Investment Q&A

Q: Given policies recently introduced in many countries (US, Europe, Japan, etc.) aimed at encouraging legacy car manufacturers to switch to making battery electric vehicles and given that many of these manufacturers have since announced commitments to doing just that, setting aside Tesla, which of the major car makers do you see as having the best potential to profitably achieving these goals? I'm more interested in identifying the best among the big players: Ford, GM, Toyota, BMW, etc.

Q: Some stocks you recomend from recent tax sale.(OVER BITTEN)

Q: Any thoughts on DoorDash? I know they aren't profitable yet, but for companies like Dash and UberEats, do you think they'll ever get to unit or even whole company profitability?

Q: Has your opinion on Cloud MD changed with recent contract wins including Empire Life and Sun Life. It would seem the company is gaining acceptance and market share. Your analysis please.

Q: My portfolio is the following:
Tech: 41%
Financial: 11% (GSY/BAM)
Communication: 10% (GOOG, ROKU)
Industrial: 9% (TT, XYL, WSP)
Health care: 9% (VEEV, DXCM, WELL)
Real estate: 3% (EXPI)
Cons Cycl: 1% (ATZ)

Tech holdings:
LSPD 2.6%
TOI 5.4%
SHOP 2.5%
NVDA 13.4%
PLTR 0.9%
CRWD 4.1%
SQ 3.8%
APPS 4.7%
U 3.8%

Looking for advice on which tech stock if any I should cut loose. I am clearly overweight in this sector, and would appreciate some guidance on how to better allocate my money?

I’ve heard you mention LSPD and SHOP somewhat overlap, but selling LSPD at a loss right now simply does not make sense in my view.

If selling a portion of my tech is ideal in your view, please provide alternative stocks in other sectors. Thanks

Happy Holidays!

Nick

Q: please list 6 Canadian companies that will be able to pass along increased operating costs arising from inflation. they can be companies that are not held by the model portfolios thanks Richard

Q: I have CIF 843 in my RRSP - it comprises 8% of the RRSP. What is your opinion of it's performance & costs. Also- could you provide 3 or 4 alternates each of both Mutual Funds and ETF, in the same asset class.

Q: Topicus is below $100. Would you view it as a buy today? What price would be consider as a reasonable valuation for a growth name like this?

Thank you,

Q: Is Argonaut Gold still a decent gold company to invest in , it seems to be struggling , but id like to buy more for when it breaks out.

Q: Everyone,
When do you believe people will be buying for 2022? Have they been buying a little, normal or above average going into 2022?
Clayton

Q: Between RY and BNS, which is the better one for income at the moment?

Q: of all the renewable energy utilities that pay a dividend is Algonquin a good buy?

Q: KHRN's revenue growth seems to be very good YoY. This is not reflected in the share price.

I would appreciate your take on this company at this time.

Q: Hello Team,

Do you have a list of three top DEFIBRILLATOR Maker publicly traded companies that are good investments (I suspect they will all be US and European Companies)?

Thank you,

Joseph

Q: Any thoughts on the fear of an increase on the capitol gains inclusion percentage being raised and the influence on the current stock market dip.

Q: You didn't really answer Ian's question about how brokers make money.


When I started trading the commissions were 3% with a minimum of $50. They have slowly made their way to zero with some brokers up here in Canada. How are these brokers making their money?

Q: So I looked at my returns at the end of July and my TFSA was up 39% in 7 months. I'd have taken that as a decent return over 48 to 60 months. So early this week before the DnD acquisition and the Nuvei short report I sold DCBO, DnD, LSPD , because my 39% return was nullified. My thought was to add 3 of the 4 TOI,TSU,TFII,or TCN . Should I add 3 of the 4 and top up KXS and GSY in the new year or add all 4 of the T's?

Q: I made a mistake, bought 500 shares of HGU a year ago at $28., now $ 14.. All the analyst predicts gold will go up a lot sooner , so I hang to it, but this Hgu keeps going down 50%, I need your opinion, sell or hold? I’m afraid it may down to $1. It’s in my TFSA. Many thanks

Q: Good Saturday morning 5i Team. I've held Expi for approx 18 months it started out like a rocket but seems to be in the penalty box since the split. I see a new real estate play REAX-Q gaining some early traction. Do I stay the course with Expi, own both or move on. My position is in a TFSA, do I buy REAX as a Canadian or U.S. holding? Best of the season and as always thanks for your good council. David

Q: Hi 5i,
Are the banks expected to increase dividends again in 2022 ? What scenario would be required to support or not support this expectation?
If so is there an expected percentage number being floated for BMO?
Is there a stock split coming?

Thx
Jim