Investment Q&A

Q: Following up on your guidance to consider selling high-risk/high-beta stocks in anticipation of year-end volatility, would you consider LSPD and/or VEEV to be in this category? You have also suggested investors consider increasing exposure to large low-beta quality companies. I am overweight BEP/BEPC (almost 8%). Would you suggest holding the course given its size/low beta/ green focus...or trimming back to 5%? Thank you.

Q: I'm wondering why there is so much investment interest in renewable power. As far as I know these companies are highly subsidized by governments and they pay no taxes. What is going to happen when renewable energy companies have to face the same rules as do non-renewable energy compaines?

Q: Some pundits are suggesting a future spike in demand for copper due to an increase in electric vehicles, solar installations, and windmills etc.
Can you suggest some copper stocks and etf's.
Thankyou

Q: I am looking to invest in one of these two companies. as a way to play the real estate market other than through the banks. They both seem to have good management. How secure is their dividend and who would have stronger growth prospects? Any other comments greatly appreciated and do you have a preference? Thanks. Derek

Q: CGT seems to have a case of runaway share price of late, any news behind this? Usually share price only moves like that prior to a buyout. Your take?

Q: Hi, if an ETF with a relatively high distribution, say XEI, pays part of its distribution in ROC does that mean the underlying holdings of the ETF do not generate enough dividends on their own to cover the distribution? Thanks.

Q: Hello 5i,
I’ve be watching Zoom and Peloton rise consistently since the onset of COVID. Have I missed the boat on these two or do they have more growth ahead of them?
Thank you
Dave

Q: Hi Peter, Ryan, and Team,

In our combined portfolio, we own the following Technology stocks: CSU, ENGH, KXS, and OTEX. Since we hold OTEX in several different accounts within the portfolio, we were considering selling some OTEX and use the proceeds to buy some ABT. Would you be OK with such a move, or is ABT too expensive at the moment, since its RSI indicates that it may be slightly overbought? As always, your advice determines our course of action.

Q: Is continuing to slide.
Has China sales been such a blow or is there something else at play.
How do you view their current financial position.
Thankyou

Q: Do you think zoom is still a buy at this level?

Q: Hi, could you provide any guidance as to the level of trading in a TFSA that the CRA would consider excessive? Thanks.

Q: What are thoughts about this company...is the risk/reward favourable? Thanks

Q: I am thinking about buying this stock in a hope for recovery. What are the chances of bankruptcy? Is the dividend safe?

Q: Several analysts have recently issued hold ratings with target prices around 1350. In light of this, 5i still feels bullish about SHOP. Can you explain why and at what price would you increase a position?

Q: Hi Guys, Thanks to 5i and the above companies 2020 has been very good year and would like some more ideas to go along with these above gems.

Regards
Anthony

Q: How do you account for the change in value recently in Calian

Q: Was a previous owner of A&W Revenue Royalties Income Fund based on good recommendation from 5i years ago.

What do you think of them now? They suspended their dividend and then reinstated it and also have a special dividend now. Do you think it's a good growth stock still and good to wait for while collecting the reduced dividend?

Q: Infrastructure represents 5% of my portfolio and I would like to increase this to 10%.
Some suggestions other than Brookfield Infrastructure (held) both in Canada and US would be appreciated.
Thanks

Q: NVDA up 200%, AMD up 180%, TSM up 79% and QCOM up 70% in one year. Can I have your opinion on which would have more legs for continued share rise given current conditions within these companies, etc. Thanks so much. Dam Dan

Q: Good Morning Peter & team,

so... As per your comments couple of days ago referring to a positive outlook for ATZ being dependent on the Oct 14 earnings call, I am assuming??? the very positive move today (up over 8%) is a result of a good report yesterday?

If you could please provide your opinion of the recent ATZ Earnings Call and any forward looking opinions you may have.

Also, in consideration for the very negative a brick & mortar report (malls primarily) which I saw yesterday along with the very positive on-line shopping results reported, are there any other companies which are related to on-line shopping you think we should consider moving forward in 2021come as we/if we come out the other end of Covid? Also, please confirm ATZ & LSPD are considered Industrials.

ps... presently my portfolio has a 5% position ATZ & 4.8% LSPD

Thanks for all you do

gm