Investment Q&A

Q: Hi Peter
Can you share your thoughts on Lead? It appears to invest in growth oriented companies, while giving enhanced covered call income. I am looking at it for income, but happy to get some growth. Is this a good investment?

Q: Follow up on Trisura. The $10 reference point comes from the TSX chart, on July 9th the price went from $10 to $40 plus

Q: Good day all, thoughts on recent quarter and all. Company provided no Q&A. Keeping everyone guessing on proposed management takeover?
Thanks man

Q: I hold ECN in my TSFA will there be a tax with held on the special dividend from the U.S.

Q: Hi
I am a long time holder of MEQ and I am wondering your overall thoughts considering the 50% growth this past year and if this is the beginning of bigger moves to come for MEQ as they break the 1B market cap.
NAV is a hard thing for me to evaluate, but the company keeps stating they believe they trade below NAV, would you agree?
Allan

Q: Hi 5i, I believe in diversification and sector capital allocation as the way to help protect yourself over the long term and am currently building out a well diversified portfolio with dividends in mind. With that said my Canadian investments are good (thank you 5i) In the US I am missing exposure to small and midcap companies can you recommend a ETF or mutual fund while keeping dividends in mind currency doesn't matter to me as i have both Canadian and US accounts. Also for the rest of the world I have VXUS ETF can you help me with exposure there.
Many thanks!

Q: This is all hypothetical of course....

I bought a chunk of TRIL today...and arb play. Should I be worried about exchange rate friction? The take out price is US$18.50. As of today, that works out to about C$23.30.
Can currency movements wipe out the 5% gain I expect?

Q: There has been a lot of talk about hyperinflation coming. Do you have any thoughts on the issue and how would you adjust your portfolio to protect one's capital and/or take advantage of increasing inflation.

Q: What would be a good entry point for TOI? Would a partial position be OK today?

Q: Aurinia appears to have increasing revenue now and the question is how fast does it ramp up to increase the share price, I believe they have the goods so if this is true considering market capitalization and potential where could we see the share price when looking at the analyst estimates? There easily could be a buy out of this company so the question is after what upcoming event(s) would be the best timing for this. If they go it alone what does your experience tell you and can you put percentages on a guesstimate? Do you have any relevant Bloomberg script numbers? Also, do you think the company is currently worth the risk at the $13.64 a share. Your help is appreciated.

Q: With the backdrop of global warming and water likely becoming a more valued resource (see Columbia River article on CNN), are there any companies that over the long term (5-10 years) may see strong growth as a result?

Q: Danaher has crept up on me in a nice way and is now a 5% weighting. What are you thoughts on its future (continuing) price growth?
David

Q: Hi 5iGang,

Would you please recommend 3 or 4 defensive stocks in each of the CDN and US markets.
Thanks for the nice work.
H

Q: Can you please comment on the stock? Why it's keep dropping, is it possible to becom e take over target?

Thanks,

Q: I have a small position in both BTO and FVI, is now a good time to add or wait for further weakness in the sector. Thanks

Q: Greetings 5i team.

Last comparison was back in March/21. Can you review and update based on most recent results of both Co's and stock price action?
RNW still your preferred of the two today and looking forward?
For Alberta specific, any others you might throw in the mix?

Thanks for your help.

Q: What do you think of the quarterly results for Canadian Net REIT?

Q: What actively managed US focused broad based equity mutual fund (s) would you recommend if I wanted to complement my US etf holdings ? Thank-you .

Q: Hi, Over several years now, Tech holdings have grown to be over 45% of our portfolio. Balance of our funds are invested in decent dividend paying companies - Banks, utilities, industrial and ENB. Largest tech weightings are : CSU - 15% and SHOP -11%, with other like LSPD - 6%, TOI- 5%, NVEI-4% and KXS-3%. Except, LSPD, a fairly large portion of all others shares are held in a Non-Regd account. We have already trimmed SHOP and CSU, over past 2-3 years, but still % weight keeps growing and their ACB is very low ( $300-$400 ).

We are approaching our retirement years and are trying to avoid large capital gains to our Estate, while still continue to own a large stake in these tech companies, over time. The plan is to trim highest % Tech holdings, in the Non Regd account, in a phased manner, each year, for next 15-20 years. In addition to a fairly large stream of dividend income, we also wish to supplement our cash flow/cash from sale of Non Regd Tech holdings. ( Our TFSA accounts are already loaded with LSPD, part SHOP/CSU). We really like CSU over SHOP for its steady-eddy growth/stable profile, although, both companies are unique and hold strong growth potential, we believe.

Questions:

1. Does it sound like a decent strategy, given our life stage/taxes ?
2. Is 45% Tech ownership reasonable for retirement years ( even if we are comfortable) ?
3. Is it reasonable to have 15% weight in CSU?
4. What would you suggest to trim each year - CSU or SHOP or any other companies above, and your reasoning, please.

Please deduct as many question credits, as needed.

Thank you so much.

Q: I seem to be confused by the announcement of the ECN sale and expected dividend. If I buy ECN now, will I qualify for the dividend of $7.50? Or is that dividend only for those who held on Aug 10.

John