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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: Morning... you mentioned XYL as on of your 4 favourite industrials. Could you update the other 3 for us.

Where would BA fit? Would you consider it a buy? Why or why not...

thanks, Mark
Read Answer Asked by Mark on August 18, 2021
Q: Hi 5i,

I know there are many takeover rumours in the market. On Monday, Seeking Alpha had an article on an unidentified suitor, likely a private equity firm, eyeing AYX. AYX has had several disappointing earnings releases. In your last comment a couple of weeks ago, you said it might be setting itself up as a target and is hard to stay committed here. I don’t understand that comment. AYX would not deliberately show poor results or poor guidance to get a lower market valuation would it? Also, would you call it a hold here, because of takeover speculation?

Thanks again.
Dave
Read Answer Asked by Dave on August 18, 2021
Q: Hi,
I was fortunate enough to be invested in UPST when the stock took off last week sometime.
Today, the closing of the financing was announced, it was apparently a pricing of the convertible senior notes.
Can I please get your general take on the company and the financing?
Thanks,
Read Answer Asked by ilie on August 18, 2021
Q: Can you recommend a few ETFs that have good exposure to US industrials and materials? Preferably in a single security if there is one, but separately is fine as well. I'm indifferent as to whether it is a CDN ETF listed in Canada or USD ETF listed on a US exchange.

Read Answer Asked by Brad on August 18, 2021
Q: Walmart reported good earnings but Costco shares have outperformed Walmart over the last year. Do you think Costco shares are too expensive? Which shares, if any, would you buy today? Would you sell either company?
Read Answer Asked by Steven on August 18, 2021
Q: Is this a good long term stock? can you recommend a few other US stocks in this price range that you feel are strong holds forn5 years.
Read Answer Asked by Lorraine on August 18, 2021
Q: Following the pandemic there is a significant increase in mental health issues. Would you suggest any company or companies which are helping in addressing this issue and which you think have a good opportunity to grow. Thanks.

Regards,

Shyam
Read Answer Asked by Shyam on August 18, 2021
Q: The chip shortage is currently a well publiced topic. Can you give me the names of a few companies that you feel will benefit from this dilemna. Thank You.
Read Answer Asked by Brian on August 18, 2021
Q: SKIN; The Beauty Health Company; a newer company not in your data base; Pls comment on earnings which looked good to us. Continue to hold ? Thank you, Paul
Read Answer Asked by Paul on August 17, 2021
Q: Hello Peter and team;

I would appreciate your opinion on Cleveland Cliffs in particular and the outlook for steel industry in general. I already own Reliance Steel and cannot decide if I should increase my exposure to the industry; and if I do then diversify with CLF or double down on RS. I know you like RS but would be interested in knowing your opinion of CLF relative to RS as well.
Have an exposure through the coking coal space as well(SXC). If you are bullish on the sector, what would be your limit on sector exposure?
Read Answer Asked by Rajiv on August 17, 2021
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