Investment Q&A

Q: I'm interested in purchasing some stocks directly engaged in the IIOT and "industrial automation revolution" happening across many sectors worldwide. I prefer software companies with high TAM, dominant businesses (or the potential to be dominant), profitable, and good management. I understand purchasing the ARKQ ETF is one way to achieve this, but for a .75% fee it seems expensive. Also, I don't like that the fund weights Tesla, Alphabet, and Baidu so heavily. Of the above companies, how would you rank them as long term buys right now? Am I missing any here that you really like?

Q: Would you consider Roxgold a sell or hold today?
ThankYou

Q: This company seems fiscally disciplined and has projected profitable growth in front of it. As the economy pivots and grows TELL should benefit. What is your perspective on the company and the short attack. Thx as always

Q: Do you see BYD as fully valued or would KXS have more room to grow?
Thank you. Excellent site!

Q: Why do Fortuna Silver shareholders not like the deal for Roxgold?

Q: While I have no issue buying and selling stocks in my registered accounts, I find I am tremendously reluctant to sell stocks in my non-registered accounts when there's a capital gain. By way of example, I've held onto MSI for a couple of years and am up 45%. The stock seems to be stalling...and I'm tempted to replace it with MG. Two questions/asks:
1) Please discuss your strategy for selling profitable stocks in a non-registered account.
2) In my case, would you replace MSI with MG...and why? (In terms of industrials, I also own TFII, WSP and J.)
Thank you.

Q: Ive been watching this stock , is there much of a chance that Appia energy will amount to anything or at this point is it a risky speculation investment? thanks a lot.

Q: Peter, your experience managing a fund is why I am seeking your comments. An account at TD Wealth management is 2/3 invested in the TD private funds and 1/3 in individual Canadian stocks. In 2020 turnover was 100% and I know I personally did a lot of trading last year. 3 days after oil went negative, the oil stocks were sold when I was buying (and made piles!!). I've also noticed that several TD funds were bought during the year and then sold in 1 or 2 months, or less. Sometimes Canadian shares were sold one day and bought back the next day at a higher price. I find it hard to believe that professional money managers would buy a fund (TD China, for example) and sell it one month later for a few cents profit. While the commission on common shares is only about 3 cents per share, my $10/trade works out less on larger orders. Is this normal to trade in funds like this? This happened other years too not just 2020 but trading was higher last year. Overall, performance over 5-6 years has been adequate but not exceptional, mid single digits. Deduct points as you see fit. Appreciate any insight.

Q: Please provide your views on ARKK's growth prospects for the next 12 months. A ballpark percentage range would be appreciated. While I recognize the ETF will be challenged to come anywhere close to its growth rate over the last couple of years, I'm wondering how much gas is still in the tank. Thank you.

Q: i see a lot of blue chip companies starting to redeem notes and not sure if i fully understand this. does this mean that companies have the money to pay back the notes which are usually higher interest and is this usually good for stock holders. manulife came out with 1 billion redemption of 4.7 usd senior notes this morning.

Q: What are the top three stocks that you would recommend for Income? Only Canadian please.

Thanks

Q: Hi 5i Team,

What would be your top 5 U.S. growth pics to buy today? Irrespective of sector, risk or size.

So many thanks for such a great service.

Q: Good Day! Looking for your thoughts around these three aerospace companies. I'm very interested in added one of these to my investment portfolio in the near term.

Q: I own Suncor ,and am under water about 20%. I’m thinking of swapping it out for CNQ ? Which company has more upside potential for a 2 to 4 year horizon?
Thanks,
Philip

Q: Just a further comment to James' question and your answer regarding the Exelon purchase. This purchase left me scratching my head. I am a healthcare provider who works in the area where Exelon would be used. I don't see much Exelon used. As you indicated, it is a mature product. However, revenues have been declining over several years, at least according to Macrotrends (available at https://www.macrotrends.net/stocks/charts/EXC/exelon/revenue) so I don't know what rabbit GUD can pull out to wring increased revenues from this medication.

Q: Good morning,

I read somewhere about trading eroding away at fees. I am a very long term investor and I tend to hold positions for a long time. I am currently with BMO Investorline and get charged $9.95 per trade. My question is adding to dividend stocks to increase my payouts in the portfolio.For example obviously you are not going to add to say BNS with a buy of only $100.00, the trade fees would be too much.

What would be the appropriate number be to add to positions? $500, $1000, $1500 or other keeping fees in mind to not take away all your profits? I always find this difficult to see if it is worth while or not.

Also I keep wishing BMO would lower their fees but hasn't happened yet.

Thanks

Q: Great article on Csu and its founder Leonard by Andrew Willis, Apr26 Globe and Mail Report on Business

Q: Hello,

Interested in your answer earlier this morning that you believe WELL at $5.75 is attractive and what you based that value on? This concerning to me as many questions have been asked of your team top picks as to where to deploy new money over the past months and WELL was more often than not included in the answer. At these points WELL was trading between $7-$9 range. So fundamentally, what has changed?

Q: Which one would be better buy today and why?

Thanks,
Milan

Q: With new money going into my RIF should I double my holding in T to a full position or buy TIXT?
Thanks, Hugh