Investment Q&A

Q: I would appreciate your comments on AKE, an Australian lithium producer that trades on the TSE. It earns $1.05/year and has PE of 9.19. Revenue is growing rapidly and margin is 40%. Revenue is forecast to grow 16%/year. The Globe did a screen yesterday that showed the company 74% undervalued. Sounds too good to be true.

Q: Hello 5i Could you comment on Swiss Water as a investment . I think at one time they paid a dividend also.

Q: Southern seems to be getting hit harder than other gas producers. Is it just the small cap aspect or is there something else (apart from commodity prices)?
What do think about it generally?

Q: Looks like a miss for ECN. Comments please.

Q: Peter; Between these two which do you feel is the better buy for the coming decade? Thanks.
Rod

Q: I realize George was asking about HMAX's return of capital, and you are probably pretty close, as HDIV is about 20% in my account, and HYLD is about 50% in my account, just for information's sake.

Q: Regarding Mark's question today about his trading in the TFSA. I am with BMO Investorline, I sold a stock and was going to use the funds to buy a GIC. I was notified by Investorline that the funds from the sale would be available in 2 days when the sale transaction would be fully completed. Made sense to me.

Q: I got a voting instruction form from INMD. Of note they are asking to increase the number of ordinary shares from 100M to 200M, essentially doubling the share count. They claim their current share count doesn't provide flexibility for future financial and capital requirements for the pursuit of opportunities. They also say the shares can be used for potential share dividends or splits should the board decide. Are there any red flags here? They did a split in 2021. Just wondering if this concerns you or is it regular business operations and the mgmt seems to know what they are doing?
Thx

Q: I hold XYLD and CIC, they are the only covered call ETFs I hold and I am new to them. Is there a way to track or find charts on their total yield? I seem to only find charts of their change in NAV which make them look like dogs, while they return 13% and 8% The other question I have about them is , why are they not drip eligible?
Thanks

Q: From a dividend and capital appreciation perspective, in a RIF account, how would you rank JEPI. Yield is high, net assets are high, and it's issued by stalwart JP Morgan.
What are the risks to owning this in a conservative RIF account seeking consistent yield and long term appreciation

Q: I had an interest charge of $13 on my TFSA statement (investorsedge CIBC). Because I sold and bought on the same day - they agreed to wave it but told me I had to wait 2 days now on my TFSA after selling to access the cash.
Comments, thoughts? Anyone else have similar or different experiences?

Q: please list 3 Canadian companies and 3 US companies with moats also show their forward P/E versus their historical P/E. in your list please exclude V. MA. and CP and CNR. thanks Richard

Q: Leaving personal portfolio situations aside...based on current market environment would 5i buy either of these companies at current levels...or do you consider them overbought...and lastly, would you buy one over the other. Let's assume a 12 month time horizon.
Many thanks as always for your great insight.

Q: Hi,
How does EQB fare when compared to other banks (such as RY and TD) when being compared for being sufficiently well capitalized as discussed in your blog post? Thanks.

Shyam

Q: Hello 5i,
Where can I find risk ratios such as the Sharpe ratio?
Thank you,
Stanley

Q: Nvidia has quickly become 5% of my portfolio. I love the firm but it's been a meteoric recovery. In 2-3 years do you see it higher or is it time to take some off the table? Same question for WSP which has doubled for me now representing 4.68%

I know allocations are personal - just looking for how you manage your winners. I typically have a 6% max threshold on any one stock.

Q: Please comment on their year end numbers. Company sounds promising.

Q: Regardless of sector, in which order would you add for long term positions?

Q: Roughly how much would be return of your own capital ?

Q: Retired, dividend-income investor. I hold AQN in my RRSP, bought it in 2011 at $5.60 (not a typo) and have trimmed it multiple times due to asset allocation. Not that it matters, but I am still up 15% over my ACB.

Looking forward is what really matters. AQN is up roughly 20% from it's low of around $9/share. Q#1 = Do you think AQN can continue their short term performance?

I hold AQN, FTS, TRP, NNRG, NRGI, and utility-energy stocks held within CDZ, ZLB, ZWC. Q#2 = What conservative utility or infrastructure stocks should I consider that might "fill the gap" in my current holdings? Please list 4-6 stocks for me to do further research on.

Q#3 = Should a component of "renewables" be a consideration? That was one of the reasons for holding AQN. Ideas?

So the bottom line is = what's done is done. AQN appears to be starting to recover and there is always the chance of being bought out.
1. Hold of sell,
2. Replace with what,
3. Include renewables?

Thanks for your help....Steve