Investment Q&A

Q: A lot of the precious metal stocks have been on the rise in the past few weeks and yet First Majestic Silver seems to be on a steady decline. Any thoughts on the reason it is declining? I am wondering if I should cut my losses on this stock, sell it and replace it with PAAS. Your thoughts on this move would be appreciated.

Thanks as always
Paula

Q: Has your view of ITP changed based on their supply of the materials needed to make hospital gowns and the potential shift to making these in canada in the long run. I see that Stanfield has re-opened its manufacturing facility in Truro to make the gowns but the material is coming from ITP. Does this part of their business offset the slowdown on other items.

Q: The Prime Minister just announced a $750M fund to reduce emissions in the energy sector. This seems to be the sort of thing Questor Technologies does. Do you think this will give a boost to QST stock? Are there any other companies that are in this space and could benefit?

Q: Hello 5i Team. Is this a good time to buy Gibson Energy for a 3-5 year hold?
Thank-you.

Q: I am looking for ETF's that cover CD,CS,IND, and Communication. If there are no ETF's can you give me some beta-pro's
Thanks

Q: I want to add another utility stock to my portfolio (already own AQN) and was looking at Capital Power since it has an attractive dividend. Could I get your thoughts on this company?

Q: Sorry, I did not mean to limit my question to investing opportunities only in Canada.
What opportunities do you see in the US and would you be able to rank both the Cdn and US suggestions regardless of country in order of preference pls.

Thanks,
Terry

Q: Good morning, I'd like to know your opinion on GTMS. Their latest financial results look good. It seems that COVID-19 has minimal impact to the patient treatment numbers. Greenbrook's TMS Centers have been deemed essential businesses. Thank you.

Q: Am needing to get more health exposure into my portfolio. So the question is with say 20 000 to invest, do you put it all into ZLV ETF or is there more growth potential by buying two or three quality stocks like JNJ, PFE and GILD.

Q: Wow your team is good!

I am short in health care in my portfolio. Can you please provide me with your current five favourite health care buys for growth over the next five years. I am comfortable with volatility, Canada or US, and small, medium or large cap.

Thanks in advance

Q: With the goal of taking a basket approach to the pharma sector, is there a large cap, Canadian listed, US Pharma names ETF that you favour?

Thanks.

John

Q: ONEX has been a $100 stock within the last 5 years; what will it take to get it back in that neighbourhood?
Interesting that they're deploying capital now with the acquisition of ICS but I think it's fairly small in their portfolio, maybe Westjet sized under 5%?
Also is there a succession plan for Gerry Schwartz? Nigel Wright seems to be still very much in the picture.

Q: any spepcific reason why LB.to is not part of the income portfolio ?

Q: Hi there,
Say one has 200 shares of company ABC. They sell 100 shares and 15 days later sell the remaining 100 shares. Can one repurchase the first 100 shares sold in thirty days without loosing the capital loss?
Tx.

Q: I feel I am to heavily weighted in these financials. Would you please rank them as to which ones you would keep and why. Thank You.

Q: Down 65%, I am considering selling for tax loss opportunities this year (and last). Since it appears to be the dominant producer in its space, do you have any suggested proxies (or other near proxy approaches) ?

Q: What is your opinion on the medium to long term outlook on the Keg?

Q: My simple reading of the financials, looks like the total number of shares outstanding, X the existing price, is less than the net assets. The expressed book value is also much higher. Does this Company scrap, for more than it trades for ?

Q: According to StockCharts, GUD has increased 32.45% in the past month. The only stock in your Balanced Equity portfolio that is down is NFI, down 27.45%. My question is, re NFI why? Should we be patient? Can we see NFI rebound when the pandemic subsides and people start moving around again?

Q: In answer to @Cheryl, Knight released two news yesterday. The Triumvira repayment shows that Goodman's strategy of battling mostly 'singles' (except the GBT 'homerun') is working.

However, a more meaningful news is that Knight finished repurchasing 100% of their shares buyback under their NCIB. I don't recall a company actually buying "all" of the NCIB allocation. We knew they had bought 78% of it as of March 30, 20 in their Q4 2019 quarterly report. We could have expected they would buy the other 18% but still did it quickly with Stock having dropped a lot in the COVID market (even though they said COVID had not affected their business - well not yet at least).

Question: their NCIB only expires on July 8. Does it mean GUD has to wait until July 8 to request another NCIB to the TSX if they want to continue buying back their shares? Medison still owns 7.5% (10.5M shares) of the company, and I would really like to have GUD arrange a 'block' buyback of Medison's Shares via a 'special NCIB' repurchase to finish the Meir Jacobson involvement once and for all without disrupting the share price, or at least causing uncertainty/concern on that.

Is that possible? And if so, does it have to wait until current NCIB expires in July even as they have completed 100% of the current NCIB already? Thank you!