Investment Q&A

Q: which do you see has more upside potential in the next few years?

Q: In your opinion which of Atd.b or Tri would offer the best return over the next 5 years.

Q: Hi 5i Team,

Would 5i Research consider publishing a full company report and rating for Brookfield Corporation (BN)? I currently hold BN, but I find it challenging to fully understand its multi-layered business model and strategic direction. A comprehensive 5i-style report would be invaluable to investors like me, helping us make more informed decisions about this important Canadian company.

I have the same request for AEM.

Best regards,
Matt

Q: I think Trump is headed down the wrong road with his goal to isolate the American economy from the rest of the world and bring back manufacturing to the United States.
I believe that globalization is the better economic system. This leads me to my question: Can you please provide me with a list of your top 10 Canadian companies that have developed their companies into successful, profitable, global operations and have the most possibility of continuing that success?

If you could list them in order of most profitable to least it would be most helpful.

Q: Hi 5i, Based on portfolio analytics I am underweight consumer defensive and overweight industrials. I'm thinking of selling my CP and buying DOL for a long term hold. CP has been a laggard in my portfolio over the past four years. I realize DOL is expensive and earnings are next week. Would appreciate your thoughts on this switch. Thanks

Q: There are two questions here, the first relates to the abandonment of science, a policy issue. I note that HHL has recovered significantly and reportedly follows the prospects of leaders in medical science, in which Crisper also participates, that issue is now lagging and down. While this appears to be an extraordinarily cruel hit to an essential industry, question I have - is there a reason which might be ordinarily attributed to each of these related issues, and how do you perceive the outcome?



The second question relates to the price of Lithium. It is my understanding that China has closed a major supplier of Lithium and that this briefly sent the price soaring. It is my guess that this has occurred because salt has replaced Lithium as an energy storage mechanism for major - grid related - energy storage facilities, despite its lower energy density and because of its availability and cost to produce, but that Lithium is expected to be used in cars, bikes, and hand held devices because of its higher energy density/ capacity. Does this coincide with your view of the lithium industry's prospects and do you have an opinion for the trajectory for the price of Lithium?

Q: Hi Peter and 5i Team,

I need to raise some cash and plan to sell/reduce in a non-registered account to accomplish this. Of the stocks and ETFs addressed in this question, please rank them in the order that YOU would sell/reduce, starting with the ones to sell/reduce first. If any holdings are an outright sell, please indicate. For example, we've held BYD for a long time and have a decent gain, but it's short-term performance has faltered somewhat.

As always, thanks for your insight.

Q: I'm up 250% on MDA in my TFSA and even after previous trimmings it's still a 13% weight. After this run do I trim again or just hold my nose and keep? Thanks

Q: Ngd somewhat underwater, thinking of selling some and buying NBIS as it has dropped a bit...your thoughts?

Q: What is the current multiple now shares trade close to $40
Also, what are analyst expectations for Q2 to be reported September 10th.

Q: This may, (or may not) be a stupid, amateur question:
Some BIP.UN metrics are good, but the PB is 14.97 and PE !,011.45!
How can one buy something like that?
This is an extreme case, but you now frequently recommend stocks at 40, 50 and higher PE's. Leaving all else aside, that, at minimum, is a sign of a stock priced to perfection, no?
Thanks for your comment.
Jerry

Q: I hold these 3 stocks for income and have seen capital erosion in recent years with weakness in the telecom sector. In terms of industry concentration, how much overlap is there between the three (Telus has held up best), would you recommend letting one or two of them go, which one(s), and what would you recommend in the general sector as a replacement (US or Cdn)?

In particular, I am curious about BCE's prospects following the US acquisition after selling MLSE stake, dividend cut, debt, and scaling back of capex.

Q: Big drops by construction companies BDT and NOA after earnings reports, which didn't look very good. If holding both, would you keep them, or sell one or the other, or both?

Q: Is it possible that, since technologies ( and even bitcoins) are so widely popular with the hope for big future gains ,this trend would direct less money towards more traditional sectors as utilities and energy ,then generating interesting opportunities ?

Q: On my watchlist some stocks have an orange checkmark on their names; can you please explain this? Thank you.

Q: Hi Guys
Thanks for all of your great work. I asked a question a couple days ago and accidentally hit “private question”.
You accidentally sent me an answer to someone else’s question.
I’m looking for your top 10 stocks for a TFSA and 10 for non registered account for 5 to 10 yr hold. Moderate risk for a semi retired couple. Also, I’ve held CGXF.TO and was wondering if a 5-10 % allocation in the non registered account is something you feel is fine.
Thanks!

Q: I have been reading about "Stablecoins" in recent articles re Crypto. Do you see Stablecoins replacing cash as official currencies around the world? How much , in your estimation, do you see the Genius Act, the bipartisan bill recently passed in congress, will it effect the financial world as we know it?

Q: What would be a good entry point for SHOP?

Many thanks as always for your great service.
Joanne

Q: Hello, I’m looking to add consumer staples to my portfolio. That being said, after Metro’s recent decline post earnings would you consider the current price an attractive entry point? At current prices, do you have a preference between Metro or Loblaw. I plan on holding both in a non registered account where I prioritize yield, dividend safety and dividend growth. I’m leaning toward buying both but taking a bigger position in Metro due to the recent price drop and higher yield. Thanks.

Q: Hi team,
With no consideration for anything other than total share price return, which of these 2 names ( Well, CLS) do you see performing better from today’s levels? Well has been lagging for some time now . Wondering whether my investment is better spent buying into CLS now that it’s pulled back a little bit in the last couple days.

Thanks,
Shane