Investment Q&A

Q: I have had some large cap gains. Tried to share my good fortune with Charities, most recently Red Cross, Ukraine Relief. My problem is that the form that is issued by Canada.Helps was filled out, however was denied by my Canada Trust Branch. I self direct through TD Waterhouse.

After some research apparently The Letter Of Direction for Transfer of Publicly Traded Securities issued by CanadaHelps.org does not, this year, contain relevant information. Last year it went through no problem. The form does not have the Charity Number, Pledge I.D. or Valid until Date. I tried to discuss this with CanadaHelps but they brushed me off and did not help.

Can anyone at 5I, or other members please help with info on this so that I can donate? Is there another Organization that I can use?
Thank you. Gord

Q: Hello,

I am thinking of picking up Magna now that its fallen sharply, but there are a few points that are making me second guess buying now.
Wondering if you can shed some light on the following:

1) Given that Magna's profit margin is pretty small, how much of an issue would rising input costs (ie labour and raw materials) be for them?

2) Do you know if any of their facilities are unionized?

3) With rising inflation and interest rates - do you think new car demand will decrease significantly (in the near term)

thank you,
Brad

Q: Good morning,

Assuming you view the uranium sector positively, could you please pass along the best ways ( stock or other ) to position a portfolio with a 5 year time horizon.

Thank you.

Q: My portfolio is moving in a V direction quickly. Growth on the decline and O&G, materials and gold moving up. I'm still comfortable holding the growth names I own. With the "let your winners run" theme in mind, I will need to rebalance soon which seems to be an impossible task in the current environment. Any advice? My train of thought is to wait till things settle in and then make a decision.

Q: I have about 2% of my portfolio in PPL but that is my only energy stock. Should I buy more PPL or can you suggest 5 Canadian companies that would be good choices to give me better diversification ? I do realize this area is cyclical & could drop dramatically at any moment.
Thanks
Dave

Q: How would you rank the attractiveness of NPP314, NNRG, and the new Ninepoint Energy Income fund, and why? Are there any alternatives would you prefer for getting Energy exposure now, if so what? Thanks

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 there,

In terms of the US dividend withholding tax should any of these three be held in my non sheltered account?

Thanks,

Q: Hi Ryan, this question for you, give Peter his 15 minutes union break :)

Need to free up some cash to deploy into different sector. Overweight Financials and of the three mentioned which one would you sell?
I've been knocking my head on a wall trying to decide.

Thank you.

Q: I currently hold the above in my TSFA, and under water. Please provide your comment as which if any I should add to, or should I be considering selling.
Your comments would be appreciated
Thanks
Rick

Q: Can you please rank your top Canadian Natural Gas plays for overall growth in the next 12 months?

Q: Would you be more inclined to buy stocks that have momentum (such as oil, gold etc) or tech stocks that have been beaten up from their recent highs?

Q: I have been reading and listening to interviews about the idea of investing in carbon credits. Of course, there is some typical "going to the moon" hype associated with the narrative. However, the thesis is intriguing. Do you know of a carbon credit investment vehicle? Thanks.

Q: I only invest in Canada so know nothing about US stocks. What would be the US equivilant of XIC, broad based low cost exchange traded fund?

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: We had requested a transfer form one TDW Ac to another on Feb26. On enquiry on March 8 we were advised that the funds were not transfered as TD trust did not put correct stamp on the transfer form sent to TDW.

They stated that they do not have the resources to contact the client and that it is the client's responsibility to follow up on all transactions.

We had similar delays on two other occasions when the transfer took nearly two months.

This is being forwarded as important information to your subscribers so that they do not face similar delays.

Publish as per your discretion.

Thanks

Thomas

Q: What are the odds of a competing bid?

Q: Hello....would you be able to explain the reasonably big drop in the last couple of weeks of this stock. Do you see it as a reasonable investment...thanks

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

Q: Already hold TECK.B and looking to add another Cdn base metals company. Considering FM, LUN and ERO. FM seems to be trading at roughly double the multiple of earnings and EBITDA compared to LUN, ERO and TECK.B. Two questions.

(1) Why does FM trade at such a high multiple compared to the others?

(2) Please rank FM, LUN and ERO on a scale of 1-10 for a desirable add to a diversified portfolio that is a low on base metals exposure.