Investment Q&A

Q: I was very positive on the company previously and have held it for a while. I added to my position on the additional AUM announced on Jan 30. Can you comment on recent news of National Bank changing from FSZ to Goldman Sachs? How do the plusses and minuses affect your current opioion on FSZ? Buy sell or hold?

Q: Hi Peter and group I am up on EXE (28%) in the last 2 yrs I was thinking of adding some more . Is this a good idea or do you recommend another stock in the same space

Q: CAD Hedged vs Non-CAD Hedged ETFs. For US exposure ETF's, which is better to buy in my TFSA - hedged or non-hedged....and what simple reasoning can I use to decide?

Q: The TSX identifies AIF as technology and KWH as utility. I'd be inclined to categorize AIF as Real Estate, as it seems it might move more in line with that sector. I can understand KWH as a utility, though it might also be considered energy. Can you give me your thoughts on the sectors; would you stick with the TSX?

Thank you.

Q: Hi 5i team,
I have just read your report. One of their investments (Real Matters) is supposed to do its IPO over the next few months. February was even floated around recently. Following the start of your coverage of AIF (very happy about that), what is your main assumption about their investment in Real Matters. Sell their shares in the IPO, sell a prorated portion of their shares, distribute the shares to their current shareholders, keep their shares, increase ownership? What % would give to each of these scenarios? Any other possibilities? Thank you, Eric

Q: Hi peter
This morning the common share is trading fine slightly over $31 the new subscription receipt is a dollar .what would cause investors to dump a receipt they just paid $31 for the subsriction is trading today at around $30?
Kind regards
Stan

Q: I realize that I have a poor understanding of how to value "pre-sales" biotech companies such as TR. How is a quantitative value placed on them - I assume it is based somehow on the potential market share of the company in the specific area they are developing drugs for, as well as the size of that market and the risk of getting product to commercial trade. But this seems all very subjective. For example, TRIL has traded all over the map, the value can seem to double or be cut in half based on some combination of risk profile vs. potential. For the average retail investor, how does one go about trying to value these companies, or is is better to wait until sales start to happen and then try to value to company on sales projection? Other examples could be PLI, or one I'm still trying to forget from years past, ISA. I'm wondering if these types of companies have a place in a responsible portfolio even one is "high growth" oriented?

Q: I am very interested in making a long term investment in the growth of gaming.Can you please provide some of your best investment ideas in this space. I know you like Nvidia but do you have a preference among the other companies that trade in either the us or Canada.ie ttwo etc.Is there an etf to buy that holds a number of these types of companies?
Thanks for the many many profitable trades!!!

Q: I am thinking of adding a REIT ETF to my RRSP account and curious to know if there is a CDN ETF that holds U.S. properties that you could recommend?

Thank you,

Q: Hi Guys,

Can you please explain the details around TransAlta PLAN of Arrangement on the consolidation of their preferred shares. Good for unit holders or not? Feels like there might be some upside on dividend but concerned that share value might be affected negatively.

Q: Hi 5i team,

I notice downward pressure on D box any insights you can offer. Should I continue to hold as a small percentage of my portfolio.

Thank you Mike

Q: Good morning everyone,

Could I please get a review on Cemtrex. Ticker CETX:US. It is similar to photon control and has high insider ownership of about 48%. I am looking for any red flags on this one.

Thank you,

Q: Hi there Bought a bit more of SYZ after what I thought were excellent quarterly results. Since then share price has been dropping steadily. Other than inside selling any other idea why this might be occurring? Another question I pondered about was how an insider sold 500000 shares in a couple days when the stock is so lightly traded. Do you think that was a single block trade - a prearranged transaction?

Thanks

Stuart

Q: Hi 5i: I split my investing between a number of different portfolios. One is a dividend reinvesting portfolio focused on dividend growers - all Canadian at the moment. My holdings consist of the usual suspects, big companies covering banks, telecoms, pipes, and utilities. I added a small position in Crius a few days ago, but I want to diversify some more. Any suggestions? I have no industrials, bio/health, consumer or info tech. I could include US stocks if necessary. If you would make a few suggestions I would appreciate it. Many thanks.

Q: Hello! Do you think it's better this year to put new money in US or in Canada ?
Thanks for the great service !
Martin

Q: Hi,,

I know this company would not be on your radar given the small size. That said, could you provide commentary on the potential prospects for this company and the balance sheet. I understand they have cash and growing revenues. Is there insider ownership? Any further insights would be appreciated.

Thanks

Q: Hi 5i: Re Gildan. I just logged on to ask about Gildan's drop today and I've read your response to the earlier Gildan question. I was concerned that Gildan was very exposed to a Trump attack, given that they changed their minds about buying American Apparel's US manufacturing facilities, and only bought rights to the brand. The news item I read on RBC Direct described the large layoffs in California and notes that Gildan employs thousands outside the US. The American Apparels "brand" is all about "American . . . .". Seems to me Gildan is very vulnerable; one might even say "asking for it"!. What do you think?

Q: Is there a way to tell how active different ETF's are managed,the added costs like management fees are increased due to these activities and how effective these actions are?
Thanks

Q: If you could only invest in 1 US-based technology company, which one would it be? Google? Amazon? Other? Thanks in advance.

Q: Is KWH.UN and CRIUF the same company but traded in US. Reason being I'm interested in buying Crius and have funds available in US account. Or would there be a better US choice?

Thanks