Investment Q&A

Q: Any thoughts on OTCM (OTC Markets Group)? Trading around its 52-week low but it has been a solid compounder over the years. Is this a buying opportunity for long-term hold?

Q: Could you outline the differences and similarities between these two. Would owning both overlap in any way? Would you recommend owning both for an income generating portfolio?
Thanks
Jeff

Q: Hi Everyone at 5i!! Using your crystal ball and amazing insight and if the world chugs along at a steady, albeit lower, rate, where would you expect Galaxy Digital to be value wise in 5 years? I will of course not hold you to it!!

Cheers,
Tamara

Q: Would you buy the dip here? I have a 3% position and want to top it to a 4.5%.

On a scale of 1 to 10, ten being a high conviction call, how would you rate Gsy as a buy currently (30$ off its 52wk high)

Thank you!

Q: Hello
I'm looking to include this company in my rrsp account. I would like to hear your analytical opinion on holding this long term. I am however curious to know how can they pay such a juicy dividend when most of their holdings pay less in distribution and has been lagging in the markets lately. Finaly, is this something you could see yourself including in an income portfolio.

Q: The Go Easy stock has see close to a 12% drop following the announced CEO transition which has been viewed as negative due to uncertainty in the succession.

Do you expect the stock to fall any further as the transition for Jason Mullins (the CEO) is not expected until the end of the year and Jason will then still have a presence on the Board of Directors?

Do you believe the reaction to the news has had an exaggerated impact on the Stock valuation.

Q: Gsy is getting decimated on the news of its CEO stepping down….Any reason here for concern?

Q: Any reason PRL is down 5% at this time of writing Friday? I like this stock a lot but it’s trading is frustrating of late.

Q: What point would you become more positive on FSZ ? The company has exceded estimates the past 2 quarters. What else could help?

Thx

Q: Is the selloff of GSY a little overdone given the transition timeline and the ongoing input from the CEO? If so, is it in bargain territory?
With appreciation,
Ed

Q: CEO stepped down and stock drops around 8%
sounds like a problem somewhere

Q: And another question about GSY, after a couple in the last day or 2. One answer was that there was no news that would explain its recent strong stock price. You have often said that new highs were a positive and not necessarily a reason to sell.....but I can't help but wonder if it is time to take profits, but of course would want to get your views. What is your current outlook for where the share price might go from here? With the rise in price, its financial matrices are thinning out....how does it compare to other similar financial alternatives? As always, thank you for your excellent service.

Q: Hello,
I would like a comparison analysis of these two companies on their business and which one do you think is a better business to hold for 5-10 Years?

Q: Good morning

Go easy CEO is stepping down at the end of the year is this any cause for concern?

thks
Marse

Q: GSY has been on a tear lately.


Any reson why?

Sheldon

Q: The vast majority of my holdings are non-dividend paying growth stocks. The one exception is HMAX, which I purchased earlier this year for its 15% dividend. It is now 3.5% of my portfolio and I am contemplating increasing this to a full position. My reasoning is that most of the bad news in the banking/insurance sector has already been factored into the share price and that, overtime, HMAX's value will rise again. Meanwhile, I'll receive a healthy dividend. I bought HMAX at $13.67; today it's trading at $13. 24. Do you believe the dividend is safe (I'm aware it was reduced last year from 17%) and do you see the current price as a buying opportunity assuming one has patience, likes the dividend, holds no other banks or insurance companies and expects only moderate growth going forward? Thank you.

Q: This Brazilian fintech/bank has not been performing well. I have a small position. Not sure if I should add or hold. It is hard to find good info on Stone since it is Brazilian . What is 5iresearch's opinion?

Q: Hi 5i Team,

I would like to know if the dividend paid by BAM in USD in a US account qualifies for the federal and Ontario dividend tax credit.

Many thanks in advance for providing this information.

Q: BAM is currently overvalued per Morningstar (price of $51 vs fair value of 44 ish).
BN is currently undervalued per Morningstar (price of $56 vs fair value of 60+ if I remember correctly)
Would you agree with this valuation?
I am currently owning both BN and BAM. The BAM holding was spun off from the BN holding. I just want to simplify into 1 holding. Would it make sense to sell BAM and add to BN here? My priority is growth as the horizon is 10 + years. Thank you very much.

Q: TMX share price has had a bit of a run up lately, and I think from a review of past answers must now be pretty close to the high end of its historical valuation range? Do you have any concerns about it getting ahead of itself at this point or do you think the fundamentals are supporting this upward momentum? Appreciate your insight as always.