Investment Q&A

Q: If you were starting to invest, had $500,000, and sought income with some growth, would you invest today or wait for the Iran war to resolve? If you were to invest today what companies would you buy and in what amounts?
Thank you!

Q: It's rebalancing time, for me. I need to augment our fixed income positions and would appreciate your thoughts on best current options. I already have short and long bond positions at present, not doing much but paying the payments. I'm not keen on pref shares. I am perplexed by the interest rate regime by and large. Are rates going to lower, as I assumed prior to Trumps Iranian caper are will they rise, to counter inflation which may be lurching from the grave. Laddered GIC's? I would rather not carry all the cash I'm generating from trimming equities but have a bit of analysis-paralysis. What would you suggest, Obywan-Kenobi?

Q: Can you give me your best ideas for a near term purchase of US traded companies with a good yield and some growth potential?

Q: Hi Team,

Appreciate all you do, seldom ask questions...

This is for my Kids RESP (ages 7 & 11). As a means to try and get them understanding stocks a little bit, we basically give them 3-5 basic company reports (that 5i recommends) and ask them to review + choose 1 company to invest in. They own 2 companies thus far... investing approx $5K each in Google and CSU. The current market value is now is $2500 for CSU and $11000 for Google... we now have another $3-$4K cash to invest for each of them.

Questions:
1. What would be 3-5 companies we should point them to now for them to pick from (keep in mind, their 'reviewing' of a company is generally looking at the price chart and understanding a bit about the business... there's no deep thought in their decision, obviously)?

2. Which 1 or 2 of those companies should we try to guide their decision to?

3. Would adding to CSU be a better option for them?

4. Should they be trimming google to add another name for diversification?

Thanks!

Q: seems to remain a hidden gem. past performance looks good going forward, what is your opinion

Q: I am thinking of adding to my defense sector exposure. I own SHLD which is 60% US stocks. With Europe's desire to purchase more defense equippment at home would it make sense to start a new position in EUAD (100% European stocks) instead of adding to SHLD? SHLD has performed better over the last year and the US will have to replenish the armaments it burned in Iran, but US firms might expect fewer orders from Europe.

Q: Can you please comment on SRAD short report, earnings, and conference call? What is your outlook for the company?

Q: I'd like to increase exposure to markets outside of the US and Canada. I currently have VEE and VIU.

Would you add to these or are there other ETFs that would complement these?

Q: with the takeover of Arc by shell, I am wondering if other Montney operations become targets. How would you rate these three or are there others you could mention?

Q: Hi Peter,
Please comment on TER's quarterly result reported on Apr 28. If you have to choose only one to buy, either TER or MU, at todays' valuations, for maximum capital gain for a 2 years hold, which one would you choose and why. Thanks.

Q: How would you rank the above companies from 1 to 10 from an buyer's point of view?

Q: Mda has dropped straight down 20% for no apparent reason.Whats the problem?

Q: I ve held this stock in my RRSP for a little growth and dividend for 10 years. I already have DIR.UN. is there a good replacement.

Thanks

Q: How transformative is Akita's integration of Paramount Ressources and the end of the dual share classes? Would you be a buyer here? I hold near 4% in my portfolio, should I trim or hold?

Q: As details become available regarding the Canadian Strong Fund, we would welcome 5i opinions on how this development can impact investment strategies and potential opportunities. Please answer when sufficient information is released by PM Carney and team.

Q: Almonty Industries has a market cap of about $8 billion. Do you have any forecasts or projections of the amount of tungsten they expect to be able to mine from the Sangdong mine? What is the timeline to full operations for the mine? Does the expected production justify the valuation of the stock?

Q: Your thoughts on Visa's recent quarter and impressions going forward. Thanks.
Robert

Q: I listened to Chris's top picks on Market Call a couple weeks ago. One being TSX and another gentleman had mentioned it yesterday as well.
I now see it at times as a recommendation at 5i. Is this a higher conviction profitable investment for 3-5 year time frame after the Aussie additions?
Also do we have any profitable Cobalt miners or an ETF in Canada to invest in?
Thanks in advance. David

Q: Would you hang on to TER with the downbeat guidance? Other thoughts on earnings?

Q: With the price drop since it’s IPO, do you think it is fairly valued now or has more downside ahead?