Investment Q&A

Q: A recent article stated that there has been significant insider selling over the past three months and that shareholders have been diluted over the past year. On the other hand earnings are forecast to grow by 68% per year. Could you comment on these statements as well as the status of its balance sheet and strength of management. Thanks.

Q: I have both stocks in my cash account, all in green and similar weighting in the portfolio. From here going forward, which one has more upside? Should I sell a bit of both, or just part of one name? Your analysis on them is greatly appreciated.

Thanks,

Q: I hold shares of FSZ in My RRIF account. It has not been a good performer but pays a nice dividend which is what I want in my RRIF account. I am thinking of selling FSZ and buying Enbridge. The dividend is not as high but is the growth potential going to make up the difference. I do own PPL. What are the chances of a takeover of FSZ. Would you approve of the swap and is there any other companies you might recommend.

Wayne

Q: Edgewise Therapeutics, Inc. (EWTX).

Do you see a reason to buy this stock or not?

Thank you.

Q: From its peak in 2022 NBLY is down 50%.

Is this price action not telling you there is something terribly wrong with the company and time to cut bait and salvage what is left in the stock price?

Sheldon

Q: hello 5i:
a question about weightings and diversification.
Presently, have the above: BAM 2.5%, BN 2.5% and BIP.UN 5.0%.
First, is there too much of an overlap between the companies?
Second, IF we were to sell half of the BIP.UN, bringing it to a 2.5% weighting, with 7.5% overall invested in Brookfield companies, would that raise any alarm bells?
Third, if one were to sell BIP.UN, what would make a sensible replacement, either in utilities or industrials. Low to moderate risk profile, with dividend income being an important factor in portfolio management.
thanks
Paul L

Q:
Any thoughts on BYD time to add more or sell/hold.

What do you like in finance space looking at COF, FFH, BLK, VISA...I already own GSY. TD,RBC...do i add to existing names or buy something new?

Do you think a commodities bull market is imminent with China opening back up. If you believe the sector will have legs going fwd do you preferer single stocks or an ETF (plse list you picks)

What do you think about Natural gas prices Presently i own 1,000ARC in the space and am still up 5% is it time to cash in ?

Lastly i am sitting on 40% cash expecting another test of the last OCT lows but looking at the recent strength am staring to get a little nervous (FOMO) your thought's please is it time to start to nibble at CSU,BYD,MSFT,APPL,AMAZ ATZ, GOOG

Q: I have been looking at red ink regarding these two firms for some time. Do you still feel they will do well over the next year or two?

Q: Are TOU's special dividends sustainable given the drop in natural gas prices, or are their sales locked in at certain prices? Can you estimate what they may be with current gas prices? Somebody was saying they sell a lot to California, which has much higher NG prices. Thanks for your help

Q: Is the cost of currency exchange something that can be written off on taxes? And if it is, is it captured in the tax statements most brokers provide? And where?

Q: Any reason to think the shares will ever approximate book value?

Q: Good Day 5i,

A question regarding Leons. I have purchased this from as low as $17 to as high as $23. I hold it for income, and growth, with a two year timeline before changing over to a higher yield for income, as my wife and I retire. Would you consider this a hold for income only or would you consider something with a higher yield?

Q: Hi 5i,
Which of these two dividend payers do you like the best in the current environment. Also would you consider buying both?

Q: what would you recommend as a US IT ETF

Q: UPST has had a nice pop in the new year. Do you feel it offers a compelling value at current levels given it's growth prospects, or has a lot of the shine been priced out?

Q: CXI has had quite a run. Is it a good buy at this price?

Q: Would you please confirm that these preferred shares now fall under BN (Brookfield Corporation)? Trying to assess the safety of the dividend.
Thanks
Peter

Q: Peter, your opinion please. I own BIR TVE MEG SUNCOR CNQ PETYO FRU . Would you please tell me which is the most oily to the least oily, Thanks Ken

Q: Seeing that I own lightspeed, is there any reason that I should not consider an investment in AFRM. If they are basically the same, which would you lean toward and why? Thanks James

Q: Hi team
gold is not moving up recently
I made some gains in krr, seasonal trade for gold might be ending soon
wonder if I should buy , sell or hold
I have AEM and FNV

thanks
michael