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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: June 25th - Inclusion rates go up.
Do you think that there might be some profit taking from now up to that date?
Maybe the number of people making a profit >$250K on selling shares isn't enough to nudge the market.
Cheers
Read Answer Asked by Arzoo on May 24, 2024
Q: Hi Peter, Ryan, and Team,

What do you think about the Buffer ETFs offered by BMO? Are they suitable for a retired investor who wants some downside protection and is comfortable with limited returns in a strong market scenario? Are their AUMs adequate to consider a purchase? BMO has three such ETFs: ZAPR, ZJAN, and ZOCT. Or are there other 'better' ETFs that have lower MERs, as the three cited have rather hefty MERs?

Thanks as always for your insight.
Read Answer Asked by Jerry on May 24, 2024
Q: Can you please comment on investiability or otherwise of the following companies by ranking them from 1-10. Thanks
Read Answer Asked by Imtiaz on May 24, 2024
Q: Do you recommend holding Enerplus until the close of the deal ? Are there restrictions on ERF insiders and employees on selling their CHRD shares as soon as the deal closes ? If I do not stick with CHRD, I would like to keep these funds in O&G. What are your favorites in this sector. I own WCP, CPG, TOU and the pipelines. ERF is currently held in a TFSA. Thanks.
Read Answer Asked by Mark on May 24, 2024
Q: Hello 5i, I own Enerplus but do not want the CHRD shares there is a special dividend to be paid payable to shareholders of record at the close of business on May 30, 2024 . The ex-dividend date for this payment will be May 30, 2024 . The Special Dividend is intended to equalize the amount of quarterly. The transaction of the takeover is I think May 31/24. Would I be able to sell my shares May 30/24 and still qualify for the special dividend?
Read Answer Asked by Michael on May 24, 2024
Q: "I'm considering lightening up on my energy (oil) holdings and transitioning to some core renewable energy names as it seems to me these companies have a bright future and are currently "out of favour". I'm having trouble determining which renewable energy companies are valued best that also have the best growth prospects. Which names does 5I believe are "best in class" renewable energy companies currently trading at fair multiples with good growth prospects".
Read Answer Asked by jeff on May 24, 2024
Q: Thank you for your comments this morning on NVDA results from yesterday. Could you comment on starting a position at today's current levels? Would you recommend a half position to start or have enough conviction to start a full position. I know people can be nervous to start a position at new all time high's but also know this is something that does not necessarily deter 5i. Thanks so much!
Read Answer Asked by Justin on May 23, 2024
Q: Hi, Propel stock chart looks horrible and stock can't seem to find support. Stock is now down 25% after the earnings release ( $29.89 to $22.40), after a strong quarter.

Mr Jason Donville commented in a recent interview that they were buying the stock at $6-$7 level, last year and they have been sellers for past few months, as stock has become expensive. This could also be true with many other early investors.

Propel has a market cap of $750 mln and is still relatively small cap. Do you believe that its multiple could grow, despite its size/sector risks and stock could trade higher ?

What is your advice for an investor who bought in at $22-$25 level ?

Thank You
Read Answer Asked by rajeev on May 23, 2024