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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Dear 5i team.

I'm trying to understand the impact of the recent fight between Disney and the State of Florida. What would you estimate the impact to be if Florida strips Disney of their special status to govern themselves. To be honest, I'm not sure if this will have any impact as it may be a zero sum game if the surrounding municipalities collect a tax to provide the services Disney does and pays for itself now? Is that too simplistic?

Appreciate your opinions.
Read Answer Asked by Arthur on April 21, 2022
Q: Goeasy is a great buying opportunity under $120 ($119.30 as I write) with a 3% dividend, 7/8 years of dividend increases plus great management, great growth, etc. I'm thinking people are afraid of inflation (I'm 70 so been there) or repositioning funds. Even with a full weight 5% posn I am tempted to add. Your thoughts on going over weight.
Read Answer Asked by Stephen on April 21, 2022
Q: Morning 5i,
I know there have been many recent questions on GSY but I'll still ask:
To me GSY is acting very volatile and I wonder if you agree that it's behaving more like a stock that's being traded than a name that's attracting investors? If I'm right in that, do you have any thoughts as to why, and by rights shouldn't a relatively large financial services company be much more stable than GSY is at present. Its current yo-yo behaviour doesn't instill much confidence, in me at least.
Thanks, and I look forward to your thoughts.
Peter
Read Answer Asked by Peter on April 21, 2022
Q: Hi Peter, I have 300 shares of CM in a margin account and 20 in my TFSA since they are splitting I thought it would be a good idea to transfer some (what I can contribute) into my TFSA, 1. Your thought on that and 2. Is there a way to do this rather than selling them in one and buying them back in the other and when is it better, before or after the split. Please take as many credits for this question as needed. Thanks for your valued opinion. Nick
Read Answer Asked by Nick on April 21, 2022
Q: Can you comment on Amazon taking another run at SHOP. This one seems more established than the last attempt to replicate. Also throwing it in free for Prime users could be appealing to new business owners. How concerning is this?

https://www.businesswire.com/news/home/20220420006188/en/Amazon-Unveils-Buy-with-Prime-Expanding-Prime-Shopping-Benefits-Beyond-Amazon.com?fbclid=IwAR26gQ4as3YfmQt4ckp1N8POB_C_89ik1d4yYkXikCX9GvGPiFqUscqhClc
Read Answer Asked by Adam on April 21, 2022
Q: What are the best sites for free conference call transcripts that you know of ? I already know seeking alpha (not free) and sometimes yahoo finance. Do you know of better ones ?
Thanks !
Read Answer Asked by jean on April 21, 2022
Q: How would you position your portfolio for an environment of deglobalization? With what has happened over the last few years, do you think the world is moving towards deglobalization?

TIA
Read Answer Asked by Wayne on April 21, 2022
Q: Dear 5i,
Roundhill Investments in US just launched a new cannabis ETF called WEED.
Their description says that they may invest in US cannabis companies using Total Return Swaps. I don't understand why they just don't buy the stocks directly instead of using a derivative structure. Can you give me your thoughts?

thanks
Read Answer Asked by Ian on April 21, 2022