Investment Q&A

Q: Hi Team,
I am currently holding PPL in a cash account for energy exposure and as one of my few dividend plays. I like the company, but I am also looking at buying either of or all 3 of MG, BAM, BEP but I would need to raise cash to do so. Over the long term (10yrs), even though PPL div is much higher, which of the names listed do you believe to have the highest potential total return? Would it be advisable to sell some PPl and diversify into one of the other names listed? If so which would you buy today, or all of them? Thanks again

Q: I was just reading about thematic investing in ÈTF's and wanted to get your opinion on it? I have some BAC I want to sell and find something newin US, this is in RRSP so looking for higher dividend, would you have any recommendations?

Q: What has been pushing down the price of PDYPF YTD? What are the expectations for the 11 Aug semi-annual report? Thanks!

Q: I have held FIH.U for several years now and although it has snapped back nicely from it’s covid low, it is still well below where it was trading 3 years ago and has for the most part been a disappointment. I’m OK hanging on to it but am also considering tendering to the Dutch auction as a good way to exit. If one were to tender their shares, at what price point between the $12.50 - $15 range do you feel would be the sweet spot where you get the highest price yet still have a high likelihood the shares will end up being purchased by the company?

Q: Hi Peter and 5i Research, You guys have been doing excellent job educating investor like me what to buy and making good decisions about investing , thank you for that.
My question is about DND.TO, the management had a offer to take this company private and offer price is $50.50 but share price of this company has not been reached and bounce back and forth between $46 to $48, what is the expire date for this?
Thanks
Ramesh

Q: A reply to James regarding BMO. I use BMO Investorline, but don't have a US account. However, in my RRSP account, I bought a US ETF in CAD, but when I sold it, I selected to settle in US dollars and it allowed me to do this. The exchange rate didn't make sense to me and when I called and asked for an explanation it still wasn't convincing. Not the same as what you're dealing with, but I agree that sometimes they don't appear to be very helpful. I've had both good and bad experiences, it almost seems like it depends on who answers the phone. It doesn't make sense that they can't do what you're asking for.

Q: Do you think the recent Square Afterpay acquisition will have material impact on GSY over the long term? Or are they targeting different segments of the market.

Q: What is your opinion of the recent purchase of Wilson Gas Stops by ATD?

Q: Nuevi announced an acquisition today and dropped $2. Topicus announced an acquisition and jumped $6. Why the opposite swings?

Q: For the above stocks you tend to be positive on, over the next 3 years please rank them in order with the main goal being capital appreciation (regardless of risk, sector or diversification)

Would your ranking change at all if:

1. Covid is still affecting the world as it is today with international travel somewhat restricted and variants posing a potential problem.

2. Covid becomes more and more contained and the world is as “open for business” as it was pre covid.

Q: Peter,
We own ALB and like that it is domicliled in the US. Looking at the holdings of REMX would you have any concern that many of the biggest holdings are located in China re: with the recent Tech issues ? Thank you.

Q: Can you comment ON's recent earning please? I noticed they have bought a big 12" fab from global foundry in 2019. Is that mean they might have better position compared to other Semiconductor companies with enough capacity for future growth? Any other thoughts on this company can you share?

Thanks very much!

Q: What theoretical price should this be trading at with todays 73.85 oil price.

Q: Good Day Thinking of going back into the energy sector. These are my favourite small caps.. May I please have your thoughts or your picks .Thanks

Q: Hi team,
Gear released it's Q2 numbers today which look strong and with the debt being paid off rapidly with the generated cash flow. What are your thoughts on the latest quarter,could they be a take over target and today on BNN Eric Nutall called for a possible double within a year. Realistic or to "rosy"?
thank you,
Jean

Q: Is this ETF a safe way to invest in the banking sector in a RRIF account for income and some growth and do you believe the strategy used by this ETF can outperform other ETF such as ZWB or ZEB. Can you suggest a couple of alternatives ETF that are more appropriate for a RRIF or do you feel it is better to just own the individual banks.

Q: Could you comment on BTE's earnings, and its debt reduction efforts?

Q: I see a question today on the appropriate sector to assign Park Lawn Corp (PLC). The answer today was to place it in the Consumer Discretionary sector as per the TSX. However in the Dec 21/20 5iR report on PLC, it was placed in the Consumer Staples sector.

Up until today I have PLC in the Staples sector, but your response has me rethinking the appropriate sector, wondering if in fact PLC is actually a hybrid.

My tracking program allows for me to assign sectors by percentage. For example I have CSH as a hybrid of REITs and Health. Magna was a hybrid of Discretionary and Industrial. In this case, assigning a sector for PLC is not as simple as PBH being Staples or LNF being Discretionary.

I am leaning towards calling it a hybrid...would you agree?

Thanks for your help...Steve

Q: Your thought on Restaurant Brand quarterly report. Do you think that growth will accelerate and back to normal? Thank you!

Q: Hi ,
if you were to pick two stocks from the US markets to put one in the Model portfolio and one in the Growth which would you recommend. Please specify which one you would add to each portfolio.

Thanks.