Investment Q&A

Q: 3 questions regarding gold:
(1) I currently hold XGD for the long term, with a dividend of about 0.68%. Would I be better to hold 2-3 really good gold mining stocks, in a non-reg acct, like KL (div 1.99%; no debt) and AEM (div 1.97%). Or with this long-term investment, stay diversified with XGD? I care more about stability, value and some growth, not the dividend.
(2) Should I also hold some physical gold in an ETF like PHYS? If so, what percentage of gold holdings would you have in gold producers vs physical gold?
(3) A friend of mine holds some physical gold at home. Comments on this appreciated.
Thanks!

Q: Hi,
Which stocks would you recommend to buy now in your Balanced Equity, Income and Growth model portfolio?
Thank you.

Q: Hi 5i group,
I bought ENGH back in November 2020 and it’s been on a downward trend. Can you give me you opinion on the company and should I hold to to it or just take my 4% loss and put that money to better use.
Thanks
Joe F

Q: Hi 5i,
Knowing very little about the machinations of the gold market..I bought into WDO back in Aug 2020 close to YTD highs. Currently down close to 40%.

I have read your previous Jan 25 response so realize you see no reason to change course despite the current negative sentiment and analysts downgrades.

My questions is in what time frame and under what conditions would you expect WDO to make a recovery to previous levels or at least reverse current trend? 1 year , 2 years ect..... your best guess is appreciated.;)

Thx
Jim

Q: Thanks 5I team for all the insights. It is very helpful. I am planning to sell Sherritt and American Hotels with a big loss in my RESP portfolio rather than wait for any potential recovery, if any. Is that a good plan? Looking to replace it with a good growth stock. The time horizon is 5 to 6 years. I am fine with taking the risk and being aggressive. It will be about 3.5% of the RESP portfolio. Can you please suggest such a good growth stock with that time Horizon? I have no sector or country preference for this.

Q: How safe is the etf
Is this a good way for short term savings
And how is the income taxed
Thanks
Sam

Q: TH Announcement today. What are your thoughts. Stock is up today. RAK

Q: Green energy - hydrogen storage equipment for cars and bus's
Company called Hexagon Composites. Up approx. 400% in past 12 months.
Your comments on company please.

Q: Can I get your thoughts on BBU? It seems outrageously cheap at only $3bil market cap when Westinghouse is producing $650mil in Ebitda and the company earned $1.3bil in ebitda in 2020. The portfolio of businesses looks solid, with high growth potential on a few (Clarios and BRK stick out to me). Am I missing something? Thanks for all you do.

Q: I currently own both SJ and PHYS for a 2% weight in my RRSP and was thinking of adding AEM for 2% or do you think just best to increase both SJ and PHYS to 3 % each?

Thanks

Q: Hi 5i,
Dynatrace posted a good earning last week and seems to have come out of the breakout price. Can you provide your assessment on the stock valuation and future potential.
Best Regards

Q: Why the Ceo still express interest to buy the french grocerer,a low margin industry,when refuted by the French government ? Is it because France is his motherland?(heart over mind)The market does not like it.Price dropped 3.08% on friday,Down from $45.16 on Dec 17 to current $39.70.Please comment on the co.Txs for u usual great services & views

Q: I want to hold IWO and SPY etf's, I am a canadian resident.
Are there any tax, exchange rate implications for me in holding these ( or any other US stocks )?

If yes, then suggest a equivalent Canadian ETF.

Q: I am confused concerning your point of view regarding the growth potential of SYZ. Recently, you gave the following answer :
''We would view it as an income stock and see any gains as a bonus. Growth has not been great, but it has a solid record of raising its dividend and paying special dividends. It has too much cash and has been slow at making acquisitions. It should have a very strong 2021 in a recovery and we would still view it overall in a positive light. But there are faster-growing companies, with higher valuations. We would be fine holding it, but would classify it as income/slower growth.''
But in your last June Company Report, you grade the 5 Yr. Revenue Growth as A- and the 5 Yr. EPS Growth as A+. It looks to me contradictory. What am I missing?
In the past ten years, there was a yearly revenu growth of 15,5 % and 17,5 % for the earnings, which look great to me.
Thanks. I really appreciate your sound expertise.

Q: Hi,
Can you please suggest 2-4 stocks in the Canada Tech industry in the short to mid-term?

Q: PHO has moved nicely the last couple months. Would you say it was under, over or fair value here? Would you buy, sell or hold at these levels?

Q: No news I see today. Any reason you can see for the healthy movement in this one?


Sheldon

Q: Hi Peter,

Thanks for the good work you do.
One suggestion, could you have a section where you post 10 stocks for say
1. Top Stock Picks
2. Safe stock picks
3. High growth Picks
.....etc

Q: Would like your opinion on NUAN, APPS and AT as a growth stock. Looking for 2 to add to my TFSA. Could you rank them in order of preference and if you have a favourite include it in the list.
Thank you John

Q: I had recently saw a comment on Seeking Alpha that Visa was a good holding during a period of runaway inflation. Regardless of whether or not you see inflation reaching that level., would you agree that V as a good holding in that environment? Would you include any others (Canadian or US) ?