Investment Q&A

Q: FEEDBACK Re Timelines for answering questions.

I have been a happy 5i’er almost since Day 1. Lucky me. A very rewarding experience…. perfect , maybe not - but I haven’t found a better service or something at lower price for 5i services.

Over the years and given all the questions I have asked, my recollection is that having to wait longer than 36 hours has been amazingly rare. And none of my questions have ever been lost.

Maybe I am just lucky …but my experience has so positive. Thank you.

So call me Happy Camper.

Q: Hi,

On November 6 I asked a question about these 2 companies. Your answer compared JPM instead.

Could you please resend with these 2?

Thanks much appreciated have a great weekend!

Q: What did u think of their last quarter in light of the stock drop? Thank u

Q: what did you think of the results ,overreaction yesterday and today. I have a few shares sold a few yesterday wondering if its time to rebuy
Thanks

Q: Just wondering if any other 5i folks that deal with BMO are having issues with the transaction to Sunoco. I did not receive the $44 share and no cash, only some shares of Sunoco worth 93k cad. They redeemed 5000 shares of PKI

Q: Thoughts on the quarter and outlook for ARX?

Q: Your thoughts on BAM.to quarterly release.Thanks.
Robert

Q: Do you still like TTWO after the latest delay of GTA? A buying opportunity?.
Thanks

Q: I recently started a position in MDA after the first melt down. Now it has had a second drop and I am questioning what to do. What would you recommend, take the loss, hold for now, fill the position?

Q: What are your thoughts on Primo. It's gotten hammered lately and now done 50% over 6 months. Is it time to take some losses and move on?

Q: That inflection point in free cash flow, looks to be a quarter away still. I don’t mind holding for another year, but just want to be sure those earnings don’t concern you as much as the market, given down over $4 today.

Q: As a snowbird I am looking for an investment vehicle with high income paid in USD and have identified these two. I can handle some risk and a degree of leverage but it is not required. Are these two appropriate ; which would you recommend ; are there others I should look at ? Is their unit price quoted in CDN or US dollars ?
Thanks. Derek.

Q: Follow up question.

You suggested couple of US ETF for international. VXUS and IDMO is there similar ETF in CDN version.

Thanks for your excellent service

Q: NBIS, VRT, MDA, CLS, GLXY, HPS.A, VNP, PNG. There are so many promising small & mid-cap companies involved in AI, defense, infrastructure. From this group of 8 can you tell me if there is over-lap that I should consider reducing? Thank you. Take as many credits as you need.

Mike

Q: Good morning 5i
In a recent very popular question, judging by the up votes, you gave a number of equities that you would recommend for a TFSA:
SHOP, TRI, BN, GLXY, SLF, AEM, PNG, EIF, CLS, TD

Like many others, i am always interested in tweaking my TFSA and so I wondered about your answer. Tri, BN, SLF and TD seem to me solid, 10 star companies. But i wondered about putting Shop, Cls, glxy, pyng etc into this account. To my mind they don’t seem any where near the blue chip quality of the previous mentioned stocks. I know that to make money in a TFSA that you have to take some risk. But are these too risky for such an important account ?

I am not saying that they shouldn’t be in there. But, perhaps I am just nervous because they are relatively new and unproven over a long period.
So, i would be interested in hearing what level of confidence you would have in them. And related to that, what weight you would give them?

Could you also add HOOD to the mix and your level of confidence in a TFSA
Thanks for this great service


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Q: Hi, given the big slides over the past couple days, I wonder if you could share the five most recent US and five Canadian stocks that you have purchased? If that's not possible, please suggest five CAD stocks where YOU might put some money today. Thank you!

Q: Pls comment on the earnings reports for ENB, PPL, & TRP. If all 3 are owned in equal amounts, how do you rank them for additional funds ? Thank you.

Q: Hi Peter & Team, pls give a few lines for each re: their just reported earnings including whether you would put new money into them now. We hold them all except IFC. Thank you.

Q: Hi Peter and 5i,
Can you give us the adjusted EPS figure after CSU reports today? Their published EPS is always a fraction of the adjusted.
Thanks so much.

Q: Good afternoon,
Very curious on your thoughts regarding Alaris' latest investment. Mostly preferreds at high rates, and some common. Sounds like a Berkshire-type of deal, with the preferreds playing such a large role. Seems out of the ordinary for them -- from my limited knowledge -- and does it de-risk the units somewhat, or add to the risk.
Thank you as always