Investment Q&A

Q: Can I please have your thoughts, opinion on this company and would you consider it a buy for a long term hold? Thank You.

Q: Good morning team,
What are your thoughts on the financing for the completion of the Magino project? Will the issue of 400 million shares @ .45 dilute the overall share count? Will the company value increase once the first gold is poured and how would you rate this investment over the long haul?
Many thanks as usual,
Jean

Q: Dear 5i,
Do you like DHR and/or TMO for a long term buy and forget stock?
If yes, which would you prefer one or both?
Is there much overlap between these two stocks?

Q: I sold these earlier these in a panic , to avoid losing what was left of a fantastic profit : I am OK on the 30 day rule . Technicals seem to be hooking upward and this appears to be an opportunity . I suppose repurchasing is considered bottom fishing but they pass the "would you BUY this stock today?" question .... so would you ?

Q: Please update comments on KRR, what price would be a great entry price? Many thanks.

Q: I recently opened a cash investment account to begin transferring funds minus withheld taxes from my RSP. For tax reasons stocks with capital gains versus dividends are preferred. What stocks would be advisable at this time given our Portfolio is fairly well balanced re sectors and growth stocks currently in TFSAs and dividend stocks in RSPs. At this time I am specifically interested in Canadian stocks.

Q: Hello, I want to invest in natural gas. If you had to choose either Tourmaline or Topaz today, which one would you invest in? The yield is 1.4% and 5.2% respectively, and my understanding is that Topaz is a more natural gas focus company than Tourmaline. Is it better to hold these companies in a registered account or not? Thank you

Q: What is your opinion of this us value fund. The shares are down lately and the dividend is very high at more then 23% but has been steady for many years. Is it an opportunity or a danger pit ? Thanks

Q: There has been significant turnover at the newly reduced price level so I wondered who was doing the buying and selling, particularly insiders. My impression is that Cielo has had to modify the process and be more selective in the feedstock to achieve the required output quality, but they are making satisfactory progress. Can you confirm this and do you know if insiders have been investing at the new level?

Q: Good Morning 5i
I am interested in Imperial Oil backing EM3 to test their lithium extraction process below the Leduc oil field. If it is successful, it could be a game changer for lithium going forward. It sounds like in the press release that the success or failure will be known by the end of the 3rd qtr. Would appreciate your overview comments. Thanks

Q: I'd appreciate your comments on Dream Impact. There is very little news but the distribution has been good but it is 100% return of capital. Continue to hold or move on?

Q: Hi,

For a long term hold and at current market prices, would you have a preference between MSFT or AMZN (either one would be a new position for me)?

Thanks,
Brad

Q: Hi Peter, Ryan and 5i team
Our financial advisor is changing from a non discretionary advisor to a discretionary advisor. We understand that it will allow him to buy and sell securities without our consent allowing for quicker action. Is there any advantage to this type of portfolio. The fee structure will be going up from 1 % to 1.15%.
Is it fair that the fee structure will be going up?
Thank you for your opinion

Q: In my non registered account for financials I own BNS, TD, and GSY. With them all down would you top them up or buy CM instead as an additional holding? The focus of the accounts is high quality dividends as I plan to only use the dividends in retirement. I have growth stocks in my TFSA.

Q: what is happening with aem?
you advised this stock .WHY????
its a piece of sh...t

Q: I purchased SMG at US $105.10 early May 2022 and it has fallen off a cliff recently. I expected to see a short term 10% increase ... then I would sell my position.
I think this is a good company and and has a reasonable dividend but what is your outlook ...... should I continue to hold ..... or sell an buy Nutrien.
Thanks DAN

Q: any comments on class action? Being down 78% should i simply join in to try to recoup part of the loss. I realize you, partners etc... still own shares but trust your opinion.
thanks
Sherrill

Q: Assuming the deal happens and 1/2 value is paid in shares of T does that mean 1/2 the ACB of my LWRK shares is now attributable to the new shares of T that I now hold?

Q: It has been said that one should expect 1/3 of your stock selections to meet your expectations, 1/3 to exceed and 1/3 to fail. It's been quite a while since I have experienced the last one....real believer in asset allocation and position size.

I bought ADW.A in my TFSA at $10, then $9 then $8 building up a position. It is now at $6. Fortunately it is a small position, which was bought thinking it looked ripe for a reasonably quick rebound. Ummm....not! Also in my TFSA is PLC, XIT and NNRG.

In the spirit of "water the flowers and pull the weeds", I am thinking of flushing the wine and redeploying the proceeds....adding to existing positions in NNRG (sooner) and XIT (later). As both NNRG and XIT skyrocketed I took partial profits, so I see this as a win-win, adding back in at lower prices and working towards an improved asset allocation.

Thoughts?
Thanks...Steve

Q: Wonder if you could update your thoughts on Andrew Peller. Am a long-time shareholder (>25y). Company is profitable, good yield (~4.3%), great properties (and all 4 properties I visited in Ontario this past weekend were quite busy). Why do you think it's trading near 52-week low (and near 7-yr low)? Usually, alcohol-related companies tend to weather recessions (and recession worries) well, but this does not appear to be the case with ADWa/ADWb. Thoughts?

Ted