Investment Q&A

Q: In an investment account that does three cash transactions per month would you park the cash in TDB8150 or the CASH etf? Thanks Ron

Q: Hi 5i,

Came across this in the Daily Chase from BNN:

"Tactical Resources Corp. plans to list on the Nasdaq stock market through a merger with a shell company. After the transaction, the combined firm will have an enterprise value of US$589 million. Founded in 2018, Tactical Resources explores and develops rare earth elements — a group of 17 metals essential for defence technology, electric vehicles and semiconductors. The company will use proceeds from the deal to finance construction of a processing facility at the Peak Project, a rare earth minerals mine near El Paso, Texas."

Any thoughts on the company from an investment standpoint would be appreciated.

Thank you!!

Q: Gordon Reid has a top pick. Your comments pls.

Q: Have held Google for some time and pleased with the return but wondering if you think the breakup talk will hold it back in the short term. Is there more upside potential in Microsoft near term or would you hold both? Alternatively is there another name you would prefer outside of the Mag 7?

Q: I did appreciate your answer for an equivalent question for US Cies lately...It seems difficult though to find canadian Cies that have long term potential, and financial strength as large US cies..Could you name 5 canadian Cies considered as a " must have" for long term and an entry point ? Regards

Q: Hi 5i I am looking for stocks that pay a dividend 4-7% and pay their dividend in Feb/May/Aug and Nov. Please do not include anything in the financial, utility or communication sector.

Q: Can I get your thoughts on GDS Holdings Limited as a competitor to NVDIA and possible beneficiary of the move to growing more data centers in Asia and elsewhere. Would it be a company you would be okay with taking a small position at the current price?

Q: Hello 5i team!
You often seem bullish on tri. I know it's grown in the past year and I know you're not fans of analyst predictions, but the one year estimate is about $220.50. can you please explain why this would be a good investment today for the next couple years, and/or offer a couple other better growth ideas? Thanks!

Q: When I look at Kelt on the 5i website it says insiders are exercising options at 2.76. I am assuming these options were issued in the past. I am also assuming that the insiders are exercising the options for stock and are using their own money. DO options have an expiry date ?Are my assumptions correct ?

Thx

Q: EDGE was mentioned on BNN the other day. It seems interesting as it offers substantial diversification compared to the mainstream equities I typically invest in. I have some questions for you:
1. What is your overall view about this ETF?
2. AUM is about $46M...is that too small for the fund to have much promise?
3. With $46M, is it too risky to take a large position, or is there protection from how ETFs operate?
4. It is perplexing to me....the average volume shows at about 600 on one trading platform I use and about 1,000 on another, yet there are bids and asks in excess of 2,000; why would there be such large bid / ask when the volume is much lower?
5. The quoted fee is 0.40% but about 1/2 of the holdings are other Evolve ETFs; is the real cost of the fee more than the 0.40% quoted (do they stack)? Would it be less of a fee if one simply bought the other funds?
Sorry if some of these are dumb questions, I don't often invest in ETFs. Many thanks for your excellent service.

Q: Is Cix still ok to keep money for investing. I see they are offering $17.50 a share. Is this to pay off the big investment they borrowed from. last year for their expansion. How would them rate them. The stock was $28.00 a few year ago. Or perhaps they want to help TIXT. Will their dividend still be safe in a lower rate inviroment.Tks 5I

Q: Can you provide a current outlook for BN?

Q: A Market Call guest, Gordon Reid, was very negative on SBUX, saying that they are wrong to borrow money to buy back stock. I disagree. With a return on assets of 14% and a dividend that is well covered by earnings, I would argue that loading the balance sheet with low-cost debt to maximize return on equity is a sound strategy. Who's right?

Q: Hello Peter,
Why is Descartes system down on an up day? Is there some negative news i am not aware of? Is it good time to step into AlamosGold and with lower rates coming, i would have thought BEP would have recovered somewhat. .i am down about 30 percent on it.. Much appreciated for your comments

Q: With the S&P's current P/E ratio at 27.93 far above the five-year average is it safe assume some profit taking might occur in the next few weeks? If capital gains aren't an issue, would it be wise to look at taking a portion of profits off the table post NVDIA earnings on companies with a high P/E?

Q: I am a long term investor who is very patient and has a high risk tolerance, but must pull a few weeds. Have held the above for a decent amount of time, but wonder about 5I's opinion on whether to hold for longer or pull. Thank you for all your help.

Q: Could you please tell me the outlook for this company and dissect the latest quarter for Quisitive Tech Solutions(QUIS). What initially made this company fall of the rails and what will it take to get it going again and how much does as they say on their website being a "top Microsoft Solutions Partner" bode well for the company and would Microsoft ever cut ties with them if the management wasn't operating to their satisfaction. What's the longer term outlook. Buy, hold or sell. What would it take for 5i to be interested in this company?

Q: hi, in follow up to yesterday, what do you see as the reason for the price decline today? Powell speech? or other things in the earnings/guidance. is this a buying opportunity?
cheers, Chris

Q: I realize there are no withholding taxes on BIP.UN in an RRSP

What about taxes in a tfsa

Thank you

Q: Can elaborate on your bullish thesis here?

Yes, revenue is growing extremely fast, you love the stock momentum, and they have a pretty clean balance sheet.

But, the valuation is also extremely high and they aren't earning much on the bottom line.

I typically view this type of situation as poor risk/reward. Any "miss" could elicit a sharp sell off.

How are you thinking about this company that gives you confidence in it and allows you to view the risk/reward as favorable?