Investment Q&A

Q: What small to mid cap companies can you recommend that have been beaten up due to market conditions but have a high chance of success long term? Looking at a potential entry point this year with the prospect of beating out the returns of larger cap names that may be in a similar situation. Could you also give a brief thought on the risk/reward of this approach as well. Thanks very much.

Q: Westbridge Renewable Energy Corp. (WEB:CA), makes a bit of money, has a low market cap and seems to have some upside with lower risk in their model. Thoughts?

Q: Hello 5i,
I have reviewed the questions on these two ETF's and I would like to confirm my thinking. I need to increase both my international and U.S. sectors, one more than the other. As I understand it, if I purchase LIFE, then my international sector would improve over HHL and if I purchase HHL, then my U.S. sector would improve over LIFE. Beyond geographic sector allocation I am largely indifferent albeit with a slight preference for HHL more due to its MER more than anything else.
So, are my assumptions correct and would you have anything further to add in terms of preferring one over the other that I may have overlooked?
Many thanks as always!!!
Cheers,
Mike

Q: Your thoughts on ADEN earnings and finances, please.

Q: Can I get your take on q4 and moving forward with this name please. Thanks

Q: Lithium Royalty (TSX:LIRC].

Your opinion on this company's future prospects, buy now?

How is management?

Is it another Bre-X?

Thank you.

Q: Good morning,

With all the talk and policy direction to reduce alcohol consumption can Corbies continue to be a good income investment?
The dividend was recently reduced and the share price is down significantly. Beer, liquor and wine sales are also down.

Is it time to move on?

Thanks

Q: Good morning, you have mentioned several times that Covered Call ETF's work best in sideways markets. I have the feeling that we will probably see the Markets basically moving sideways for a while. What is your opinion, thanks?

Q: Hi 5i, I currently have preferred shares in 13 different companies. I would like to diversify as they are all in finance, utilities, energy and Telecom. Can you name three companies to put into my RRSP that are US based with preferred shares that are solid. I'm looking for 5y resets or perpetual, thanks.

Q: Hi Team,
BN appears to be selling off, assuming it's being treated like a bank with the SVB disaster. Do you feel this is justified? I am feeling not, and I am thinking about adding to BN. Would you feel the same? And is it the right time to start buying, or should I perhaps wait a while longer? Thanks

Shane.

Q: I currently own BN, BAM, BIP, and BEP. With recent decline would you be adding to these names? Can you confirm good entry points and if you would consider them a Buy/Sell/Hold.

Thank you
Tim

Q: The SVB rescue seems to have ushered in some fundamental changes in banking in the U.S which one would assume will have ramifications here in Canada.

Now that the Fed has essentially recognized that depositors are no longer unsecured creditors and bonds are valued at par regardless of market rates, what are the implications for investors?

Equity investors will have to assess their position and risk. Certainly giving every Canadian the option of having an account at the Bank of Canada would solve the security issue for depositors, and would avoid the considerable expense of extending insurance to all deposits regardless of amount.

But are Canadian banks and their investors now significantly disadvantaged if one central bank accepts government bonds as collateral at par regardless of market value while the other doesn't? Your thoughts as always would be appreciated.

Mike

Q: Is there a US $ equivalent to HSAV?

Q: I have yet to participate in the lithium "play" and wondering if its too late, and if not, what you would recommend. Individual stock, or ETF? Will be held either in RRSP or TFSA. Thanks

Q: I bought this stock a few years back, it pays a consistent dividend but little value add outside of that. I am thinking of selling and moving into other US pharma with better growth upside. What are your thoughts and a couple of recommendations for alternatives.
As always thanks for your advise.

Jim

Q: What are your thoughts on MPW's recent lawsuit?

Thanks for your service!

Q: Do you believe these preferred shares are safe to hold until maturity?
Thanks

Q: Do you agree with this statement....
"BPYPO matures (at the option of BAM) in March next year, with incentives for BAM to retire the ticker at par of 25% per unit, translating to a potential 56% yield to maturity opportunity in one year."

BPYPO is trading at roughly $15.40 USD. Is the par price $25 USD ? Do you believe BAM (I think that should actually be BN) will retire this preferred next year ? Is this a good investment ?

Q: I am helping my young adult daughter to start a freshly funded TFSA, she will have an approximate 50K. She is not risk adverse. At this point in the markets, besides BN, which 3 or 4 best names you would you recommend?
Thank you always for your precious advice, and holding our hand in the scary times.

Q: I thought BOS had a good Q4. Did it, and does your upbeat outlook for '23 still hold?