Investment Q&A

Q: If you were to sell any of the above, list in order your top 5 or 6. Or would you keep the portfolio as is for next 3 years.
Roy

Q: Up over 100% on this one but it’s my only gold, worth selling and is there a better choice for this area?

Q: I have been tracking the iron ore price since July 2021 when it was $213 and LIF share price was $49.61. Iron Ore hit a low in December below $95 and has since been steadily tracking higher (above $150 for a couple of days in Feb) and was $146 yesterday. On Feb 23 Rio Tinto reported record financial results and declared a dividend of $10.40 (79% payout). LIF will receive a significant dividend and royalty from Rio Tinto and they usually pass this through to shareholders. LIF shares closed at $48.61 today the highest they have traded at since July 2021. Your thoughts on the amount of the dividend LIF will pay out to shareholders and the future of iron ore prices. Thank you

Q: Hello Peter and team,
What do you think of Curaleaf's results? Thanks very much.

Q: Hello Team,
What do you make of TVE's year end financials?Would you advise adding to my present small position at the present price?

Q: Good morning, Do you think these two stocks TOI and ATZ have decent recovery potential in the short term, hopefully this year, or would you say they both need different market conditions to recover to their previous highs, thanks?

Q: Hello 5i Team,

A similar question has likely been asked before.

For tax-loss selling purposes in a non-registered account, are QQQ and any other ETF that tracks the NASDAQ 100 index (eg. QQQM) considered different ETFs?

Thanks!

Q: What stocks would you recommend in order to invest in palladium?

Q: Just your thoughts on both please, already have small position in SPB but thinking of moving into KEY. Similar dividend but maybe better capital appreciation with KEY….thanks

Q: Today, would you buy LNR with p/b of 0.95 and no debt or MG with 2.7B debt and b/b of 1.91. LNR has a wide range of products, other than automotive.
When is LSPD a screaming buy with p/b of 1.13 and 900M in cash?
Many thanks!

Q: Canada just reported 6.7% GDP growth, how much of this is inflation.

Q: Is BYD worth holding anymore? It sure looks like pressure to get lower and stay there.

Thank You.
John G.

Q: I am looking to find some software stocks with excellent Net Revenue Retention rates and strong revenue growth that should make for bounce candidates/long-term compounders if the tech market turns. What are some of your favourite CAD and USD names with NRR above 110% and revenue growth of at least 30%?

Do you like any of SMAR, ASAN or MNDY?

Thanks

Q: With the embargoes against Russian, do you feel the US will exempt their uranium exports?
Google suggests that Russian and its surrounding countries account for 46% of their purchases, would this be a good time to purchase shares in Cameco?
If yes, would you suggest any difference between owning US or CDN stock?

Q: I am down 26% on MG in a non-registered account. I understand the geo-political reasons behind the slide, but am tempted to take a tax loss and replace MG with FTS. Would you recommend this...or suggest I hold the course with MG? Thank you.

Q: I want to sell bep.un and bepc in my tfsa and repurchase in my cash account.
Which one should should I purchase. No sense having 2 is there?
Thank you

Q: Given the increasing implied VOL in options, what are your favourite names in CAD and USD for covered call strategies?

Looking for stocks that you already like that have reasonably liquid options (I know harder in CAD) and you think have excellent bounce back potential and wouldn't mind owning for 2-3 years. Thanks

Q: Good day. I think I made a rookie mistake. A number of months ago I bought 40 shares of Novax, based on emotion and speculation believing its protein spike vaccine would fill the void for vaccine hesitancy and boosters. I am now showing a 56% loss. This stock represents about 3% of my portfolio. Should I sell and take the loss or hang on hoping it turns around upon FDA approval? Thanks for your opinion.

Q: Doc announced today a newly formed public sector division and recent customer contracts across North America that it says will provide “meaningful revenue diversification” and “opportunities to accelerate technology and service integration.”The contracts include agreements to provide integration and technology services to the New York City Department of Education, a substance use disorder solution to support the opioid crisis in North Carolina, and more than 100 new contracts to provide mental health support covering up to 50,000 new employees under subscription services. CloudMD also said it has added several contracts within the public sector division including for a major college employer in Atlantic Canada and mental health coaching for the employees of a major Ontario university. Would appreciate your overview on how significant this announcement is as it seems to tie into Biden's comments in these two areas in his State of the Union Address. The stock was up 20% on the news and traded on high volumes. Thank you

Q: How do you feel about ZWU today? Or would you prefer to own a pipeline company like ENB? Seems the number of anticipated rate increases has fallen in recent days given Russia's war on Ukraine. Looking for price stability and yield. Great service, thanks!