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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 was interested in Stifel’s recent bullish long term forecast for commodities. Do you share in their enthusiasm, and can you suggest a favoured ETF and several preferred stocks in the sector. Thanks, Don
Read Answer Asked by Don on September 07, 2023
Q: I believe rates in Canada have hit their ceiling, alternatively the consequences get dire for many reasons. With this belief what would be your top 3 stocks for the next 12-24mths, particularly as rates begin to decline. Thank you as always.
Read Answer Asked by Chris on September 07, 2023
Q: Hi
Wondering about your latest addition to the growth portfolio. Curious as to this selection as the fundamentals are awful, with negative cash and operating flow and negative EPS. I assume this is a mock portfolio but do any of the contributors of 5i have any skin in the game especially in a high risk name such as GLXY?
I assume a 1.5% holding would be $1500 in a $100,000 portfolio.
Thanks
Jeff
Read Answer Asked by JEFF on September 06, 2023
Q: ENB has been buying back stock at much higher prices and now does a bought deal stock offering with the banks at a much lower price. Management would be far better using that money to purchase this deal they just made rather than diluting shareholders. Is this management team that effective? Looks like similar playbook to TIXT . Thoughts
Thx
Read Answer Asked by blake on September 06, 2023
Q: What do you think about the bought deal: "under which the Underwriters have agreed to purchase, on a bought deal basis, 89,490,000 common shares of the Company ("Common Shares") for aggregate gross proceeds of CDN$4 billion at an offering price of CDN$44.70 per Common Share ".

In after-hours trading the stock is down >6%. If it stays in the range after the selloff that means the dividend will be >7.8%. How high will the dividend have to be before you get concerned about a cut (I don't want another AQN surprise!)?

Is it a stock you would buy today, or wait for the dust to settle?
What would be a good entry point?
Read Answer Asked by Paul on September 06, 2023
Q: ATZ: No nothing about this stock other than it is a retail clothing store that has lost a lot of value. I own nothing in this group other than CTC.A which I bought at crazy low price in 2020 and still hold in a small position. Please enlighten me as to it's fall from grace - the whys and what needs to happen for it to gain momentum again. Thinking about a small position?
Read Answer Asked by James on September 05, 2023
Q: Help me understand what the 2or3 key reasons are, to continue holding ECN, in addition to economic recovery and lower interest rates. Is economic recovery and lower interest rates the dominant reason to continue holding ECN? In your experience looking at a companies whose business was similar to ECN, how long will it be to see a share price response, to these reasons, if properly executed?
Read Answer Asked by Greg on September 05, 2023
Q: hi,
I was reading questions/answers this am. I noticed "John" today asked what to do with 4 equities that are down right now (AQN,Alaris, cargo jet,goeasy). I agree these seem like holds or buys right now. however, I am guessing John was looking for dividend payers with some growth(opposed to high growth, perhaps more speculative stocks), to swap with his current 4 (3,2,1??) equities he has at loss. he is retired. I am in a similar position, and would like your thoughts on potential dividend payers with some growth ( ie capital gains keeping up with inflation, at least ). cheers, chris
Read Answer Asked by chris on September 05, 2023
Q: Any concerns with BCE’s payout ratio being over 100%? TD’s analyst downgraded the stock last week as he noted that the Street has overlooked BCE’s cash costs related to the payment and servicing of capital losses. As a result, they lowered the FCF estimate by $550M which dramatically increases the payout ratio for 2023E to 148%, versus 119% previously. They note they see no near- to medium-term prospect for the payout ratio to get below 100% if BCE keeps raising the dividend 5% per year.
Read Answer Asked by Zach on September 05, 2023
Q: Hi 5i,
What companies are on your lost of long-term hold dividend positions? I’m building a dividend portfolio and sincerely appreciate your always valuable perspective.

Thank you!
Read Answer Asked by Greg on September 01, 2023
Q: Can I ask what would your top 5 stocks to purchase right now? 3-5yr outlook. CAD or US?
Read Answer Asked by Neil on September 01, 2023
Q: You mention in your last response that GOOS can be kept. Would you start a position here? What of the other names in the growth portfolio would you buy here?
Thanks!
Read Answer Asked by Gregory on September 01, 2023
Q: Buy DOL?
Very high debt., - BV, dividend increase meagre and a ROE of 800+ - how is this possible with huge debt. - requiring cash flow to support it?
Find fundamentals confusing to say the least.
Read Answer Asked by James on August 31, 2023
Q: I am interested in placing an investment in the near future in a base metal producer; preferring a copper focus. I'd appreciate your take first, on the timing of such an investment given where we are in the economic cycle and second, your selection of a "top 3" to invest in. Thanks for the insights.
Read Answer Asked by Dave on August 31, 2023
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