Q: Do you believe the current price weakness in Jamieson Wellness Inc. after the release of the Q4 2022 results presents a buying opportunity, or do you suspect that there could be further downside? Thank You
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Peter and His Wonder Team
BDI just reported a good quarter. The stock has moved to new highs. They seem to be doing very well in the recent past. However I am wondering how far can they go. I am up and wondering if I should just lock in my profits and be happy. Please give your thoughts on there future prospects. Thank you...your analysis is always helpful.
BDI just reported a good quarter. The stock has moved to new highs. They seem to be doing very well in the recent past. However I am wondering how far can they go. I am up and wondering if I should just lock in my profits and be happy. Please give your thoughts on there future prospects. Thank you...your analysis is always helpful.
Q: I just read your January comments on this company and wonder if you are feeling any more positive about this company now.
Thanks for your response. Lesley
Thanks for your response. Lesley
Q: Recieved a notice to vote against the takeover. Several reasons were given but not sure how to validate them to make a proper vote. Would you know any further information why a select number of insiders appear to have made a different deal.
Q: Robert Gill of Goodreid Investment Counsel had a bullish opinion on TC Energy in today's Globe. Recent opinions on TRP from 5i are less bullish. Do Gill's opinion or numbers do anything to change your opinion? ENB is my long term hold in the sector, TRP would be a 'clip the coupon while awaiting some reversion to mean on the share price' type holding.
A related question: With these high debt utility type stocks, how great are the risks we go into multi year period of higher interest rates?
Thank You.
A related question: With these high debt utility type stocks, how great are the risks we go into multi year period of higher interest rates?
Thank You.
Q: Hi 5i,
Is there a way to know if Morgan Stanley issued the recent unsecured note at 12% for one year to Novo Integrated Sciences (a US micro cap in the health sciences sector)?
Tia
Is there a way to know if Morgan Stanley issued the recent unsecured note at 12% for one year to Novo Integrated Sciences (a US micro cap in the health sciences sector)?
Tia
Q: Hi How is lac going to finance the construction of their lithium project ?
Thanks lots
Thanks lots
Q: Hi All at 5i!
I own BX and am up 100%. It is a long term hold for me, but in the National Post this weekend there was a short paragraph stating that it defaulted on a $562 million dollar bond. Is this s problem or purposeful decision? Cheers, Tamara
I own BX and am up 100%. It is a long term hold for me, but in the National Post this weekend there was a short paragraph stating that it defaulted on a $562 million dollar bond. Is this s problem or purposeful decision? Cheers, Tamara
Q: I have $30,000 extra in my RRSP this year. I am looking for very strong companies that pay a good dividend and low risk even if they are ETF's. Thanks again
Q: For TFSA, I'm thinking of TOI or ENGH. What would you recommend? or any other suggestion? thanks, Fooklin
Q: Performance of WXM (momentum ETF) is (almost) always very good. It is not easy to build a Canadian portfolio than beat it.This index is composed of 31 “liquid equities of Canadian companies displaying above average return on equity, with an added emphasis on upward revisions of fiscal earnings estimates, and positive technical price momentum indicators”. On the web site of CI global Asset only the top 15 holdings are listed. Is there a way to know all of the 31 holdings ?
Q: I know you have dropped SYZ from your income portfolio but the price is on the low end, I am looking at it for growth as opposed to income. At this price, do you think it's a good buy with growth potential
Q: This is a volatile sector. I am a GARP-type investor. Taking into account, management [execution], valuation, which one [or others if prefer US] would you recommend for a long-term total return position., with rationale for preference. Could you suggest entry price range.
Thank you.
Thank you.
Q: In a follow-up to my question earlier, if I understand correctly the fund should go down another 1 1/5% as per your answer:
''HSAV has suspended new units, so investors can only buy in the market. Thus, it has traded at a premium to its asset value, and the premium is slowly decaying towards true asset value. The units are about $1.50 above asset value currently. But it can still move higher with any big buy orders coming in.'' unless a white knight comes in to buy a large order...
