Investment Q&A

Q: As Verde posts a second quarter of exponential sales and are derisking themselves as a profitable company I would really appreciate your expertise. What is the best way to value this company?

I would also appreciate your thoughts on Belarus and Russia as it pertains to fertilizer. Together those two countries make up 50% of the worlds supply of potash which seems from a macro perspective to be a huge amount of political clout for Russia when the product is integral for modern farming.

Thank you.

Q: On the 25 march, you indicated there were better names than QIWI in the US/Canada. What companies are you recommending? Have you change you mind about QIWI over the last few months?

Q: Do you think that Peloton has potential for further growth. Would you invest at this time? Please comment on the company's fundamentals. My thinking is that people will be hesitant to return to gyms after this pandemic. Thank you.
Stella

Q: I hold EXC in my rrsp account. Do you recommend holding on to this company? What companies would you recommend buying if I sell this one? Thank- you.

Q: Would you buy this company at these levels for growth and income ?
Please rank POW, MFC and SLF.
Generally, would you prefer the lifecos over the banks ?
Thank-you.

Q: Hi there , do you know how I can find the % of revenues and profit that BNS gets from its Latin american operations ?, following a previous question from another member : I travel to Chile often and I am always amazed at the high activity of the economy and the low service standards for banks . BNS ought to benefit from these favourable conditions.

Q: Hello 5i,

What is your view regarding the opinion expressed by Spruce Point Capital Management that GFL's shares are "worthless" ?

Q: Short attack launched on GFL
Thought members may like to know
https://www.sprucepointcap.com/gfl-environmental-inc/

Q: Would you expect the Canadian dollar to experience weakness now that Bill Morneau has resigned? I've been very surprised by its strength since March.

Q: Hello Team,
With the current demand for physical precious metals and the track history to profitability of XAU does this company appear to be investment grade yet.If not, what would the company need to do in your opinion.
Thank you Andrew

Q: Further to ma's question and our answer concerning what constitutes a bubble: "Joe Kennedy, a famous rich guy in his day, exited the stock market in timely fashion after a shoeshine boy gave him some stock tips. He figured that when the shoeshine boys have tips, the market is too popular for its own good..."

Interestingly, that article was from April 1996. They were onto something, but it took another four years...

https://archive.fortune.com/magazines/fortune/fortune_archive/1996/04/15/211503/index.htm

Q: Could I have your thoughts on Maxar at present ( I know it is now a U.S. company but a lot of the assets are the same as when domiciled in Canada.
The earth intelligence segment continues to perform well as it always has with recurring revenues. Since Jablonsky ( former Digital Globe CEO) took over as CEO at Maxr the stock is up 400 % plus. There is 80% institutional ownership and the debt is looking much more manageable now. Would you consider Maxr a moat type company? The list of clients is impressive. Every Google map I see has been done by Digital Globe. Moving forward would you consider this a good investment? Thx

Q: Hi 5i,

I would like to understand how to identify Canadian's stock market in bubble or not.
I have verified the current data with Bloomberg for S&P/TSX Composite Index, P/E Ratio: 24.12, Price to Book Ratio: 1.734. In your experience, what PE or Book Ratio will consider in bubble. Perhaps, any suggest method may better help to identify in bubble?

Q: Could you please tell me a little bit about this company?
Why was it trading so high a few years ago? Was it all froth?
Cell phone app patent to emit UV to wipe out covid? Really??
Thanks

Q: Can you provide your current top Canadian dividend picks, with an emphasis on stable, safer companies.

Thanks,

Joe

Q: I'm 2 years from retirement. I will have a company pension. Within my dividend growth stock portfolio, I've already reached my dividend income goal.

With all the money printing and worldwide government debt, I am looking to increase my gold exposure in attempt to diversify one step further, and (hopefully) provide some investment protection. It may not be the '70's all over again, but hard assets seem to becoming more attractive.

I would like to increase my gold exposure to 20%.
I know weighting is a personal choice, and I know you tend to moreless limit weighting in a given stock to about 5%.
Currently I am at about 5% with CEF, and only about 1% with GDXJ - to potentially provide a bit of torque. I would like increase those weightings to 17% and 3% respectively. Is this reasonable? I don't know if there is really any benefit in splitting the bullion exposure to CEF / PHYS, do you?

How do my NTR (5%), CMP (1%), DBC (1%) commodity investments fit into this picture? Should they be part of the 20% or would you consider those as a separate sector, and thereby figured separately from the overall weighting?

Thanks.

Q: Your comments on their latest quarter please, thanks

Q: Hi there, can you please provide your thoughts on KRR second quarter results released on Aug 10th?
Also, you stated on Aug 7th that KRR is cheap, can you please provide information and ratios why its cheap, after second quarter results?
In addition, can you please provide top five largest shareholders, insiders, as well as top five institutions holding KRR?
Have management and Board been buying KRR over the past twelve months, who are they?
Any additional thoughts on KRR/Gold would be greatly appreciated, looking twelve to eighteen months forward...thank.
Thanks!

Q: How do you suggest investing US funds to earn some interest that are held in a Canadian bank’s brokerage account for short term holding?

Thanks, Bryan

Q: I have a diversified equity portfolio (60 positions across most sectors, tilted towards higher quality equities, with overall ~5% gold equity allocation (XGD, FNV, AEM). I am interested in a single silver equity pick to comprise about 1% of overall equity portfolio. First, is this a reasonable plan in current investment environment? Second, which security would be a reasonable choice (based on investment newsletters I receive, I am considering one of SIL, PAAS, HL, or SLV; all NYSE). Feel free to suggest another security, if you favor another.
Ted