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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I know you are positive on Enghouse, and would appreciate your thoughts on the competitive position of their Vidyo conferencing business. All I ever hear about is Zoom and Microsoft Teams. Does Video have a meaningful part of the market, and does 5i view that it has solid growth potential versus competitors in this sector?
Thank you for your comments.
Edward
Read Answer Asked by Edward on May 12, 2021
Q: In another lifetime, this stock was much higher with zinc at high prices and a “ transformative “ deal with Glencore was happening. Zinc prices are moving higher again, now at around $1.30 /lb with TV hedging 25 % production at $1.23 /lb..
So is this stock set to rejoin the commodity play or are its glory days behind it ?
Thanks Derek
Read Answer Asked by Derek on May 11, 2021
Q: In general, I've heard repeatedly that stocks like certainty - whether this is on interest rates, consistency of earnings, etc.
I just saw the headline this morning that Palantir is accepting bitcoin as payment. I think we all agree that bitcoin (and all crypto currencies) are quite speculative in nature. Isn't this bad news for true "investors" knowing that their revenue could go to $0? Shouldn't this mean true investors want out and speculators may want in? It seems completely counterintuitive to me for companies like PLTR and TSLA to do this. Comments?
Read Answer Asked by Mike on May 11, 2021
Q: With the supposed supercycle in commodities (I'm thinking metals oil and lumber) is it too late to jump in now? What would derail the commodity run?
Read Answer Asked by hal on May 11, 2021
Q: Good morning,
Although a big fan and long time holder of all Mawer equity funds in my family portfolio, I'm now looking for the second time at dumping the MAW106 as a core holding given its inability to beat its benchmark index in the last few years probably due in part to its increasing popularity and size.
Would you kindly suggest a suitable ETF and/or a mutual fund replacement for MAW 106 or should I simply add to some my other existing core ETF holdings. I currently hold XIU, XIC, XDV and XEI.
Read Answer Asked by Francesco on May 11, 2021
Q: I am interested in a copper exploaration company and I have found a Canadian company called Marimac Copper. Its main find is in Chile. This company has no revenue that I could find and will have a lot of future expenses. I am intrigued though and I am wondering what your thoughts on Mari for a long term hold. Thanks
Read Answer Asked by Cathy on May 11, 2021
Q: Good morning! I have a question on investing knowledge in general, and the companies mentioned above are what I will use as my personal example... because I’ve read from the team at 5i that it doesn’t make much sense to hold out on a loss. Please by all means correct me if I am wrong, example: I bought into SU,(I am -28%) and QST, (I am -60%). XBC (I am -59%). This doesn’t bother me nor does it cause me any financial suffering to hold, and I know there is no magical answer... does a young man ride it out and just wait patiently? I love SU AND QST before the pandemic and still enjoy their presence in my portfolio but here I ask myself this, am I missing gaining opportunity in the markets? My money is sitting negative, slowly, slowly coming back, where a I could suffer the loss and get to work else where? Thank you!
Read Answer Asked by Dylan on May 11, 2021
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