Investment Q&A

Q: With all the ESG interest these days, are there any companies you know of that help clean/protect oceans? Thanks

Q: Is the purchase of IPL by PPL a taxable event? Thanks. cheers

Q: what happens to ipl shares after the deal is done?

Q: Can you provide a few companies or ETF's, that you think will be a good way to be involved in Copper, and for these stocks/ETF's would you suggest U.S. over Cdn?
Companies for a 3-5 year hold?
Companies for 8+ years?
Thank you.
Grant

Q: I am holding a 70% position on RBA and would like your thoughts on a full position move, their latest QTR was not bad but SP has drifted down since then,
Would you recommend RBA now or wait

Q: I would like your analysis of the current stock price of this AI company which recently went public.
I believe they feel they will be profitable in one year?
Would irt be a buy or is it way ahead of itself?

Q: what value / cyclical suggestions do you have ETF wise?

Would one play a DOW ETF or the Russell?
or Canadian ETFs ?

Thanks

Q: Hello,with all the recent cyber attacks,and probably even more in the future is there any Cdn companies or more likely U.S. companies that could possibly see more business as this problem will not go away.Are their any you would endorse and why...thanks so much and have a great day.

Q: How does an unanticipated interest-rate rise in the US or a serious deterioration of the corporate debt market affect these two ETFs? Can you roughly estimate in % the impact compared to that of the stock market in each case for each ETF?
Thanks,

Q: If you had to sell all or some shares of one of the 5 big Canadian banks to generate some cash, which would you choose and why?

Thanks very much!

Q: Hello 5i,

We are considering moving our ENB position into two other stocks, CNQ and EPD.
1. Is CNQ considered to be a safer haven than ENB at this time with higher 3-year upside?
2. Would you recommend EPD over ENB now and for the next 3-years?

Cheers,
Debbie and Jerry

Q: I am chary of jumping in to a position on GLBE as I am a bit of a sucker for a good stock story. What are your thoughts on this stock’s prospects?

Q: NWH.UN's proposed purchase of Australian Unity Healthcare: https://www.newswire.ca/news-releases/northwest-healthcare-properties-real-estate-investment-trust-announces-2-6bn-proposal-to-acquire-australian-unity-healthcare-property-trust-884830846.html

Earlier 5i had summarized NWHs last results as "cash flow per unit of 20 cents missed estimates of 22 cents. 98.6% of rent was collected. Revenue was unchanged at $92.6M. Payout ratio 97% (87% normalized). Occupancy 97%. Assets rose 16.2%. Net asset value increased 2%. Leverage ratios declined. Considering covid, we would consider it a fairly decent quarter overall." and have ranked it fairly "low risk" as REITS go.

What impact, if any, do you feel if it's bid (if approved ) to acquire Australian Unity Healthcare Property Trust (at a 16% premium) would have on the above and on NWH's share price?

If there is a significant drop in the share price of NWH.UN would you see this as a "buy"?

Thanks!

Q: Regarding your response to John today, I am not sure if you implied that the BEPC distribution is 100% eligible dividend?
Thank you.

Q: Do you have any sense, or a guess even, about the timeline when things are sorted out here, one way or the other? Thanks.

Q: What is the status of The Great Canadian Gaming offer?

Q: I have balanced stocks in RRSP (mainly from your BE portfolio) and growth companies in TFSA (mostly our picks). Its very well diversified in different sectors. Thank you for your help

I still have ~50 K Cash (from recent clean up) in RRSP which I would be investing in this summer. Since majority of my stocks are Canadian, to balance out I am looking to add mostly US ETFs.

These are the ETFs have got my attentions from your questions answers. I am looking for maximum growth and also a hold and forget for 10 + years. This question applies to RRSP

Please provide me with 3-5 suggestions from below. Would you add anything else here or suggest otherwise?

IWO, IWM, VB, VUG, VFV, VGRO, QQQ, ARKK, ARKG,SPY

Thank you for your excellent service!

Q: how do i invest in the decline of us$. ie. short the U S $

Q: Can you tell me your thoughts about the long term prospect for this company and why do you think it has been such a weak performer over the last month? Do you think it's growth has peaked? I've held this since 2014 and added a bit more in 2015 for an average entry price of around $32.00. Should I hold or sell?

If I was to replace this company in my RRSP could you give me three alternate companies in the material sector I should look into as possibilities for long time hold, hopefully with dividend and growth prospects?

Q: What is your opinion of Ethan Allen as a value play on the reopening trend? Thanks.