Investment Q&A

Q: What would a good entry price for AQN be?
Do you believe the dividend is safe?

Thanks

Q: I have some weak spots in my income portfolio; Magna, Telus, the REITS (CAR and GRT) and IBM.

Any suggestions on what to replace them with, or just stay the course?

Q: Where would I look to find yearly historical AUM numbers for ETFs and Mutual funds traded in Canada? Thanks

Q: Hello,
I have follow up questions on your June 19 response to Scott. I am not a shareholder and not planning on becoming one - Just curious about the next steps following the defaults.

You mentioned the convertible holders may issue stock causing massive dilution. It is essentially a takeover to take control of the asset disposition process and negotiation with the 1st mortgagees.

Are debentures always convertibles?

I presume the 1st mortgagee for each property owned will also send their notice of default and ask for repayment / start the foreclosure process. Is that correct and do the convertible owners have any remedy to try protecting the remaining equity?
Just looking for your general comments to understand next steps. Thank you for your great service.

Q: What is your current opinion of EIT.UN.ca - is it a good investment or would you have alternatives that are better?
Thanks

Q: I have a small position in this company and a long term time horizon.
Looks to me like a good candidate to either go private or be bought out.
Am I way off the mark on this.?
Thanks John

Q: During the last month two BNN analysts provided the following comments for this REIT:

1. Don’t Buy
2. Sell

Do you agree with these recommendations or you have another opinion. ?

Q: Update on MDLZ?

Q: Hi 5i,

I have a question about currency as it relates to investments made to the TSX or US stock exchanges.

I am embarrassed to ask given this was likely a rookie move; posting publicly in case it helps others.

I have made investments via my TFSA, LIRA, RRSP and self directed investment account in some US equities (above).

What I perceive now to be a "problem" is that all purchases of US stocks (including those with dividends) were made out of my CA account of said RRSP, TFSA, LIRA etc. given I did not hold any USD$ in my investment accounts.

Yesterday there were a few questions around Norbert’s Gambit approach (which I am not familiar with) and I have since realized the error of my ways. Here are my questions - knowing you cannot personalize responses - but if it were YOU :

- 1) As a Canadian, should the purchase of any US equity always be purchased using US funds in said investment account? OR when available - should you purchase on the CA stock exchange?

- 2) What is the best way to transfer CAD from said investment account into the US corresponding account if one wants to be mindful of fees, exchange rates etc. (is that Norbert's approach?)

-3) What would you suggest I do for the US equities I currently own in CA accounts? Is there anything to do?

Please use any credits you see fit.
Thanks a Million.

Q: I'm looking to set up an annuity type of investment for my retirement using XUS or an equal weight CDN Hedged EFT that tracks the S&P 500. Can you provide some options and their historical annual dividend payments.

Q: I understand many Nations will add Nuclear Power How to Play this ?

URANIUM PRODUCERS CCO NXE DML etc

BUILDERS OF PLANTS SNC , WESINGHOUSE CCO and BN or SMR Small Reactors

WHAT ELSE ?

THANK you RAK

Q: Any comments about EXRO Technologies? Over 5 years EXRO has seen $6.50 now at $0.50

Q: hi folks, significance of partnership for Galaxy Digital glxy/t with State Street bank & trust....stock traded up 5% ahead of news (when Bitcoin was near $60k)...and continued upward momentum today....would you be a buyer at C$17sh level, and what do you think is the trend for bitcoin....seems to be drifting lower from highs of $70k+...thanks as always, jb

Q: Portfolio analyzer says I need more industrials. I already have a 3-4% position in CNR. What other names in industrial would you suggest and their price points for entry please? can be both US and CA.

Q: Hi 5i
ETL issued a press release this morning outlining their Clearwater Project Pre-Reasibility Study (PFS) and confirmed Lithium Reserves. I would appreciate your overview analysis and future potential with this new information.
Thank you

Q: Hello Team,
I am newbie when it comes to understanding Bitcoin as a digital currency. But we continue to become more and more of a digital world.
I understand this year, the SEC approved ETFs that can be bought and sold on the exchange providing more options for liquidity. Is this also the case for Canada?
Do you believe Bitcoin would be reasonable investment holding as a small portion (say less than 10%) of an total portfolio.
Do you see a reasonable future /demand and use for bitcoin?
If yes, could you recommend 3 bitcoin ETFs that reasonable AUM and daily volumes
Thank you,

I understand there a number of questions here that require the use of more credits. That is fine and look forward, as usual to your respone.

Richard

Q: Given the strong run in BDT, is it still worth buying at these levels. Any other stornger for longer performers to recommend?

Q: Is MOH the superior choice in its space? Would you buy now for the next 5 years?
Thanks!

Q: For the next 5 years, what would your asset allocation look like if you were building a portfolio today:

Money Market %
Canada index %
USA index %
International index %

For equity exposure, do you believe in the 100 - AGE rule of thumb?

Thank you

Q: Does 5i provide fair market value for stocks? If yes, what is the fair market value of ATD pls?