Investment Q&A

Q: CRT.UN is my only real estate exposure in my current unregistered portfolio (5% of the unregistered, 1.8% of the total, portfolios). Exploring replacing that with BAM.A (which you answered for me a few weeks ago, not part of this question) or with NWH.UN.
Re: CRT -- pro: better debt level than NWH (?); con: I already have similar exposure to CTC
Re: NWH -- pro: I currently have no other health care exposure (except the tiny portion of Telus); slightly better global diversification; higher dividend; con: higher debt; no historic dividend increases
Any other considerations? What are your thoughts on this potential swap?
Thanks again for all your comments and service.

Q: Hello Peter.
I’m considering buying TPL. First quarter earnings will be released on May 6.
It’s had quite a run in the past 3 months so should I wait for a pullback? If I should decide to buy, should I do so before or after earnings are released?
Thanks a lot for your great work.
Marc

Q: Your thoughts please. Would it interest you for it's connections to the materials sector and reopening of business post Covid?

Thanks

Q: Hi 5i,
I recently topped up Bam.a and want to crystallize a loss on one of Brookfield’s subsidiaries in a taxable account. Will the loss be disallowed by CRA if I do not wait 30 days from settlement of the recent BAM.a purchase?
Tia,

Q: Could I have your analysis for VRNS, would you add it to a diversified growth portfolio?
Thanks for your service!

Q: Wondering about your reaction to the most recent quarter. Any suggestions for other miners especially silver or copper with room to run? Thank you, Cal

Q: This stock is up considerably over the last month, and saw news this morning of a new agreement.

Any thoughts on future outlook?

Q: Good day 5i.

Please provide your thoughts on todays announcement between Ballard and Linamar. Do you think either is a buy on current valuation and future prospects?

Many thanks for your help.

Many thanks.

Q: Good morning

Looking for an International Consumer Defensive ETF.
Any suggestions would be most welcome.
Sincerely

Mike

Q: With rising Inflation would TIPS be a good Investment. What would be your top 3 Investments.

Q: I have been watching Turquoise Hill for the few months and it seems to have made good progress in resolving past issues centered around financing. Based on the following factors, how would you rate TRQ as an investment in 2021? Are there other plays you would rate higher for potential returns with less risk?

* Rio Tinto has signed an agreement with Turquoise Hill Resources (TRQ) on an updated financing plan for the $2.3bn underground development of the Oyu Tolgoi copper-gold mine in Mongolia - supposedly the world’s largest new copper-gold mine.
* Their CFO has just been appointed as the new CFO with deep experience in the mines' financing. As a 34% stake holder, the Mongolian government's stake represents an important revenue generator to the Mongolian economy.
* After covid delays, shipping has resumed to China.
* Cooper and gold grades have been upgraded.

Thank you!

Q: Hi Peter, what are the expectations for QRVO & ON next week ? One would think that with the chip shortage results for all these companies would be good and reflect max output. Is that the case or are supplies muffled by the most restricted component of a particular end users product ? Thank you.

Q: very small but seems to have momentum with distributors ... ant insights and opinions appreciated

Q: after your comments on the departure of their CFO I jumped in near yesterdays low. After reviewing your previous comments I have a feeling that this purchase should be traded (and not held as a long term investment.)
May I have your outlook for this stock?

Q: Hello 5i team,

According to portfolio analytics, I am underweight in Consumer Staples and Consumer Discretionary as well as US exposure. I am a growth investor with a long-term horizon. This is for a TFSA.

In Consumer Staples I hold ATD.B and PBH and was thinking of adding COST.US.

In Consumer Discretionary I have ATZ, BOYD, DOO, LULU.US and was thinking of adding MG and possibly LNF.

Could you suggest some Canadian and US names for both Staples and Discretionary that would compliment my existing holdings?

Thanks for your advice.

Q: Hi Peter, if the existing US softwood lumber tariffs were relaxed or removed, how would; that affect the value of WOOD ? Thank you.

Q: How significant is the loss of the Motts sales contract to earnings?
Do you feel the company should have provided at least a little detail on the impact in thier press release for the sake of the investment community or do competitive considerations make that impractical?

Q: What are the main sectors of the market? And under what category do oil and gas companies, miners,
digital medical companies fall. And for each sector which is your best in class pick for each in canadian market?

Q: Hi... your thoughts on QSR now and the quarter. Is the turn around at Tim Hortons beginning to take hold or still too early to say?

thx. Mark

Q: What do you think of its prospects?