Investment Q&A

• WELL Health Technologies Corp. (WELL)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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• Nuvei Corporation Subordinate Voting Shares (NVEI)
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• Topicus.com Inc. (TOI)
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Q: Can you comment on any short covering in your small cap recommendations?

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Read Answer Asked by Allen on December 07, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Can you comment on why SHOP seems so weak when the markets go up. Today (Monday) is an example. Is there anything going on to account for this? Are you still bullish on it?

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Read Answer Asked on December 07, 2021

• Freeport-McMoRan Inc. (FCX)
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• Glencore plc (GLCNF)
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• VanEck Green Metals ETF (GMET)
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Q: Thanks for all you do. Can you comment on the green metals outlook for investing? And then, more specifically GMET

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Read Answer Asked by Tom on December 07, 2021

• ECN Capital Corp. (ECN)
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Q: I'm in ECN at $3.75 & it has become 10% of my portfolio so my question is should I sell now or wait for the dividend & keep the shares? Thanks ,as always, for your thoughtful advice
Dave

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Read Answer Asked by Dave on December 07, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Shop is being sued by publishers accusing them of textbook piracy. How much is this weighing on the stock price now and should it be much of a concern? It is troubling that this puts a bad light on SHOP since it is reported that this concern was brought up to SHOP several times in the past with SHOP basically ignoring it.
Would like to thank 5i for having guided us through these past troubled years (and all the years outside Covid as well). Gerry

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Read Answer Asked by Gerald on December 07, 2021

• Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX)
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• BlackRock Science and Technology Term Trust of Beneficial Interest (BSTZ)
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Q: These CEFs pay good dividends. Would you consider either a good investment from a Canadian point of view - with particular reference to tax liabilities inside a LIF account, or in a non-registered account?

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Read Answer Asked by Catherine on December 07, 2021

• Trevali Mining Corporation (TV)
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Q: Has TV undergone a stock consolidation? It appears they have by the price but I can't find any news articles re the consolidation.Could you fill me in on any details that you may know?
Thanks
Dave

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Read Answer Asked by Dave on December 07, 2021

• Chevron Corporation (CVX)
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• Exxon Mobil Corporation (XOM)
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• Suncor Energy Inc. (SU)
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• Canadian Natural Resources Limited (CNQ)
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• iShares S&P/TSX Capped Energy Index ETF (XEG)
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• The Energy Select Sector SPDR Fund (XLE)
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Q: Hello 5i team:

At this particular time, which ETF do you think worth buying? US based XLE or Canadian based XEG? Is there a ETF based on Europe or the rest of the world?

Will you underweight or overweight energy in one's portfolio? I know in the US energy doesn't play a big role. But in Canadian index, they do.

Thanks in advance.

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Read Answer Asked by Savalai on December 07, 2021

• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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• Tesla Inc. (TSLA)
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Q: Hello, earlier this year I bought tesla at $590. I have watched it rapidly grow to what I believe overvalued. I set a 15% stop loss and I sold at $1045 I'm quite happy with this transaction. Do you think Im I wrong for getting out? Should I get back in? If I made the right move, can you recommend 2 stocks that I should look at? (Take as many credits for this.)

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Read Answer Asked by Ziaad on December 07, 2021

• Palantir Technologies Inc. (PLTR)
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Q: What's your opinion on adding to Palantir at this time for the long term? I'm down about 10%

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Read Answer Asked by Wes on December 07, 2021

• AT&T Inc. (T)
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• Verizon Communications Inc. (VZ)
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Q: I have a position in T I have been holding for years for the dividend which was cut with more cuts on the horizon.
I plan to sell and replace with Verizon. I am thinking T will drop further in December due to tax loss harvesting. With this in mind is it better to sell it now or wait until the new year.

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Read Answer Asked by MANFRED on December 07, 2021

• Acadian Timber Corp. (ADN)
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Q: How safe is the dividend? Would it be deemed appropriate for RIF income?

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Read Answer Asked by Tony on December 07, 2021

• Horizons Enhanced Income Equity ETF (HEX)
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Q: Could I have your thoughts on hex , thanks

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Read Answer Asked by Joseph on December 07, 2021

• WSP Global Inc. (WSP)
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• iShares Russell 2000 Growth ETF (IWO)
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• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
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• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI)
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• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)
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• Invesco PHLX Semiconductor ETF (SOXQ)
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Q: Recommendations from portfolio analytics indicated i should increase my holdings in healthcare and industrials. Please provide your comments on XHC, XGI and WSP. Are there other options that i should consider?
I am considering investing in sector specific ETFs. What are comments on SOXQ and IWO.US? Are there specific sectors that are expected to show high growth in the next few years?

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Read Answer Asked by Don on December 07, 2021

• BMO Laddered Preferred Share Index ETF (ZPR)
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Q: Any idea why preferreds are collapsing the last few weeks? Some to below their recall rates of $25. I only own rate reset preferreds and the BMO fund ZPR. With the prospect of higher rates I can see why perpetuals would drop, but rate reset preferreds should benefit from higher rates. Even those with minimum resets of 5% are on the decline. Thanks.

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Read Answer Asked by Ken on December 07, 2021

Q: Peter; Just a heads up to everyone- I have this terrible urge to sell APPS and UPST- so the end is nigh!! Rod

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Read Answer Asked by Rodney on December 07, 2021

• ECN Capital Corp. (ECN)
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Q: If I have a synthetic drip established with my broker for ECN, will I be buying an bunch of ECN shares instead of receiving cash from the dividend? If yes, is it worth keeping this in place?

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Read Answer Asked by Mike on December 07, 2021

Q: Hi 5i!
The markets have taken quite a hit today. Do you have a list of top-5 companies that seem like intriguing long term buys right now (for a 5+ year timeframe)?

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Read Answer Asked by Kyle on December 07, 2021

• WSP Global Inc. (WSP)
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• Stantec Inc. (STN)
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Q: I have held STN for almost 10 years and it has recently showed some good growth. I am considering selling STN and purchasing WSP. Which company do you expect to perform better in the next 5 to 10 years and why?

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Read Answer Asked by Don on December 07, 2021

• Microsoft Corporation (MSFT)
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• Constellation Software Inc. (CSU)
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Q: Can Constellation Software be considered the "Microsoft of Canada"?

Like MSFT, can CSU still reach new highs by acquiring better software companies to it constellation?

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Read Answer Asked by Eugene on December 07, 2021