skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I am down about 38% on TPI composites should I hold or move on. Thank You, Peter
Read Answer Asked by Peter on July 07, 2021
Q: Hi 5i Team - Could you provide an update on the fundamentals of Green Power Motor Company. Also your opinion on its growth prospects and whether now is a good time to start a small position. Are there a couple of other similar companies that might provide better opportunities.

Thank you as always for the excellent service!
Read Answer Asked by Rob on July 07, 2021
Q: Few of my international holdings pay dividends and in trying to correct that, I thought of adding SDIV as a new holding. I have the following questions or concern:
1. Many companies held in the ETF are on not that large (for the type of internatinal business a Canadian might want to risk); and
2. SDIV also underweights quality and momentum.

Notwithstanding the above concerns, would you say the ETF is worth adding as part of one's holdings outside North America? Please comment on SDIV, but if you have other ETFs you prefer, kindly advise). Thanks
Read Answer Asked by Adam on July 07, 2021
Q: I am looking to increase my energy exposure, and I am debating between a more senior producer, such as Suncor, or looking for greater torque to oil prices, such as Tamarack or Athabasca. I was wondering about your thoughts on the matter, including whether you feel that energy producers have more runway, or if the energy sector has reached something closer to full value. This would be a smaller position, no more than 2% of portfolio, so I can afford to take on some risk for the opportunity for growth. Thanks again, and I look forward to reading your thoughts.
Read Answer Asked by Domenic on July 06, 2021
Q: Hi 5i
Vtnr -vertex energy, is not currently in your data base.
It recently joined russell microcap index is an environmental services company and recycles motor oil...

I would like your opinion on this company and if it is something that would interest you as an investment. It has recently had several upgrades as far as i can tell...

Do you think share price has gone too far too fast?

Thx
Jim
Read Answer Asked by jim on July 06, 2021
Q: Hello 5i Team

Caribbean Utilities (CUC) was listed in the blog article as companies paying a US$ denominated dividend.

1 – Since Caribbean Utilities is a Cayman Island domiciled company, is it correct that the dividends would NOT be eligible Canadian dividends and therefore NOT eligible for the dividend tax credit (i.e. would be treated similar as US domiciled companies and dividends treated as ordinary income).

2 – According to the CUC website, there is no withholding tax on the dividends, therefore would CUC be best held in a RRSP in conjunction with other US utility companies?

3- CUC is owned approximately 58.5 % by Fortis, why does this ownership percentage not appear on the company information page of the 5i Research?

4 – How does CUC compare / rank with other similar US listed utilities (same market size cap and/or electrical distribution market focused)?

Thank you
Read Answer Asked by Stephen on July 05, 2021
Q: I'm a Canadian pragmatist, who also believes that the more profits I earn the more I can contribute to the less fortunate. Yes, I also agree that fossil fuels must eventually be replaced with alternatives. In the next year, your opinion please on this Cdn. Tax contributing, and Canadian Worker Employing Oil Company! CPG.
Read Answer Asked by gord on July 02, 2021
Q: I own GXE, ATH, BTE and SGY. . With outlook for Oil going higher $ 80.00 plus which is the best play of the four. Please rank. Should I buy more of your number one pick. I watch Erik Nutall on BNN . He is very optimistic on Oil Price going higher RAK
Read Answer Asked by bob on July 02, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!