Investment Q&A

Q: Hi 5i Team,
Pls give your update view on Burcon Nutrascience. Do you think it is still speculative or time to buy?
Thanks for your professional advice as always.

Q: Hi team,
Could I please get your TOP 3 names in Tech, Health Care, Energy, Financials, Real estate.
Thanks in advance

Q: Could I have any thoughts you might provide on the micro-cap Re Royalties which owns a portfolio of royalties on renewable energy projects.
Thank-you.

Q: After pulling back from it's high since the IPO would now be a good time to enter a small position? What are your views on the industry?

Thanks!

Q: Current thoughts on SNAP and is this a good entry point for a long term (5+ year) hold?

Q: In his email, Mike is referring to a portfolio detail review. Where can we find it? Is he referring to your monthly report?

Q: Hi, what are your views on CYH please? Do you feel it’s underlying holdings are secure enough and that the existing distribution can be maintained? Also, do you feel the underlying holdings are earning the amount of the distribution or is it possible the fund is paying above the collective distributions of the underlying securities as in other Blackrock funds? Are there other global Dividend C$ hedged alternatives that could also be considered? Thanks.

Q: Hi group stocks appreciate your help picking your top 3 stocks in each of the following sectors - I am a medium to low risk investors and have a 50/50 Stock Mix in US and Cad
- Tech
- Consumer disc
-Staples
- Materials
- Energy
- Utilities
- Communication
-Financials
- Real estate
Please deduct credits at your discretion / Thanks for all your help navigating these difficult times it is much appreciated

Q: XTR and MFT offer attractive yields and seem relatively stable...are you comfortable with how they generate distributions and would you recommend them today? Thanks, great service.

Q: Hi, My nephew was given some money (quantity unknown but probably less than 10k) and he wants to invest in stocks. I don't believe that he wants to start a trading account. So, I imagine that something at his Bank or Credit Union would be the most appropriate. Does this restrict him to mutual funds and if so please provide me with 3 or 4 that will get him on the road to investing.
Many Thanks Gord

Q: Hello,
I have Mawer Balanced Fund fund and Mawer Global Small Cap funds in my RRIF and RLIF to provide some diversification to the individual stocks that I also have. I am happy enough with these 2 funds, and woud like to add Mower Global Balanced Fund, to provide some further foreign diversification , but I do not wish to sell any thing right now to free up the cash, so I am considering
replacing the Balanced fund with the Global Balanced Fund. This might help my foreign diversification problem, but I am wondering if there is a disadvantage to making this swap that I cannot see. the resrt of my portolio is canadian and us stock and fixed income. Please let me know if you think that this is worth doing at this time.
Thank you

Q: Can I get your assessment on investing in ishares ETF US High Dividend (XHD) in my RRSP? If your opinion is unfavourable, do you have specifc stocks to recommend in its place?

thanks -John

Q: Do you think TWM and WEF have upside and good for a longer term hold.
Thank You.

Q: Could you give me your thoughts on this company and if you feel it's current price is a good entry point?

Q: In my RRSP, I follow your Balanced Equity portfolio. I would like to add more US exposure, and for now, intend to do so buy selling some of my Balanced Equity portfolio holdings and purchasing either VIG or VGG. Of these, which should I sell to do so:

ATZ, AEM, ATD.B, BAD, BYD, CCL.B, CAE, ENB, GIL, GC, GUD, MG, NFI, PKI, SLF, TFII, WSP

Please disregard sector, geographical, and asset class allocation considerations in your answer. Thank you.

Q: Given the current Covit environment or any related issues is this company a good medium term investment?

Q: I'm out of touch with big broadcasting technology, but I can quite easily livestream on many platforms. Is Evertz well adapted to modern/future broadcast solutions? How do you think they have fared during covid? Would customer needs have changed, i.e. more demand?

Q: Luckily I have SHOP in my Roth IRA and need to dramatically trim.
I am currently transitioning into retirement within 6 months and want to set the Roth up as a consistent 5 to 7% income yield. I am looking at VIG and NOBL although they maybe higher risk. Would you please offer some other lower risk alternatives?

Regards,

Steve

Q: Good morning:
What do you guys think of this name .
Thank u
Mark

Q: In the short term, what are the biggest risks? COVID risks, an increase in cases to restrict SMB transactions; Offering price at $37.30, can the price cross the secondary offering price without an increase in selling volume; August quarterly report, that reflects the SMB reduced transactions due to shut in businesses; or the price ceiling at $35.00, that the price can’t get across?
Clayton