Investment Q&A

• Descartes Systems Group Inc. (The) (DSG)
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• Thomson Reuters Corporation (TRI)
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Q: Hi 5i and Peter,
In a show down between DSG and TRI which company would you pick for the largest overall return for the next 5 - 10 years. I like both companies and having a tough time deciding. The past 5 years their CAGR share price (including TRI's dividend) has been DSG - 22.6% and TRI - 24.3%.

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Read Answer Asked by Dennis on March 15, 2023

• NFI Group Inc. (NFI)
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Q: Hi 5i,

In Sept 22 you gave NFI a "B" rating. You commented that it is a little on the risky side.

Do you think the Balance Sheet and Cash Flow are strong enough for an investment in their convertible debenture (NFI.DB) which is due in 2027? I realize their would be no conversion possibility with the bond.

Thanks for your opinion on NFI.
John

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Read Answer Asked by John on March 15, 2023

• PyroGenesis Inc. (PYR)
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Q: Hi,

I searched your questions database and couldn't find anything related to this equity. I know it's small cap but it has had a fascinating roller coaster history. I recently purchased it. Do you see any upside?

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Read Answer Asked by DAVE on March 15, 2023

• goeasy Ltd. (GSY)
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Q: In a prior question you mentioned that Goeasy's "funding may slow down or cost more if investors get nervous in general, but it can't really experience a 'run' on current funding like a small bank can". I am trying to understand why Goeasy can't experience a 'run'. What is different with this company? You had also mentioned that it has a different funding base. Thank You.

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Read Answer Asked by Walter on March 15, 2023

• StoneCo Ltd. (STNE)
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Q: Hi,

Your comments on Stone's just published results ?

Thanks

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Read Answer Asked by Guy on March 15, 2023

• VersaBank (VBNK)
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Q: What do you think about this bank's prospects higher in the short term and long term, Team?

Thank you,

Joseph

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Read Answer Asked by Joseph on March 15, 2023

Q: In a recent WSJ article about Deposit Insurance in US/Canada - they state " Canada never had a bank failure" as far as you know is that true?

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Read Answer Asked by Reg on March 14, 2023

• Home Depot Inc. (The) (HD)
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Q: I have held HD for some time in a registered account. I note it has been slowly drifting down and wonder if it's time to sell. If yes, can you please provide 3 or 4 US alternatives in the same sector that are more growthy with a similar risk profile? Thank you.

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Read Answer Asked by Maureen on March 14, 2023

• YETI Holdings Inc. (YETI)
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Q: Could you please give your opinion on YETI's quarterly earnings. Thank you.

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Read Answer Asked by Cheryl on March 14, 2023

Q: Good Morning

Are the 5I research analytics fees income tax deductible and if they are where are they added to on the tax form
Thks
Marse

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Read Answer Asked by Marcel on March 14, 2023

• G2 Goldfields Inc. (GTWO)
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Q: May I please have your thoughts on G2 Goldfields (GTWO) and its prospects.

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Read Answer Asked by Brian on March 14, 2023

• Fifth Third Bancorp (FITB)
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Q: Jerry Javasky, former manager of the formerly very successful (I have no idea of its current status) Ivy Foreign Equity fund, was a “fan” of FITB. Does the recent dramatic selloff make it the screaming “buy” for dividend investors I perceive it to be?

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Read Answer Asked by David on March 14, 2023

• Ivanhoe Mines Ltd. (IVN)
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Q: I would appreciate your opinion on Ivanhoe's recent earnings report. To this layperson, they appear very strong. If a person is a long-term copper bull, would you be comfortable stepping in here, market uncertainty notwithstanding?

Thank you as always for your expertise.

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Read Answer Asked by Richard on March 14, 2023

• Evolve Global Healthcare Enhanced Yield Fund (LIFE)
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Q: hello 5i:
nice yield, price has come down in the last year so more attractive. Of the yield, how much is return of capital, over the years? Is it significant, in your opinion?
thanks
Paul L

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Read Answer Asked by Paul on March 14, 2023

• Superior Plus Corp. (SPB)
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• Exchange Income Corporation (EIF)
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Q: I am back to even on the above. Should I bail?
What would be you number one switch?

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Read Answer Asked by Bill on March 14, 2023

• Canadian Imperial Bank Of Commerce (CM)
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Q: A few days before three US banks collapsed, CIBC CEO's bought $3 million in CM at about $58 a share, tripling his skin in the game, presumably a big sign of confidence in CM. Today's price dipped lower still -- is this a good entry point?

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Read Answer Asked by Jean on March 14, 2023

Q: Regarding carrying charges for etf investment income are you allowed to use fund fees.
For example. $40,000 on Dec. 31 X .0069 management fee = $276 carrying charges, or
$40,000 X .0076 mer = $304

Thank you

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Read Answer Asked by JACK on March 14, 2023

• Home Capital Group Inc. (HCG)
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Q: Are the recent bank failures in USA liely to effect the takeover of HCG in May?

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Read Answer Asked by Robert on March 14, 2023

• BMO Covered Call Utilities ETF (ZWU)
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Q: When is Ex-Dividend Date for ZWU (BMO Covered Utilities)? Would the investor get a dividend if the ex-dividend date is today and ZWU is purchased today but the settlement date is March 16? Thank you

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Read Answer Asked by Hali on March 14, 2023

• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• Visa Inc. (V)
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Q: Hi guys...great service...any really undervalued stocks you think are fantastic buys at the moment? perhaps 3-5 names on both sides of the border? Perhaps names that have been unfairly punished for any reason. Thanks.

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Read Answer Asked by dan on March 14, 2023