Investment Q&A

Q: What is your analysis of this as a going concern? Debt, cash burn, etc.

Q: Good Evening
Can XDV be used as a proxy for CDZ?
Thanks

Q: hello 5i:
we hold some PFFD, but your system doesn't seem to recognize that ETF.
Question: would you expect TLT and PFFD to track very closely? Their charts look similar on a 5 year scale.
If so, and as the yield on PFFD is much higher than that of TLT, would not PFFD have a signicantly higher total return over almost any time horizon?
thanks
Paul L

Q: Your recent report on LNF didn't mention anything about the land they own. In the past, you have commented that the real estate could be used to unearth (no pun intended) value in the company. I realize this might not be the best time to look to real estate for additional value but is some type of land deal be something you would ultimately expect to happen?

Appreciate your insight.

Paul F.

Q: With oil producing companies returning the majority of cash from operations to shareholders instead of reinvesting in their business, I'm curious as to your thoughts on the long term effects this will have on the sector? Does this scenerio make companies with long life assets worth "more" now?

Q: Google is only about 1% of my portfolio, total tech weighting in 15% of the portfolio. I'm down 30% on Google stock at the moment. It is held in RRSP. After yesterday's results and today's selloff, would you recommend hold, sell, or buy more? If your answer is "buy more" would you buy now or wait for better momentum? Timeframe 5+ years.

Q: Please provide your thought on META after its earning with a huge dive in stock price. Is it a Buy or Hold or Sell? I have some shares still in the green. Thank you.

Q: Hi Everyone at 5i!
I am a new retiree and hold these three ETFs as part of my income portfolio . They have all dropped in value , due to increased interest rates and the market in general. These are my really long term holds unless you foresee a problem with this idea.
Cheers,
Tamara

Q: Somewhat unexpectedly, I will need to raise about $200,000 in the next few months. I'm trying to think through my options and would like your perspective. I can think of three approaches, perhaps there are more. I'm near retirement but employment is secure and there is no compelling reason to retire. I own a home in Toronto that has a small remaining mortgage (less than 10% of market value). No other debts.
1. sell stocks in a non-reg account to raise the funds. Assume a mix of stocks in the red and in the black so there would be little net tax consequence. Plan to replenish the account over 5 or 6 years.
2. borrow the funds and plan to pay off the loan over the same 5 or 6 years.
3. sell stocks as in #1, but then also borrow the same amount to replenish the sold stocks over a shorter period of time, say 6 to 12 months through calendar 2023, legging in to dollar cost average. Pay off the borrowed funds over 5 or 6 years. Interest expense on the borrowed funds in this case would be tax deductible.
Part of the decision relates to expected interest rates over the timeframe and the shape of the (expected) recovery. If we assume 4 to 6% average interest rate over the life of the loan but a more significant bounce in equity markets, then option 3 makes sense. But I am not sure I've considered everything, including risk.
If you think option 3 makes sense, could you suggest 5 - 10 lower-risk stocks (dividend growth / growth) with the noted timeframe in mind. Many thanks and take as many credits as needed.

Q: Which of FTT or TIH would you buy here and why? I think Toromont has always been the quality choice but of course you have to pay a premium for it. Time for FTT or buy TIH while it’s below $100? Thanks

Q: What is it about Shopify that you consistantly maintain such a bullish perspective on?

Q: Thoughts on UBX?

Q: Hi Folks,

Knowing this is higher risk company, could you give me your thoughts on the fundamentals of this company? Management, debt, revenue, cash, insider ownership? (If all these are known)

Do you see this as a compelling buy or would you stay away?

Many thanks for your sage counsel in times like these.

Q: Could you please give me a brief list of your top chip manufacturers with production outside of China/Taiwan, and your preference(s).

Q: What happened to these two stocks and what is the outlook for them.

Q: Which of the above would offer the best return over the next 3 to 5 years?

Q: Hello Peter,
On a good day today, greenlane renewables is down yet there are positive developments. I was hoping that the renewable exposure would help this company generate some interest on the positive side, but the stock is down alot. I hope this is not going to be another Xebec.. Any comments

Q: Is it time to take a break from Alphabet for a while or is this going to be the bottom? Seems like there might be some better places to be for now. If yes, what would you choose right now? Thanks

Q: What is 5i take on Southern Energy? Is it worth considering? Thanks Dennis

Q: Since XBC is still halted what happens with one's ability to claim a capital loss. Is that still possible or does it have to be publicly sold to claim the loss? Any idea if it will ever trade again?