Investment Q&A

Q: With what happen to Ske on a judges decision on about the lake which held settlings from the mining process they say SKE do not own it.
Can you check this out and give me your opinion if you think this will be over turned in SKE favor.
Jim.

Q: I own 18 US Stocks and have losses in the following 6:

1) D.R. HORTON is down 13%
2) ULTRA CLEAN HOLDINGS is down 23%
3) CROCS is down 43%
4) QUIDEL is down 47%
5) CO-DIAGNOSTICS is down 59%
6) FULGENT GENETICS is down 11%

My Portfolio is 20% in cash so I can take advantage when a particular stock is down for no good reason.

All the above are small holdings, and therefore I am able to easily lower the % loss by adding to my holdings, and hoping that once the market recovers, I can sell them for a smaller loss.

Which of the above would you add, and your reasons why ?

Which of the above would you sell, and the reasons why ?

Thank You.

Q: I purchased TFI INTERNATIONAL and ATS AUTOMATION TOOLING in October 2021.

My returns until today are as follows:

TFI INTERNATIONAL is down 4%
ATS AUTOMATION TOOLING is down 14%

Each of the above holdings are only 3% of my Portfolio and therefore I am able to add. Right now, more than 20% of my Portfolio is in cash.

Which of the above would you recommend that I add to based on today's price, and your reasons.

Q: Hi,

A question was asked on March 16 about both GOOG & GOOGL splitting in July. (yes, for both).

I checked and it looks like the CDR version trading on the Neo exchange will follow suit as well, but there is a twist.

From the CIBC-CDR website: "... CDR holders will experience the same economic impact of a share split as they would if the underlying security (GOOG:US) were held directly."

They go on to say, it could either be an automatic increase in the number of CDR shares held (at the same 20:1 split) or it could be an increase in the "CDR Ratio", also by a factor of 20.
Either way it's equivalent, but I'd rather see the extra number of shares showing up in my portfolio, as opposed to just having the CDR Ratio get adjusted in the background by NEO & CIBC.

I guess we will know more in July.
Rob.

Q: INDIE Semiconductor seems to be in a relative "sweet spot" currently. How would you rate its future growth potential?

Q: What do you think of TSAT at these seemingly low prices?

Thanks,

Q: Hi Peter and 5i,
This is always a misunderstood stock as far as the breakdown of the components of the distribution. For 2021 - $1.37 of the total $1.53 was eligible dividends. There was no ROC.
Post if you think it is informative.



Record date
Payment date
Full Year

Per Unit Distribution US$ 1.21500

Cdn$/Unit

Per Unit Distribution 1.52422

Box 113 Return of Capital

Box 135 Foreign dividend and interest income 0.10316
Box 132 Actual amount of eligible dividends 1.37120
Box 128 Interest from Cdn sources -
Box 030 Total capital gains (losses) 0.09904
Box 210 Carrying charges (0.04452)

Total taxable income and capital gains 1.52888

Thanks for your excellent service and always valuable input.

Q: In the investment services industry, these two have the highest rate of eps growth over the past 5 yrs. ( according to tdw)
Which would you prefer and why

Q: The recent bullish move then subsequent pullback indicates that the price action is due to short covering.

Do you see another reason for the move?

Sheldon

Q: Could you please give an updated opinion on Tidewater Renewables?

Thanks,
Doug

Q: I was having a discussion about these two companies with an investment partner that was quite excited about them. Looking for feedback. Good time to buy?

Thanks

Q: They just released new drilling results and I need some insight. Are these results in line with expectations or perhaps below?

I know this stock has a long way to go but I have a small position and I’m considering adding to it as a long hold.

Are the drill results good and do you have a favourable long term outlook for this stock?

Thanks

Q: Hi 5i Team - Could you provide a description of Pinetree Capital and an up-to-date summary of the fundamentals, insider holdings, growth prospects, etc. I am aware that it is a micro cap but there may be a spot for it as a replacement for Martello. Thanks.

Q: Regarding the trucking stocks, are they able to immediately pass along their higher costs (ie fuel) to clients? Or do you expect them to express a negative narrative in near term because they have to eat those costs?

Q: Is there an overlap in their business? Whats your view on both these stocks and which one would you prefer.

Q: Not a question, but a comment to support your response on Yues’ question.
Russel metals has also not increased its dividend in many years. So, this is not a dividend growth company.

Q: Given current market volatility and the increased speculation that we are headed into a recession, what are your top 5 defensive stocks with reasonable potential for growth in Canada and US. Could you include good entry points for each.

Q: Hello Peter and team
Is it too late to buy into Lithium America? Recent news seem to indicate Topicus is looking to buy a company but did not seem to affect the stock price. Any comments please?

Q: May I please I get your updated thoughts on DME? Helium seems to be in a tough spot on the supply side with explosions at the Amur Russian facility (pre-invasion) taking it offline for the rest of the year (possibly longer given the war) and the US BLM Cliffside facility likely to be offline until at least June. Seems like an opportune time to enter production. Do you think the current stock price offers a good entry for a 3-5 year+ hold?

Q: I would appreciate your comments on Aegis Brands, which owns Second Cup Cafes. Thanks!