Investment Q&A

Q: Peter,

Excellent presentation on Oct 17th re the things to look for in financial statements!


Paul

Q: I own Tyson in my RRSP and am down 42%. I understand that the company has taken several actions to improve results and think I should continue to hold considering that I am receiving a 4% dividend. I would appreciate your views on Tysons potential for growth. Thanks.

Q: Do you see anything being done differently at Telus International that might portend a rebound to higher valuations? Is this just another hohum company using the “words” of the day to sell their “used cars” or is there really something to them and the rocket is set to launch?

Q: Like most, I'm down on TIXT - time to average down or switch to something like ATS which is off about 20% from its high? Looking long-term on this...thanks

Q: What is the percentage production for Arx between gas and oil?Do you like this name currently?

Q: DND is potentially buying back 10% of the float - should I be encouraged by this or concerned that it just adds to their already high leverage? Wondering if I should be averaging down here or is it just throwing good money after bad. Thanks

Q: Hello,
Has BB mentioned any time frame for their split ? Any news from Veritas offer ?

Q: Is a dividend cut a significant risk for this Cie (although it is considered an "aristocrat" US div.
Cie) ?

Q: Hi, I just missed Peter's webinar. I wish you guys would consider doing these after work like 4 pm so our time is more flexible.

Mid day creates a lot of uncertainty.

Can you please give me a link to here the replay of it.

Thanks


Sheldon

Q: Hearing more and more cyber attacks are occurring. And sense as global economic tensions increase so will the severity and impact of these attacks. What are your top 3 companies that provide protection and solutions for this critical area of business?

Q: How is todays news going to effect nvda stock going forward.

Q: My discount broker commented that DIR.UN "is running out of steam" and that the largest shareholder sold 800,000 shares last week at $13.02. It is significant to note that the said shareholder now owns no units of the REIT.
Recently you indicated that this REIT is one of your top 5 favourites.
Can you please comment whether this is still your favourite REIT ? Is the insider selling significant? I will appreciate further if it is a hold, sell or a buy.
Thanks

Q: Hi all
NVDA has been restricted from buying chips from China. What US (OR other country..) chip companies may benefit from NVDA buying elsewhere?
Much thanks

Q: Hi Peter, can I get your thoughts on Topicus. Can you provide P/Ebitda multiple. With the sell off would you buy today.

Also can you provide comparison with LMN.

Thanks

Q: Dear 5i,
DYN3361, Dynamic Premium Yield Plus Fund.
This fund uses leverage, uses Call and Put option strategies for US stocks.
At the moment they seem to have an overweight with cash-covered Put options.
In general do both Call and Put strategies work in markets that are choppy and there is no trend either up or down? What would you attribute to it's good performance over the last few years?

Q: I am interested in increasing my Health holdings through the purchase of CDRs. I am considering LLY, UNH, ABBV and PG. I favour LLY but note that it has been on a tear lately. Would you recommend it at these levels? I would appreciate your opinion on these companies. Thank you.

Q: Re: Your contacts at the recent Eif Analysts day- what did they have to say ?

Q: What are your thoughts about this as a US/CDN high yield income portfolio? Any ideas would be appreciated. Please take as many credits as needed.

Q: hello 5i:
We've held a small position in PFFD for quite some time, with a significant loss (glad its small position).
But: the Fed narrative has changed from raising to pausing and the next step is inevitably lowering. Yes, there may be another small raise and yes, I know the higher for longer argument.
PFFD pays out over 7% in our RRIF, in an investment that appears to have very little risk of more downside and even a large amount of upside if things were to return to pre-covid levels.
Summing up and being a bit of a contrarian (skate to where the pucks going?), would you agree with my assessment? Can you see any reason for anything but limited downside with new money in the preferred space? What am I missing here?
thanks
Paul L

Q: I need to sell either KXS or GSY in non-reg account to use up some capital losses. Which is better to sell right now?