Investment Q&A

Q: Looking to add a position to my materials sector. Currently own NTR, MX, LIF. This would be held in my dividend focused non-registered portfolio and would be a long term investment. looking for a company with good dividend and financial strength to withstand volatility in the sector. A company with base metals exposure would compliment my existing holdings.
Although Lundin has had some problems I am wondering if the recent price declines presents a good long term buying opportunity. Other recommendations welcome.

Q: Do you think there would be a counter proposal at a higher price for Kirkland Lake if the merger is rejected? Or do you think the share price for KL will decline if the merger is rejected and there wouldn’t be a counter proposal?

Q: NOW IT HAS FALLEN TO A 52 WEEK LOW ANY IDEA WHY REPORTS ON NOV 5TH S THERE SOMETHING NOT OBVIOUS?

Q: Hello team,

I am up 40% on CAE, which I don't think is going any farther until planes are back in the sky in a meaningful way. Would you agree?

If you more or less agree, I am thinking of selling CAE and put the proceeds to one or two of the followings ordered base on my losses in each. The original investment is almost the same amount in each stock with the exception of BLFY which was 1/2 of others:

U (+7%)
Appl (-1%)
ABNB (-5%)
PLTR (-6%)
CRNC (-23%)
BLFY (-40%)
PINS (-28%)

Would you average down or would you sit tight? I know you don't like averaging down in general, but I thought I would ask as sometimes there are better growth opportunities and it does make sense to build up a larger position.

Thanks for the help!

Q: Hi 5i - From the following 9 US stocks - which 3 would you have the highest conviction for (with a short why for each): AFRM, ABCL, GOOG, AAPL, COST, CRWD, FLGT, NVDA, NKE

Q: I have PINS at a loss, would you recommend selling (for tax loss) and re-purchasing after 30 days or would you move on?

Thanks for your service.

Q: I am looking for technology companies that pay a dividend for an income portfolio, Sylogist is on my list to purchase however it is fairly small. Do you view the SYZ dividend as safe and would you buy today? Can you recommend another tech that pays a reasonable dividend (smaller but growing is fine)? Thank you.

Q: What do you think of Sysco for a 3 year hold

Q: Hi team
I made a sizable gain of KL (non registered account) over the long term, now that there is a chance of merging with AEM
if I decided to let the stock of KL merge with AEM; do I have to pay capital gains?

as there is very little premium of AEM to take over the KL, is there a good chance
that the shareholders of KL would reject the take over? thanks
Michael

Q: Do you think it is a good time to look at this ETF?

Q: Can you provide some comments on a new IPO D2L? Please also provide a financial summarization if possible. thank you...

Q: Could you tell me your thoughts on this company in regards to cash on hand and their burn rate,how far away are they on their projects to production and do you think they can survive that long or will they probably be looking for a partner and do you think this is a good price to buy $1.30-1.40 thanks for your great service

Q: Hi 5i - Out of the following 10 stocks - which 3 would you have the highest conviction for (with a short why for each): ATZ, AQN, ENB, GSY, NVEI, REAL, RY, T, TOI, WELL

Q: Hi 5i,
Looking through the last 5 years, it appears that the typical dividend from LNF bounces between $0.12 and $0.16.

How do you feel about their recent special dividend of $1.41? I would've expected them to reinvest most of this to help grow further or slightly increase their dividend going forward.

I would have also assumed that this special dividend would have sent their stock price higher as a reflection of their current strength but that doesn't seem to be the case.

Q: Peter; From a chartists view would the volume and price jump today point to a buy signal ? Thanks. Rod

Q: "Coinbase just announced that it will be taking on some of the biggest players in the hottest new market: NFTs." Saw this in the news, what does this mean for the future of COIN? To the moon?

Q: Hi There,
I'm thinking about picking up a small position in either APPS or NVEI:US.
Any preference between the two at this time?
Thank You,

Q: Hi There,

Can you please explain the emergence of the Canadian Depositary Receipts (CDRs), how they work, under what circumstances one should buy them ie. what kind of investor how they trade, and your overall opinion on them?

Thank you!

Q: With oil at $80 some are calling for a significant decline . Oil producers will fill the gap and we are entering a seasonally low period for energy. Would you suggest now is the time to sell stocks like CNQ and Chevron?

Q: According to portfolio analytics I need to increase my allocation to healthcare.
Have MRK. Please rank the following from 1. growth perspective 2. safety perspective: MDT SYK ABBV ZBH REGN