Investment Q&A

Q: BYDDDY your opinion on this company please？

Q: Fidelity recently bought a large position in LSPD. Fundamentally every buy means someone sold. - someone believes and someone does not. What does that mean when a large brokerage house buys a large position. Is the buy for position to sell after an initial gain? A long position, to keep forever like the Quebec pension fund? Is this because it is oversold? This question can be in relation to any company. Clayton

Q: 10 years ago versus today. How would the market cap and key financial metrics sum up comparatively? From your perspective is the company in better shape today with stronger growth and potential versus then? Anything structural different in the business today? (understanding the cyclical nature of Oil pricing)

Q: Good afternoon,

I would like to ask a question regarding return of capital ("ROC") with some mutual funds. I am having a tough time getting my head around the actual logistics of how this works. Consider the following basis example:

I own 1000 units in Fund A. My ACB is $10 for an initial investment of $10,000. It is trading at $10. My yield is 5%, paid monthly. Let's assume that of this 5% yield, 4% is dividend, and 1% ROC.

Assuming AUM for the fund remain constant, and assuming that I continue to hold 1000 units, where does the cash come from to pay this 1% ROC? I am assuming that for it to be classified as ROC for tax purposes that it is neither income nor capital gains. And beyond my ACB being reduced, is there anything else regarding my initial investment that I need to be concerned about.

Q: Given that I sold this Purpose bitcoin fund for tax loss in Dec, can I replace it with an alternative company bitcoin fund (CIX) and not jeopardize the tax benefits? It has not yet been 30 days since the sale. Thanks,

Q: Your thoughts on these funds from Hamilton. Would be for an income portfolio. HYLD in an RRSP which will transition to a RRIF in next few years. HDIV would be held in a non-registered acct.
Yield is attractive but are they sustainable? Is a fund of fund and fees for Hamilton are stacked on top of fees for underlying ETFs.

Q: I personally feel the grocery stores are gouging Canadians like never before , this should give them great profits . Is there a ETF or specific company that one could invest in that hasn't already taken off , thanks and have a super 2023.

Q: MI's share price has recovered a little. Where do you think it will go from here and would you Buy, Hold or Sell at this point in time?
Thanks

Q: Good morning 5i team!

May I please get your thoughts on ERF. I've held it for a while and have done well. I'm concidering rotating out of this name and shifting to either WCP, HWX or TVE all of which have better dividends and could run harder if oil catches a bid (as many oil bulls are expecting). Do you prefer any of these name over the others....or, stay the course. Thoughts?

Thanks

Dave

Q: Hi Team,

Do you see this as legitimate business model similar to a hard asset miner but 'digital' instead? Or do you see this more as fluff and a casino model? Trying to objectively look at both sides.

Which 2 or 3 would you consider if one was to purchase?

Thanks!

Q: Hi there,

Shopify has run a bit off the bottom. Would you be comfortable stepping in here for a longterm hold, or would you want for a pullback for a better entry?

Thanks!

Q: Please advise what was the yield and price per earnings of the S & P TSX as of dec 31 2022. In the future where would I find this info?
Thank you.

Q: Enterprise Products is a Limited Partnership versus Sabine Royalty Trust, I have a general understanding of LP's but would like to know how a royalty trust would differ from an income and risk point of view. These are both listed on the NYSE. I do have holdings in EPD, not in SBR... yet?

Thanks, Doug

Q: I bought IHI in early 2021 in the belief that there was a big backlog of surgeries during the pandemic. Do you know if that backlog still exists?
Thank you.

Q: need to sell one of the above. Please rank as to which has least chance of capital gains in next two to three years.

Thanks,


Nigel

Q: BELL CANADA MID-TERM NOTE
Maturity May 1 2029 Coupon 6.55

SHAW COMMUNICATIONS INC
Maturity Nov 9 2039 Coupon 6.75

I took in charge this portfolio and did not sell those positions to avoid loss on capital.
Very large position in 2 titles ( 25% + of a non registered portfolio alltogether),with 10-15% capital loss on paper.The objective of this portfolio is safety and long term revenues.Are those investment safe for long term ,and are the 6.55 and 6.75 coupons excellent numbers in the present context of rates etc..? many thanks J-Y

Q: I have 1% positions of Premium Brands Holdings and Boyd in a TFSA. Considering consolidating into one or starting a new 2% position in something with better growth prospects. Do you have three prospects to consider that would be better than PBH and BYD?

Q: Hi, I’m thinking of selling SYZ at a loss because I feel it may be in doghouse for quite awhile.
I would add to MG and NVEI which I have half position. Would you have any problems with my strategy, or would you just stay the course? Or maybe just add to one. Thanks

Q: Thoughts on the old CEO coming . Good news, bad news or ???

Q: I believe the work on the Transmountain Pipeline work is scheduled to finish later this year. What impact will this have on Canadian companies? Also, which Canadian companies do you think will see the greatest benefit when the new extension opens?