Investment Q&A

Q: What’s happening with the silver company USA? Is it too risky to own at this point? What are the chances it survives its current troubles? Thanks for your thoughts.

Q: Hi. I have decided to add an equal position of each of the above to my portfolio. These companies will even out my exposure among sectors. I have room in both my tax free account and my rrsp account. (RRSP won't be accessed for 18 - 20 years) I guess what I'm asking is would it be more advantageous to put any of the above in a tax free account vs an rrsp account?

Q: I have a hypothetical question regarding the $7,50 distribution that will take place later this year. Assume that I bought the shares at $10 and that the distribution was a return of capital. The ROC would reduce my cost base by $7,50 to $2.50. So if the market price of the shares dropped by $7.50 to $2.50 and I sold the shares at that price I would not have any gain or loss on the sale. Apparently, if my logic is correct, I would be pocketing the $7.50 with no tax consequences. Am I missing something? Or is this the logic that would preclude this distribution from being considered a return of capital?

Q: Hi Peter, Ryan, and Team,

Ignoring tax consequences, how would you rank CMMC, CS, FCX, and NTR to boost our Basic Materials exposure? The only exposure we have is XMA, which is heavier into gold, but going forward, we're interested in copper and fertilizers.

Thanks in advance for your assistance.

Q: Would you rather hold 1 position in NVDA or the equivalent of 1 position in a "basket" of FLGT, MELI, AFRM, and ABCL?

Q: i have owned ZEM for some time as part of my international investment weighting. It has done very little and I'm considering replacing it, but with what? Your thoughts, please. Thanks.

al

Q: Hello again your thoughts on Xylem

Q: Yesterday you said that you would pick (TOI, LSPD, BAMA, CUS, GSY, WELL, WSP) as your 7 Cdn stocks to hold for 5-10 years without selling. What would you choose as your 7 U.S. stocks? Thank you.

Q: Cipher had pretty good numbers in the 2nd q. This company may have turned the corner. The new ceo ( joined in 2019) Mull is a smart dude who made a lot of shareholders money on CML Healthcare. This one may be one to watch.

Q: Could you please comment on the significance of these two companies announcing new issues today?

Q: Could you provide and update please?

Q: pkk has moved up in the last few weeks. Your thoughts on the future when it gets on the nas. Bir had a good quarter. Are both bir and aav a buy ? cheers

Q: Good Afternoon 5i Team!

As always your service is amazing... and worth the price of admission!

TOI exploded today (up over 10%), can you offer some help with understanding why? There didn't seem to be any news that would have prompted such an increase. I'm not complaining as I have about 5% of my portfolio under that symbol.

Thank you for your time.

Q: Any news causing the big gain today?



Sheldon

Q: Canadian Nickel Company stock price has been dropping recently. Would this be a good entry point to establish a position or is there a good reason, that you're aware of, for the decline?

Q: Topicus has been on a roll, and I'm up almost 100%, representing just over 3% of my overall portfolio. I'm considering adding more to my TFSA, to make it 4.5%. Would you be comfortable adding TOI at/near its current price, or wait for a pullback, if there is one? Is 4.5% a reasonable allocation for TOI?

Q: Is it too late to initiate a position in this company?

Q: Hi 5i,
QST's results announced this morning look dismal to me and I'm not seeing much cause for optimism going forward. I hold a few thousand shares in my TFSA and I'm down 30% before market open today. No reason to sell for tax loss purposes and don't need the money right now, but I don't want to just sit and watch things get worse for a year or two.
Is my pessimism justified and should I just take my lumps now, or am I missing some reason for optimism such that hanging in there through at least the next quarter might be warranted?
I look forward to your thoughts - thanks.
Petere

Q: Moving shares into a TFSA. In general, would it be wiser to move shares with growth potential or ones that generate more dividends into the TFSA?

Q: Many questions relate to a stock that has run into difficulties with a downward stock price. Your customers are looking for an indication of what to do. Quite often they ask 'is it a buy, hold or sell'? In all my years as a customer of 5i, and skimming through the hundreds of thousands of questions, I don't recall more than a few 'sell' responses. Mostly 'hold' is the way to go. I, and probably most of your customers, would appreciate a bit more of a definitive answer. I realize giving a sell response is a big decision that could backfire if the stock recovers. You might end up with unhappy customers. What about qualifying the hold response. How about rating the 'hold' with a number scale from 1 to 10 where one is a weak hold and 10 is a strong hold. A '1' might apply to a company that has missed guidance a quarter or two but has a chance to recover in their market (there is still potential). A '10' might relate to a solid dividend paying company that missed guidance due to a large sale being delayed, currency issues or a temporary drop in margins.

I'm sure others would appreciate this clarity. Keep up the good work.