Investment Q&A

Q: Hi 5i team!
My question is about energy storage.
It's my understanding that the biggest draw back to alternative energy solution and electric vehicle is the capacity to store electricity in great amount within a smale space.
Very little has been done in the past 20 years in that field,
compared to many other technologies. Are there any small or big companies coming with new ideas on battery storage capacity ?
I already own HYG-T hydrogen corporation for many years now, and that stock has not done much for me .
The IBAT story looks interesting, but needs much more large scale capacity proof of its new technology about lithium extraction with brine separation.
Thanks,
Sylvain

Q: Would QYLD appropriate for USD income given very high current tech valuations? Are there any US health care etfs that generate income writing covered calls? Thank you

Q: Hi Five Eye (financial) intelligence service
After being almost totally out of energy, I am thinking of getting back and looking for companies with torc to the upside.
Would you please compare TCW and TDG.
Also which would you prefer, PGF or BIR
Also a comment on SPE would be appreciated.
There are at least questions here and five companies. Please deduct 3 or 5 credits.
Gord

Q: Can I please get your opinion of Dynacor's recent results. I have 2/3 position so wondering if I should add. Any updates on the Peru mill and have you heard anything about DNG possibly paying a dividend one day?

Q: Good Morning 5i
Does proposed take over of SQM by Rio Tinto have any plus or minus effect on LAC based on SQM/LAC relationship in Chile?
Thanks.

Q: Could I please have your opinion on Huntsman Corp (HUN) .

Q: Probe Metals has been quietly holding its own since its last question in March 16. Could you please give me an opinion of its future prospects?

Thank you, Michael

Q: Hello, what would you say of Ametek (AME) as an investment in the US industrial sector? I am currently a bit low in that sector. Any other suggestions? Regards, Gervais

Q: Will the stock price of this company return to $50 range with better movie lineup, or are there other factors causing the price to have dropped significantly. Can you provide your analysis of current valuation and growth prospects? Thank you.

Q: I see that Scientific Games already has purchased 10.72% of NYX shares under their amended agreement. William Hill will have to make a decision quickly. Do they have options other than making a hostile bid or just dropping this altogether? Do they have legal recourse?

Regards,

Robert

Q: Can you please provide your analysis re: current valuation and projected growth / valuation of Liquor Stores? Thank you, Linda

Q: Hi, What is your view on this company ? The new Board has taken some serious steps to restructure company's business and its direction. Per, Monday's NR, company has agreed to sell all its US stores and focus on CDN stores. This transaction will result in lower cash flow from operations but help reduce debt considerably. What do you think of this move and its future impact on company's operations? Stock has current dividend yield of 3.5% and CIBC upgraded its rating and price target. Is the stock buyable at present prices for short to medium term investment ? Thanks

Q: Could you please comment on Obsidian Energy, formally PennWest?

Q: Could you please comment on the latest results released by AVE yesterday afternoon. Much appreciated and keep up the great work.

Regards. Karl

Q: Please give me your opinon about BBI, is it a good company for invest long term? Thanks always.

Q: Yesterday at 1 pm the stock dropped and then rebounded. Was there a significant news event?

Thanks

Clayton

Q: Hello 5i
Thanks for excellent service

I am feeling a like a novice investor enticed to buy a stock destine to retreat in value. I bought into Eric Nuttel's story about subject small cap and took up a small position.........which I now see as buying at a near term top after 50% run. The story sounded plausible and the stock was below IPO price so got on board. (missed the fact there was an issue at ~ $8.35)

While I did read the couple comments already in Q&A, would you please add your current thoughts?
As an investor question, if one gets into a name and then has immediate buyer's remorse, would you get out and rethink capital deployment or just ride it out believing in the long story....if there is one?

Thanks
Dave

Q: Please provide your analysis for Microsoft? What will drive this company forward relative to competitors. Can you advise re: growth and valuation over next 1-3 years? Do you own it yourself! Thank you.

Q: I am a long retired (10 years plus) conservative investor with a portfolio largely based on your income portfolio with a few holdings from the balanced portfolio.
The somewhat unexpected capital gain in this security (CAR.UN) of about 30% in just less than 2 years and the consequent relatively low (for a REIT) yield of about 3.4%, has given me some concern that this security is over bought and due a significant correction. To-day, there is an article in the Globe and Mail that questions the validity of the AFFO calculations used by this company and in particular how capex and maintenance expenses are applied to the AFFO.

What are your views in this area and do my concerns that this security may be over bought have any validity?

Thanks

Q: Good morning 5i
Thank you for the new website. Its great.
I bought VXUS... thank you. I am well diversified with equities and will have some Canadian dollars to spend after I shave some of my winners (which there are many..thank you) in my RRIF. What would you suggest in the form of an ETF? Europe? Japan UK Australia??? etc??? VXUS being international may cause an overlap but perhaps there is one area that you are particularily in favour of?? Do you expect more growth in the near to medium term (3 to 5 years) in any of these areas? Or should I plan this as a long term (5 to 10 year) investment. Thank you for your timely and priceless answers.