Investment Q&A

Q: Hi 5iTeam,

Would you please comment on FND's recent pullback which is significantly deeper than the general markets. Is it a buy, hold or sell now and your rationales?

Cheers,
Harry

Q: EGLX has been dropping since announcing their last results. Do you think this is overdone and would this be a good time to take a position? Thanks John

Q: Hi,
This is totally a random question based on the "rumours" ? "Fake news" on the Twitter space!! Nevertheless as a semi-retiree this causes a great deal of concern. Hence this question.

I believe the Federal Govt is considering eliminating Dividend tax credit and consider this dividend earnings as earned interest! Have you heard anything about this? This will take down the Banks/Utilities and Telcos,Pipelines, no?
Another blow to the retirees IF IT IS TRUE! Work till you die and pay the taxes!!

Q: I was unable to watch Peter's webinar yesterday - is it still available somewhere? Thanks!

Q: well, well, that was certainly one interesting article in the 5iR update of yesterday.....net margins are increasing and driving the stock prices higher

thanks for all the "deep dive work" and for me, the first time I saw such a topic covered, including with charts that make it very understandable......very insightful.......Tom

Q: Hello Peter and team,
What do you think of Galaxy Digital's Financial results? Is Well Health worth taking a full position as they seem to be going in the right direction? Thanks very much.

Q: I hold a position of DND and am I underwater. The declining price is really starting to concern me. Can you please help me with the valuation at current levels and calm my nerves. Has anything significantly changed with the company other than market sentiment?

Q: When Canadian housing prices were much lower than today several years ago there was much talk about American investors being short our banks due to being overextended on mortgages, something I have not heard recently. How much is the short position on them now vs. then and which banks have the most exposure to defaults on mortgages presently?

Q: Own shares in the company and am close to letting the shares go as they are reaching my lower limit. I realize that this may be an obscure company for you, but if you are able, I would appreciate your analysis and recommendation, ie should I continue to hold the shares or take my loss and move on. Any help that you can provide would be appreciated.

Q: Peter, loved the webinar! Great insights. What are your 5 best small cap ideas I can start researching? Risk and industry are not a consideration. Those you feel 10 years from now could be a winner.

Thanks again

Don

Q: Thoughts on ENB announcement today with regards to the carbon capture plant to be built west of Edmonton?

Thx

Q: Hi 5i,
I read your market update with interest. You guys tend to be adders and trimmers as I am. You made a lot of incremental adds to various positions. I was surprised by the complete exit from OTEX at 4%. I believe you said on a number of times that one should not sell a good company unless there has been a fundamental change in the company, management or outlook. I do not see any fundamental change with OTEX. You said the stock has been a laggard. One always has some laggards in a portfolio. A steady eddy name can actually help you in these markets. Removing a 4% position seems out of sync with your style.
Thanks again.

P.S. Peter, great session with TD yesterday, even though I am not really a small cap guy.

Q: Why is it taking such a drop? Any news?

Q: J's comment on March 30, about the small ADR fee charged, is interesting and I wonder if he would elaborate, e.g. how does he determine the fee, does it apply to all ADRs, etc. (This topic may be suited to the forums, if J could be redirected.)

Q: Hello. Trying to understand 2021 distributions from HCAL. According to the website the 2021 T3 distributions, per unit, was comprised of 0.07729 of eligible dividends and 3.50973 of capital gains for a total per unit distribution of 3.58702.

As it holds solely CAD banks, shouldn’t the eligible dividend portions be higher?

I’m confused!

Q: What is your opinion on Vertiv (VRT)?

A buy or not?

Thank you.

Q: In focusing on a sector specific purchase i guess i had my blinders on about share structure of this company! I've never been a fan of the multiple share structure model. What are your thoughts about the bought deal financing and ownership situation? Would you continue to hold?

Q: How compelling do you see it at this price, on a scale of 1 to 10 ( 10 being best).
Would you be buying here?. If not, please suggest other names you would be buying (non tech).
Thank you.

Q: Bonjour, my broker suggested an ETF with very low trading volume. But she said that the volume was actually much bigger. Is it because of in-house market or transactions between brokers that do not show on regular exchanges? Not knowing bid/ask, I’m somewhat wary of not getting a fair price for what I buy or sell. I would much prefer an ETF with some steady volume. Comments please.

Q: Hi 5i Team,

I have held a balanced Canadian Couch Potato Portfolio with the above etfs in my son's RESP which i started when he was born in 2009. The portfolio has done pretty well (in my books at least) at 8% annual return. I am now looking at a 6 year time horizon for when he will need to begin to draw from the RESP. I am thinking of starting to rotate toward more conservative holdings as the timeline for needing the funds draws closer. Under "normal" circumstances from what i have learned this would mean moving more into bonds at this point but I am having trouble believing this is appropriate in the current market. With interest rates and inflation both rising i am wondering if low debt dividend stocks might be a better bet to hold onto purchasing power in this time frame? Maybe something something like CDZ vs XBB? I know you can not suggest specific portfolio recommendations but looking for suggestions/best bets for maintaining value and keeping up with inflation over this time frame.

Thanks,