Investment Q&A

Q: I am really impressed with your comments on Bitcoin, that was comprehensive and informative. You have correctly described about extreme volatility that is involved in this type of investment and the great opportunities that wait for those with strong hearts and minds.
Keep up the good work.
Antony

Q: I am retired and comfortable with the mix of stocks I have but with the increase in chatter about bitcoin I wonder if I am missing something. I have looked at bitcoin as a pyramid scheme and avoided it. Can you comment on its value and if you think is has any, maybe suggest some options to buy into this new commodity.

Q: I have held Envista for some time, as I am familiar with its suite of products; many of which are considered among best-in-class in dentistry. The share price has declined substantially in the last twelve months. I would like to know if the underlying business has substantially deteriorated, or if there are signs that the company can right itself within the next twelve to twenty-four months. As always, I appreciate any insight you have to offer. Thanks so much, and I look forward to hearing back from you.

Q: On Dec 12 '23 you printed a list of 10 potentially improving stocks. With good luck I pulled CCL out of the list and it has done well. Which of that list do you still see as having good potential ?? Thanks Jim

Q: Recently sold a rental house and am looking for investment in low risk but monthly payment in a non registered account. I’m not comfortable with bonds and so far have come up with either laddered GICs ( paid out every 6 months) or combination of PFL, XFR, and ZMMK. Do you have any thoughts on any of this. Which would have a the best tax rate implications? And would you have any other suggestions that would work best in the current reduced rate environment we are heading in the next few years.
Thanks

Q: I need to raise some cash. Can you rank these investments from your favorite to least favorite currently please and thanks

Q: Hello,

GEQT vs XEQT vs VEQT vs FEQT, which one is the better buy in the all in one all equity ETFs category and why?

The sector allocations of WSRI and WSRD are quite different than the typical ETFs, with top 3 sectors being consumers goods, healthcare, consumers services. Do you think these sectors will provide some good returns compare to high technology focus ETFs?

Thanks.

Thanks.

Q: Hello
I m wondering if your team has thought about a AI filtering / Help options for your Questions tab ? IMO I m noticing near 50% of the asked questions have been previously answered MANY TIMES OVER. This would allow other 5i members to save times not having to read the mulit requests on the same information.

This feature would most importantly allow the 5i moderator to focus on other NEW Questions, strategize on more / improved technical features (PA) for the platform or infact start to create member reports for the USA positions the moderators in fact hold and endorse.
This issue has really bothered me that many CDN TSX microcap positions have reports and endorsements (even on the 5i X acct) to buy while the 5iii moderatior doesnt in fact own them IE no skin in the game. FWIW many have very poor returns or get dropped from your T.A radar !

Just my thoughts as longtime PA Member

Q: What is your opinion on : https://www.blossomsocial.ca, it reads Blossom fund invests in a diversified portfolio of fixed income assets. is this any good ? Would you place money here
thanks

Q: Hi There,

Earnings report is next week. What’s expected and what is your consensus please? Do you see it continue to gain traction it’s been moving positively lately.

Thank you!

Q: Can you give your updated thoughts on Caldwell Partners? In their recent ER the mgmt made comments that growth in this current quarter was getting strong again. If growth is in fact returning, not sure for how long since the revs are lumpy and highly tied to the economy. But if growth returns, does the company look like a decent higher risk microcap buy otherwise? Thx

Q: On apr 10 you mentioned Wsp was one of the companies growing their dividend. However I believe they have not increased their dividend of $1.50 since they were an income trust known as Genivar.Please correct me if I am wrong.

Q: Good morning,

Just looking at RHT and notice that it has been halted on the Vancouver exchange, since November. It has missed its year end financials as well as Q1 and Q2. Q3 is end of May. Have you ever heard of a company in such distress ( CEO and CFO having left as well) coming out the other side, as a going concern?

Q: I would like to hear your thoughts on bitcoin miners as we approach the next halving date.

Q: Hi 5i,
Just a quick follow up on Marco's question concerning Celsius.
Was there anything released in the March 15th update that is having an impact on Celsius's contraction. Something along the lines of giving over to Pepsi Co some earnings?
In the Globe and Mail there was massive insider selling, up to that announcement in March. Was that a coincidence?
What is the current short position on Celsius? How has this changed over the last three months? Is this short position high or low for a company with a market cap of $17B usd?
I know you'd rather we 5i'ers not buy/sell or grow positions around earnings; however, if something significant has changed, should we wait and see what Celsius reports to get more details on the expansion with Pepsi co and how that will impact Celsius's bottom line (Earnings rather than Revenue)?
TIA!

Q: I am wondering if it’s time to move money from some tech stocks into resource stocks. Do you like any of the following for a buy opportunity: Newmont/Kinross/Egnico, First Majestic/Fortuna, Albemarle, anything in nickle/platinum? If not, which resource stocks would you recommend?

Thank you so much,
Milan

Q: Just a question, With all the talk in regards to EV sales and charging stations on the news channels, I have never heard where these people who living in condos, apartment block, etc. are going to park and charge their vehicle over night. Yet in the year 2030, I believe our PM is going to no longer make gasoline vehicles available. It just makes me wonder since, I one of these people who lives in western Canada, how are the people in central Canada going to solve this problem.

Q: Hello friends,

Still not sure how to handle NBLY's CVRs. Since they landed in my RRSP account, my broker gave me two options: to sell the security or to transfer it out.

My question though is, if I transfer them out, do I still need to sell them explicitly sometime in 2026 or they will transform (hopefully) into $0.61 per share automatically?

Many thanks!

Q: Thank you for your ranking of Canadian utilities last week-our investment club had a lengthy discussion yesterday afternoon over the rankings. I found it difficult to defend BIP.UN as first pick with 6:1 debt, meagre/erratic EPS, and growing share dilution vs CPX having similar posted growth rates, 1.5:1 debt, decent EPS and slower share dilution. Any assistance and clarification on this greatly appreciated. Thank you

Q: Your thoughts on ERD. Is it a buy, sell or hold? Thanks