Investment Q&A

Q: I need a little hand holding. I’ve grown comfortable with this portfolio other than TRIL ( a flyer) going forward. Are there any red flags o which I should be aware? How would you grade this portfolio ($740000) re preservation of capital and diversification.? Each holding is listed with %of portfolio .
AT-3.36;AQ-3.27;BNS-3.25;BCE-2.86;BYD-3.56;BAW-1.71;CAE-2.6;CAR.UN-3.99;CSU-3.8;ENB-3.39;XAW-2.28;MG-3.89;NVEI-5.57;PBH-3.99;SLF-2.54;T-1.67;TFII-3.86;TRIL-1.62;VDY-5.44;VEE2.16;VVL-2.3;VFV-3.87VGG-9.44;WSP-5.05; Cash 14%

Upvote 0

Read Answer Asked by Roy on July 08, 2021

• Exxon Mobil Corporation (XOM)
  • View XOM Profile
  • View Questions on XOM
• Suncor Energy Inc. (SU)
  • View SU Profile
  • View Questions on SU
• Enbridge Inc. (ENB)
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Canadian Natural Resources Limited (CNQ)
  • View CNQ Profile
  • View Questions on CNQ
• Pembina Pipeline Corporation (PPL)
  • View PPL Profile
  • View Questions on PPL

Q: I have heard we can expect to pay more to fill up at the pumps. Are you more bullish on oil or gasoline? If you are more bullish on gas oriented companies, what companies would you recommend?

Upvote 0

Read Answer Asked by Steven on July 08, 2021

• Mackenzie Global Environmental Equity Fund A (MFC5782)
  • View MFC5782 Profile
  • View Questions on MFC5782

Q: Hello 5i team: I am considering a couple of "green funds" and would like your opinion.First fid7228, second mac.5782. First is new so no track record,or would you have another recommendation.
TIA Mike

Upvote 0

Read Answer Asked by michael on July 08, 2021

• SoFi Technologies Inc. (SOFI)
  • View SOFI Profile
  • View Questions on SOFI

Q: Please comments on the outlook of this company. I have high-risk tolerance and always look for long-term potential. Thank you for your great service.

Upvote 0

Read Answer Asked by David on July 08, 2021

• Match Group Inc. (MTCH)
  • View MTCH Profile
  • View Questions on MTCH
• Bumble Inc. (BMBL)
  • View BMBL Profile
  • View Questions on BMBL

Q: I really like the CEO of this company and based on my social circle it seems WAY more people use bumble as opposed to match. Since the decline in the IPO price, do you think this would be a good time to start a position?

Upvote 0

Read Answer Asked by Danielle on July 08, 2021

• Jervois Global Limited (JRV)
  • View JRV Profile
  • View Questions on JRV

Q: Could you please give me perspectives on this company? I would like to know if it is cash flow positive and profitable. How is it positioned in the commodity market?
Thank you for your usual good advice.

Upvote 0

Read Answer Asked by Jean on July 08, 2021

• Bird Construction Inc. (BDT)
  • View BDT Profile
  • View Questions on BDT

Q: Thoughts on Bird Construction? Thanks...

Upvote 0

Read Answer Asked by Bruce on July 08, 2021

• Burcon Nutrascience Corporation (BU)
  • View BU Profile
  • View Questions on BU

Q: could you give an opinion re the future of this company. just opened the new plant and things should be positive but the stock has gone south in the last few weeks.
with all the excitement re plant protein this stock should be going up

Upvote 0

Read Answer Asked by brian on July 08, 2021

• Sylogist Ltd. (SYZ)
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• VersaBank (VBNK)
  • View VBNK Profile
  • View Questions on VBNK
  • View Reports on VBNK
• Volatus Aerospace Inc. (FLT)
  • View FLT Profile
  • View Questions on FLT
• Perimeter Medical Imaging AI Inc. (PINK)
  • View PINK Profile
  • View Questions on PINK

Q: Please list your top 5 Canadian companies with a market cap under 250 million. Looking for potential 10 baggers over the next 5 years. Also, a brief description of why you like the company.
Thanks
Rob

Upvote 0

Read Answer Asked by Robert on July 08, 2021

• StageZero Life Sciences Ltd. (SZLS)
  • View SZLS Profile
  • View Questions on SZLS

Q: Bought SZLS on a whim. Has been tracking downward since. Any potential going forward? Thanks...

