Investment Q&A

Q: I know I have asked questions about (SKE) before but I keep getting, reports on drill results which I can't read , would you give me your out look on this company again
Thanks
Jim..

Q: Hi team,
I'm looking to reduce my number of positions and also add weighting to existing positions. Based on a review of my holdings below, which positions would you eliminate/ consolidate, and why, and which ones would you add to (based on strongest conviction) and why. Time horizon is +10 years.

Basic Materials
Communications AT GOOG FB PINS VZ
Consumer Cyclical BYD DOO GOOS MG SBUX
Consumer Defensive ATD ATZ COST
Energy ENB PXT
Financial Services BMO ZEB GSY SLF
Healthcare ILMN IHI TDOC WELL
Industrials AC ATA RTX TT XBC
Real Estate ZRE
Technology AYX AAPL CSU FSLY CQQQ KXS LSPD NVDA PLTR REAL SHOP UBER WDAY
Utilities AQN FTS
ETFS XEF XEC MCHI EWU VEE VIU

Q: I am considering a position here, but I am not sure about their drill results; do you know anything about this company and if it could be a good speculative play?

Q: Hello team,

With a positive supply-demand picture that is set to grow more bullish over the longer term (do you agree?), could you please evaluate the above rare earth miners/processors? Would you recommend any at this time?

I am specifically looking for good balance sheet (debt/cash flow), shareholder friendly management, and meaningful high growth, irrespective of trade issues with China. Finally, are the any rare earth processers in the western hemisphere at all? Any of the above companies looking into building one?

Thanks as always!

Q: Can you comment about all-commodity etfs such as PDBC and can you recommend one or two? Any based in Canada? Thanks Bill

Q: Interesting to see one of the preferred shares ETF gaining 'interest' (pun intended) over the past year.
What is your outlook for preferred shares generally and would you step into this area?

Q: I have a question about Teck.B:CA.
They reported a huge quarter yet their stock keeps falling. What's going on?

Q: Do you know of a Canadian REIT or company in the data center business, similar to Digital Realty in the US?

Q: Hi Guys, simple question, what is going on with AQN? It has been in a trance for over a year. Why is the needle not moving on this one?
Thanks.

Q: This is a small company in the fintech space. Please provide your comments on the advisability of putting in some money into this investment. Looks interesting from a growth prospective. How different is it from Lightspeed? Thank you for your advice.
Stella

Q: CRT.UN is my only real estate exposure in my current unregistered portfolio (5% of the unregistered, 1.8% of the total, portfolios). Exploring replacing that with BAM.A (which you answered for me a few weeks ago, not part of this question) or with NWH.UN.
Re: CRT -- pro: better debt level than NWH (?); con: I already have similar exposure to CTC
Re: NWH -- pro: I currently have no other health care exposure (except the tiny portion of Telus); slightly better global diversification; higher dividend; con: higher debt; no historic dividend increases
Any other considerations? What are your thoughts on this potential swap?
Thanks again for all your comments and service.

Q: Hello Peter.
I’m considering buying TPL. First quarter earnings will be released on May 6.
It’s had quite a run in the past 3 months so should I wait for a pullback? If I should decide to buy, should I do so before or after earnings are released?
Thanks a lot for your great work.
Marc

Q: Your thoughts please. Would it interest you for it's connections to the materials sector and reopening of business post Covid?

Thanks

Q: Hi 5i,
I recently topped up Bam.a and want to crystallize a loss on one of Brookfield’s subsidiaries in a taxable account. Will the loss be disallowed by CRA if I do not wait 30 days from settlement of the recent BAM.a purchase?
Tia,

Q: Could I have your analysis for VRNS, would you add it to a diversified growth portfolio?
Thanks for your service!

Q: Wondering about your reaction to the most recent quarter. Any suggestions for other miners especially silver or copper with room to run? Thank you, Cal

Q: This stock is up considerably over the last month, and saw news this morning of a new agreement.

Any thoughts on future outlook?

Q: Good day 5i.

Please provide your thoughts on todays announcement between Ballard and Linamar. Do you think either is a buy on current valuation and future prospects?

Many thanks for your help.

Many thanks.

Q: Good morning

Looking for an International Consumer Defensive ETF.
Any suggestions would be most welcome.
Sincerely

Mike

Q: With rising Inflation would TIPS be a good Investment. What would be your top 3 Investments.