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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: The solar subsector seems to be getting a lot of attention and company valuations are going up. This is on par with the renewables trend we are seeing. Do you have any pure solar picks in the US or Canada or are you only playing the larger infrastructure companies that may own some solar farms? What are your top picks? Thx
Read Answer Asked by Adam on October 13, 2020
Q: Thank you for your advice during the current Covid 19 world . I followed it and as a result have weathered it fairly well.... This brings me to what I thought was a good investment pre Covid 19 and what I think is good now..... FIH.U has taken close to a 50% drop and I can definitely see why.... India's headwinds in battling the virus are large and with their population and crowded demographics. It is going to be a tough battle ..... This brings me to the parts of FIH.U ..... For each of the companies invested in how does 5I view their short and mid term prospects ? Using the four largest positions would be adequate for analysis .....For example I know Bangalore airport will survive but it might be a while before there is sufficient air travel to be in the black . And the IIFL investment and it's value going forward confuse me... There was quite a bit of controversy on the company for a while ... ......Also what is their cash position to accumulate businesses in this environment ? And at the end of the last quarter book value was in excess of $14.00 ... Would that still be an appropriate assessment of book value in this Covid 19 environment ? And in relation to it's current gap between price to book does 5I view it as good value ? .... Thank you for the steady advice you have been giving us during this pandemic ......
Read Answer Asked by Garth on October 13, 2020
Q: Clearwater Seafoods recently issued a press release indicating that they were evaluating strategic alternatives, among which I believe could be the sale and privatization of the company. In the event that CLR is sold and goes private, what suggestions would you have in the consumer staples sector to replace this investment?
Read Answer Asked by Domenic on October 13, 2020
Q: Hello 5i, thanks for all your wisdom!
my question for you: could you please recommend your top 1 or 2 picks/favourites in the following sectors. Can be either US or Cdn.
consumer discretionary
supermarket/grocery
health care
big cap tech
Many thanks
Read Answer Asked by ralph on October 13, 2020
Q: What is the implication, if any, when you see the c-suite taking shares in lieu of compensation?
Read Answer Asked by Tim on October 13, 2020
Q: ENB. SU,TRP and PPL are my current energy holdings and I am down on all four. I have held for a long time and I am concerned energy is not coming back quickly. What would you suggest.? Reduce in all, cut 1 or 2 , if so which would you suggest I sell. As usual your input is respected.
Read Answer Asked by John on October 13, 2020
Q: Hi Team,

I'm considering reducing my fixed income portfolio allocation in favour of adding some Preferred shares/ ETFs And some Utility stocks. What investments would you make to accomplish this portfolio change?
Read Answer Asked by Ian on October 13, 2020
Q: Could you please inform me on what companies you would recommend for for renewable energy? Mainly interested in Wind and solar power as well as an overall alternative energy ETF. Also what weighting in a portfolio would you recommend for this sector?

Thank you for you great service and expertise.
Read Answer Asked by Richard on October 13, 2020
Q: My understanding of the network effect is that it creates a virtuous circle of growth and increasing strength for the best companies - they become more valuable as they gain size over time, e.g. SHOP, AMZN.
What are your favs in any sectors that meet this criteria?
Read Answer Asked by sam on October 13, 2020
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