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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi, I was wondering if you could explain inflation and the impact on the economy and companies? Why the US is seeing inflation with the pandemic affecting businesses and jobs. I thought inflation meant growth in the economy. Is this current inflation numbers a blip or expected to last a few years? Do I follow the trend of sector rotation?
Thanks
Read Answer Asked by pietro on March 02, 2021
Q: Hi 5i,
In reviewing my asset allocations, I am underweight in US and International. I am also light on Healthcare, Industrials, and Technology. Are there any companies (top 5) that jump out at you as growth based names that could help with this in terms of a 'two-birds-one-stone' approach?
I have a 10+ year timeline and a high risk tolerance.
Thanks in advance!
Read Answer Asked by Kyle on March 02, 2021
Q: With so much attention on EV’s, questions
related to charging stations - and battery suppliers are becoming more important.

I am looking for a basket of companies in which to invest that 5i believes can benefit from these developments.

As part of this theme I am wondering:
1. Where will people recharge their vehicles?
Will traditional gas stations - including companies like ATD.B and PKI - retrofit some of their gas pumps to charging stations?

2. Who will supply the volume of batteries that are expected to be required? As someone said the other day “ right now Tesla owns the “bakery” ....which gives it a huge competitive advantage over the other potential competitors.

Thanks for your help here.

Read Answer Asked by Donald on March 01, 2021
Q: What would you suggest as a way to gain exposure to Electric Vehicles (EV’s)?

I have electric producers, as a common denominator, but wonder whether direct investment into auto or parts makers, and/or battery components (lithium/graphite) would be worthwhile.

Any suggestions for some small dabbles?
Read Answer Asked by Danny on March 01, 2021
Q: In your reply to a question today about these three companies, you ended with "We would still prefer BIGC." I wonder if you perhaps meant "...still prefer SHOP?" If not, could you elaborate on BIGC's virtues?
Read Answer Asked by David on March 01, 2021
Q: I saw your response to the only question on Cielo from Feb 08 and was wondering if your thoughts had changed in the last couple weeks. The CDIC / CDEV has turned in to an equity investor as of late. I have a lot of respect for Robert McWhirter and his abilities to accurately make no BS calls on stocks and he declared his interest on BNN market call on Friday. I bought a large position on Feb 04 after reading about the company I hope it can rival Xebec.
Thanks Steve
Read Answer Asked by STEVE on March 01, 2021
Q: Hi. I have a question about the target price set out in the company profiles on 5i. Take Karora Resources, for instance: The current target price is between a high of $6.00 and a low of $5.85. I assume this means that analysts think the share price should go to that level. (Actually, am I even correct in that assumption?) What I can't figure out is what is the timeframe for the target price? In other words, when is it thought that KRR shares will hit the $5.85 - $6.00 range?
Read Answer Asked by William on March 01, 2021
Q: Hi Peter/Ryan, I have no US stocks in my TFSA, RSP or Margin Accounts. I was thinking of adding some but not sure in which account it is best for them, or if it matters. How would they affect each one and do you have 1 or 2 suggestions for long term hold for each of them based on where it is better to hold them. Thanks
Read Answer Asked by Nick on March 01, 2021
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