Investment Q&A

Q: JPM has had a decent run but I'm thinking of swapping it for Mastercard. Can I get your thoughts please?

Palo Alto has also been terrific, but I'm trying to add more AI into my portfolio. I'd like to sell it and find a new name, CDN or US. I own MSFT, AAPL, Salesforce, GOOG, Meta, NVDA, Constellation, Shopify and Kinaxis. I was thinking of Taiwan Semi, AMD or Broadcom, but can I get your thoughts please?

Q: Any reason you are aware of for the drop in gsy?

Thks
Marcel

Q: These are in my TFSA at red ATZ AEM, BNS, CCL.B, GSY SIS, and these are at green BYD, CSU, LMN, SHOP, WSP, and TFII. Very close to my cost are BN, ENB, MG, DSG. Would you suggest anything for cleaning up or any new addition(s). Please deduct as many points as required.
Thank you

Q: Hello team,

Your opinion please on the temporary shut down of processing
operations at its refinery.

Thanx!

Q: Good Morning

Your thoughts on WELL’s transaction with Healwell please.

Thank you

Q: Savaria having a great Week. Overall what do you see and what do you think about the upcoming Year on SIS. Thanks. Barry

Q: I was wondering if you could provide an update with regards to Chartwell. Should we expect much growth. Has made a nice move but should I consider moving on. Difficult sector? Thinking of moving to Manulife.

Thanks

Dave.

Q: Good day, 5i - May I please have your opinion of Capstone Copper. Thank you.

Q: Any thoughts on today's news from the company?

Q: I expect many will ask but I'll join the crowd anyways- what do you folks think about the release today? They seem to be doing, "well." I thought the organic growth was a good sign...

Q: Hi folks, how significant is the announced partnership between Nuvei & Adobe...markets liked the news with 6% pop...is this a "new" partnership for Nuvei??, and if so, what future potential could come the way to Nuvei...I believe they recently hooked up with Microsoft in similar payments process (albeit relatively small)...after disasterous Q2...is there light at the end of the tunnel????....thanks as always for great service, jb Piedmont QC

Q: GSY has been dropping the last 2 days. Is there any negative report that has been released on it? Thanks

Q: Hi, Would you have any thoughts on how HPS.a stock traded today, touching an all time high of $96.75 at the open and then reverse course to close 5% down from previous day's close, with momentum on the downside, for most part of the day ? This, of course, followed stock price going up almost everyday in a straight line for past couple of months.

Does it indicate a near term term Top in the stock ( at least between now and the results in early March ) ? Also, do you think, it could simply be profit taking after an incredible 300% run over past 12 months, and there has been no adverse or material change, specific to the company and the industry ( demand related to transformers/electrification/grids , competition etc). Noted that company weight was bumped up to 3%, in your model Portfolio, last week, so 5i, likely has strong conviction in Hammond Power and comfort at current levels. Thank You

Q: Last year, Nuvei acquired Paya for $1.3 B. After a year, could you tell if it was a good transaction. Was it the right decision by the management at that time?

Thanks

Q: Hello 5i Team

My understanding is all (12 issues) of the Brookfield Office Property Preferred shares (BPO) were removed from the S&P TSX Preferred Share Index (TXPR) effective Friday January 18 (the quarterly rebalancing date). My understanding is the BPO shares were removed because S&P downgraded them to P-4 on December 21, 2023.

However I can find no mention of this re-balancing event on the S&P website or other news sources. I have previously seen new releases from S&P when companies are added/removed from the S&P TSX 60 and S&P TSX Composite index.

After reviewing the holdings listing for the CPD etf (which tracks TXPR), the BPO shares are now removed.

Is there any other news sources I should be monitoring? This seems to be a material event that S&P did not disclose?

Thanks

Q: We own the above in our non registered portfolio. Please advise the average 5 year return on each of them.

Q: Hello, Looks like Hammond Power will be added to S&P Canadian Dividend Aristocrats Index, soon. Sounds like good news for investors !! Do you see any material impact on trading and share price, due to demand from ETF;s and MF's ? Thanks

Wed, January 24, 2024 at 5:15 p.m. EST

TORONTO, Jan. 24, 2024 /CNW/ - S&P Dow Jones Indices announces the following index changes as a result of the annual S&P/TSX Canadian Dividend Aristocrats Index review. These changes will be effective prior to the open of trading on Thursday, February 1, 2024.

S&P/TSX Canadian Dividend Aristocrats Index – February 1, 2024



Symbol

COMPANY

ADDED

HPS.A

Hammond Power Solutions Inc

Q: What are your five current favorite stocks for short-term (1 year) gains? They can be either US or Canadian stocks. Thanks,

Q: What is your opinion on the issues at Parkland?

I am grateful for the service you have provided over the years.

Q: I was going to ask if now would be a good time to take a small position in PKI anticipating price appreciation once the Boardroom issues are settled but given PKI is hitting new highs today it seems investors are not worried. Would you consider starting a small position in PKI now?

Thanks for your advice.

Mike