Investment Q&A

Q: As of today, what would be your top 10 most stable Canadian companies, or ETF's, to invest in. Stable meaning those best able to ride out any market or economic downturn. Dividends are always nice but not essential. Thanks as always.

Q: I own a small position in TKO as part of a basket of copper stocks. It appears to be underperforming the others. My question is whether you see potential for it so as to maintain or add to the position or whether you would sell and transfer the proceeds to stocks I also own such as CS and ERO? Thank you for your advice.

Q: Do you like ZEM for a long term hold or Would you recommend an alternative for emerging markets exposure? Thanks.

Q: TWM announced it was spinning out Tidewater Renewables and selling assets to them to pay down their debt. Do you know when the IPO will be and your comments on what TWM is doing?

Q: Hello 5i,
Not a question, merely a comment.
I have had some trouble this morning logging in to both Globeinvestor and RBC. All of my other websites and bookmarks are fine. I get a DNS Failure message even though I have tried accessing these with three different browsers.
As a result, I have posted a new thread in the Forums under Trading entitled Financial Website Alerts with the goal NOT to complain, but merely to share any kind of on-line access problems folks might have with any financial websites so that others will have a sense if the issue is localized or broad-based and any information the members have can be shared.
I hope it proves helpful.
Cheers,
Mike

Q: Hi. I'd appreciate it if you'd talk a look at WORKIVA (WK). I'd be interested in any comments you might have for this NYSE SAAS stock. Thanks.

Q: Hi Peter
it was closed to $ 100 and now dropped down to $ 86
it was trading at a premium to BIP.un as the dividends are eligible for tax credit
whereas Bip.un was not
now that it corrected , and also with the take out possibility of IPL

the shares could be diluted due to the above

is BIPC.ca a decent stock to buy for
1) generates dividends for income
2) slow appreciation for capital gains with safety of capital in consideration

I have a partial position, should I wait for the competition for takeover of IPL
to settle 1st before buying more of BIPC ?

Thanks!

Michael

Q: What is outlook over next 1-2 years?

Q: Opinion

Q: I purchased CPRT earlier this year and have a decent gain, I am considering selling it but it has been rising quite nicely. Is there any recent news to account for the recent price improvement? No need for cash, I would just buy something else and it's in a registered account so taxes are not an issue.

Q: Could you please update your comments and views since the merger with the DYOU did not go through. Sell or add more to bring the cost down. I have very small position.

Q: Hi, My respected 5i team
During the March 2020 market correction, your team provided a special report which was a big help for me to take advantage of the market correction. I bought some solid names at a discount as the report recommended. Are you guys still doing this kind of special report in the future?
Could you please recommend 5 solid names to buy in Canadian and US markets respectively if there is a market correction again? Do you think it is a good time to buy them now during the current market  drawdown?
Pls list the names in the order from your most favorite to the least. Thanks in advance!

Q: On June 16th you listed CPRT as one of five US compounders. Does this mean that this and the other companies listed are as close to 'buy and forget' companies as one can find? What are your thoughts about CPRT considering its strong gains of late? Is it still a buy then?

Q: What is your opinion of this company, its price and dividend - should I add to the shares I have, or just hold what I have or sell part or them all?
Thanks for our advice.

Q: Thoughts on the latest ISRG quarter?

Q: Hello Peter,
Whenever i look up the quote for NFI group, there is normally a news release of more orders and yet the stock hardly moves. With the EV craze, I would have expected more from this company with respect to rise in stock price.. Is there a better pick in this industry?

Q: Good morning 5i team
How much of a strategic threat does 5i feel global Fintech is to the largest Canadian banks? And, what do you the Canadian banks doing to ensure their competitive position?
The July 17th Economist article "The funding frenzy" notes "a funding round in June valued Klarna, a Swedish 'buy now, pay later' start-up at US$46 billion." They quote other similar examples. Smart folks are making these investment decisions in finch start-ups What should the small investor be considering today about their investments in Canadian banks?
Thank you.
Edward

Q: Now that Wealthsimple is offering Fractional Share purchases does it make sense to buy the Faang?

Thanks!

Q: After its earnings release, would you consider NFLX is now close to the status of a mature enterprise? Still worthy of above-average multiples , but with a P/E that could be justifiable around 25, and likely not today’s sky-high multiples.

1. What is your thinking on this, after last night’s results? Would you be of the mind that NFLX share price will from now rise very modestly ,or even remain flattish, over the next 3 to 5 years?
2. At the time of sending this question, I don’t yet see any updates of analyst ratings but perhaps they will be available at time of your answer. Post latest results what do you see as PEG, forward P/E and, if available, growth/contraction in global revenues?
3. Do you think today’s sell off in NFLX is an opportunity to add? Would you top up on a half position, or liquidate?

Your opinions have always been valuable and most helpful. Thank you.

Q: Peter; Biden seems intent on hiring very anti trust
personnel to go after the tech sector.Do you have any thoughts on this and/or concerns? Thanks. Rod