Investment Q&A

Q: It’s been reported that one of the big shareholders will vote against Apollo's offer. What do you think will happen? A higher offer or a failed deal?

Q: ITP just released earnings that looked good. Can you comment and indicate what impact will be going forward. Is this a good time to increase position?

Q: Can I get your thoughts on PSNL please, it's gotten some attention now that ARK has disclosed they own 10.1%. Is this company good enough for a starter position?

Q: TOY beat on both the top and bottom line and stock is down 6%!

Any reason for this?
Thanks

Q: Hi guys
Any thoughts on the company's new CEO Bill Wood? Do you know him, and with the hire does this say anything about the direction the company is going?

Thanks

Stuart

Q: Hey Peter & Team

Any reasons for the recent fall off? Would now be a good time to take on some shares?

Thanks for all you do

gm

Q: Im looking for an ETF that invests in environmental, social and governance (ESG)stocks.

Thanks Valter

Q: Hi 5i
Based on my recent review of Portfolio Analytics information, I need to increase my US and International exposure significantly and, also, Consumer Cyclical, Consumer Defensive, Industrials and Tech.
With the thought of killing a number of birds with just a few stones, could you recommend a few ETFs that trade on the TSX that will increase my US and International exposure along with my investment in the listed sectors, while also having the prospect of some reasonable return in the form of either capital appreciation or dividends, or both.
Thanks!
Peter

Q: Please comment on HCG earnings today. What is the likelihood that they start paying a dividend soon?

Q: Please comment on their 3rd quarter report. I can't make hide nor hair out of it!
Thanks,
Jim

Q: The business here seems to be turning a bit more positive. They recently announced a very large contract as well. Wondering what your thoughts would be on stepping in now.

Q: Hi Team,

Please comment on the Q out of WELL.

Thanks!

Q: Morning guys:
Please comment on this mornings results.. would you add at present levels.
Thx
Mark

Q: Hi Team,

Can you provide your opinion of the Q?

Thanks

Q: Can I please have your comments on CGI's recently announced earnings. I am a long time owner of this stock. Is it worth keeping? Thank You.

Q: Hello 5i,

I am looking to create a sector diversified portfolio, that will provide dividend income
each month throughout the year? Preferably yields over 4%, reits, and etfs are acceptable. Even better would be payouts at the beginning of each month?

Thanks for your help
Stephen

Q: Do you have any insight into the sharp price drop of Limelight Network? Are things still ok there?
Thanks Craig

Q: Your thoughts on Jushi please.Thanks.

Q: I asked this question on my phone few days ago and I haven't seen the answer yet:
Can you give me your current top 3US and 3CDN growth stocks?
3US and 3CDN compelling recovery stories post covid.
Thanks!

Q: One of my portfolios I run a leveraged that is currently about 2.5x leveraged (stocks :equity). More than half of the portfolio are dividend companies (overweighted beaten up real estate) and then tech at 20% with the rest diversified value/blue chip. This is a riskier portfolio than an average RRSP but in the context of my entire net worth and other business/real estate assets it is 5% and so I am okay with the risks.

That being said, after we have had big moves upwards, what might be some of the ways I could hedge or pay some small insurance premium for protection? I could simply sell off some of the portfolio, and also take capital gains but would be losing that longer term leveraged exposure that I see as the economy rights itself and to allow my value stocks to play out.

I know the big hedge funds can use options on CDS but what could a private investor do?