Investment Q&A

Q: Hi 5i,
I've just started following EQB with an eye to getting in.
In the past week all 5 major banks are nicely up (even CM!) as is NA.
Conversely, EQB has had a sharp drop followed by a bit of a bounce, but is down overall.
I realize a week is not long and typically not a period of time from which to draw conclusions. However, the opposite direction of WQB's trajectory to other banks has me confused.
Can you explain why its trajectory over the past week would be so markedly different from other, bigger, names in the sector. Is it a sign of some fundamental weakness that isn't well publicized, is it just one of those short term things that defy explanation, is it due to a difference in its business model that is seen as a weakness, is it size related and is it typical for it to go in the opposite direction than most other names in the sector?
I'd sure like to have better insight into EQB, given its behaviour over the past brief while.
Thanks 5i,
Peter

Q: I am probably being premature from an investment perspective but is there a Canadian LEN? It’s screamingly obvious Canada needs more housing construction; however, how does one best take advantage short of buying construction supply and timber firms?

Q: Is the dividend paid in US or CDN

Thanks

Sheldon

Q: Any reason with the drop today? I was looking to purchase this. Curious if i should wait now?

Q: Share price is still falling like a rock ever since reporting good numbers… what gives? Thanks

Q: For an income component, would you lean to a bond holding like PFIA at this point or more to a high interest account like HSAV?

Thanks

Q: When it comes to stock alerts, what are the ones you would suggest and some like daily stock price change in price and volume at what level would you also suggest? Me, holding 20% Cdn dividend stocks in dollar terms, 40% "balanced" Cdn stocke and 40% US stocks that are tilted more to growth wight the emphasis being in technology, health care.......Thanks for your insights as now at 80 years young, I would like such 'info' pushed to me from iTrade and The Globe and Mail......Tom

Q: Hi. This rights issue was described in basic form, but there seems to be a much more complex/interesting issue. These debentures, if I exercise the rights, offer a tremendous hedge against inflation, as their yield is tied to the rate of change of inflation. What seems like the deal-breaker is the 33% premium I (would) have to pay to buy the Debentures.
It seems to me odd that I am asked to pay a 33% premium to earn less than 6.5% if inflation rates go down over time. This does not seem like a very tax-efficient strategy for taxable dividends. It just seems like a very unique product and pricing. Can you comment on those particular aspects please? I am interested in earning more income soon, and there is some appeal to this as a hedge against inflation, but the price of that insurance seems too high...?

Q: Good morning 5I researchers,

I received the following offer:
Option 1: Exercise – 3.03 Rights will be required to subscribe for $100 CAD principal amount of unsecured
subordinated floating rate debentures, Series 1, due March 31, 2040 of Constellation Software Incorporated
(CSU.DB (TSX)) (21037XAA8) at a Subscription price of $133.217 CAD per $100 CAD principal amount
of Series 1 Debentures. Please specify the number of Rights you wish to exercise.
The Series 1 Debentures will be issuable only in denominations of $100 CAD and integral multiples thereof.

By reading this, it seems it’s not a valuable buy, spend $133.217 to buy $100 denominated debenture due March 31, 2040. I am not sure if I understand it right. Could you please help me to understand it? Thanks.

Q: Hi 5i,
I hold a full PLC position in my TFSA for awhile. In your opinion is it a compelling buy today for a 1% position in a NonReg account? If not, what price would offer a good risk return scenario for a buy and hold investor or do you think there might be further downside due to tax loss selling later this year?

Q: If I sell 100 shares of company x at a loss, can I sell another 100 shares at a loss within 30 days, and claim both losses?

Thanks

Q: Are you concerned about Goeasy at all. The stock has dropped meaningfully in the past month.Is there anything specific ?

Q: Hi, is there any hope for this loser? Thanks.

Q: Thoughts on whether this stock is a buy/sell/hold...thanks.

Q: Thoughts on Transocean Ltd right now?
Thanks

Q: Been some time since a Q was asked about this company - please provide your thoughts on its valuation (particularly relative to peers) and growth prospects going forward. Thx for all you do, John

Q: Hi 5i Team,
Can I have your thoughts on Pizza Pizza Royalty going forward?

Q: Good morning 5i. I hold GOLD in a non registered account and am down 36% since purchase. I am considering selling to harvest the capital loss. My two part question; What is your outlook on GOLD over the next year? What would you recommend as a surrogate gold investment if I were to sell GOLD? Thanks very much for your great service.

Q: Hello, can you provide your opinion of this company and do you like their latest numbers, do you see good growth potential and some trend ? Since going public they have made 2 acquisitions that seems to integrate well. Thank you

Q: What do you make of the trading pattern in SYZ? It is well off its lows and seems to be holding up well in a $7.7-7.9 trading range for the past month. It consistently traded above $10 for many years prior to 2021 and, as far as I can tell, its business prospects in the enterprise software space are the same or better. Can you comment on its future growth and likelihood of getting back to its old highs? I know the dividend cut disappointed the market, but should not the former dividend payment now be reflected in better future growth in the stock price? If the stock price doesn't get back to old highs, what are the prospects of a software consolidator like CSU, OTEX or ENGH taking them out?