Investment Q&A

Q: Hi Peter and Staff

I own 6 REITS, 3 are residential. Inter rent has not performed as well as Killam and CAP in the last year. I hesitate to consolidate by deleting it and increasing the other two if there have been reasons for this that may reverse but do not want to keep it if it is a value trap.

Thoughts?

Thanks for all you do
Dennis

Q: Hello, on August 15th you answered a question by Derek about this company. Feel free to abridge this quote within your response, pasted below. I don't fully understand your response, as it seems to indicate that TSU will grow faster, but why would you say that IFC is more balanced? Does this mean that IFC should actually grow more over time, or that it will grow less but is more stable? Thank you very much.
Original answer about growth:

IFC (property and casualty insurance and auto insurance) - consensus growth estimate over the next few years 6%

TSU (specialty insurance) - consensus growth estimate over the next few years 10%-12%
TSU has the best growth, as the company reinvested the majority of its earnings back, and volume growth in TSU’s recent quarters is quite healthy. TSU has the strongest growth, but we think IFC could be the most balanced name between capital returns and growth.

Q: Good day,
In a recent announcement, EQX indicated that US$130 million conv debt is being converted into equity, and it talks about a secondary offering for the same amount - Q. Is that secondary offering to cover the debt, or is it in addition to the shares being issued for the debt conversion?
Thanks.

Q: I only own two REITs in my entire portfolio - GRT.UN and DIR.UN, and both are down sustainably (25% and 15%, respectively). Do you see any lights at the of these two tunnels? I plan to sell both for tax losses if there are no chances of these two turning around before December. Your advice please.

Q: Is there an Industrial ETF that you would recommend for the Canadian and the US market?

Thanks for your service!

Q: I hold these 3 REITs and the all went up nicely (roughly 10%)after the last BOC Rate decision,do you see them going back up if we have another rate cut on the 23rd,also it seems to me that InterRent is quite undervalued your thoughts on that company
Thanks

Q: Is the a List of Companies that pay a Monthly Dividends? Thanks!

Q: Peter; Where do you think the huge volume on PLTR is coming from today?thanks.
Rod

Q: Hi, your opinion: ETF Fidelity High Dividend
Vanguard Equity Income
thanks Jean Guy

Q: Please explain the difference between these put option funds, and which one you prefer.

Thank you

Q: I own both KKR and BN. KKR stock price is appreciating significantly more than BN and all other stocks in the private equity realm, that I am aware of. Can a case be made to concentrate on KKR if one is not concerned about including BN to have Canadian exposure? Further, do you see any other financial stock with more pure growth potential relative to KKR?

Q: Hello 5i team,
I wanted to add to my WPM holding and was wondering if it is still ok to add at these levels?

For MG, it has taken a hit in the past year and wanted to initiate a position at this level, are you still comfortable with Magna or is there something more fundamental going on.

Thank You,
Anrew

Q: What is happening with Granite REIT Stapled Units? The GRT.UN-C symbol that I used to see in my online account has been replaced by 854536-C*. Thank you

Q: There are proposed changes with PIC could you clarify the ongoing business. financials for this year and upcoming events.Use as many credits Tks 5i

Q: Cswi looks sort of interesting.....serial acquirer of boring industrial businesses....sort of sounds similar to a 5i favourite.....

What is your thoughts on CSWI. Stock has had quite a run the past few years!

Q: Can you please give me your analysis of this company. I am thinking of adding a small portion to my portfolio. Would you consider this a good investment? Thank You.

Q: Hello Peter,
Is there a reason by First Solar is declining daily? Given investor activism and potential of Qualcomm showing interest, is Intel a good bet right now? Thanks very much

Q: Thoughts on Greenfire Resources overall and recently announced growth plans?

Q: We are planning to set up a separate investment account for our grandkids. Assume a 10 year hold. There are a few sectors we would want to overweight - 3 stocks, CAD or US, in Financials, Industrials, Technology and 1-2 stocks in the others. What would you look for and how would that translate into individual stock selections.

Q: If you could only own one of these US stocks for the next 5-10 years which is the one you are ride or die with?

Thanks