Investment Q&A

Q: Good morning,
Although a big fan and long time holder of all Mawer equity funds in my family portfolio, I'm now looking for the second time at dumping the MAW106 as a core holding given its inability to beat its benchmark index in the last few years probably due in part to its increasing popularity and size.
Would you kindly suggest a suitable ETF and/or a mutual fund replacement for MAW 106 or should I simply add to some my other existing core ETF holdings. I currently hold XIU, XIC, XDV and XEI.

Q: I am interested in a copper exploaration company and I have found a Canadian company called Marimac Copper. Its main find is in Chile. This company has no revenue that I could find and will have a lot of future expenses. I am intrigued though and I am wondering what your thoughts on Mari for a long term hold. Thanks

Q: please comment on AT results and is it a buy

Q: Good morning! I have a question on investing knowledge in general, and the companies mentioned above are what I will use as my personal example... because I’ve read from the team at 5i that it doesn’t make much sense to hold out on a loss. Please by all means correct me if I am wrong, example: I bought into SU,(I am -28%) and QST, (I am -60%). XBC (I am -59%). This doesn’t bother me nor does it cause me any financial suffering to hold, and I know there is no magical answer... does a young man ride it out and just wait patiently? I love SU AND QST before the pandemic and still enjoy their presence in my portfolio but here I ask myself this, am I missing gaining opportunity in the markets? My money is sitting negative, slowly, slowly coming back, where a I could suffer the loss and get to work else where? Thank you!

Q: Has there been some recent action on badger. I can't find it on the market

Q: what does the market expect from savaria today?

Q: In mid-January you preferred trul over cura!
Has anything occurred over the last 4 months to change your preference?
Or would you prefer some other "weed" stocks.

Q: What are your thoughts on BL earnings? Is it still buy, hold or sell.

Thanks for the great service

Q: While the results they released were not exciting, my view is that this sell-off is overdone. Looking for your thoughts on this one,,,,

Q: I have a half position in VNP. The recent earnings report seems fine. Is it a buy, hold or sell ? Thanks for this great service.

Q: Any reason why Magna is down $5 in US pre market?
Despite the negative market, $5 down means something is up.
Thanks

Q: Is there a small cap oil stock that you like at this time?
I have a large cap and medium cap and was looking for a small cap too.

Q: Their first q numbers came out today and they appear to have beat even the highest expectations at least on earnings. Can you please give me your commentary? These shares seem quite cheap and the company's financial position (cash of 98 million and no debt) leaves room for lots of growth and perhaps even starting to pay a dividend.

Q: Hello 5i team; Your thoughts on tjx for reopen trade,a lot seems priced in and also how a discount retailer would do in inflationary enviroment . Thanks Mike

Q: your impressions on GAGE and if a good time / price to BUY or stayaway

Q: You have $6000 windfall to invest, a balanced portfolio and comfortable with risk! What stock would you buy today?

Q: Please comment on earnings this morning. Thank you

Q: Hi Peter and Staff
If I am correct, I believe you were high on DXCM at one point and may not feel as high on it today? It had gone up nicely until recent earnings but downward spiral since then. Is it closer to a buy or a sell in a basket of health care stocks .
Secondly, assuming it might be deemed not as good as some or all of the following,, please rank the top 4 in order from
ABBV, CRRX, ISRG,MDT,SYK,VEEV and WELL

THanks for all you do
Dennis

Q: did you garner any more info. with regards to the source for organic growth and the earnings discrepancy? Thx

Q: Good morning, you have mentioned that ffh is not your favourite company, however with a rotation continuing into value, it being diversified, large cap and a p/e of only 5 something it seems like a decent holding? Why such a low p/e?

Thanks as always