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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: Citi continues to be the perennial underachiever in its club. I trimmed down to a half-position months ago. From reading the financial media, I sense that the relatively new CEO should be able to push Citi out from its corner where it sits wearing a dunce-cap. One worries however about the massive costs inevitable in most turnarounds. Do you have an opinion on whether such costs are implicit in Citi’s current low price. Is it worth topping up the position? If no, what is better — ride it out or give up on the poor thing before it makes me poor? I sometimes hold on to securities that are generally disliked because they often turn out to be strong performers later.
Read Answer Asked by Adam on October 26, 2021
Q: Good morning. Would like your thoughts on this company and if at all it would be a stock to add to a portfolio

Read Answer Asked by Marla on October 26, 2021
Q: 5i Team.
I would be interested in your comments and review of the proposed TSX IPO from Northern Genesis Acquisition (SPAC) to support the transaction with Embark. Specific questions I have include:
1) Does the financial transaction; including actual cash injection and share ownership by Northern Genesis of the merger line out to other SPAC deals?
2) Pros/cons of perhaps investing directly in Embark on NYSE with NGAB vs. the proposed TSE listing of NGCS?
Thx. Steve
Read Answer Asked by Stephen on October 26, 2021
Q: This question is about REAL...which is held in a TFSA....and is down 66% or 4,700 loonies as of this evening, Oct 25th As it is held in at TFSA,and not being able to claim a capital loss for tax purposes, I wondering what my options are?....and this stems from  REAL being recently sold from the 5iR Growth Portfolio What comes to mind is  #1..like sell now before the real tax loss season begins as it is likely to decline further #2..repurchase as the tax loss selling season ends or when it shows momentum #3...or just bit the bullet and move on Keen to get your take for my particular situation, even though you have moved on, or is there some other option, as I work to recover the loss, which I already know is not the best approach and something I don't do but as it is in the TFSA, I mentally just want to make up any loss on selling it by repurchasing it, crazy as it seems, eh?!.........Tom
Read Answer Asked by Tom on October 26, 2021
Q: Bill Gates, Any feedback for me? Thanks James
Read Answer Asked by JAMES on October 26, 2021
Q: Hi Peter and Staff
In your answer to Arthur yesterday you mentioned that BEP was currently not profitable
-is this a new development and if so what caused it and when is turnaround likely ?
-I know you often clarify that cash flow is more important than accounting profits - do this apply in this case and if so how ?

Thanks and have a great day

Dennis
Read Answer Asked by Dennis on October 26, 2021
Q: Lovely. This internecine 'Battle of the Board' is more fun than watching similar machinations play out on the HBO mini-series 'Succession'.

"The turmoil within Rogers Communications spilled into the public last week as Rogers’ only son, Edward, sought control of the company after being ousted as chair of the board by his mother and sisters. Now, two factions within the company’s senior ranks are fighting for dominance over the company’s future."
Read Answer Asked by Kyndryl on October 26, 2021
Q: Goog reports tomorrow after close.What are the estimates for Rev.& Eps? Are there any recent upgrades or downgrades ? U rated a A+ and suggested entry price of $2700( closed today at $2775.46). I want to buy on Neo for long term. Should I buy tomorrow or post Q results Txs for u usual great services & views
Read Answer Asked by Peter on October 26, 2021
Q: Thank you for your answer on my inquiry on these new leveraged ETF's HCAL and HDIV ..... Your answer showed HCAL beat both the covered call bank ETF and the bank ETF { albeit under the short one year time frame of the ETF's existence } ...... A while ago I asked 5I to crunch the numbers on all of the big five banks from the turn of the century to the date of the question and give the annual return { dividend plus capital gain } .... The answer I got was an annual return of 11% on the low end to 14% on the high end ..... Your answer to my question on HCAL included the following quote .... " But we would cautious on seeing them as 'safe'. In a bad market, or course, weaker returns will be worsened with leverage. " ...... It is my understanding that these securities are not structured like the 2X and 3X leveraged ones that rebalance daily to achieve the required return ...... My question is regarding your caution on safety ...... Can I not ignore the down turns in favour of the long term return of the banking sector while collecting a superior return ? Those historical 11% to 14% annual bank returns are averaged including the down turns .... It seems to me looking at the sector's long term history the security would offer the same safety as the banking sector with a superior return ..... Please advise if I am looking at this correctly ? I am considering the security to represent my weighting in the banking sector ...... I am delaying my purchase until I fully understand your remarks on " safety " ....... Thank you for your help .....
Read Answer Asked by Garth on October 25, 2021
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