Investment Q&A

Q: Vermillion has been quite a bit higher in the past years. Now with oil around $80, although the stock is up it is not getting back to where it was a few years ago. Is it company specific issues like maybe debt or does the market not trust oil staying at $80? Any thoughts on this would be appreciated. Thank you.

Mike

Q: Hi Gang
What is your opinion of the takeover yesterday
And the stock in general
Great job gang

Mike B

T

Q: Hi Peter and team:
This is both a macro and micro question. Energy sector is hot and when I see you are tweeting a response to Eric Nuttal's exuberance, then I know I have to take notice!

When you gaze into your crystal ball, :) how much more upside do you see in the energy sector? Assuming energy has a ways to go yet, do you think it is going to be propelled by large caps or mid/small caps? Is it easy to play this rally via XEG or ZJO?
Or read your Q&A and buy an assortment of large and mid/small caps? I know you have consistently favored U/ENB for example.
Many thanks.

Q: CURA .. your take on earnings ...thx

Q: They've had a great run, I've owned it for probably 10 years, and every time I think the story has stalled out, they seem to do another consequential acquisition. Blow-out numbers, particularly on the organic side, and raised dividend significantly. Do you see any issues with this one, or steady as it goes?
Thank you as always...

Q: Hi 5i,

Any thoughts on the new SPAC?

TIA!
Wayne

Q: Hi, could you please give your thoughts on ENB as an investment, and how much you like it at today's prices relative to other opportunities?

Q: What is your opinion of this company? When I look it up you have no dividend. But in your TOP US DIVIDENDS in this month Money Saver it states 24.85% dividend. I don't chase dividends but the company does look interesting.
Thanks...you've helped make my year very good so far.

Q: My Real Estate holdings, aside from a paid off home, are DIR.UN (39% of real estate holdings; up 46%), GRT.UN (13%; 11.7%), SMU.UN (16.5%; 9.5%) and TCN (31.5%; 28%).

My longer term holdings have been DIR and TCN. Following 5i's emphasis upon Industrials as a current favourable sector and comments that Industrial REITs are fewer in number (eg WPT's recent buy out by Blackstone) and therefore more valuable, plus a TD analyst comments on the possibility of an SMU buy out, I bought GRT and SMU.

However, in a general intent to streamline my overall portfolio to fewer and 'best quality' holdings, how would you suggest I amalgamate these holdings to maintain subsector and geographic coverage with projected best return? Which is the least desirable holding(s) that I might sell?

Q: Save for its operating in Brasil, EBR seems, on the face of it, to have reasonably good prospects. However, what is the true status of the dividend and do you believe the debt level is reasonable? Thanks!

Q: Hi 5i, Thank you for your balanced answers.
Can you give your opinion on Ree Automotive Holding Inc, listed as REE on Nasdaq. I have some stock and they are currently 50% negative. Can you advise, if i should continue to hold.

Q: With the recent news about them having a unit to per form dialysis at home would this company be ok to invest small amount 125 shares US for future growth Tks 5i

Q: What is your opinion of NET's last quarter? They seem to be making good progress.
Thankyou.

Q: Cloud MD appears to have good growth according to some reports, but, the share price has kept going down. What is the outlook for this company in 2 to 3 years? Is the current price a hold, sell or buy?

Q: Good morning 5i,
I'd like to put some funds into healthcare for a what expect to be 3 to 5 years. Currently, HHL will provide around 8.6% per annum income, but capital gain potential seems limited. DHT.UN meanwhile is currently yielding 2.4% but the analysts I have access to appear optimistic for future share price growth.
I definitely like the HHL income (which I would reinvest in the name quarterly) but wonder if, in your opinion based on current available info, whether or not it would be overly risky to lock down some DHT.UN at current levels instead. I guess an earnings report or two from DHT.UN illustrating how 2021 has gone so far might be helpful in looking ahead, but I'm not aware of any ...?
Thanks for your thoughts.
Peter

Q: In my grandchildren RESP I currently own IWO and VRO. I would like to add a third ETF, which would be better VGG or ZQQ? Money not needed for 12 years. At what $ amount would you start to invest in individual stocks?
Thanks

Q: Hi Peter, Ryan, and Team,

We need to increase our Telecom exposure in our non-registered account. Is Telus investable today for a long-term hold, or should we wait for a pullback? Alternatively, since we also need to increase our US exposure, would you be OK with VOX (or similar ETF) instead of T, or would tax consequences make VOX or another US-based ETF a poor choice in an unregistered account? As always, thanks for your valued advice.

Q: What are your thoughts on initiating a long term position in Guardant at these levels? Thanks

Q: Hello 5i Team
Please rate the above growth stocks for their potential stock price appreciation in the next 2 years.
Thanks

Q: Hi gang, what do you make of their report yesterday. ? BDGI going forward how would you rate this co? Buy , sell, or hold ? Thanks
Alnoor