Upvote 0

Read Answer Asked by Bruce on July 08, 2021

• Aterian Inc. (ATER)
  • View ATER Profile
  • View Questions on ATER

Q: Thoughts on this company? Revenue growth? Insider ownership?

Upvote 0

Read Answer Asked by Cory on July 08, 2021

• Recon Capital NASDAQ-100 Covered Call ETF (QYLD)
  • View QYLD Profile
  • View Questions on QYLD
• Global X S&P 500 Covered Call ETF (XYLD)
  • View XYLD Profile
  • View Questions on XYLD

Q: Further to my question regarding US financials and covered call etfs.
First thanks for your answer.
Both CALL and ZWK trade in CAD. Are there any USD denominated covered call etfs?
Or is there more merit in owning USA etfs in CAD?

Thanks.

Upvote 0

Read Answer Asked by Donald on July 08, 2021

• Vanguard S&P 500 Index ETF (VFV)
  • View VFV Profile
  • View Questions on VFV
• Vanguard S&P 500 ETF (VOO)
  • View VOO Profile
  • View Questions on VOO
• Invesco S&P 500 High Beta ETF (SPHB)
  • View SPHB Profile
  • View Questions on SPHB

Q: S&P 500 High Beta ETF (SPHB). What is your opinion of SPHB vs VOO? The fee is .25%, but it seems to perform better long and short term to make up the fee. Can you add SPHB to your database?

Upvote 0

Read Answer Asked by Terry on July 08, 2021

• Kovo+ Holdings Inc. (KOVO)
  • View KOVO Profile
  • View Questions on KOVO

Q: What is your view about this company, just listed last month.
Thx

Upvote 0

Read Answer Asked by Jigneshbhai on July 08, 2021

• Tamarack Valley Energy Ltd. (TVE)
  • View TVE Profile
  • View Questions on TVE

Q: please update your assessment of this company with oil now and up at $85.
thanks Yossi

Upvote 0

Read Answer Asked by JOSEPH on July 08, 2021

Q: Thoughts on futu? What do they do? Insider ownership? Debt? Revenue growth?

Upvote 0

Read Answer Asked by Cory on July 08, 2021

• Converge Technology Solutions Corp. (CTS)
  • View CTS Profile
  • View Questions on CTS

Q: This stock, CTS -- has been a good pick. Thanks! How much room do you see on the upside this year?

Upvote 0

Read Answer Asked by Bruce on July 08, 2021

• Knight Therapeutics Inc. (GUD)
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: Hi Team,
I still holding 1400 shares of GUD at a loss in my RIF account. Would GUD have any chance to go back up to say $6.30 ? or should I just get rid of it ?
Thank you for your assistance.
Appreciate as usual,
Tak

Upvote 0

Read Answer Asked by Tak on July 08, 2021

Q: Relative to diversifying my investment portfolio I am considering buying a lot and building a multi unit residential complex where I would rent 3 units and then live in the other. The cap rate for this investment is at 3.5% which is well below the preferred 7%-12% real estate industry baseline. This investment will require $2M in working capital which is about 55% of the funds I have for all investments. Given the dividend rate for a diversified allocation (BTSX) of dividend paying stocks, estimated to be 4%, would you consider this real estate investment to be a good option for an investor?

Upvote 0

Read Answer Asked by Ronnie on July 08, 2021

• Shaw Communications Inc. Class B Non-voting Shares (SJR.B)
  • View SJR.B Profile
  • View Questions on SJR.B

Q: What do you expect the approximate closing date to be re Rogers/Shaw? What are the odds of a completion happening?

Upvote 0

Read Answer Asked by Ronald on July 08, 2021