What happens with the yield that the fund collect with the high yield savings account it's invested in? Does time invested in the fund add value? In other words how is one supposed to make money or even hold on to one's money beeing invested in that fund? In your January 9th answer to a question asking for stability and income you put HSAV at the top of the list.
Frutrated investor...
Stll thankfull for your service.
Yves
''HSAV has suspended new units, so investors can only buy in the market. Thus, it has traded at a premium to its asset value, and the premium is slowly decaying towards true asset value. The units are about $1.50 above asset value currently. But it can still move higher with any big buy orders coming in.'' unless a white knight comes in to buy a large order...
What happens with the yield that the fund collect with the high yield savings account it's invested in? Does time invested in the fund add value? In other words how is one supposed to make money or even hold on to one's money beeing invested in that fund? In your January 9th answer to a question asking for stability and income you put HSAV at the top of the list.
Frutrated investor...
Stll thankfull for your service.
Yves
Q: Greetings, 5i Research,
Thank you for your authoritative answers to my previous questions.
Outside my tax-advantaged accounts, I plan to sell just-in-the-money, cash-secured puts on SPY on Mondays, expiry dates on Fridays of the same week. I expect to be assigned half the time. When assigned, I will own SPY, which will allow me to sell just out-of-the-money covered calls on the security. I will repeat the process when assigned, and sell just-in-the-money, cash-secured puts again.
My question is what are the risks of this approach?
Thank you.
Milan
Thank you for your authoritative answers to my previous questions.
Outside my tax-advantaged accounts, I plan to sell just-in-the-money, cash-secured puts on SPY on Mondays, expiry dates on Fridays of the same week. I expect to be assigned half the time. When assigned, I will own SPY, which will allow me to sell just out-of-the-money covered calls on the security. I will repeat the process when assigned, and sell just-in-the-money, cash-secured puts again.
My question is what are the risks of this approach?
Thank you.
Milan
Q: In general, do publicly traded companies suffer as steeply as consumers when interest rates are high? Does their debt level directly amplify that pain or do they hedge with loans at fixed rates, use preferred shares to fund large expenditures, and the like? Are there sectors or specific companies that are truly strained by interest rates?
Separately, my mental model is that when oil is in high demand the CAD should be relatively strong against the USD. I hate converting at $1.40 per greenback. Yikes. Are there obvious factors that suggest the CAD should strengthen, stay the same, or weaker further?
Many thanks,
Separately, my mental model is that when oil is in high demand the CAD should be relatively strong against the USD. I hate converting at $1.40 per greenback. Yikes. Are there obvious factors that suggest the CAD should strengthen, stay the same, or weaker further?
Many thanks,
Q: From ANRG's perspective, how do you view Enbridge's foray into RNG via its $1 billion commitment to Divert Inc?
Is it positive because it lends credibility to the market, or negative because the did not buy/fund/partner with/ or license technology from ANRG?
Thanks,
Is it positive because it lends credibility to the market, or negative because the did not buy/fund/partner with/ or license technology from ANRG?
Thanks,
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Descartes Systems Group Inc. (The) (DSG)
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Enghouse Systems Limited (ENGH)
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Kinaxis Inc. (KXS)
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Nuvei Corporation (NVEI)
Q: Besides csu what are the top canadian tech names with a good valuatin, good revenue, low debt and good growth potential
Q: Thank you for the article "Good things come in small packages: Why we like small and mid-cap US stocks."
Is there a way of factoring riskiness of SMID-Caps vs Large Caps either qualitatively or quantitatively into your discussion and would you care to elaborate?
Is there a way of factoring riskiness of SMID-Caps vs Large Caps either qualitatively or quantitatively into your discussion and would you care to elaborate?
Q: In a response to Chris on February 27th, you indicated OBE was OK but you thought TVE was better. I am curious what brought you to that conclusion. Maybe I get too caught up in simple metrics. For example, OBE has a PE of 1.0 and a PB of 0.52 compared to TBE where the same ratios are 4.3 and 1.3. I realize it is not as simple as that. I hope you can educate me on how to dig deeper into your preference for TVE. Thanks again for helping the little person.