Investment Q&A

Q: Do you know if Richards Packaging makes the vials for delivering a vaccine?

Q: i noticed before the markets opened that cu was at 30.32 then jumped to 33.03 before the market opened. how does that happen, its obvious someone is allowed , trade on overnight information before we as individual investors are. Thought the market was suppose to be transparent. Who is allowed to trade before the open and why.

Q: Would you be able to provide an opinion, both as an investment and the technology the company is advancing. They are in the right industry, but I don't clearly understand their value added.

Thank you, Martin

Q: I'm looking to add another 5 quality dividend payers for the long term. Do you see any issues with my existing positions? SOME growth would be nice but secondary to dividend amount and safety of dividend. Industry and country are not important.

Thanks

Q: I see AQN and CAR.un will be added to the TSX60 and the others mentioned will be added to the TSX Composite as of June 22. Would you consider any of them a buy at current levels based on this news and their underlying fundamentals/valuations??

Q: Can you please provide your thoughts and analysis on Sony.
It seems to be a very cheap stock and the stock price is acting better.
Thanks

Q: These banks have been "hammered" in the recent downturn (for good reason due to prospective loan losses, and near zero rates). That said, do you see the Fed mandating dividend cuts/eliminations in the future here, or is the market just really skittish about it? They all look "cheap" right now, but an elimination of the dividend would be a real reason for me to leave this space if it were as distinct possibility vs. a "tail risk". What is your take on this and these companies - do you see much risk in dividend cuts here? Or is it just a reflexive thought in that the European banks were mandated to eliminate dividends...

Q: Would you consider this latin American Bottler of Coca Cola to be at a good entry point. They have been hurt by the low Peso. They have diversified by also owning the Oxxo store chain and have been putting Gas stations.
Do you see any Red Flags ?
thanks !

Q: Please comment on latest developments. Have they actually signed any binding contracts? Is this worth considering as a speculation or an actual investment?
Thanks!

Q: CAN YOU SEE THIS STOCK HITTING THE $3.00 MARK VERY SOON.

Q: Hello 5i,
I have owned ZPW.U since 2016 and I am down ~ 20%, of course I receive ~7% dividend paid monthly.. regardless, I am getting frustrated with this investment as it doesn't seem to participate in any gains when the market declines as I assumed the puts would. In your view, what are the reasons for the decline since 2016? and do you see a possible rebound? or just exit this horrible investment.
Thanks
CR

Q: Any opinion on this preferred share? I believe they re-set in March 2013 at 3.17% above the Bank of Canada Rate, based on $25 par value. That is lower than the current yield, but better than many rate reset preferreds. Should I hold, sell or buy more? Should I sell and just buy the common shares?

Q: I am curious why the above energy infracstructure supposibly defensive due to their yields have been weak this week.
They took a hit today despite falling yields in cnd and
u.s. bond yields and a slight rise in wti and natural gas prices.

Q: Good day team i would like to hear your thoughts on shopify as a future hold What are the downside risks at current levels versus earnings Thank you

Q: SBUX is about 4.8% of my portfolio. Would you consider switching it to something else, say Costco maybe?
Thanks.

Q: Good morning,
I own a small house in Ottawa that is free and clear with a current market value of approximately $350,000.
A recent discussion with my trusted mortgage broker confirmed that a 5 year term (Closed & Fixed) term mortgage can be obtained at a rate of 2.29%. This mortgage is said to be:
a. insured through CMHC,
b. portable, and
c. transferable.
At that rate of 2.29% and given that the interest paid would be tax deductible if I use the funds for investment purposes, I'm seriously considering borrowing around $200,000 and investing this amount for an initial 5 year period with an expected net rate of return on investment of 4.5% .
Q1. With $200,000, what are your thoughts of splitting this amount in 5 different chunks of $40K in the following instruments:
a. Mawer Tax Effective Balanced Fund,
b. Mawer Global Balanced ETF Fund,
c. Vanguard Balanced ETF Portfolio,
d. IShares Core Balanced ETF Portfolio, and
e. BMO Balanced ETF

Q2. As an alternative to the above and given the 5 year time frame, would your preference be to invest the $200,000 in a selection of best in class individual stocks split between different sectors and if so, would you be so kind as to provide me with ya listing of your best ideas at this time.

I thank you and look forward to hearing your thoughts on both of these investment strategies.
Francesco

Q: What is your opinion of this IPO - is it similar service as Square?

Q: Appreciate your opinion on this fund "Perisen life settlement" , cannot find any "public" performance or MER information on this fund. How about risk and Is it worth considering. From ethical point of view it looks to me it is a fund that takes advantage of desperate and vulnerable individuals.

Thanks

Q: What's up with WSP? It held up quite well since March but after
issuing some financing a little while ago it slipped back and seems to be languishing, even during the run up prior to Thursday. What was the financing for? Was it a prudent time to do that? There had been some mention of a merger with a US entity; was the financing related to that and is that going ahead? And last, where do you see this equity going from here. Thanks for your excellent service.

Q: Recently, in response to a question requesting your advice on a number of stocks including the above, you singled out MSFT and CRWD to "buy more". What are other stocks would you recommend to "buy more" at this time?
Thank you for your advice.