Investment Q&A

Q: I hold full positions in ENB and TRP, which I deem as utilities based on their function as transportation of energy products rather than exploration/development. I have been looking at AQN for a while now, and I am debating on selling one of ENB or TRP to start a position. ENB has taken a fair hit in the last couple of months, but it pays a strong dividend, and as far as I am aware, is still committed to increasing its dividend over the next couple of years. TRP is a solid company and steady performer, which is why I am somewhat reticent to make a switch. AQN could potentially offer more growth, but ENB and TRP are known commodities. The dividend yields between AQN and TRP are quite similar, with the yield of ENB being much higher, but if AQN is poised for greater growth, which, of course, is a big "if", I would be willing to forego a higher yield for greater growth. Would AQN act as a better holding than either ENB or TRP?

Q: Seems that real is making a big run here. If you had to purchase 1 of these companies for growth moving foward which one would you recommend at this time. Thank you

Q: Concerning competition to SHOP, FB has also said the following
on the Twitter page. Is FB still a competitor or a partner?

We're working with partners like
Shopify
cedcommerce
, Cafe24, Tienda Nube and Feedonomics
so small businesses can get the help they need to run their businesses digitally

Q: If you were going to make a small risky investment (gamble) in the cruise line business what stock would you pick? Also what are your thoughts on that industry going forward?
Marse

Q: I find it interesting that the SAudis would take a position in Suncor and CNQ as disclosed in the Globe on the weekend. I was thinking the Saudis would like these companies to disapear. Thoughts. Thx

Q: what companies do you think will grow and prosper after the current covid crisis
Thanks
Peter

Q: Hello 5i Team,
Excerpt from MarketWatch : "the Senate looks set to consider sweeping new legislation that could ultimately bar many Chinese companies from listing shares on U.S. exchanges, or otherwise raising money from American investors." I own ADRs in JD.com and I'm starting to wonder what would happen if they were delisted from the NASDAQ as a result of the above. I fear being stuck with my shares in the company and not be able to sell them at some point in the future. Should I sell them now as a precaution?
Robert

Q: As a retiree with a balanced portfolio, I hold SIS and wonder if there are better longer term opportunities in this market. I like SIS's demographic market position and strong balance sheet. Covid-19 may entice more seniors to stay at home longer, which could help SIS. But I have concerns. The firm's international growth will challenge their Board and management to deal with greater complexity. They have a new CFO and SIS did not have much to say about the person in their announcement. The CEO owns a large share position, and the company's payout ratio seems high. All in all, I'm wondering if I should move on and sell. What do you think of my assessment? Anything else I should be considering? Thank you.
Edward

Q: What do you think about "CHAMPIGNON BRANDS INC" SHRM ? It has suddenly jumped after the US business acquisition. Thanks

Q: Do you know what has been going on with CRYX during the last month or so. Will it continue ?

Thanks
Ian

Q: Hi 5i,
Thoughts on this newer telemedicine company (CloudMD Software)? Would it be comparable to the services and prospects similar to Well Health Technologies?
Thanks you
Terry

Q: What is your opinion about Predictmedix Inc (PMED). Seems like they have very interesting technology. stock has a nice jump today.

Thanks,

Q: Nice move on sale of Viziya! How will this affect their long term outlook.
ed in Montreal

Q: For long term, how would you compare in multi residential sector MEQ to IIP.un that you regularly recommend , for a taxable account ?

Q: Hello Peter and co,
Thank you for your excellent advice. My grandson has opened a TFSA over the last few months, and now holds the following stocks (listed in order of value, largest first). He is in the enviable position of being up on every one of his positions, in part thanks to your wise advice (and some lucky timing)! With a bit of cash (~$2300) remaining to invest, he is looking for a recommendation, targeting growth and diversification.
He is considering these: LSPD, JPM, CAE, MDT, VET, PXT
But we would be more interested in hearing your advice, so please feel free to ignore the list above, and make a suggestion for 1 or 2 stocks to add.
Thanks,
Ed.

Current stocks:
XQQ
GSY
VFV
SHOP
CSU
REAL
KXS
BYD
BEP

Q: I bought Gildan Activewear just before the pandemic which was not great timing. Would you recommend a switch into Nike instead at this stage? Or hope for a recovery?

Q: Can you please comment company's current financial strength? The stock is up 80% today, do you feel there will be more upside?

Thank you,

Q: President elect Biden recently said he would stop , the Keystone XL pipeline for good ! What is this going to do to the stock price of TRP ?

Q: What portion of Revenues are derived from multi residential assets and what are your current feelings on the stock?

Q: Please provide any info. on this co. Thanks