Investment Q&A

Q: Trying to reduce the number of stocks I hold. Currently I am broadly diversified across sectors and large cap/small cap, growth/dividend payers, so those are not concerns. I look at total return, and have a long term horizon, 5+ years. Comfortable with risky stocks. I have smallish positions in these 12 stocks and would like to sell maybe 6 to 8 of them, and redeploy the money into a few of the others on the list or into some of my other holdings. Would you select 6 - 8 of the above that you think are less likely to perform well over 5+ years, and could be sold, and maybe 2 - 4 that could be added to. Thank you.

Q: Hello,
I own KL. Gold is up 25% (1 year return) while KL is down almost 10% (1 year return). YTD, KL is down 2.5%. The quarterly results looked fine, they pay a dividend, been buying back shares but there has been relentless selling within the last 3 months from a stock price of over $76 down to now about $55 and change. In addition, its has breached its 200MA from a technical standpoint which does not bode well either.
Would you consider KL a buy at the current level and why do you think the stock has taken such a beating even though Gold seems to be holding up well.
Thanks,

Q: Please suggest a few cybersecurity relayed stocks remain reasonably priced for a 3-5year investment. Thanks

Q: Hi there, I caught the BUS, but it looks like I'm on the express, anything you folks can shed light on for today's stock action?

Did they release any information during their virtual CUTA (Canadian Urban Transit Association) presentation today to ride their shares up?

Also, they stated the following today;
"Management looks forward to the review of third quarter financials, updates on the current delivery of 90+ Vicinity buses into the U.S., and a discussion of the new Vicinity LT electric vehicle. Specifications and detailed overview for the EV will be announced before market open on Tuesday"

3Q results are to be released Monday Nov 23 after market close.

Are investors looking forward, and reading more into their statement quoted above?

Have you heard any rumors floating around out there regarding Grand West, after today's presentation or release?

Thanks!

Q: Doing a complete revision of my portfolio and these names came up for consideration.
I would appreciate your input as to whether they could be a good investment at this time.

Q: Good Day Team What are your thoughts on averaging down on this company .Do you see any warning signs of the recent downtrend .Thank you

Q: Hello 5i,
I've ridden the Tech wave all year to an overweight position in my portfolio.
The above mentioned companies are partial positions that I'm looking eliminate some of.
I have an above average risk tolerance.
Could you please rank these for growth prospects over the next year or two?
Thank you
Dave

Q: hi guys do you think DFN will pay a dividend again anytime soon and also do you think vet will pay dividends any time soon thanks Larry

Q: Is there a reason why Calian has been dropping in recent days?

Q: Please comment on the Company and recent quarter vs expectations. Thank you.

Q: Peter,

You mentioned on BNN that it was extremely positive that Go Easy had lower writeoffs during the pandemic. I question how much of this was due to government handouts to so many people. Comments?

Paul

Q: CHE.UN - been holding this for years, but is now the time to let go as future prospects look dim, take my losses and find something more viable? And what would be more viable along with a decent dividend? Thanks...Glenn P.

Q: Hello Peter, it's been a couple of months since you addressed a question on this company. Can I please have your current assessment? Also, as the yield is very nice, if one has a moderately high risk tolerance and no need for the cash in the next few years, would you consider it worth holding, or would you move on to something else.

Q: Why was your appearance on BNN ‘North American Equities’ vs your usual small & mid cal Canadian equities. And why were your three top picks US and not any Canada?
Thank you

Q: Hello Peter,
What was the Data Analytics company you mentioned on BNN during lunch today?
Thanks for the service.
Cheers

Q: Any news about it? Big pop up today

Q: I have seen price targets of25-27 dollars on this stock but never get the impression that 5i is that impressed with this company. Please give your thoughts both good and bad on this company. THANKYOU

Q: AcuityAds dropped by almost 10% today on recent news on a bought deal offering. What does this mean for the stock's outlook? Is there reason to be concerned about longer term hold (5+ years).

Q: Hi. My daughter is looking to add a US tech stock to a portfolio that follows your balanced portfolio with some added US stocks and International ETFs. She currently owns 4 tech stocks; CSU, LSPD, KXS and NVDA. She is 21 yo and looking for long term growth. We are wondering if U is a better addition than TEAM (I am already following TEAM as I own it, but would consider selling it for a better company as I like to limit myself to following about 35 stocks). Any better suggestions? TTD? We both already own VEEV (under healthcare).

Q: Hi 5i team,

With the recent pull back, will this be a good entry point for these stocks? Can you also comment on the valuation?

Thanks,