Investment Q&A

• Sylogist Ltd. (SYZ)
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Q: Hi Peter

SYZ has declined significantly. I know you have been positive in your recent answers. That’s encouraging.
I wanted to ask why SYZ declined by so much?
They have withstood well in the past 10 year bear markets. What’s different this time that they are on a free fall

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Read Answer Asked by Greyhair on July 18, 2022

• Enbridge Inc. (ENB)
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• Fortis Inc. (FTS)
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Q: Hi all,

Looking for another company that will compliment my holding of ENB. Was thinking of TCL. Would those two be too much of an overlap? Any other suggestion would be appreciated for a large cap with dividends stock.
Thanks

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Read Answer Asked by Rino on July 18, 2022

• Vanguard Canadian Aggregate Bond Index ETF (VAB)
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• iShares Core U.S. Aggregate Bond ETF (AGG)
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• iShares 20+ Year Treasury Bond ETF (TLT)
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Q: Hi 5i, What is your current read on the attractiveness of investing in TLT? I assume it would be best to hold in a registered account but you could please confirm. If acquiring just one bond fund today, would this be your preferred choice, and/or is there a comparable CDN bond fund worth considering? Thanks.

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Read Answer Asked by Martha on July 18, 2022

• Park Lawn Corporation (PLC)
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Q: Good morning 5i staff,
I am thinking about selling PLC for a tax loss and buying again in 30 days. I know the previous exdividend date was in June but I don't know how to find out when the next one is, as this might affect my decision. Do you see any catalysts that would affect this stock in the next thirty days, or do you think that it will not rise much in that time?
thanks for all your great advice

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Read Answer Asked by joseph on July 18, 2022

• Alimentation Couche-Tard Inc. (ATD)
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Q: So much news these days about the ramp up to electric vehicles and the eventual elimination of internal combustion engines.

Governments have committed to installing charging stations to accommodate future demand.

What is the current status of power generating facilities. How easily can they ramp up supply to satisfy the future demand or is there already enough capacity.

What are your favourite power generators to satisfy future demand. Thank you

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Read Answer Asked by JACK on July 18, 2022

• Block Inc. Class A (SQ)
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• Upstart Holdings Inc. (UPST)
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• Affirm Holdings Inc. (AFRM)
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Q: I recent sold UPST for a tax loss and purchased AFRM, it has been 30 days now - would you rebuy UPST or would you purchase another in the same sector with the same risk profile and upside potential?

Thanks for your service!

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Read Answer Asked by Ozzie on July 18, 2022

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
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Q: The Globe just had an interesting piece by a RY high yield bond fund manager and I'm curious about your thoughts on the gain potential which assumes inflation is defeated in a year or two. I am reluctant to pay fund fees again so if there is an ETF you can suggest which deals with corporate bonds it would be appreciated. thanks Al

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Read Answer Asked by alex on July 18, 2022

• NVIDIA Corporation (NVDA)
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• Advanced Micro Devices Inc. (AMD)
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Q: NVDA is a top US favourite of yours. An article yesterday that husband of Nancy Pelosi reportedly bought $1-$5m shares of NVDA. before a bill of $52B in chip subsidies and/or tax credit go to the Senate for vote as early as Tuesday. In light of the foregoing is it timely to buy some NVDA and/or AMD in this market backdrop which had imparted lots of pain. Txs for u usual great services & views.

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Read Answer Asked by Peter on July 18, 2022

Q: I have a sense that retail investors are still buying the dips and we haven't seen real capitulation. Do you have any data sources that would help to inform this thesis?
Thanks
Mike

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Read Answer Asked by michael on July 16, 2022

• Caldwell Partners International Inc. (The) (CWL)
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Q: What is 5i's opinion on the year to date results for Caldwell Partners? While quarterly EPS results can be skewed by the stock base comp. charge, the revenues and cash are growing significantly.

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Read Answer Asked by Charles on July 16, 2022

• Cogeco Communications Inc. Subordinate Voting Shares (CCA)
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Q: What is your overall view of Cogeco for growth in the next 3 to 5 years. Thanks.

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Read Answer Asked by Gerry on July 15, 2022

Q: What are the long term prospects for TBPH.
Thanks

Thomas

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Read Answer Asked by Thomas on July 15, 2022

• BMO Aggregate Bond Index ETF (ZAG)
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• BMO Long Corporate Bond Index ETF (ZLC)
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Q: Could you kindly give me your view on the above two funds with respect to their yields and capital preservation going forward 1-2 years.
Thank you

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Read Answer Asked by Francisco on July 15, 2022

Q: Would you consider Bam.a sort of similar to a mutual fund in that it’s investments cover a broad geography in many divergent business’s?

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Read Answer Asked by Kim on July 15, 2022

• Brookfield Renewable Partners L.P. (BEP.UN)
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• ATCO Ltd. Class I Non-voting Shares (ACO.X)
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• Brookfield Infrastructure Partners L.P. (BIP.UN)
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Q: What would account for ATCO's lackluster performance over the last 10 years? Lumpy earnings? The chart looks quite good in the years prior to 2012, and the dividend appears to have been raised fairly regularly.

As a retired dividend stock investor, I am interested in it's diversification. I do have exposure to the Brookfields, but do you think there is enough difference between ATCO and BIP/BEP to warrant an investment in this company?

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Read Answer Asked by James on July 15, 2022

• Sun Life Financial Inc. (SLF)
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• Restaurant Brands International Inc. (QSR)
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• Primo Water Corporation (PRMW)
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Q: Hello everyone.

If your goal was to pick 3 companies that had the highest percentage chance of growing their eps by close to 10% and their dividend by 5% for the next 2 to 3 years, which companies would you select, today?

Thanks.

John

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Read Answer Asked by john on July 15, 2022

• ProShares Short QQQ -1x Shares (PSQ)
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• ProShares Short Russell2000 -1x Shares (RWM)
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• ProShares Short Dow30 -1x Shares (DOG)
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Q: In order to protect my portfolio from further damage I am thinking about adding ETF which short indexes. How would you consider the above three as short play to recover loss and make some gains. Would you consider any other ETFs?

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Read Answer Asked by Numa on July 15, 2022

• iShares S&P/TSX Global Base Metals Index ETF (XBM)
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Q: Would you recommend a metals etf? If so which ones?
Roy

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Read Answer Asked by Roy on July 15, 2022

• DigitalBridge Group Inc. (DBRG)
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Q: What do you think of Digital Bridge Group?

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Read Answer Asked by Michael on July 15, 2022

• TELUS Corporation (T)
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Q: You’re thoughts on Telus with its recent acquisition of Lifeworks,it’s ownership in Telus International,as well as interest in healthcare ,home security and Agriculture among other things do you see this possibly morphing into a BAM.a it must be on track for some huge earnings and also would you consider this recent pullback as a great buying opportunity for a multi year hold Thanks

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Read Answer Asked by Greg on July 15, 2022