Investment Q&A

Q: Hello
Can you comment on Pet Value and Real earnings?
Thank you very much.
Stephane

Q: Hello 5i, Could you explain what the Annual Concurrent Retraction is all about.
I own shares in PWI and Option 1 is Retraction. Also could you comment on the company as well as a investment.

Q: Comments on the quarter?

Q: Good morning;

I own the 4 stocks referenced at a 4.5% weight in my portfolio. ILMN was purchased as a turnaround candidate so I wish to keep it. XLV to hedge. UNH I have my initial investment out; it has bounced around quite a bit lately with no clear path but a target +/$75 above current price. May 1st you commented CVS is not one you would add to and it could be a value trap. I've owned it since prior to COVID and missed my opportunity to sell it off.

I want to stay exposed and grow my exposure a bit to the US (and maybe Canadian) health care sector. Other than a very occasional flare of positive results this sector has not been very beneficial to my portfolio other than a bit of modest income. I could part with (in order) CVS, UNH, XLV to build better growth exposure. I would appreciate your top 5 recommended options along with why you would put them on the list.

Thanks very much.

Dave

Q: I am wondering if you can share your insights on recent developments with Lulu and whether you would be growing a position as price is down from their high, or sit and wait considering the less than ideal news lately.

Q: This fund has been recommended to me and would love your feedback.

Q: Hello,
The announcement today of Topicus's CEO taking on additional roles have any longer term impact? Also, the shares are not moving much after the results. What is your overall view? You had recommended RSP as the symbol for equal weight ETF tracking 500 companies in US (to diversify from SPY which has lots of tech exposure). Is there a cdn equivalent for RSP. i cannot seem to find one. thanks very much

Q: Hi Peter,

Can you provide your comments regarding the Press Release today on Topicus and the Robin van Poelje (Topicus CEO) disclosing a temporary role as Chairman and CEO at Your.world . Do you think this may end up being an acquisition target for Topicus. Just wondering if there is anything to read into here?

Q: I believe SHOP releases first quarter results this morning. Once the call is over, can you break down the results and provide some guidance as how you feel the stock will perform near term and longer. Would the stock make your list of top 5 growth stocks to own? If not, why not?

Q: I have a sizeable position in one and would like to exchange it for the other (this is a margin acct).

Any suggestions on how to go about doing this?

Q: hello 5i:
please comment on the following headline:

NexGen Announces Strategic Purchase of 2.7 Million Pounds of Uranium with Issuance of US$250 Million Convertible Debenture

Obviously the market didn't like it. Did they pay too much for the product? How could this help them going forward? Will the debentures be available for retail buyers and at what price? How does 5i feel about the debentures on a risk/reward basis?
Add as much colour as you feel is relevant.
thanks
Paul L

Q: Hello Peter and staff:
Each of the above mentioned have incredible yields, that pay monthly dividends - CBNK - 9.78%, EIT.UN - 8.74%, DFN - 22.94%. Could you comment on each of the 3 in terms of sustainability and could you rate them in order of preference, or not at all. Could you also recommend other high yield monthly dividend paying stocks. Thank you all for your incredible service.

Q: Is SHOP a good buy now?

Q: I read that TMX will only benefit the oil sands companies . What companies would be main beneficiaries?

Q: I see the ZM trades at a decent valuation and has a fair bit of cash. P/B, P/S, and P/E are presently much cheaper than the past.
For a value investor, is ZM a decent investment? Morningstar labels is it with a Narrow moat, although it is rated a Hold. How competitive is the industry? With all that cash, could it not add on other areas of growth.
Technically it appears to have good support around $59.
Your thoughts?

Q: What is the due date of this pref? Also, I don't fully understand this split share, can you provide a high level overview?

Q: Hi, Could you please comment on Propel earnings. Do the results inspire more confidence to buy/add shares at current levels ? Thank You

Q: The word "Restructuring" always makes me nervous - "Raised guidance" soothes my nerves. What takeaways from this q1 are most important, most revealing of this company going forward ?

Q: What would be your top 10 (Canadian or US) stocks to currently purchase for a minimum 10 years+ hold. Thanks

Q: Hi it’s time for; Can you please give the short positions for Eif ? Thanks