credits as needed - thanks as always for helpful answers.

Q: Is there a need to readjust these significant losers in a RRIF ?
My Tech is over 20% now (even with LSPD loss). If I were to "trim" the tech down would you keep LSPD and sell KXS and reinvest is something less volatile in a otherwise balanced RRIF ? maybe BCE, CNR, GSY, or FTS ?
Thanks as always, Peter

Q: Hello 5I
Roku has taken a real downturn to-day. I know one brokerage has downgraded it, but is there anymore bad news to have this lose 10%. Its been going down since August, almost at its 52 week low. It this justified???

Thank you

Steve

Q: Can you please comment on StoneCo results. Absolutely horrific stock price movement. What has me perplexed is how the big money has invested in this(ie- Berkshire etc..), are they expecting long term upside? If you owned $50 average would you cut bait and move on or ride out long term?

Q: ITRI is trying my patience. Would you recommend a switch to NVEE? Ideally, would holding both also make sense? Thanks.

Q: can I have your analysis on earnings - sell off a buying opp?

Q: Would it be correct to say GSY has marked to mkt. profit on AFRM up to Sep. 30? If so, then would they still have about $37. CDN on the balance of 368,000 if AFRM closed the year about $150.US for a total about $13,500,000. CDN?
Thanks