Investment Q&A

Q: Hi 5i, After close to a 40% drop, I’ve initiated a position in NVDA through CDRs. My avgerage cost is $22.75 as of today. I assume after this pop in an oversold market, the stock will retrace further as rates go up and earnings and the North American economies go down. I plan to increase my holdings at target prices in the underlying security. Is this a sound strategy?

Q: Looking for income in a RIF account. And “ safer” companies in terms of stability.

These two stocks appear to meet the criteria. The dividends are in the 10-12% range

What do you think ?
Would you have a preference given the similarities in holdings?

Thanks.

Q: Hi 5i: I am considering getting back into some Canadian tech stocks. I would be pleased if you would provide me with your three best picks. A combination of cash on the balance sheet and moderate growth would be the criteria. I am a long term investor. Thank you always for providing great insights on investment decisions.

Docsinc

Q: Net net net, what does the recent business "simplification" for BBU mean to investors who owned BBU.un shares? For those looking to buy, do you buy BBUC or BBU.un? overall, is this a good thing for the shares overall?

Q: What is your opinion of the value of asset managers as an investment in the current market? Which asset managers are the best priced with the most lucrative/sustainable dividend? Thanks!

Q: Some small charities don't have broker accounts so you can use : https://www.canadahelps.org/fr/
They take a small commission and give the net results to your favorite charity and you get the tax receipt from Canadahelps. I used it 2 times and works just fine.

Q: Further to questions regarding capitulation, and if today gains hold, would you consider we have reached a bottom on this correction. I have been patiently waiting for a entry point to get started with some of the losses incurred.
Thanks
Rick

Q: Do you see any reason NVEI is up 10% today?

Thanks


Sheldon

Q: Hi Peter
re my income portfolio if i had to pick one in each category which would you favour for dividend and some growth
Atco vs fortis for utility exposure
Restaurant brands vs A and W . for consumer exposure

Thank you
Howard

Q: A member recently asked if there are any Canadian companies comparable to PANW. Although it is no where near the scale of PANW, I learned about PLUR last year from 5i Q&A's and found it intriguing. Below is a description from your DB that might be of interest to your reader.

Plurilock is an innovative, identity-centric cybersecurity company that reduces or eliminates the need for passwords, extra authentication steps, and cumbersome authentication devices. Plurilock's software leverages state-of-the-art behavioral-biometric, environmental, and contextual technologies to provide invisible, adaptive, and risk-based authentication solutions with the lowest possible cost and complexity. Plurilock enables organizations to compute safely and with peace of mind.

Q: I know you like AEM. Given the recent surge in Commodity Prices, what are your top 3 Gold Stock picks and what are your top 3 base metal (Copper, Nickel, etc..) picks. Are these good entry points?

Q: What is your opinion on Sentinel's earnings? I already own CRWD, I'm thinking of starting a small position in S as well. What do you think? Better to own both, or just stick with CRWD, your favourite.

Thanks

Q: Hi 5i Team, and would appreciate your analysis of the just posted results from SentinelOne. Also, do you see any endearing qualities or strengths to the business as a long term opportunity in the cybersecurity sector, and how would you rank it as a buy with respect to the larger well-known names in the sector. Thanks from an appreciative member.

Q: These shipping companies seem to have like GSL,GNK,EGLE seem to have high payouts.What is your opinion of the shipping liness ?

Q: Up 21% at time of writing.

Any idea why.

Thanks

Sheldon

Q: Thoughts on XIT?

Q: Hello, what do you think of Loblaw to Acquire Lifemark Health Group to Expand Shoppers Drug Mart's Healthcare Services? Should we see Loblaw more and more as a solid health care oriented company? Thank you

Q: Dear 5i,
At todays prices, March 15, 2022 are these good valuation for TFSA and
+3 year hold? If yes, which one would you prefer and why?
Can you help explain why historically HD trades at a higher PE than LOW
even though historical EPS seems better with LOW?
thanks

Q: Seems like almost everyone thinks GOOG represents excellent value at current prices. Makes me wonder why it's not trading higher,
What is the bear case? -Earnings are a peak levels? Or is the risk, that it becomes a source of funds for other investments.

Q: Hi Peter

What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio


Thank you
Howard