Investment Q&A

Q: What is your opinion of GCM ? It pays a 3.17 % dividend and has a PE multiple of 2.17. Would it be a top choice for exposure to the gold sector and do they mine any other minerals ? Thanks

Q: Hi 5i
I am considering initiating a position in earthstone energy but there have been no questions asked on this energy stock and I would like your opinion.

The company has made several acquisitions in 2021 with another expected to close in second quarter..

What is your opinion on this company going forward and would you be interested at current price levels and if not why, why not.
Where do you it going medium/short term....Do they have potential given current the economic conditions affecting oil?

Many thanks
Jim

Q: How do these Companies return to Shareholders, without increasing the likelihood of making themselves a target for a takeover ?

Q: Can you tell me what day the feds in the U S and Canada meet to decide interest rate decision in March and looking into your crystal ball how many hikes do you think there could be this year
Thanks

Q: Dear Peter and Ryan.

I did not sell any stocks yet and my portfolio incurred significant loss lately. I was going to ride through the drop. Now I started to doubt my decision. How do you think about the tension/war between Russian and Ukraine, in addition to rising interest rates? If you don't recommend selling now, do you think it is an opportunity to buy more?

Thank you

Yiwen in panic mode :-)

Q: Are these three companies safe for an income-seeking investor? What are their prospects going forward and are the dividends sustainable? Please rank them. Thanks.

Q: Why is this sliding so much lately? Thx James

Q: Good Morning Team,
On long Risk/Reward for 3 years & 2% for witch commodities US ETF you will buy
CMDY, COMT , CCRV or a better name in your opinion.
Thanks

Q: I have a position in my TFSA in MITK at a break even level. Would you continue to hold, or would you exchange it for a company with better growth potential in a similar sector. If so, could you suggest a couple of names. Thanks.

Q: Looking at the recent weakness in the growth stocks above, my first question is whether you'd begin considering initiating positions in them, my second is how would you rank them and my last is why you would choose that order. Thanks in advance!

Q: Hi 5i Team,
I know these two are totally different. If I am only focusing on much better upside potential, which one would you suggest, Facebook or Garmin. What do you expect these companies going forward.

Pls deduct credits as necessary.

Thank you for your hard work.

Q: Hello 5i Team,
In the past month alone NFI has received contracts for almost 600 buses (hybrid/electric) according to the headlines on seeking alpha. Do these contracts actually translate into bus sales?

What is keeping this company down over years? Is it that the dept is to high for the market or that the acquisitions simply have not panned out?

Thank You,
Andrew

Q: What do you make of CTS's news release today,sounds like business is picking up!!

Q: Pypl continues to fall. Its P/E is now approx. 30. Although you haven't been too keen on the company recently, in your view what would be a compelling entry price? Thanks.

Q: Can you comment on HCG quarterly earnings? Do you think restoring the dividend will increase demand for their shares and create a buying opportunity?

Q: Hi team

slf has reported decent earnings, but like other insurance co, has pulled back in price
recently, despite impending interest rates increase which will favor both banks and insurance companies , is there any fundamental reasons for the pull back in price?
is it a good chance to add on to the holdings with the aim of some income and slow appreciation of capital (medium to low risks)
thanks
Michael

Q: 2 Questions related to Canadian stocks paying dividends in USD:
(1) I want more US cash and plan to have Questrade journal over the above CA stocks to the US equivalent in a TFSA. Is there any special considerations here when doing this? Best to do this on a day when the Canadian dollar is stronger?
(2) In a margin account, Questrade journaled over AQN:CA to AQN:US on February 3/22. I have held AQN:CA for more than 1 year and sold all of AQN:US today at a small loss. Will CRA see the later loss as a superficial loss, because the US listed stock was held for less than 30 days? Thanks!

Q: Hello 5i, could you please comment on SPB earnings and and potential and whether you feel today's early drop is a buying opportumity for the income portion of a portfolio.

Also, in general , how closely do you feel , relatated to overall Energy Sector perfomance will SPB move over the next few years, Is their acquisition / growth strategy still intact ?

thanks/art

Q: Good morning all,

Can you please comment on SPB's numbers and the sudden fall of it's price ? Thank you .

Q: Hello 5i, so much doom and gloom and grumpy people, I get it haha but be mad at yourselves not 5i!!

I could have sold Roku Shop and LSPD at all time highs but I also owned them before COVID and topped up near covid lows so not selling on the way up to all time highs in 2021 worked quite well but being greedy and anchored to certain prices did not end well :)

Thanks for all your wisdom over the years I sure wish I listened the many times you stressed keeping weightings at a reasonable level as much as you like a stock I shall try to heed that more often.

Let’s look at this positively if anyone has 5 plus years or more investing how can you not be excited to pick some possibly massive winners for the future. It’s like March 2020 opportunities but some look better and could be even more exciting when things settle down long term.

If you had to pick 5 growth stocks that you could own for the next 5 years the goal of course is capital appreciation and I’m not asking you to pick and purchase the stock today but if you had to pick the stocks today but had the next 12 months to purchase at any pace you want what 5 stocks would choose? Canadian or American sector doesn’t matter nor does risk.