Investment Q&A

Q: What is the "Exchangeco" company? Does it makes sense to take the option of exchangeco shares?

From the circular:

Eligible Canadian shareholders will be able to elect to receive shares of Exchangeco (“Exchangeable Shares”) in lieu of the Penn Shares to which they would otherwise be entitled. Each whole Exchangeable Share will be exchangeable for one whole Penn Share, subject to adjustment.

Q: Hi group i have some cast to deploy ($89,000) what would you suggest to take advantage off the pullback and when to invest please give me 6 stocks regardless of sector /market. Also why you think they are worthy of getting my money. Date to invest would be big help (i know its a guess) thanks for your guidance its much appreciated

Q: Why did this stock go down so much yesterday (Sept. 20)? Is this cause for concern?

Thanks,

David

Q: Hi, what might be the impact on electric utility and renewable energy companies of sustained higher prices of natural gas? I understand natural powers many hydro generation plants. Thanks.

Q: Hi Peter and crew. I know that US tech companies are "not in your wheel house" and I also know that you have great insight. so I am interested in your opinions on the following.
I am watching that both Rivian and Global Foundries Inc. are applying to the SEC this fall to go public. Both appear to be in a good space for long term trends/needs. I am interested in long term investing in these companies when they come to market.
Thoughts?
BTW - Peter, Loved the article in the FP about your father-in-law. Maybe the 2 above companies will give him " the action" he is looking for!

Q: Please recommend some materials or online resources that help explain stop loses.
I understand that 5i is not necessarily a fan of them but are there times when you might use one? Thank you
I appreciate your help.

Q: Hi 5i,

Will the China Evergrande Group crisis will be causing the US and Canada market in big problem? If there is any, which sectors will have most affected. Many thanks.

Q: In a normal market pull back , where do you see support levels in the tsx and the dow ?

Q: I have an interest in Circle (https://www.circle.com/en/) – expected to go public sometime before end of year.

I really like what they are doing. I have not invested in any cryptocurrencies before but believe that a stablecoin/this stablecoin is on the right track as they are working closely with regulators, are trying to be transparent….

1 – Your thoughts re this company are appreciated (if you have any background on this company).
2 – The IPO is being handled via a SPAC – with Concord Acquisition Corp. If I acquire stock in Concord (ticker symbol CND in the US) am I acquiring the equivalent of Circle ahead of its IPO? My understanding is that a SPAC can only acquire one company and if that is the case, is it the same as acquiring Circle (ahead of its IPO)?

Thank You.

Q: With the market down, Amazon looked like a possibility. When I searched for Amazon, this came up: AMAZON.COM CDR (CAD HEDGED) ( AMZN : NEO )

Could you tell me what this is? If it is legitimately Amazon, is it worth considering? Is NEO new exchange? Would it be wise to buy on NASDAQ?
Thanks
V

Q: Hi,
The recent questions on paying income tax on capital gains now, in case the inclusion rate rises, mention a 30 day buyback period. I thought this 30 day wait before repurchase was applicable to capital losses only. If I sell shares and realise a capital gain, I don't have to wait 30 days to buy the same shares back. Is this correct?
Thanks

Q: Is there an explanation of why the 4 year revenue growth is so different between BIP.UN and BIPC? Here is the data I get from RBC Direct Investing for 2017 to 2020:

BIP.UN: 3,535.0 | 4,652.0 | 6,597.0 | 8,885.0 for a 4 year CAGR of 26%
BIPC: 1,323.0 | 1,561.0 | 1,619.0 | 1,430.0 for a 4 year CAGR of 2%

Of course the amounts are going to be different, but I expected the growth to be similar between the two. Whaaaat?

Thanks.

Q: Given the recent announcement from NFI , is it time to bail out or worth a hold for long term. The stock has taken quite a huge hit this morning.. Your advice is appreciated.

Q: Good morning, since Aritzia is classified as a Consumer Cyclical where in the cycle would you say it is these days, thanks?

Q: Is this the next Canadian tech darling?

Q: Good morning 5i team
Which public companies in Canada are leaders, or emerging leaders, in carbon capture and production of CO2?
Which of these (if any) would 5i recommend for consideration for investment, and why?
Thank you
Edward

Q: A great service could please recommend your top 5 helium plays. I think if you look into it you will see a diminishing supply and an increasing demand. In interesting and growing industries microchip production, medicine and outer space. Could you let me know when you will cover this topic.
I currently like Dme, heli and RHC. Dme seems to be way ahead and an Esg type company. Keep up the great work.
Mike

Q: Could you please explain the relationship between Apollo Management and Altius. Is there an expectation of a dividend near term?

Q: I see the indexes rising inexorably while much of what I follow and should otherwise be supported by emerging policy wallows, from which I conclude that the market is very narrow - that those doing well and driving the indexes are a small portion of the whole. That is very frustrating especially when the outperformers role/function is not clear. Do you think you could address this? From my point of view the indexes simply do not represent the majority of investment sentiment.

Q: EFL has seen a significant pull back of its highs around $2.50 back in Jan 2021 hitting a low of $0.80 on Aug 31 2021. It seems to be turning around with a back log of orders going to be booked in Q3. Would this be a good time to take a position in this stock?