Investment Q&A

• Slate Grocery REIT (SGR.UN)
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Q: your thoughts on buying this to replace Summit. i am retired and looking for income and have other industrial reits is the US. i see the payout ratio is high but has been coming down steadily. Your thoughts would be helpful.

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Read Answer Asked by kelly on March 01, 2023

• Olympia Financial Group Inc. (OLY)
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Q: Increased dividend 30% in December and 28% yesterday. Seems rather good. I would appreciate your thought on this company for the future? Seems firing on all four? Thanks for all you do.

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Read Answer Asked by Danny-boy on March 01, 2023

• WELL Health Technologies Corp. (WELL)
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Q: we are looking at adding to our position in Well. We purchased at a higher price but it seems to be doing things right. We are looking at 5 years. What are your thoughts.

thank you

Ken & Cindy

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Read Answer Asked by cindy on March 01, 2023

• EnWave Corporation (ENW)
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• FleetCor Technologies Inc. (FLT)
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• Invesque Inc. (IVQ)
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Q: 80% + loss on those 3 stocks in my TFSA.Do you suggest for each stock: hold, sell or buy more ? + comments if possible,regards,J-Y

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Read Answer Asked by Jean-Yves on March 01, 2023

Q: What are the pros and cons of owning these T bill etfs as a place to park cash as opposed to GICS or Bonds?

Whether usd or cad would not be a factor.

If you like them which one would you favour?

Thanks.

Thanks.

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Read Answer Asked by Donald on March 01, 2023

• Guess? Inc. (GES)
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• Danaos Corporation (DAC)
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• Global Industrial Company (GIC)
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Q: Hi

Which value stocks with good prospects have the fewest analysts?

Thanks

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Read Answer Asked by Linda on March 01, 2023

• Purpose US Cash Fund (PSU.U)
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• Altamira High-Interest CashPerformer Account AdvU$ (NBC101)
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• Global X USD Cash Maximizer Corporate Class ETF (HSUV.U)
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• US High Interest Savings Account Fund (HISU.U)
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Q: Further to your answer to question: Can you suggest a US ETF similar to CASH in Canada, dated Feb 24, 2023 10:30 AM, what about a HISA Mutual Fund like NBC101, current rate = 4.15% ?

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Read Answer Asked by David on March 01, 2023

• Dolly Varden Silver Corporation (DV)
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Q: Dolly Varden released what appears to be a significant silver find at 1,499 g/t Ag, over 15.94 meters and 301 g/t Ag, over 15.00 meters. Can you comment on the progress DV is having and their future potential. Thanks.

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Read Answer Asked by Mark on March 01, 2023

• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX)
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Q: Is there any other reason this would go down other than the holdings values?
Would there tend to be some percentage of disconnect.

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Read Answer Asked by George on March 01, 2023

• Enthusiast Gaming Holdings Inc. (EGLX)
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Q: Hello Again

What is going on with this company? Metrics seem good but will they start making money. Should we bet the farm or sell out. What are your thoughts on this.

thanks
ken & cindy

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Read Answer Asked by cindy on March 01, 2023

• Freeport-McMoRan Inc. (FCX)
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• Stelco Holdings Inc. (STLC)
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Q: with steel stocks hitting all time high, if you could only choose one which would it be and would you buy it now.
same question for copper.
u.s. stocks are fine.
dave

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Read Answer Asked by david on March 01, 2023

• Invesco DB Commodity Index Tracking Fund (DBC)
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Q: I was reading last week about the Credit Suisse Report where they were suggesting that a commodity play would be a good hedge against inflation. The best way to play it is with futures. Do you agree and what is the easiest way to do it?

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Read Answer Asked by Gary on March 01, 2023

Q: What do you make of the thesis that the next decade will not belong to tech stocks but instead to commodities? I have always avoided commodities, believing the the cure for high prices is high prices (lithium for a recent example). Once interest rates start getting cut, won’t we just be back to tech stocks looking like the best area for growth again?

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Read Answer Asked by Michael on March 01, 2023

• Constellation Software Inc. (CSU)
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• FirstService Corporation (FSV)
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• BRP Inc. Subordinate Voting Shares (DOO)
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• Kinaxis Inc. (KXS)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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Q: Hi

What industries and stocks would you recommend for the Current Market Condition?

Thanks.

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Read Answer Asked by Linda on March 01, 2023

• Trisura Group Ltd. (TSU)
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Q: Hi 5i ,

Thoughts on TSU’s earnings here? Do you believe in the adjust earnings after ANOTHER surprise one time loss. It’s down over 20% ytd. Is this a table pounding buy?

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Read Answer Asked by James on March 01, 2023

• Trisura Group Ltd. (TSU)
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Q: I own TSU, can you explain why it has pulled back so much recently. Is this an opportunity to add to my holding.

Thanks
Tim

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Read Answer Asked by Timothy on March 01, 2023

• Trisura Group Ltd. (TSU)
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Q: Any news?

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Read Answer Asked by Bryan on March 01, 2023

• NVIDIA Corporation (NVDA)
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Q: I have been letting Nvidia run and it has been doing so nicely, thanks 5i. It's almost a 6% portfolio weight for me now. I am 71 and it is held in a RRIF. If this was your account would you pare it back and if so to what level. Thank You

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Read Answer Asked by Frank on March 01, 2023

• Converge Technology Solutions Corp. (CTS)
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Q: Hi,

Your previous answer to a valuation question was $7.50 present value on a discounted basis. The stock is at $4.70 real time. Does this mean sooner on later on fundamentals it should trade in this range and it is at a deep discount now. That a little bit of patience barring no surprises or economic slump and you will be rewarded.

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Read Answer Asked by Steve on March 01, 2023

• Pembina Pipeline Corporation (PPL)
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• Brookfield Infrastructure Partners L.P. (BIP.UN)
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Q: Hi 5i,
As a follow up to a dividend question yesterday on PPL: apart from changing the dividend from monthly payout to quarterly, is the dividend also been switched to CAD dollars only? I hold company in taxable, US side of account as part of US dividend portfolio.
If the dividend is indeed being paid ONLY in CAD, can you recommend a replacement Canadian company of similar quality, similar yield that pays in USD? Any sector ok…
Tia,

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Read Answer Asked by Kat on March 01, 2023