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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I understand you don't normally follow this company(trades on London Stock Exch.). I have been a long time share holder and am starting to wonder whether I want to continue with it or seek better alternatives. It has been quite flat for some time now and has done some questionable stock 'schemes' and share capital consolidations in the past. I would greatly appreciate any input and thoughts you may have on this company, if any. Many thanks to the 5I team for all their great work!
Read Answer Asked by Raymond on May 31, 2021
Q: Can't stop, won't stop. Like 5i, I like momentum.

Thanks for the recommendation a while back. I'm approaching a double and position size is still reasonable at 3.5%. Is a top up to ~4-5% reasonable given the momentum and outlook or do you think it remains a bit too risky to increase position size? Note that I stop buying a position at 5% and let them run to 7-10% before trimming, so topping up to 5% would put ECN as my third largest holding after CSU and GSY.

C.
Read Answer Asked by Cameron on May 28, 2021
Q: Would appreciate your updated thoughts on Voyager Digital and their recent quarterly report. Would you be a buyer here?
Read Answer Asked by Jeff on May 28, 2021
Q: MCAN (MKP) is a mortgage company that I hold. It seems to be a good income stock. It is raising more capital that I interpret as positive. Is this to hedge against the "expected" rising interest rates? If rates go up how will this affect their business? My holding is 3%, I am thinking of bring this up a bit based on their positive moves to increase capital. Am I reading this wrong?

Thanks,
Doug
Read Answer Asked by Douglas on May 28, 2021
Q: I am looking for US financial names to add to my existing exposures in PYPL, and V, Would you prefer the investment dealers or money center banks? Which names do you recommend in these sectors?
Read Answer Asked by SCOTT on May 27, 2021
Q: What an interesting approach to my enquiry. I'm currently in the midst of a 30 day free trial and thus far I have posed two questions to your team. The first was answered professionally. The second was met with disdain and an indication that I am "out of credits" and should renew my membership. Fascinating. If anyone of any importance sees this and would like to take action to perhaps answer my second question, which was about GSBD:US, that would be appreciated. Thank you.
Read Answer Asked by Richard on May 26, 2021
Q: Hi ,
I hear about Bitcoin, Dogecoin and all sorts of other coins and names. The complication of understanding them kept me on the sidelines, not to mention the wild daily fluctuations. I was wondering if an easier way to get some exposure to Bitcoin, directly or indirectly, would be to buy some shares in Square?
Your thoughts are appreciated.
Thanks
Read Answer Asked by ilie on May 26, 2021
Q: Hi 5i,
I want to deploy some funds into Financial Services in a registered account for a 3-5 year hold. I know that 5i is bullish on GSY, and I wonder if you would recommend it over BNS for a hold of that length. Today I can buy about 1.85 BNS shares for every GSY share bought, and would thereafter pocket (at present rates) approximately 2.5 times more dividend return from BNS than from GSY for every dollar spent buying in. With the goal being to relatively safely make money over the 3-5 years, and assuming COVID is under control, no other pandemic strikes during the period and only 'normal' market forces prevail, do you see the likely capital appreciation plus dividend of GSY over the period outperforming the likely capital appreciation and higher yield of BNS during that same time? I know that GSY has had a great run over the past year, but now that the world seems to be settling back down I'm having difficulty understanding why I might consider putting money there instead of into something that's many orders of magnitude larger and also less expensive to buy, both in absolute terms and (I think) on most 'price to' metrics .
Thanks for helping me out.
Peter
Read Answer Asked by Peter on May 25, 2021
Q: Considering adding a small position in my RRSP of FIH. I thought with all the bad news coming out of India this might be on sale, but price action appears to be hanging in on the high side. This would appear to bode well for when India gets Covid under control, thus making it attractive going forward. Your opinion and analysis please.

Many thanks.
Read Answer Asked by Arthur on May 19, 2021
Q: Hi, I'm wondering if you might be able to offer me any insight into Goldman Sachs Business Development Corp Inc (GSBD:US)? When I look it up on TMX.COM there is an indication that it is trading at a price earnings multiple of only 3.6, that it has earnings of $5.43 per share (which I assume is for the past year), it pays a quarterly dividend of $0.45 and is currently in the midst of paying several additional special dividends of $0.05 per share and that its current yield is over 9%. With those earnings per share the dividend looks to me to be highly sustainable. I'm wondering why it might be trading at such a low P/E multiple? Is there something highly risky about the source of the firm's earnings or some other aspect of its business? Thank you!
Read Answer Asked by Richard on May 19, 2021
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