Investment Q&A

Q: At what price would Canadian Utilities be a good point to buy the stock for dividend income? If there are better companies in the utilities market, please comment on that. I am looking for a company with good dividend prospects for the next 5 years.

And is CU a good bet for capital growth in the next 5 years? If not, what are better options?

Thank you for your valuable input and have a great day!

Q: Can I please get your thoughts on this company. Sadly, the products they manufacture are in high demand.

Thanks,
Scott

Q: I sold 1/2 of my ATD because it got to over 20%. Do you think a good replacement with the recent weakness would be BYD or do you view the risk as significantly higher? Do you think the selling on BYD after its Q release is over done? What would be a good entry point? Is there another stock you would consider a better replacement for ATD?
Thank you.
John

Q: Wondering what your thoughts are on this one after recent earnings. Lots of room for continued consolidation in the industry.

Q: Hello - would you please explain the merits of journaling Canadian shares that are listed in both the US and Canada. For example, I have RBC. What advantage to I gain by journaling it to the US? Does that impact my Portfolio Analysis to give me more US exposure? At this point, I'm selling Canadian positions and converting the cash proceeds to USD then purchasing (different company) positions in the US. Thanks, al

Q: Hello 5i,

I currently hold both BN and BAM in a 3:1 ratio. If looking for the highest overall possible return, over a 10+ year period, would it make sense to consoildate my BAM into BN?

Q: Should I be worried about the DOJ intentions reported today against Apple Inc? Is this a good time to move my position in Apple down to about 10% from current over 20% or is it a little late to do that and instead just ride it out?

Many Thanks

Q: Very disappointed by your reply yesterday to my question which looks like a plain dismissal, as you didn't utter a word on the second part of the question on industrials, while making it private as to avoid embarrassment.

This is a public question.

Jacques IDS

Q: Have you crossed paths with this name? Small biopharma company. The Company creates psychedelic-based therapeutics for mental health improvement.

Any thoughts?

Carl

Q: comment please on BYL looks like some new contracts.
thanks

Q: Still considering OLY and after reading the report it seems clear what drives earnings as of now, and what can bring them higher or lower quite quickly and that would be, Interest Rates
Olympia noting in the annual report that they are exposed to interest rate risk as the cash portion of the off-balance sheet arrangements ($1.00 billion), from which Olympia Trust earns trust income.

2023 Earnings this year were $21 million... according to the Annual report (pg 26) if rates change +/-1% it is estimated that Olympia’s after-tax earnings for the year increase/decrease $7.69 million (noting prime rate at 7.2%)

So rates drop to 6.2 % and earnings drop over 33%?! Is this not essentially a bet on rates at this point or am I missing something?

I guess reading annual reports could pay off (as knowing this when rates were on the rise with no slowdown coming would have been beneficial)

Thanks for your Input

Q: Am interested in a couple of Cons.Disc. Stocks - SBUX and NKE . Both global brands and lagging in part , I believe , due to China concerns . From previous questions , my impression is that you would be OK with either if one is prepared to be patient as things work out.
Would that be a fair assessment and which would you choose between the two ?

Q: “Does every disposition of shares during a year have to be reported on your tax return even if you still hold a position in the stock at the end of year-end?”

This is a question asked by Paul on March 21. You answered that all dispositions must be reported. Wouldn’t donations of stocks to registered charities be an exception. The disposition is noted. But, one is exempt from paying capital gains tax on those securities.
Thanks

Q: Well is down following earnings report. Your thoughts please.

Q: Dear 5i team.

Please comment on Flow beverage recent Q1 results. Just read Stifels' downgrade and fairly bleak assessment for future. Sure sounds like insolvency knocking.
Appreciate hearing your take.

Q: Hi There Would there be any reason for the drop in Celestica shares lately . Could you comment on it going forward ? thanks Larry

Q: Hi Peter,

Can I get your thoughts on Grey Wolf Animal Health (WOLF). It looks like it is profitable and is interesting to me. It is a small cap. I would like to get your overall thoughts on the company and its operations.

Thanks

Q: Where on the 5i web site can I find a sample portfolio(s) pls?

Q: I've asked quite a few questions on these new Hamilton ETF's and thank you for the explanations you have given me thus far . They have been very informative ..... I'll likely have a few more before I make my final decision on whether to purchase .... I have noticed that though 5i generally gives them a nod of approval you fail to recommend them in questions as a covered call option. For example in a question this morning from KIM looking to replace his 11% yield from EIT.UN you give ZWU as an option instead of UMAX which yields better than KIim's target yield. First question is why ? The fact that you are giving the nod to the BMO product is making me pause in my purchase of the Hamilton product .....
Second question is though UMAX has only been around since June 23 please give the both the return without dividends and the return including dividends for both UMAX and ZWU during the available time period ? Thanks for your terrific service .....

Q: Please rank for growth from 1-10 with 10 being best