Investment Q&A

Q: Without getting political can you please comment on the following scenario. Donald Trump is successful in weakening the independence of the judiciary in the U.S. and it becomes clear to people and businesses that the U.S. is moving towards a sort of Russia style 'sham' democracy. Would this produce a rerating of U.S. stocks? And if so what kind of guess can be made as to the percentage drop as the reality sets in over a few years? Thank-you.

Q: What do you think of wjx at these levels for a income investor. If Canada decides to build pipelines would it help this company,

Q: What 5 stocks either USA or Canadian would you feel could be good shorts prospects if we get a full blown Tariff war

Q: I've held Premium Brands Holdings Corporation (PBH) for eight years with minimal returns. Given its recent challenges, such as weaker Canadian sales and a premium valuation relative to peers, I’m considering switching to Alimentation Couche-Tard (ATD) for better long-term growth potential. ATD seems to offer a more resilient business model, steady earnings growth, and strategic acquisition opportunities, like the potential 7-Eleven deal. What’s your view on the rationale for trading PBH for ATD and the timing? PBH is forecasting stronger growth however rarely materializes... Does ATD’s scale, diversification, and growth trajectory make it a stronger candidate for long-term value creation, or should I hold PBH given its U.S. expansion plans and historical dividend growth? Welcome hearing 5i's insight especially considering PBH's pop today resulting from positive earnings report. Thank you!

Q: Thoughts on the quarter please?

THX

Q: Hi 5i

Between the 2 which company do you feel would be a better buy today?

Thx
Gerry

Q: Hello 5i,

I'm thinking of selling my BCE shares in my non-registered account for tax loss purposes since I'm also expecting a dividend cut shortly. I'm looking to replace the dividend income as much as possible and I'm thinking of putting the proceeds in Telus (which I already own) or FRU.UN (not owned but I already own TOU). I'm debating whether a possible capital appreciation with BCE following a dividend cut makes it worth rebuying after 30 days instead of continuing to hold T or FRU.UN for the long term? Overall, my goal is to maintain my dividend income with this particular trade.

I'm also thinking about replacing FSV with HPS.A (I had HPS.A FOMO a few months ago but I'm not sure it's going back to its previous days?) in my TFSA for overall returns and I'm wondering if you have a preference between the two?

Thank you,
Lisa

Q: Can you provide any peer group names for SES?

Q: Could you please recommend five Canadian stocks and five US stocks that are usually good to sell covered calls on?

Q: SEEMINGLY, THIS TYPE OF EQUITY WOULD BE LEAST IMPACTED BY TARIFFS.

COULD YOU NAME SEVERAL OTHER EQUITIES THAT MIGHT FIT THIS CATEGORY.

THANKS

Q: I assume a large portion of DOO'S sales are to USA,

Where would yo buy the shares?

When Tariffs come off can you supply a list of Companies that would benefit most. DOO would be one RAK

Q: I’m finally back in black on Algonquin Power. Invested in it for the USD dividend that still qualified for the dividend tax credit. Would you hold or get out? thx

Q: you recently had a favorable report on TIH . could you please tell me if they do most of their business in Canada. thanks once again

Q: hi
do you see any data/signs of money flows out of US markets. I am wondering if there is the start of loss of confidence in the US markets for foreign investors (and domestic) vis a vis the current government?
Further, where do you see money flowing into right now or shortly ( China, Europe/Germany, Canada )?
cheers, Chris

Q: If I were to replace my Brookfield holdings, would you be able to suggest some proxies? Thanks.

Q: Which REITs are most affected by potential exit of HBC? Would this have any significant effect on remaining retailers of clothing and textiles. I was once told by retail analyst there is significant over capacity in retail floor space devoted to clothing.

Q: Hi group i own the above stocks and have some cash to deploy. pick out 10 core holdings c/w with order to buy and entry price. I am in no rush but want the buy list ready for any opportunity that pops up. Thanks for your help

Q: Goose is continuing its spiral to all time lows, but (I think?) business model remains ok. Is this getting to the point of buying if in for the long haul or is this one to leave and forget about?

Q: Thoughts on the quarter please?

Thx

Q: In the context of Return on Equity (ROE), what is the ideal ROE? I am asking because, when we examine company profiles, we can see significant differences in companies’ ROE. For example, here are the figures for: RY-CA 14%, DOL-CA 104%, and HD-US 405%. Why is there such a disparity? Thank you