Investment Q&A

Q: Hi there, weightings and portfolio considerations aside, what BE stocks would you be most inclined to AVOID adding to today for new money? Thanks!

Q: Good morning 5i team,

In a press release, Galaxy announced that its affiliate, Galaxy Asset Management, ("GAM"), reported preliminary assets under management of $6.2 billion as of May 31, 2024. The 9.8% increase in preliminary AUM compared to the prior month was primarily driven by market appreciation partially offset by the continued successful liquidation of assets associated with an ongoing opportunistic mandate. Can you please shed some light on " continued successful liquidation of assets associated with an ongoing opportunistic mandate". How does this 'oppertunistic mandate help/hurt GLXY, if at all.

Thanks as always

Dave

Q: My patience with what appears to be a much loved KXS is now pretty much stretched.

I am told their business is on a solid footing and they are fundamentally doing well? So, is there a reason it has been sitting on the sidelines during this broad rally?

Q: Good morning,

I was wondering if you could look in to your crystal ball and predict where we may find KXS 5-10-15 years from now....not necessarily the price, but just in general.

To me, it seems like KXS is not widely known, but is establishing itself as a quiet market leader. I like that they don't issue shares. What could the future hold - a take-out candidate? a dividend? dual-listing? I know they make some acquisitions, but will they continue to make more? Could this be an international leader in supply-chain one day? With a market cap of aprox. $4.3 billion could it one day scale to a larger Canadian tech name (e.g. $10 billion+)? Will that PE ratio ever come down? I know there is a report on it, just more considering what the future may hold....

Q: Those ETF are at the same share price as 18 yrs ago...,could they still go much lower or is it a good entry point at this level ?

Q: As you are well aware, Bitcoin has been taking off all over the world. When I watch interviews of people at conventions, it appears most are investing to protect against inflation and to counter the demise of the US dollar in the future. What are you're opinions on this? I realize it has been very volatile and risky, so do have any recommendations on technology linked to Bitcoin, but so far hasn't taken off?

thanks,

Paul

Q: Do you have any comments on the deal with Bluetriton?
Jerry

Q: I am interested in investing in water stocks and water equipment and service. Can you suggests some stocks in that area? Thanks. chees

Q: Good afternoon,

I know there has been much angst here with Telus. And your responses in recent months have been very well thought out and helpful (rates; competitive/regulatory environment). I have a 2% weight in BCE, 1% weight in T. So not massive by any means. But the slow steady drip downwards in price is getting frustrating, and now seeing the price today lower than where it was in the depths of COVID in March 2020 is concerning. At what point do I just take the 1% in T and add to BCE?

Q: Your thoughts on Smart Centres please?
Will this and another REITS do well as rates move lower? Nice Yield.
Thanks

Q: How much longer would you let CLS run with a 7% position now in your growth portfolio?

Thx

Q: How does PRL use credit unions in their day to day business?

Pls. provide year end EPS & loan book for GSY's past 5 years.

Thanks

Q: Do you think they will ever split?

Q: Have been considering a purchase of Intact Financial for exposure to insurance sector. But already own BRK.B , which I tend to think of in terms of its portfolio of holdings , but has at its core their insurance business .
Different animals , I guess , but how would you think about this ?
All other considerations aside , would you add to BRK.B or initiate a position in IFC ?

Q: Everyone. If you were 30 years old today, what ten stocks (Canada or US) would you buy? Clayton

Q: Last week NTR announced usage of AI ,but market response is soft so far.Please comment and also on the recent quite sharp drop.What is a good price to start a position? Txs for U usual great advices & services

Q: hi group i am very light on financials does it make sense to invest in the smaller companies for exposure to the financial sector. (eg GSY,IFC EQB - please rate these 3 (in order of preference and why.-against CAD/US BANKS .. also I am light on Health care do you see the sectors as a buy please give me you top 3 picks in healthcare presently i own CVS and PFE should i sell them to invest in you picks?...Thanks for you help with this

Q: Goeasy plans to introduce a credit card soon to their existing customers and appointed Patrick Ens who comes from capital one with experience in the credit card market.

Do you believe it could be a significant growth vector for the company if the execution is done properly ? Thank you for your excellent service.

Q: My TFSA is comprised of EIF (up), WELL ( down) and LMN ( up ) in equal amounts and is 4 % of my total ( cash and RRIF ) portfolios. I am not afraid of risk in my TFSA. I am looking at replacing EIF with HTA with the eventual goal of having HTA as my sole RRIF holding. I hold HTA
(5%) and EIF (2%) in my other portfolios. I like HTA for the combination of tech with high income. EIF has been good to me over the years but has been in decline for quite some time. Has something fundamental changed with this company ? HTA would be my only tech holding amongst my portfolios being almost 10% of value. Does this approach make sense?
Thanks. Derek

Q: Hi 5i
EQB up today, is this related to the national bank CWB deal announcement?
If so where does it go from here? Possible takeover target?
Would you continue to be buyers of EQB at this price?


Thx