Q: Looking at these for my TFSA and for me it’s a tough call. GSY is getting more reasonable price wise but could rising interest rates hurt it ? MG is
cheap but supply chains are clogged and materials getting scarcer and more expensive.
Which would be your pick and why ?
Thanks. Derek
Q: Hi, I see the demand case for PBH.to. But I'm cautious on the company because I don't understand how inflation might eat their lunch (bad pun). Do they have any fingers in the food production, or are they just a taker of input prices? If so aren't their margins going to get squeezed here as meat and grain input costs rise? I'm guessing there is a limit to how much they can raise their prices to stores before the demand side?
Q: I am new to 5i and signed up for a trial membership. Looking at your various portfolios, there is a note at the top which show changes - x% added to ABC, My question is where is the money for that purchase coming from? Is it supposed to be new cash deployed or selling an existing holding for new purchases. Please elaborate.
Basically, I want to know if I have to keep in sync with a recommended portfolio, how do I go about it on an ongoing basis.
Do you send an update via email when a change happens?
Q: August 2020 Gold hit $2034 / ounce. Agnico Eagle traded at $110.
Today Gold hits $2014 and Agnico Eagle is trading around $75.
Fundamentally, is the company stronger or weaker when comparing these two prices in time. Or is the disconnect in price more just market sentiment about gold vs crypto etc? I loved Kirkland Lake so the merger should be viewed as a positive.
Q: HI 5I - I have a question about SHOP - It's hard to imagine how far it's come down - in your opinion will it be able to get back to where it was or is it continuing to go down.
Buy - Sell or Hold?
Thx - doug
Q: Hello 5i, I am up $7000 with WSP. Is there more room for growth or should it be replaced with SIS as I am basically a value investor with some growth.
Thank you for your terrific service,
Stanley
I'm a long-term, buy-and-hold type but, like most everyone else, I'm losing patience with GUD, which I started accumulating in 2016.
If there's anything good to say about it, it is that its share price has held up fairly well during recent upheavals and overall market declines.
With that in mind, I'm considering pulling the trigger to raise funds, as I see other buying opportunities coming in to view and the opportunity cost to continue holding seems ever more painful.
Speaking of painful, I'll take a 30% hit, but doing so will free up decent funds for other purchases (likely TOI).
Is there a compelling argument to be made to continue holding GUD?
Q: 2.95 at the time of writing. Was staying strong at 3.40 for awhile. Last two days dropped to this new low outta nowhere. Is this most likely a leak before q4 this Thursday.
Q: Hello team,
Considering the European home of TOI do you foresee any additional risk to its business model in the light of the devastating events in Ukraine(and Russia)?