Investment Q&A

Q: Hi 5i,
I sometimes have trouble following your metrics. Yesterday, in an answer to Steve, you said that LSPD and NVEI were still expensive at 9x and 8x sales respectively. That makes sense and with little difference in the two. When I look at the 5i members’ database, I see LSPD at 16 x sales and NVEI at 6x sales. Here, NVEI is clearly the cheaper of the two. This makes it difficult sometimes to assess a company. Why the differences?
Thanks again.
Dave

Q: Like many here I am nervous about buying fixed income in the current situation. You often mention that most people will be sorry when things turn around and stocks fall. Well, I get that. Even though we would have enough to survive even with a fairly large drop in the value of stocks. But, I realise that it would not be fun. So, what to get in terms of fixed income. I have mentionned in other questions that I would be inclined to get something completely sure for this component of a portfolio. Unfortunatly, it is likely to lose money, when inflation is considered. So, is it worth it to go further afield and enlarge the fixed income space? Here is what a popular blogger writes about this question. I would appreciate it if, with your experience and judgement, you could comment on it:

Another fallacy to dispel is that the 40% of a 60/40 should be in bonds. Nope. Many govy bonds suck and will be creamed as rates rise. So this is a really bad idea. That fixed income portion of the portfolio should be made up of short-duration bonds, some corporate invest grade issues, a floating-rate bond ETF and a healthy weighting of rate reset preferreds, which rise in value along with the prime.

thanks as usual for the great service

Q: Given policies recently introduced in many countries (US, Europe, Japan, etc.) aimed at encouraging legacy car manufacturers to switch to making battery electric vehicles and given that many of these manufacturers have since announced commitments to doing just that, setting aside Tesla, which of the major car makers do you see as having the best potential to profitably achieving these goals? I'm more interested in identifying the best among the big players: Ford, GM, Toyota, BMW, etc.

Q: Some stocks you recomend from recent tax sale.(OVER BITTEN)

Q: Any thoughts on DoorDash? I know they aren't profitable yet, but for companies like Dash and UberEats, do you think they'll ever get to unit or even whole company profitability?

Q: Has your opinion on Cloud MD changed with recent contract wins including Empire Life and Sun Life. It would seem the company is gaining acceptance and market share. Your analysis please.

Q: My portfolio is the following:
Tech: 41%
Financial: 11% (GSY/BAM)
Communication: 10% (GOOG, ROKU)
Industrial: 9% (TT, XYL, WSP)
Health care: 9% (VEEV, DXCM, WELL)
Real estate: 3% (EXPI)
Cons Cycl: 1% (ATZ)

Tech holdings:
LSPD 2.6%
TOI 5.4%
SHOP 2.5%
NVDA 13.4%
PLTR 0.9%
CRWD 4.1%
SQ 3.8%
APPS 4.7%
U 3.8%

Looking for advice on which tech stock if any I should cut loose. I am clearly overweight in this sector, and would appreciate some guidance on how to better allocate my money?

I’ve heard you mention LSPD and SHOP somewhat overlap, but selling LSPD at a loss right now simply does not make sense in my view.

If selling a portion of my tech is ideal in your view, please provide alternative stocks in other sectors. Thanks

Happy Holidays!

Nick

Q: please list 6 Canadian companies that will be able to pass along increased operating costs arising from inflation. they can be companies that are not held by the model portfolios thanks Richard

Q: I have CIF 843 in my RRSP - it comprises 8% of the RRSP. What is your opinion of it's performance & costs. Also- could you provide 3 or 4 alternates each of both Mutual Funds and ETF, in the same asset class.

Q: Topicus is below $100. Would you view it as a buy today? What price would be consider as a reasonable valuation for a growth name like this?

Thank you,

Q: Is Argonaut Gold still a decent gold company to invest in , it seems to be struggling , but id like to buy more for when it breaks out.

Q: Everyone,
When do you believe people will be buying for 2022? Have they been buying a little, normal or above average going into 2022?
Clayton

Q: Between RY and BNS, which is the better one for income at the moment?

Q: of all the renewable energy utilities that pay a dividend is Algonquin a good buy?

Q: KHRN's revenue growth seems to be very good YoY. This is not reflected in the share price.

I would appreciate your take on this company at this time.

Q: Hello Team,

Do you have a list of three top DEFIBRILLATOR Maker publicly traded companies that are good investments (I suspect they will all be US and European Companies)?

Thank you,

Joseph

Q: Any thoughts on the fear of an increase on the capitol gains inclusion percentage being raised and the influence on the current stock market dip.

Q: You didn't really answer Ian's question about how brokers make money.


When I started trading the commissions were 3% with a minimum of $50. They have slowly made their way to zero with some brokers up here in Canada. How are these brokers making their money?

Q: So I looked at my returns at the end of July and my TFSA was up 39% in 7 months. I'd have taken that as a decent return over 48 to 60 months. So early this week before the DnD acquisition and the Nuvei short report I sold DCBO, DnD, LSPD , because my 39% return was nullified. My thought was to add 3 of the 4 TOI,TSU,TFII,or TCN . Should I add 3 of the 4 and top up KXS and GSY in the new year or add all 4 of the T's?

Q: I made a mistake, bought 500 shares of HGU a year ago at $28., now $ 14.. All the analyst predicts gold will go up a lot sooner , so I hang to it, but this Hgu keeps going down 50%, I need your opinion, sell or hold? I’m afraid it may down to $1. It’s in my TFSA. Many thanks