Investment Q&A

• Decisive Dividend Corporation (DE)
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Q: Hi,
I am interested in initiating a position in DE:CA and would like to know what you would consider an attractive, attainable, entry point? I am in no rush to buy, so can wait if that might be the best strategy given the recent little run-up unless you feel it is fine to buy at current levels.
Thanks!!
Cheers,
Mike

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Read Answer Asked by Mike on May 18, 2023

• Canadian National Railway Company (CNR)
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• Canadian Pacific Kansas City Limited (CP)
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Q: I would like to buy a railroad for my son's portfolio. I note the Cdn railroads are currently more expensive on a PE basis than the US rails. This would be a long-term hold (he is 29 yoa, and going into RSP). What would be 5i's preferred choice? If you think CP or CNR, I am not opposed to waiting for a more favourable entry point.

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Read Answer Asked by Bob on May 18, 2023

• Ferrari N.V. (RACE)
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Q: Can you please comment on $RACE's debt load versus cash flow.

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Read Answer Asked by Valter on May 18, 2023

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: LSPD has been gaining, any idea why?

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Read Answer Asked by stephen on May 18, 2023

• iShares Russell 2000 ETF (IWM)
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• Royce Micro-Cap Trust Inc. (RMT)
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Q: Not having a lot of personal expertise in U.S. small caps, I thought a closed ended fund or index ETF might be the way to add some U.S. small cap exposure. Can you comment on the value of Royce Micro Cap Trust or the Russell 2000 for 5-10% of an otherwise reasonably diversified portfolio?

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Read Answer Asked by David on May 18, 2023

• Alamos Gold Inc. (AGI)
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• Sandstorm Gold Ltd. (SSL)
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• Aris Mining Corporation (ARIS)
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Q: ARIS has taken a beating lately and hasn't paid a dividend in about 8 months. I'm hesitant to take the loss as I'm bullish on gold and have it in a registered account.

You commented today that "Very good growth is expected over the next 24 months" Can you expand on this? Will they bring back their dividend? Are there better beaten up stocks in the sector that pay a dividend?

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Read Answer Asked by Robert on May 18, 2023

• LifeSpeak Inc (LSPK)
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Q: Please comment on the 1st q results released today. Do these dry bones have any potential life ( you need to know the Bible to get the reference)?

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Read Answer Asked by Murray on May 18, 2023

• Intel Corporation (INTC)
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• Honeywell International Inc. (HON)
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• STMicroelectronics N.V. (STM)
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• Ericsson (ERIC)
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Q: Can I have your best ideas for industrial powerhouses that play in smart infrastructure

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Read Answer Asked by Kyle on May 18, 2023

• iShares Russell 2000 Growth ETF (IWO)
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• Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF (VSS)
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• iShares Russell 2000 ETF (IWM)
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Q: Hello, what Canadian ETFs would you recommend for US or global smallcaps? I would prefer ETFs with daily volumes higher than 10k per day. Thanks.

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Read Answer Asked by Martin on May 18, 2023

• Algonquin Power & Utilities Corp. (AQN)
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• Brookfield Infrastructure Partners L.P. (BIP.UN)
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• Fortis Inc. (FTS)
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Q: Hi Folks,
I have decided to sell AQN from my RRSP account. Can you suggest a possible replacement. Looking for something with a good safe growing yield. I also hold BIP.UN and FTS.
Thanks,

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Read Answer Asked by JOHN on May 18, 2023

• TJX Companies Inc. (The) (TJX)
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Q: Can you comment on their earnings and your opinion of the company and its outlook? Thanks.

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Read Answer Asked by Michael on May 17, 2023

• Home Depot Inc. (The) (HD)
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Q: I've been interested in HD for a while...what are your thoughts post-earnings and is a an almost 19x forward p/e multiple still too expensive? What do you feel would be a good entry point? Thanks.

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Read Answer Asked by Michael on May 17, 2023

• PayPal Holdings Inc. (PYPL)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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• Gen Digital Inc Com (NLOK)
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Q: We are bombarded with the negatives of going long with, PYPL, NLOK and LSPD, can you please highlight some of the positives, that argue for considering some or all three of these, thanks so much!

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Read Answer Asked by MG on May 17, 2023

• iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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• Vanguard FTSE Developed Markets ETF (VEA)
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• iShares Core MSCI EAFE ETF (IEFA)
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• iShares MSCI EAFE ETF (EFA)
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Q: For a newly retired conservative investor, can you please recommend some good overall ETFs?
Maybe one that covers the globe conservatively?
For an unregistered account.
Thanks.

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Read Answer Asked by Lois on May 17, 2023

• Kits Eyecare Ltd. (KITS)
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Q: Hi,

What your current thoughts on KITS Eyecare?

Thanks,
Scott

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Read Answer Asked by Scott on May 17, 2023

• NFI Group Inc. (NFI)
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Q: In your monthly reports, you have been rating NFI as B. At the same time you have been advising against acquiring it at this bargain price because of high debt load. Could you please explain how do you rate the companies?

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Read Answer Asked by Ritwik on May 17, 2023

• Viemed Healthcare Inc. (VMD)
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Q: Hello,

Can you comment on the recent earnings and the outlook going forward?

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Read Answer Asked by sean on May 17, 2023

• Aris Mining Corporation (ARIS)
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Q: Could please give your opinion on Aris Mining and their recent earnings. Would it be a top pick in the junior minor sector or do like another company better.

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Read Answer Asked by Ian on May 17, 2023

• CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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• CDW Corporation (CDW)
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• Softchoice Corporation (SFTC)
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Q: Please provide your analysis of its quarterly results released this morning. Is it attractive at this price or are there better alternatives in its sub-sector?
Thanks, Tim.

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Read Answer Asked by tim on May 17, 2023

• Wheaton Precious Metals Corp. (WPM)
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• Osisko Gold Royalties Ltd (OR)
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• Lundin Gold Inc. (LUG)
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• Sprott Physical Gold Trust (PHYS)
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• Sprott Physical Silver Trust (PSLV)
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Q: If I were to move into Precious Metals, would you prefer a royalty, ETF, or individual stocks ? Thanks!

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Read Answer Asked by george on May 17, 2023