Investment Q&A

Q: Greetings 5i,

I hold ACB. What is the fair value for the Australis shares and warrants I have just received? At one point today they were trading @ 15.00 and now at $3.00. Seems an opportunity lost to liquidate these at a high valuation? What would you advise at this point holding both the warrants and new shares of Australis. Pp

Cheese!

Q: Read your recent report on TFII and like it - seems to be a well run company and a good entry point for clients - would no NAFTA deal hurt it a lot or have little effect on the business - and do you feel it is a good buy right now - thanks

Q: Hi 5i team,

I've FSZ in my trading account. It has not been performing well for a while. I am thinking of switching FSZ to AD. I am looking for growth in share value and growth in dividend. Do you agree with this switch? I would not be having both FSZ and AD as my % of financial stock is high. Thanks.

Q: What do you think of Cool Holdings as a proxy to buying apple or would you just buy apple?

Q: Hi guys,
I hold one ETF and a mix of equities (selected from your portfolios) in my TFSA, with the following weightings:
COV 5.48
CSU 6.70
GSY 5.42
KXS 4.93
PBH 4.26
PHO 4.50
SHOP 7.57
SIS 6.59
TOY 6.05
TSGI 5.63
VUN 30.35
WEED 12.51
Everything is up from initial purchase (many thanks) but some have grown much faster than others. I am considering rebalancing and/or adding a new position. Is there a notable position that you would add/remove (e.g, VUN in exchange for equities)? I have VXC and VCN in my RRSP so maybe VUN is better located in there.
Thanks for the amazing service and knowledge base that 5i provides.
Mark

Q: I've been to the AmazonGo cashierless store in Seattle and it is very cool. (This is the cashierless variety store where you just put stuff in your bag and walk out). It is the future. I saw yesterday that someone was mentioning or leaking that they plan 3000 stores in the near future. https://www.bloomberg.com/news/articles/2018-09-19/amazon-is-said-to-plan-up-to-3-000-cashierless-stores-by-2021 .
There are several companies working on this cashierless technology including Microsoft for Walmart.
Should ATD.B be worried about this? Or I am thinking that Cashierless technology will be an adopted technology by all and will simply be a monthly software bill to the retail business.
I own Amazon and bought more after returning from visiting the AmazonGo.
Any thoughts?

Q: Hi Team, came across this Mutual Fund (TDB220 T.D. U.S. BLUE CHIP EQUITY FUND).
With the tools available to me through my discount broker and other charting sites, I ran a comparison, using SPY, VTI, IWF and MAW108 as references, TD references this fund to the Russell 1000 growth index. It clearly shows it has out performed the other names. At 2.40% M.E.R is this fund worth considering as part of an overall strategy? Is there something I'm missing when looking at the results of the comparisons? Thank-you in advance. Sam

Q: Your thoughts on this stock and the cloud sector.

Thank you

Q: Will Peter's fireside chat with Gene Simmons at the Moneyshow be archived somewhere or, if not, the subject of a blog or Financial Post article?

Q: With the growing interest in production of electric vehicles, what are your favourite producers (miners) for battery metals such as silver, copper, nickel, and lithium? I added silver since solar energy will help power the vehicle producers.

Q: ICC is being taken over by ACB. Suppose to be 0.2448 of an Aurora share for each ICC share. Why hasn't ICC shares gone up in value lately with the rise in price of ACB shares? Why the big spread? Am I missing something?

Q: Your updated opinion on lxe.Thanks

Q: With SIS announcement, I calculate 2019 P/E to be just under 15. True? I used the market cap of 891M/60M (projected earnings)

Seems like a good price for this company.

Q: Hello 5i team. Would you take a new position in TV today @ $0.72? Where do you see base metals heading in the next year?

Thanks

Dave

Q: What is your opinion of Hydro One Receipts for an income portfolio?

Q: Good morning all
Would you chose TEAM or SPOT today. I've been watching them for awhile. I'm looking for 3 to 5 years growth. Which one might weather a correction or recession fairly well?
Thank you.

Q: Would like your opinion on Connor, Clark & Lunn Global Alpha funds - are they a good investment? ccl450 is the class A with a much higher mer than the class f ccl451.

Q: Can I get your 5 favourite basic materials stocks and reason why?

Q: I notice lately you’ve been recommending XBB for a bond etf. I own ZAG. Is there much difference between the two? Should I switch?

Q: I have had these two co's for 5-6 years. I am currently at a loss of 50-60%. Should I sell these two and consolidate in something like FNV OR AEM or the bullion ETF? Is this the right time or should I wait till the gold price moves up. I only have about 4% of these stocks in my portfolio. Thanks.