Investment Q&A

Q: Hi 5i, acknowledging these are all different companies, but would like to hear your thoughts on them and how you would rank them.
Thanks!

Q: Picking either WCN or ENGH strictly on growth potential within one year, which one would be your preference? Thanks.

Q: Hi,
I would be interested in your comments on this company. It seems to be growing well, with a recent announcement of a big increase in earnings. However I am somewhat concerned about the fact that Huawei is on their stated list of customers. Will the recent threat from Trump to limit sales to Huawei have a large negative effect on Inphi? As a small cap, do they have a lot of debt? I found a Debt/Equity figure of 1.37 on Finviz.com, but am not sure how to interpret that, given that they currently show a negative income. Many thanks for all you do to keep us on the right track!
Dawn

Q: Hi 5i - appreciate your thoughts on Kraken Robotics given recent insider buying and decent Q1 results. Worth a small entry position at this point as part of a small cap growth portfolio? Thanks

Q: I am intrigued - why did you trim your position in SHOP to 6% while at the same time allowing your position in KXS to run? ram

Q: At today's levels, any preference between IIP and CAR.UN? Thanks.

Q: Harry asked an interesting question about investing in US Tech stocks and wanted an ETF. I did a 52-week comparison of the performance of the 4 mentioned Tech stocks with the ZQQ ETF. If my rough calculations are correct, one would have almost doubled their money with these 4 stocks compared to the putting the same money in ZQQ over the last 52 weeks. Past performance is no indication of the future, but I would like your thoughts on buying these 4 now versus the ETF. In my situation I would put 5% of my investments in these four and currently well diversified and a good chuck of fixed income (>30%). For me maybe okay (your thoughts please) but in general would this also apply to most investors. Please respond to my situation and the general situation if you can please. Thanks so much. Dan C.

Q: What is the story on Brookfield investment in Spb?

Q: Hi 5i,
Looking to buy back into gold and looking at mid-cap to smaller companies. Would you prefer one of the above companies or is there another name or two, that may be good for a long term hold?
Thank you

Q: Looking to add some tax efficient income to an otherwise well diversified portfolio. What do you think of the above mentioned ETFs? Could you suggest a couple of more?
Thank you!

Q: I am still confused by this merger and your answers to other questions. The company says Canadian shareholders should use FLTR and those shares are trading at 11,400 GB (pounds) which makes me suddenly a multi-millionaire. You said we should be using PDYPF or PDYPY depending on your answer. Is the PDYP? a half share, so the 225 shares of FLTR that I have is actually 450 units of PDYP?? Then the other question is what currency is this? It appears to be USD. If so, any way I cut it I've made a huge amount from The Stars Group, or maybe I've lost money. Thanks for your help in trying to put a value on these shares.

Q: Down 14% premarket, Any reason for this?

Q: FYI No investors'love,but did well these 2 days after Q results.However co.loves as bought back 3m shares =$17.6m during the year.This morning Desjardins recommends Buy with a TP of $7.50,the CTP is %7.13.Its reasons are cheap,6.12% div(recently increased),diversified sources of revenue & big cut in costs which will generate free cash flow..Also co states a recent agreement with DOL for in store music & digital display solutions for its 1300 stores.

Q: Really perturb with the performance,or should I said non-performance,of GUD especially with the recent downturn when the N.A. markets had rallied so much from the March lows.It delayed report of Q till June 26.Please comment & maybe have to wait till 6/26 when its results will include its big acquisition.Txs for u usual great advices & services

Q: They have raised $30 m (without any warrants) during the past year to primarily fund exploration and drilling, my take on their press releases
Ross Beaty owns around 20%
Please explain BHP's formal earn-in and joint venture agreement dated July 15, 2019

BHP has the right to earn a 51% ownership initially, to a max of 70%
........is BHP committed to invest, or is it up to them to decide if they want to ?
if its the latter, is there a time constraint for them to invest
I'm thinking to take a small position here
what do u think

Q: Engh ha a strong Q. Please comment on conference call .Is it buyable at this price? It was one of u top 7/8 tech stocks a few mos ago @ $50.95.Txs for u usual great services & views

Q: Hi,
I am wondering why ZLB is underperforming XIC since Mid Feb 2020. Relative to recent market high (in February) XIC is down by about 11% and ZLB is down by about 13%. Shouldn't ZLB perform better (by limiting the drawdown) in a market downside ? Thanks

Q: I have held Allied Properties for many years. Since it appears to be invested in office buildings, would it still be worthwhile holding in this present environment or should it be sold and the funds be reinvested elsewhere ? Even at present price I am well rewarded.
Vi

Q: Hello Ryan and Peter:

I hope you are all staying well in these trying times. We had our stock club meeting last month and one of our members was promoting hard for preferred shares because of the dividend. We purchased it for the club and I would like to know what are the advantages over the common share beyond the obvious of:
1. Preferred shares have higher pecking order in case of bankruptcy.
2. Dividend of the common share will get cut first before the preferred share dividend cut.

I see more disadvantages than advantages:
1. Dividend of the common share is similar to the preferred.
2. Very illiquid on the markets. The preferred can only trade 3000-5000 per day while the common share trades in the millions.

The slight difference in the dividend does not appear to be worth the risk of illiquidity. Also the higher pecking order in term of bankruptcy seems pointless when it comes to Canadian banks. Also the point of the common share dividend getting cut is not a big advantage when the big banks have not cut their dividend in over 80 years and National Bank I don’t include as one of the big banks.

Is there something that I am missing here.


Regards,

Brendan

Q: Hi, US airline stocks had over 75% recovery, from the March lows. Airlines also responded positively to last week's surprise of positive employment numbers. Air Canada had been a favorite of various CDN Portfolio Managers, but the stock fell to its lows in March with the sector. The stock price has seen a nice recovery over past few weeks but is still way below its Pre-COVID levels of $50+. Company now has decent liquidity after recent equity/debt offering. Do you consider it a smart move to start building a position in the company, for long term, at current levels ? If so, should we start with, let's say 1% position and slowly increase to 2-3% ? What are the important factors to watch, over next several months ? Thanks