Investment Q&A

Q: I currently have approximately 2% of my retirement portfolio invested in Goldman Sachs Business Development Corporation Inc. (GSBD). I hold this investment primarily for the dividend income it generates. It has however been an absolutely terrible performer from a preservation of capital perspective over the past few years and every time it reports earnings it seems that the Net Asset Value per share has somehow dropped from the previously reported period. I am therefore considering switching out of GSBD and into Starwood Property Trust (STWD). i would value your opinion on that suggested trade.

If you might happen to feel that neither of these firms is a particularly advisable investment for anyone to hold then please don't be shy about saying so.

Thank you!

Q: What are your views on this as a place to protect some dollars?
Are there better places ?

Q: Are there any Canadian listed American utilities covered call etfs or non covered call etfs? Thank you.

Q: would you recommend buying this company at this time

Q: Hi team
like to add to an existing position
for dividends and long term hold for some capital appreciation
could you give me a
good entry point? (price wise); all banks have pulled back
thanks

Michael

Q: Previous question to 5i: What will be the effect on TC Energy if Coastal GasLink project price increases bya further $1.2B?
Previous 5i answer: "he noted increase would be about +10% to the current estimates. At this point, we think investors are expecting the worst and we doubt the share impact on such news would be too dramatic, perhaps 3% to 4% down."

What does 5i mean pls by "he noted increase would be about +10% to the current estimates"?

Thank you. Ron L

Q: Hi all,

I wanted to share this from a post on LinkedIn:

You have to be fluent in accounting to look at public companies.

Not because accounting itself matters.

But because accounting can obscure what matters.

READ THAT AGAIN

And your task it to translate GAAP into meaningful business logic.

Or use 5i Research :)

Happy Easter Everyone!

Q: Nutrien struggling as of late...what is your opinion on this company and its future?

Q: I saw your recent answer on BPO preferreds. I have held these for a few years now. What do you see as the likelihood of BPO ceasing to exist ? There seems to be quite a bit of panic here.

Thanks,
Mark

Q: Recently there has been some work done on distortions introduced by excluding stock based compensation from the financial statements. According to one London fund manager adding back $1.8 billion of compensation expenses actually places Intuit's P/E ratio at 43 rather than 28 times, which on the face of it seems worrisome. What is your take on this?

https://finance.yahoo.com/news/evaluate-intuit-intu-stock-125237588.html

Q: As with EGLX and STC, are you starting to lose confidence in AT as well, and might it not have much time left in the portfolio? What's your overall view of the company at this time?

Q: Skeena's press release re: Snip was positive, although all press releases have that spin, but market doesn't seem to like it, although volume is not high so far. Can you interpret the press release? Is the positive spin justified? Are you still positive on SKE?

Q: NTR's SP has been hit hard of late. Is this just a usual market panic or there is substance behind this set back. I'm sitting on the sideline with some cash and is debating if I should add to my current position (still up almost 65%) or add to my DIR.UN position (currently at an 8% loss).

NTR currently yields about 3% and DIR.UN about 5%. However I'm more interested in growth and less so than yield. Your advice? Thanks.

Q: What is the difference between these shares??

Is u haul a buy (or uhaul b

Q: Do you know the reason that BIPC and BIP.un have been heading in different directions since the beginning of February. I thought that they were supposed to mimic each other. I own BIP.un for the yield in a tax sheltered account but maybe I should switch. Your thoughts would be appreciated.
Ian

Q: When I checked my investment accounts today I was surprised to learn all my Shaw shares were sold. I don't recall being informed in advance that this would happen. Is this normal, not to notify, just do it.

Thank you.

Q: I am confused about the buy out, too
many twists and turns for me to figure out. Can you please tell me the bottom line, what is the value per share of atc after the smoke settles, so I can make the decision to sell it now at market or wait until I get shares of the new companie(s).

Thanks team
Auftar

Q: Peter; I’m debating adding to CRWD or buying some PANW? Thanks
Rod

Q: I see that NTR is at a one year low. Should I sell now and preserve the 22% gain I have in my RRSP?

Q: Hi Peter,

Why is GOOG up this week. I hold aGOOG for the past 1 year, with the recent rally, I am nearing break-even, is this the right time to get out ? or do you see a further upside ?