Investment Q&A

Q: I have an interest in Circle (https://www.circle.com/en/) – expected to go public sometime before end of year.

I really like what they are doing. I have not invested in any cryptocurrencies before but believe that a stablecoin/this stablecoin is on the right track as they are working closely with regulators, are trying to be transparent….

1 – Your thoughts re this company are appreciated (if you have any background on this company).
2 – The IPO is being handled via a SPAC – with Concord Acquisition Corp. If I acquire stock in Concord (ticker symbol CND in the US) am I acquiring the equivalent of Circle ahead of its IPO? My understanding is that a SPAC can only acquire one company and if that is the case, is it the same as acquiring Circle (ahead of its IPO)?

Thank You.

Q: With the market down, Amazon looked like a possibility. When I searched for Amazon, this came up: AMAZON.COM CDR (CAD HEDGED) ( AMZN : NEO )

Could you tell me what this is? If it is legitimately Amazon, is it worth considering? Is NEO new exchange? Would it be wise to buy on NASDAQ?
Thanks
V

Q: Hi,
The recent questions on paying income tax on capital gains now, in case the inclusion rate rises, mention a 30 day buyback period. I thought this 30 day wait before repurchase was applicable to capital losses only. If I sell shares and realise a capital gain, I don't have to wait 30 days to buy the same shares back. Is this correct?
Thanks

Q: Is there an explanation of why the 4 year revenue growth is so different between BIP.UN and BIPC? Here is the data I get from RBC Direct Investing for 2017 to 2020:

BIP.UN: 3,535.0 | 4,652.0 | 6,597.0 | 8,885.0 for a 4 year CAGR of 26%
BIPC: 1,323.0 | 1,561.0 | 1,619.0 | 1,430.0 for a 4 year CAGR of 2%

Of course the amounts are going to be different, but I expected the growth to be similar between the two. Whaaaat?

Thanks.

Q: Given the recent announcement from NFI , is it time to bail out or worth a hold for long term. The stock has taken quite a huge hit this morning.. Your advice is appreciated.

Q: Good morning, since Aritzia is classified as a Consumer Cyclical where in the cycle would you say it is these days, thanks?

Q: Is this the next Canadian tech darling?

Q: Good morning 5i team
Which public companies in Canada are leaders, or emerging leaders, in carbon capture and production of CO2?
Which of these (if any) would 5i recommend for consideration for investment, and why?
Thank you
Edward

Q: A great service could please recommend your top 5 helium plays. I think if you look into it you will see a diminishing supply and an increasing demand. In interesting and growing industries microchip production, medicine and outer space. Could you let me know when you will cover this topic.
I currently like Dme, heli and RHC. Dme seems to be way ahead and an Esg type company. Keep up the great work.
Mike

Q: Could you please explain the relationship between Apollo Management and Altius. Is there an expectation of a dividend near term?

Q: I see the indexes rising inexorably while much of what I follow and should otherwise be supported by emerging policy wallows, from which I conclude that the market is very narrow - that those doing well and driving the indexes are a small portion of the whole. That is very frustrating especially when the outperformers role/function is not clear. Do you think you could address this? From my point of view the indexes simply do not represent the majority of investment sentiment.

Q: EFL has seen a significant pull back of its highs around $2.50 back in Jan 2021 hitting a low of $0.80 on Aug 31 2021. It seems to be turning around with a back log of orders going to be booked in Q3. Would this be a good time to take a position in this stock?

Q: This stock appears awfully cheap compared to some other high flyers. They have big revenue growth.

Q: My recent question about defensive growth stocks - let me rephrase it as I was after growth in defensive sectors . In defensive sectors I would appreciate your advice on top 3 growth stocks within each sector for 5-10 year hold. For example, in staples sector, could you advise top 3: COST, ATD, MED, CELH, PEP, MDLZ, BYD, DRVN, MNRO, or others. For Utilities sector, please advise top 3: for example, BEP, BIP, RUN, PBW, ENB, or others. For REITs and Telecoms, same. Please deduct requisite points.
Thank you..

Q: Good day 5i team:
I've looked through the archives for specific info on CJT's fundamentals but don't see much.
Can you provide a more detailed view on key fundamental metrics. Especially interested in their current debt levels and most recent trends in that part of the equation.

Many thanks for your help.

Q: Hello 5i. What are your thoughts about this company? It has an EV of around $300M on ~$700M in TTM sales. Pre-covid sales of $1B, if they can get back to this level and get a 2x EV/revenue multiple there's good upside. There's also been some insider buying. Thanks in advance.

Q: Crypto currency seems on the rise. Good short article today in Barron's. This is a real threat to visa and mastercard business models. I would not want to own those stocks. On the other hand, Versa bank (vb) should benefit and they are about to get us broker coverage with their pending Nasdaq listing. It could see a huge increase in share price. Gosh the company even makes good money.

Q: My insurance company of many years, economical insurance, is demutualizing and going to IPO under the name Definity Financial Corporation. They are offering me between $3,300 and $4,400 or shares if I do nothing. Would you perhaps have an opinion as to which option to take?

Q: Good morning 5i team,

Thanks for the amazing platform and service.

Would you invest in gold stocks in the current market and world environment?

My position in precious metals and materials is lacking. This is something I normally purchase cyclically and sell when necessary.

If so. What would your top rec's be?

Thanks a ton!

Q: Do you like Fortis and if so which do you prefer:
Series F Perpetual
Series G Rate Reset
Series H Rate Reset
Series J Perpetual
Series K Rate Reset
Series M Rate Reset