Investment Q&A

Q: Hello Wonderful Folks at 5i!
I am just wondering what your thoughts are on the fundamentals and business going forward of this company? Would you consider it a buy for a 2-3 year hold? And would you place it along side (or in the same room) as companies such as Moderno and Innoviva?
Thanks for all you do, your service and the education you provide is unparalleled!

Q: I have heard comments from diverse sources that there will be a massive movement of investment from bonds into equities at some point. Would you comment on this topic as to what catalysts could cause such a move. Does 5I agree with the concept? Has such a shift happened in the past?

Thank You
Clarence

Q: Hello
BMO.PR.C jumped today 8%. All other preferred shares jumped around 2-3%. CPD around 2.5%.

Do you know why BMO.PR.C jumped so much (8%). The volume of BMO.PR.C also jumped at 83,000 shares compare to the daily average of around 5,000. I own these shares and I would like to know if there is an explanation?
Thanks

Q: I am thinking of selling BIF.un and either buying more BEP.un but also wonder if I should be looking at materials exposure in consideration of an increase in infrastructure spending in Canada and the U.S. What materials would you suggest? In materials I do have 10% in gold stocks.
Also would AQN be on your buy list at this time.. Thank you.

Q: good morning - the bulk of my fixed income assets are in the form of preferred shares which i would very much like to move away from, although I will take a pounding in the values. My prefs pay in the 5% range and I'm wondering what your take is on replacing them say with canadian banks which are also paying roughly the same in dividends at their current prices. I am already overweight in banks and utilities but wonder what the true risks are for a long term holder. I have read several times that holding the banks over an extended period usually outperforms the canadian index. I know the difference between common and prefs, from a legal perspective, and understand that commons can suffer from downdrafts. However, all my prefs have performed so poorly and the future seems so bleak for them that i would like to get rid of them. What advice can you offer me, please. As always, thank you.

Q: Your thoughts on SIS's preliminary results. Txs for u usual great services & views

Q: Could you offer an opinion about the Wisdom Tree cloud computing etf. How would you compare it to AKRW. It would seem to me that disruptive technologies are awarded high values and are the future. AKRW seems to be a bit more diversified eg includes Tesla as a tech stock. What % position would you be comfortable with in an otherwise diversified portfolio.
Thanks Peter

Q: How would you rank this company at this time for increasing a currently small position in a portfolio? I am figuring people will be travelling more thus increasing demand for gas. Thanks Donna

Q: I hope I'm not out of line asking this. But I've noticed that, while you seem to like Square, the lack of SQ appearing in your disclosures indicate that you don't own any.

What would be your reasons for not owning SQ? I'm thinking long term and see potential with Square's Cash App replacing consumer banking. Thanks again.

Q: You listed KXS as one of your favorites to buy now, but at 120 p/e it's been hammered this week. Is it not overvalued and likely to stagnate or fall over the coming weeks/months?

Q: Does ESI pay a dividend? Did Murray Edwards take a recent position in this company?

Q: What do you think of the quality of managers, risk profile and prospects for this ALT fund? What weighting should these be in a portfolio? Thanks

Q: With the some positive news regarding Covid and a treatment, how comfortable would you be owning AC? There has been a nice little pop today, do you see that continuing and a recovery taking place?

Q: I am on CIBC and have received all shares and remainder funds. Shares a while back and remainder funds about 2 weeks ago. I wouldn't recommend CIBC on this behaviour alone however.

Q: ET is an income stock that cut it's dividend and is now not producing much income. It is in your income portfolio, is ET going to be replaced? If so with what? I follow your income portfolio very closely so this is of great interest. Thanks Ron

Q: As you can see by my holdings in my TFSA ,I have been following your advice. I am way up on KXS and am letting it run. Down on BNS, GUD, SIS and SLF. I have full position to add. I am looking at either REAL, LSPD , WELL or XIT.
Would you add to BNS or SLF or add one of the ones I am looking at? Long term view 20 years.
Thanks, Paul

Q: Just a comment on DYA re the question on its threat by the "electric vehicle boom".

DYA's technology, as I understand it, injects hydrogen derived from on-board water electrolysis into diesel engines to reduce emissions and possibly improve fuel economy. It is used on diesel trucks not on passenger cars with gasoline engines. The company claims to look at other applications such as diesel engines on big mining trucks, ships and the like as well. Vehicles with large diesel engines targeted by DYA, for a variety of reasons, will not be early adopters of EVs.

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Q: Your thoughts on CET please.

Q: I currently hold 2,000 exe.a and 1,000 csh.un in one of my RRSP accounts and am down considerably on both.

1/ Do you feel the dividends are relatively safe?

2/ Do you think think they will rebound?

3/ Or - should I just trim them both and move on?

Thanks for your insights.

Q: What are your thoughts on ESN