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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: For the last 10 years, SLF has been the better stock to own. Since December 2023, MFC has been better. In their most recent earnings MFC beat and SLF missed. MFC's PE is a little higher, dividends are about the same, SLF has better ROE, MFC has a much better profit margin. If buying one of them today, which do you think is better going forward? Or with the chance interest rates will be coming down in the next year would it be better to buy a bank instead?
Read Answer Asked by Ken on May 13, 2024
Q: Hello 5i Team

Are US "mortgage reits" similar to Canadian Mortgage Investment Corporations?

Could you please provide a few ideas of US mortgage reits for me to research?

These would be held in an US$ RRSP, to minimize any tax considerations.

Would the distributions be similar to US corporate dividends and not US MLP distributions (K-1 tax form) which are problematic to hold in RRSP accounts?

Thank you
Read Answer Asked by Stephen on May 10, 2024
Q: At the bottom of your website there's a link to Google Play, to download an Android application. However, all I get when I click on it is a non-existent application. Moreover, if I search directly on Google Play, I can't find any application for 5iResearch.

Please tell me how to find your Android app or, if it really doesn't exist, you should remove this link to Google Play.
Read Answer Asked by Christophe on May 10, 2024
Q: HPS - Can you expand on their specific SBC, 1st look one might think $16,671,000 million in SBC in one quarter WTH... 1 year ago that expense was $4,478,000.
Noted share price as of March 31 $145 so it seems they issued over 100,000 shares as compensation and that is it?
But reading more into it thanks to some twitter(X) ppl I follow (you are tagged in it so you can see exactly what i mean) and its as if they are updating their DSU (deferred share units Directors and Senior executives can defer compensation as stock + they do issue some as awards) and then RSU PSU (recently the new LTIP was instituted for Senior Executives).

Please shed some light on this is that a correct interpretation because they state on page 11 of 1st Quarters Interim financial statements that they issued 1335 DSU shares at $115.80 and a total of 10,388 PSU/RSU shares were issued @ $117.26 this quarter = $1.37 Million at those prices and 11,723 shares.
*BUT noting an expense of $10,836,500 for DSU recorded in general and admin expenses + $5,834,000 expense for PSU/RSU expense recorded = the stated SBC expense of $16.67 Million.

How do they calculate that expense?!

I understand they need to update this quarterly as share price moves as its money owed to Directors and Senior executive but next quarter the stock is lower then is this expense updated and then potentially less?!
Read Answer Asked by Michael on May 10, 2024
Q: Hi 5i,

Could you please provide commentary on the recent quarterly results from Sterling Infrastructure (STRL)?

Would you consider it a buy/sell/hold at its current price for a long term hold?

What other companies are comparable to it and would you recommend them over Sterling?

Thank you!!
Read Answer Asked by Brian on May 10, 2024
Q: Hi Team,
This earnings season has seen many growth stocks , especially tech; get absolutely smashed for not exceeding expectations. This being said, would it be wise to sell some Nvda before earnings as I am overweight? I am wondering if this will be any other name that drops 20% because it didn’t beat analysts estimates quite enough ? Or do I just ride the wave being my investment time frame is 10yrs plus?

Thoughts ?
Read Answer Asked by Shane on May 10, 2024
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