Investment Q&A

Q: Good morning,

Could you please offer your opinion on companies like Teck, Rio Tinto , Freeport McMoran or others who may be best positioned to profit from increasing copper demand ?


Thank you,

Q: Hi Team,
A couple parts to this question: Looking at a 10yr chart on ATS, the share price has gone from being fairly flat for several years, to parabolic since Oct. of 2020. Was wondering if you could shed some light on this and the company itself. I like the looks of the company but am hesitant of buying at a "peak". I see between Feb-May of 2022 it took a major dive. What are the chances the share price is due for another one of these draw downs? This all being said, ATS is the biggest weighting in the growth portfolio right now. Does this mean it's 5i's top idea at the moment? For new money I am torn between buying something like ATS which is flying high, or buying something that has been beat down and near recent lows such as something like SHOP or NVEI. Placing bets on total return for the next 10yrs would ATS rank up there as a top buy today with medium risk in mind? If not, could you provide your 3-4 top ideas to buy today with a longer term mindset? Thanks

Shane.

Q: Thoughts on how their recent quarter was. The P/S ratio looks attractive relative to historical. Also, both of these look cash flow positive. Would you take a starter position at this stage. Would these 2 be the most attractive within their sector?

Q: Please provide and updated opinion on Atrium Mortgage Investment Corp. I appears to have a fairly positive trend. Could this continue? How to interest rates rising affect companies like this.

Thanks,
Doug

Q: Are you able to shed some light on this company? Possible history. How do you like the business now. I understand it is small micro cap(high risk geo political), however the cash flow and balance sheet look good with some growth. Is this cheap with possible strong upside?

Q: Good morning,

Looking for your thoughts on the the new suite of Sprott etf's as a means to position to profit from the transition to green energy sources.

• Sprott Energy Transition Materials ETF (Nasdaq:SETM)
• Sprott Lithium Miners ETF (Nasdaq:LITP)
• Sprott Junior Uranium Miners ETF (Nasdaq:URNJ)
• Sprott Junior Copper Miners ETF (Nasdaq:COPJ)

Thank you

Q: When I research AIRR I see that it has performed well, has a 5 star Morningstar rating and holds small to mid size industrials.

When you analyse this etf do you think that this has a place in a portfolio representative of industrial exposure.

When you look at this one please outline the good, bad and ugly. If you conclude it is not right, what would you suggest in its stead?


Thanks


Sheldon Hellin

Q: In view of today’s comments by US FED how would you value the US banks outlook for next quarter or two. I have 23% gain in the ZBK. Would you recommend reducing or sell the ETF to capitalize on its gain before it potentially loses the gain?
Miroslaw

Q: My wife just started a tax free savings account. She recently bought ATZ and SHOP. Can you recommend a couple good Canadian stocks for her tax free? Also Is it fine to purchase US stocks in her Canadian account? Can you recommend a couple US stocks also.

Q: In your November update you noted that this is a once in a decade opportunity for Small and Mid Cap Stocks.

Do you still have this view?

if so, what is your top 5 Canadian and US names in this space?

Q: Please share your advise on this REIT today for a long-term investing. Thank you.

Q: Hello, I am looking for another consumer disc. company to invest in and being a Starbucks regular, I would like to know your opinion of it. Last results were good ex-China last Q, is it investable now for a 5-year+ holding period? Is Schultz still leaving in April and will this impact the stock price? Thanks.

Q: MAG silver is getting their flagship mine near Fresnillo, Mexico up to name plate capacity. They are using their lower grade ore to run through the mill while they workout all the kinks in the new processing plant. Once that is done they say they will start to process some high grade ore and they say they have lots of high-grade to mine. They raised $42 million US in a share offer not long ago to make the balance sheet more robust. In a very black swan event that their mill has problems they can send some ore over to their Mexican partmer's mill which is close by (That is what they did last year). I like this story and the share price is down closer to 52 week lows. Is there something NOT to like about MAG silver? I know that you guys understand precious metal mining and value your opinion.

Q: Is it reasonable to sell TLT and replace with EDV to register a capital loss but keep exposure to long dated treasuries. As well as a better yield while waiting.
Thank you

Q: I own SLF, BNS, BAM, BN, and GSY in the Financial sector. I am overweight in this sector by 3.42% and thinking to sell BAM with a current equity weight of 0.32% and profit of 56.67%. Additionally selling SLF at a current equity weight of 3.65% and profit of 1.65%. I want to keep it BNS, BN, and GSY due to the decline and losses of -13%, 19%, and 41% when waiting for the recovery. What do you think about this plan. Thanks in advance for your comments.

Q: Does the average investor need exposure to the renewable sector right now? Trying to pick a winner amongst what seems to be a sector facing a number of headwinds (pun intended) seems like a bit of a "mugs game" at present. Can you come up with a compelling reason to not just sit that area out for awhile in favour of opportunities elsewhere?

Q: Which do you prefer and why. HXT seems to have better performance over time. Is there a particular reason?

Thx

Yves

Q: Good morning 5i
Anything you say about what to add to a tfsa is interesting. This morning you responded to just that question and suggested, amongst others, tfii. You said you would add in the hopes of an upturn. As i look at the chart, though, i see that it has been rising quite well, already. Are you expecting a big move here? I ask because I have such good profits from it that i have been thinking about using it for charitable giving. If you think there is a particularly bright future for it, though, i may hold off.

I was also a bit surprised that you didn’t include Boyd. I know thatyou can’t include everything, of course. But i thought that you are positive on it. What would be the reason for not including Boyd in this group?
Thanks for the excellent service

Q: This Uranium company (Madison Metals) came to my attention. Could you please enlighten me on the financials, management and insider ownership and any other pros and cons of the stock. Thank you.

Q: I currently hold MS. I am considering selling MS and buying American Express. Would you recommend this trade?

thanks

Kim