Investment Q&A

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?

Q: I haven't seen any questions on this company for a while. Please provide your assessment of its prospects. Is it a buy at current rates? Please provide two or three other prospects in this space.

Thanks,
Fred

Q: Hi Folks,
I am finally breaking even with MFC. I am thinking of selling MFC and going to SLF or AW.UN - may I ask your opinion as to the best stock to buy as a replacement today, regardless of sector.
Thanks,

Q: Hello,
Any idea why DSV is up 12% today on high volume? Silver is flat and I see no news?
thanks

Q: I have purchased stocks and ETFs in the past and am considering the purchase of a coupon bond. I am not familiar with this type of investment and would appreciate some comments on this type of investment. The following information is provided for the bond;
Inventory - $150,000
Coupon - 6%
Maturity - 2/27/2030
Price - $70.375 CAD
Yield - 12.90%
DBRS rating - BB
Please explain the information provided for the bond. What are the risks associated with this type of investment.

Q: I have used a direct investing account with a major bank to purchase and hold my investments for several years. I am looking at other options such as WealthSimple and Questrade for investments. Please comment on the advantages and disadvantages of WealthSimple and Questrade as compared to the major bank direct investing accounts. Thank you

Q: I was told that the gov't moratorium on student loans restricted sofi's growth for the past few years. Can you see what % of business is tied to student loans? I was also told that the Supreme Court ruled against government on the moratorium and that interest charges would be payable from Sept. 1. How big of a catalyst do you see this being for sofi?
Thank a lot.

Q: Good Morning

If I was to sell some csu stocks do the warants stay with the stock or do they remain in my account or can they be transferred to a tfsa if they are in a riff account?

Thks
Marcel