Investment Q&A

Q: Hello 5i, my question is regarding the purchase of IPF by GDNP.
Do you think it is likely that GDNP would use IPF to expand production of their own plant based products or are they just buying sales of existing IPF products. I see the huge potential of their plant based products and increased production capacity being needed.
Thank you for your help
Dave

Q: Hi 5i guys,
I came across the ETF EDGE from Evolve that is not in your database.
It looks intriguing as a vehicle (in CDN$) to invest in global innovative/disruptive companies. Am looking at it for a small portion of my TFSA.
Also noticed that Evolve is coming out with a new ETF in the near future called DATA.
Any information/opinion on EDGE and/or an alternative in the space is appreciated.
Thanks, Steve

Q: Could you recommend a Cdn Materials, Utilities and Gold ETF for long term hold in a registered account ?

Q: Could you please recommend a Target Date Fund or funds going out to at least 2050 that have respectable reputations with great management teams solid performance and are fairly priced.
Thank you

Q: Had a great Q resulting in a huge jump.Please comment on the Q.Is this an entry point? Txs for u usual great services & views

Q: CRS do you have any info on this co. the shares moved from .50to .74 last Fri.

Q: Hi there,

DMTK I came across DermTech listening to a MF US stock advisor live session on 10X opportunities. I spent some time reviewing their most recent earnings transcript and other research and the technology for non invasive detection of skin cancer seems powerful but super early in terms of adoption (a brief excerpt is below). I am considering buying for TFSA and have the following questions:
1. What is your general opinion?
2. Do you have any information on how a dermatologist would be paid for using this test vs surgery? My fear would be that the tech is amazing but dermatologists may not use it if it would reduce their revenue

"Currently, approximately 25 surgical biopsies are performed to find one melanoma. And despite all this cutting, the negative predictive value of this pathway is only about 83%, which means the probability of missing melanoma is approximately 17%. The PLA reduces the number of surgical biopsies needed to identify melanomas by approximately 10-fold and increases the negative predictive value so 99%, meaning the PLA has less than 1% probability of missing the disease. DermTech is effectively bringing melanoma diagnosis into the 21st century by transforming it from a pathway to subjective, invasive, inaccurate and costly to one that is objective, non-invasive, highly accurate, and less costly."

Q: Hi Peter and team,
I am a new member and have been enjoying the question and answer section.
I would like you take on these two stocks and wether you prefer one to the other.
Thanks
Javad

Q: Do you see INE continuing to to outperform, as a hold or is it time to take profits? The payout ratio is a bit concerning. Thanks

Q: I noticed AQB as a recent top % gainer. Are there superior aquaculture firms (especially fish farming firms) you are aware of?

Q: Could I please have your view on ET. (US) Is this good for a long term hold? Will it ever get back in favor? Is there better places to be? Thanks in advance. Appreciate your inpu.t.

Q: Hi, any news causing the drop of MGNI today? Are there any reasons for long term concerns?
Thank-you.

Q: The cash position in the Growth Portfolio is just over 10%. This seems unusually high: please explain your rationale. Thx

Q: Hi Peter
My wife and I are fully invested in TFSA and RSP accounts. I have about $150,000 to invest. I guess I need to use taxable accounts, which I have no knowledge about.
Can you point me some good resources on taxable accounts and how to get started.
If I am already at the top of the tax bracket, is it worth consulting with a tax consultant before I go down this path?
Any guidance on approach and methodology will be very helpful.
Appreciate your great work!
Thanks

Q: Just wondering what your thoughts are on Alaris.

Would you be buying at these levels?

Q: Why has CGY dropped in price recently and what is your opinion of the company in general?

Q: this company has had a great run perhaps being in the right industry at the right time?
could u kindly comment on the company? thanks

Q: What are your top five Canadian and top five US small cap growth companies in terms of reward to risk, for a 5 year timeframe?

Q: Good morning 5i
thanks for the prompt answer to my question yesterday. I need just a bit of clarification on the answer, though. I was keeping companies like Alphabet and Microsoft along with etf"s because I thought they might have an outsized upside in the future. You say, thought, that all these stocks can be found in a typical etf and then go on to suggest another handful of stocks. I am not sure if you mean that because Alphabet, Microsoft etc, are so well represented in the etf's that I don't need to hold them separately and focus instead on stocks similar to the ones mentionned?
thanks

Q: As always, thank you for your great service. Would you be a buyer at these levels or would you wait for a pullback. Looking at 5 year hold on this company.
Thanks