Investment Q&A

Q: i am down around 20% on CS .... based on all this recovery chatter ..... should I add more
also,
if there is an increase in inflation, fed says transitory, does owning hard assets like copper producers a good idea... if not then what would you suggest ..thx

Q: Can you please comment on results.
Thanks

Q: What are your thoughts on Hydrofarm? Looks like it supplies equipment mainly for companies growing cannabis. “Industrial” or “Consumer” sector?

Q: When will we know if PHO is getting another offer or if the current one will go through?

Q: What companies would your recommend for minerals like graphite, cobalt, etc to meet the coming demand for electric vehicles? I am most interested in North American companies if we have them. Are any of these companies good value now or have they already gone through the roof?

Q: Hello, Please provide your thoughts on CYM. They look like they have created a niche market. Thanks

Q: What's your assessment of Lightspeed's earnings release? Could you explain what GTV is. Thanks.

Q: Can you please comment on results

Q: In a recent question today on value Canadian stocks, you mentioned BNS as a top 5. Why BNS out of the big 5 banks? If I want to invest in Canadian banks, with at least a 10 year horizon, how would you rank them to buy?

Q: Do you know if there is an ETF that holds LSPD and SHOP along with many of 5i's favourite IT stocks?

Q: Would you agree that SJ is a solid investment, fairly valued at the moment and current price is a good entry point? Would you take a position at this time? If not, what would be your price target?

Q: Would you consider CNC a good investment given their involvement in senior care and the aging demographics in the US? They also recently acquired Magellan Health which gives them exposure to one of the US biggest behavioural health platforms and are also starting to focus on a pharmacy segment and look to be developing into a fairly diversified company. However they do have significant exposure to Medicaid programs and linkages to the Affordable Care Act but not sure how big a risk to consider that might be? I currently hold CVS which is not perhaps direct competition but appears to be closer to fair value while CNC is still projected to have anywhere from a 16 to 23% discount. Wells Fargo has them overweight with a target of $87. Would you hold CVS, and take a position with CNC as well, or sell CVS and move it to CNC for it's potential upside? Thanks!
Kevin

Q: I am a fan of Brookfield and own BAM and related stocks. I also ( try to ) follow companies in which BAM has significant holdings. Formerly owning Genworth comes to mind and am presently acquiring SPB. My problem is in determining sources of current BAM holdings.
The annual report doesn’t help much or possibly I am not searching properly. Thanks. Derek

Q: is their competitors in the natural pesticide arena that are close to mgro could this become a cult following with the benefits to the planet can you see it having a small chance for success?

Q: Hall of Fame Resort & Entertainment Company (HOFV)
How do you feel about this company? It just reported its earnings. I have a long-term outlook and high-risk tolerance. Thank you for your service!

Q: Hi team,
What are your thoughts on this companies latest quater? Their debt level has been reduced, the dividend yield is at 6% ,but the share price keeps sliding from week to week.Seems like a very cheap stock ,but what would be the catalysts for it's share price to appreciate and attract investors? Many thanks,
Jean

Q: When i transfer cash from my USD accounts into my CDN dollar accounts I accept the rate my bank offers. Is there a way to better the transfer rate? thanks Al

Q: Hello 5i,

Can you recommend an ETF with GOOG and AMZN as the main stocks (minimum 12%-15% of each) and lower amounts of other FAANG stocks (no more than 5%) as we have VGT.

Thank you.

Cheers,

Debbie and Jerry

Q: There is a consistent discrepancy between what appears as the book value in my Qtrade and RBC account and what appears in my 5iresearch portfolio. I've verified that the share numbers and cost prices are correct. The differences are much higher on my American stocks where the MV is always higher than what shows in my original accounts. Is there an explanation for this?

Q: Your thoughts on NPTH please, thank you!