Investment Q&A

Q: Hi Gang, are there are any small cap Ai companies in Canada that show good promise going forward, Thanks Anthony

Q: What is the long term risk of the massive antitrust investigation by the US states on GOOG. I know this game has been played several times and had no significanct effect on tech companies, but this time seems different as all US states are involved. I have only 2% position but wondering if I should add on pull back.

Q: Hello 5i,
Could you give me your long term analysis of Air Canada, it’s Covid response and where it should be in 5 -10 years.
Cheers,
Rick

Q: Hi 5i,

Can you provide your assessment of AC's 2nd quarter results.

Q: Good morning
we currently own the US listed stocks above and are wondering what your thoughts would be to add VEEV or would you suggest another US stock??

Thks
Marse

Q: Is it OK to buy some PINS at this Level? Many Thanks! Austin

Q: Do you think Microsoft will buy Tiktok? If so, do you think this will strongly propel growth?

Cheers

Q: Hi 5iTeam,
When evaluating a stock for a possible position, among other factors, how much weight would you put on "short interest as % of flow" and reasons for your answer.
Cheers

Q: Has your view on EQB changed since May? Seems like a decent time to get in???

Q: I own a lot of ER stock in a non-registered account. Even with the run up in price with the announced takeover bid by AUG, I have a considerable Capital Loss. I would like to capture that loss but remain exposed to any further upside that this deal MAY unlock if it comes to fruition. 1) Does it make sense to sell my ER shares now and immediately purchase AUG with the proceeds......this should keep my exposure 100% intact would it not? 2) I assume that because the deal is not done and the two stocks are completely different entities that this would NOT be deemed a superficial loss......is that correct? 3) is it very likely that ER may receive a better bid from someone else and I would lose out by switching the shares to AUG? 4) What would you do in my situation?

Many Thanks
Scott

Q: I have some cash to deploy in RRSP and wonder if now would be a good time to go a little overweight on these banks. The prices look good to me but are they really being undervalued or is the real impact of the pandemic on banks going to be bad.

Q: I own JE.DB.D in my registered account for income. I believe there was an announcement recently concerning these debentures where they were to be converted to shares. Can you explain what JE is doing and how it effects my investment please?

Q: Further to Art's question; what other "limited supply" assets are there besides precious metals and real estate ? Besides gold, gold co's and real estate, what other plays would you recommend ? Thank you.

Q: Hello, in the company profile of PHY and CEF, it says that their Industry Classifications - Sector is Financial Services. I was a bit surprised to see that. Could you explain why these ETFs are classified under Financial Services rather than Basic Materials? Thanks, Gervais

Q: Hi, I was wondering why BAM.A suddenly dropped 4% on Friday? Thanks.

Q: I cannot fathom why investors would buy rate reset preferreds when the resets will virtually all significantly lower their current dividend. The MINIMUM rate resets, to my mind, are the only preferreds to buy and there are many good companies paying between 5 3/4% and 7% and this rate will not drop. Additionally, if and when rates increase they could be paying an even higher dividend. No one seems to ask about minimum rate resets! Am I missing something?
Thanks
Phillip

Q: What are your top picks for growth names in Canada? Looking for ideas for TFSA.

Thanks.

Q: Could you provide information on the status of this company.Thanks
gaston.

Q: Hello 5i team,

I am looking to add both of these "out of favor" stocks in my non-registered account, weighing whether these are current value plays that are candidates for growth over the long term. I have been following their general trend for several weeks looking for an opportunity for a reasonable entry point. Over the last two trading days in July, both stocks have dropped more than the general market and their respective sectors.

What factors does the 5i team attribute to these very short term drops? Do these factors indicate further drop is likely in the short term?

What factors do you consider worthy of weighing? In your opinion what would be a good point to patiently await to own both of these stocks?

Thanks for your opinion!

sgr

Q: How would you generally describe the second quarter results from the companies in the Canada and the United States markets.
Clayton