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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: Hi Team,
I currently hold fairly high positions of both LMN and TOI. I invested in these positions as opposed to CSU on the view that they would provide more growth over the long term as they are essentially smaller companies, under CSU guidance and play book. Would you agree with this strategy? Assuming I continue to hold both is there still a need to purchase CSU or would holding a mix of LMN and TOI be sufficient exposure for maximum growth within the family?

Thanks,
Shane.
Read Answer Asked by Shane on February 10, 2025
Q: This T Rowe Price ETF is a US equity only .31% MER broad based ETF spun out from a Lipper and Morningstar award winning fund that was approximately 60% equity with a variety of fixed income holdings making up the remainder. David Giroux the manager is highly respected. Could you look at the holdings and the long record of the fund that gave birth to this ETF and provide your critical review. I would like to average in to at least a 10% holding as I see this as a strong long term sleep at night well managed reasonable cost candidate. Thank you.
Read Answer Asked by Ken on February 10, 2025
Q: I've held XYZ in a reg account for a while now awaiting a recovery (down 50%) that never seems to take hold. I have to imagine there are much better opportunities, particularly in the US tech space. What would be some suggestions for replacement I could explore. I've had my eye on FOUR for a while, thoughts on this one as well would be very much appreciated. Thanks so much.
Read Answer Asked by Tony on February 10, 2025
Q: Just wondering if you have any thoughts regarding two companies that operate in the footwear category: Deckers and Skechers. These companies appear attractive because of their offerings in the marketplace. Deckers owns the hugely popular HOKA brand while Skechers has developed the step in technology which, I think, is a game changer.

Are you comfortable with either or both for small positions in an otherwise diversified portfolio.

Thank you

Brad
Read Answer Asked by Brad on February 10, 2025
Q: Good morning,

The US financial sector ( ie JPM, MS, GS...) all weaker today- any reason/ announcements that would help explain?

Thank you.
Read Answer Asked by Brad on February 10, 2025
Q: Good morning 5i,

Thank you for being that "rock." I own BN and KKR. Following earnings and some downward pressure would you consider adding at this time? What would be your top 2 in this sector?

Please provide your comfortable weighting for both and preferred at this time. A good value for adding would be fabulous.

I am a little underweight in this area.
Thank you so much and please deduct accordingly.
Read Answer Asked by Adam on February 10, 2025
Q: Hello 5i,
I couldn't find an answer for this question, so I hope it isn't a repetitive one. If so, my apologies.
Given that BCE will cut the dividend (even if just for argument's sake), what will be the impact on the share price? In your experience, does the size of the dividend cut generally equate to a similar sized rebound in price, or a fraction thereof? If a 50% dividend cut, what might be the potential rebound compared to a complete elimination of the dividend?
And, finally, any sense of when the board would want to have that decision made?
Many thanks for your insights - much appreciated, as always!!
Cheers,
Mike
Read Answer Asked by Mike on February 10, 2025
Q: Back in August 2024 it was mentioned that if the SSSG trends for PZA flatten out for the later part of 2024 it may be worth considering. Did they flatten out and is it worth considering now.

“Same-store-sales declined again in Q2 paired with royalty pool sales and adjusted earnings declining. We want to monitor the declining SSSG trends, and if they can flatten out over the second half of the year, we would then be comfortable stepping in.”
Read Answer Asked by David on February 10, 2025
Q: Hi,
I know interest rates are going down and I know the population of Canada may not grow as it did in the last few years. But how would you rate these reits in terms of their fundamentals, management, payout, and their risks. If you can rate from 1 to 10, 10 is the best, 1 is the worst.
Thank you
Read Answer Asked by Ahmed on February 10, 2025
Q: Using your SMID rotation theme in the i2i report, please suggest a basket of stocks that fit this theme and an entry price if it's beneficial to wait for a pullback. Would you look at buying, for example, 5 or so at 2%? Thanks!
Read Answer Asked by Kim on February 10, 2025
Q: Is now a good time to get into CDN REIT's. If so can you please select your top 3.
Thanks in advance.
Read Answer Asked by John on February 10, 2025
Q: On Gear: I understand that 82% voted for the Gear Energy sale, and the new company Lotus. Does Gear have a timeline, for settlement with the shareholder. As an example, if one has 1000 shares, how would the settlement happen, how much cash would one receive, and how many Lotus shares ? When will Gear be delisted ? Given the poor deal that was struck by Gear, I have trouble believing 82% voted for the deal, but that is another topic, for another venue?
Read Answer Asked by Mark on February 10, 2025
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