Investment Q&A

Q: Hi Team,
I am looking for some of your best ideas for a 2021 tfsa addition, US and/or cnd in any sector. I am looking for something with multi-bagger potential long term, that is "expected" to be strong into the new year. So far my tfsa is weighted almost entirely tech, which I am ok with with the focus of growth. I was thinking about XBC, but am not committed to that choice. Thank you for your great service!
Shane.

Q: If the BPY going private deal ends up happening would this be positive for BAM?

Q: Hi team,

No questions on NEXE Innovations so here is the first.
Saw a clip on BNN a few days ago and did a little research on the company. It seems to fall in the ESG realm. Can you please give a brief note on whether it is investable based on current finance metrics? Looks like a recent IPO.
How might it compare to GDNP or ECO?
Note, I have held ECO for approx 3 years patiently waiting for them to get more traction on their key products but it is slow adoption. Thought they might do something more with the introduction of the plastics ban.
Can you rate the 3 (best first) or could one simply buy a basket of the 3 to play the small cap ESG theme? Is there a better preference?

Thanks very much for the past years advice!!
Steve

Q: Can you recommend a Canadian oil ETF? as well as an agriculture etf?
thanks

Q: Hi 5i:
Based on the idea that offices will not be needed as much in the post pademics future , is it worth to keep this stock (SOT) for a 5 years period?, or it would be better to switch to HR for example.
wishing a good year to your team and all members. Alex

Q: I've held Stantec for 5 years and have had satisfactory performance at best. Obviously, with the benefit of hindsight, I wish I had purchased WSP Global instead or just swapped them in the past few years (based on your recommendation of WSP Global). Given the current valuations and performances of these businesses, do you think a move out of Stantec and into WSP Global in my TFSA at this time would make sense?

Q: comments pls. attractiveness after covid 19, use of cash, dividend prospect, possible cannabus distributer

Q: What is the process for the buyout of PEO? As a shareholder, what should I do?

Q: Hi 5i team
I am under water on Brookfield property partners if taken private at $16.50. I assume I will end up taking a loss. What are your thoughts and advice.

Regards

Q: Hennessy Advisors, Inc (HNNA on NASDAQ)

I've been watching this one for more than a year. Some of its fundamentals look consistently good. But the longer I watch it, the more I feel it's a value trap. Your thoughts? (Also, it doesn't seem to be in your database.)

Best wishes for the new year.

Marc.

Q: Any particular reason for the recent resurgence in Endo? It hit a new 52 week high today. Would this make it easier or harder for a potential purchase of the Paladin unit by Knight?

Q: Happy New Year to the great team at 5iResearch and thank you for the great advice I have received from you over the years. It has been very profitable. I have a reasonably well balanced portfolio with a small amount of AQN ( ~0.5%) but no PBH. I am considering selling AQN and buying some PBH as I am relatively low in Consumer defensives. Which of the 2 companies do you prefer?

Q: I purchased GOOS at about these levels but it seems, lately, to be heading steadily in the wrong direction. I bought it believing the china market could provide some strength as it appeared to be returning from COVID earlier than other countries. I realilize that there have been some negativre comments regarding the stock which may have lead to some of the decline. Is GOOS still worth holding or is there a better name out there to switch to?

Thanks for the great advice as always

Dave

Q: I have started to build a position in PINS, but the share price has been dropping steadily over the last week or so. Is there anything to be concerned about or is this an opportunity to continue to purchase more shared.

Thanks for your advice, and best wishes for the New Year.

Q: I’m confused on the offer by Bam to buy out shares as to the Options shareholders have.
Is it 14.5%+- premium plus 0.4 of a BAM share? Or 14.5% premium or the 0.4 BAM share ?
If it’s 1 or the other, then I feel this low premium on the shares is not fair. It was recently higher and is simply consolidated before next push up. This is opportunistic similar to the lumber company deal that shares holders rejected last year( company escapes me atm (canfor or interfor).
How do you view the proposed deal?
Just last week I bought call option on BPY.un , would you simply take the profits today or hold out for possible better offer?
Thanks for your help again 🍻

Q: Hearing this morning that Brookfield offers to privatize BPY. What could this mean for shareholders of BPY?

Q: I own XHC in a registered account. No heathcare in my non-registered account, looking to pick up 2-4% position. GUD and WELL have lots of info in the reports, similar comments on cash and acqisition strategy but the charts are very different. What one would you prefer for 4% or 2% each? Any others that I should consider / review?
Thanks,
Travis

Q: Can you provide your current top 4 or 5 canadian dividend picks? Looking to invest my TFSA contribution next week.

Thanks,

Joe

Q: I continue to hold CPG long hoping for further recovery. Given the oil price seems to be holding a bit higher I am anticipating a continued ramping up of free cash flow and rising SP. Overall this has been a dog in my portfolio. Based on valuation metrics and the +$45 price of oil is a $10 target (mine) reasonable in the next year or two? Or would there have to be a significantly higher oil price to get that SP level? If the question is too specific general commentary is fine. Thank-you for your service. 2020 was my best year for investing, ever.
Calvin

Q: Is CELH in any way comparable to Monster Beverage Corp which has amazing stock price performance ? Is it a good time to add ZM ? Would SHOP, JD , KXS enjoy a significant benefit from the RCEP , China & EU market opening investment pact ? What are those companies ( if any ) would benefit ? Thanks a million ? Happy New Year.