Investment Q&A

Q: I am thinking of harvesting a tax loss in CAR.UN. Had bought this to protect against, or just dampen, the abrasive effect of inflation. I do not need a loss for tax year 2022 so it would be for use in some future year. I could use the proceeds to buy a different REIT , as a possible (probable?) protection against inflation.
1- Am I correct about REITs being a probable protection against inflation?
2- Although interest rates will be higher going forward, I assume inflation also dampens effect of debt. Is this in fact true?
3-Would you suggest an industrial REIT over a residential? Please suggest names you favor. I like ones that are inter-listed as I have only US$. ( TCN, Granite GRP in the US and others). But ones listed in Canada only are also just fine.

Q: Hi Peter and team.
Significant losses in all of these over last 3-6 months. Would you bail out on any of them and what could I reinvest in 3 CDN and 3 US that have been similarly beaten down but have a better growth outlook ?
Personal account with a fair balance of 40% US securities currently.
Thanks for all the advice
Peter

Q: Hello 5iR,
What is your opinion of the latest earnings and of the stock. Would you consider it a buy? Thank you. Cheers

Q: May I please have your comments on the recent earnings of these two companies?

Q: Add to a small position in ENGH or sit this one out?
Thanks Ron

Q: Thoughts on Amazon at current levels?

Thanks,

Joe

Q: Could you comment on the latest contract signed by VHI which equates to about 7% of their market cap? Thanks as always.

TORONTO, June 06, 2022 (GLOBE NEWSWIRE) -- VitalHub Corp. (the “Company”) (TSX: VHI) is pleased to announce that TREAT has been licensed for an initial six-year contract term and an option to extend for four additional years, to better track the essential medical information needed to effectively treat inmates in provincially-run adult correctional institutions across Ontario.

For VitalHub, this agreement is an important and meaningful event. The six-year contract value is comprised of recurring license revenue and professional services delivered over a six-year period, totaling approximately $9 million (CAD) in the initial term.

Q: Hi 5i,
Do you put any weight at all on takeover rumours? This morning a Seeking Alpha article said that ROKU employees had a cease trading order put on them internally in the past couple of days. NFLX is rumoured to be circling. What do you think is the likelihood here?

Q: Can you give me a list of some small cap canadian companies who have good balance sheet, debt are not too high and you recommend in investing for the long term

Q: Hi Peter/Ryan I don't have large American companies such as MSFT, GOOG AAPL or AMZN in either my RRSP or TFSA is there any benefit to having some in a RRSP or TFSA? Which of these or other suggestion would you recommend for either. Thanks Nick

Q: How do you feel about NXRT? If you remember the Big Short this was a favourite of one of the principal investors in that movie - and paid off for him in spades.

Thanks, as always, David

Q: In another question today, ECN was described as a deep value stock. Can you please tell me a bit more about how it generates income. Also, where can I get the most accurate forward P/E? 5i Research lists ECN P/E at 1.3, Yahoo finance at 14.12 and Dividend Stocks Rock at 14.70.
Thanks!

Q: Since your oct report bplus is it progrssing and divdends increased ?
in todays BNNit was toppick of with bivednd s of over 3 %

Q: I already own Nutrien (NTR) in my Canadain portfolio and am looking to add an agricultural stock in the US. Which would you prefer among Archer Daniels Midland (ADM), Bunge (BG) and Corteva (CTVA)?

Q: It looks to me that some good stocks are being thrownout because of fear if you agree which stocks are good buys,not only technologies but others too.

Q: Can you list some CAD companies that are down big right now and would be good long term positions?

Q: Question on Norbert’s gambit that I’m hoping you know or the community might.

I have a TD RRSP where I accidentally bought Roku in my CAD section of my RRSP. I have a USD portion of the same RRSP, can I have this moved in kind to the USD section?

Thanks!

Q: There are several opinions and blurbs in the media (Barrons, WSJ, CNBC, Bloomberg, and the London Financial Times) that opine on, or point to the probability of, semis having been over-ordered by OEMs in the last couple of quarters. The thinking, if I have understood correctly, is that the revenues of semi conductor companies (designers and foundries alike) will rapidly slide down for the next 9 to 12 months.

What is your own view on this? Would the above— if true— not be priced into stock values already? I am overweight in semis but am reluctant to trim in down markets. Nevertheless I would definitely do so right away if you believe it more prudent to trim (even in taxable accounts).

Q: Would you have a proxy for ILMN and UPST for tax loss selling? Would you buy them back after 30 days or keep the proxies. All within the same risk/upside potential.
Thanks for your service!

Q: Hi 5i Team - Could you provide an update on Lundin Gold, its fundamentals, insider holdings and trading, as well as potential. It is free cash flow positive but doesn't seem to be moving beyond a fairly narrow trading range. Thanks.