Investment Q&A

Q: Hey 5i team,

Bargains and value pickings seem to be getting slimmer. With a possible recovery or even a lockdown again...with a healthy balance sheet and product or business. Buy and hold longterm horizon.
What are your top recovery picks that you would step into today?

Q: Flir has been very weak for the past 5 trading days. Any news to account for the signifiant price? I own a 1% position. Would you be compelled to increase to a 2% position? Thanks

Q: I am thinking of putting a substantial portion of my portfolio in the MAGA stocks Microsoft, Amazon, Google and Apple + Facebook. I understand that this will not be diversified as probably most would like to be but these stocks have performed incredibly over the past 10-20 years and I don't see much changing in the future. Any thoughts on this strategy other than lack of diversification.

Q: If the Toronto Stock Exchange is a good buy, what about the Nasdaq Exchange?.....thanks....Tom

Q: I saw news today that Viemed Healthcare will Join Russell 3000® Index. Does a move like this usually increase the share price?

Q: Based on quality of balance sheet, country exposure/risk and growth prospects, what would be your 3 favoured gold miners? Thanks for your service!

Q: I have a question about 89261 I own a little of AND and has done well thus far, but today announced the selling of shares by the employee trust and the it is up 4-5% today on the news. But I’m confused as to why it’s up, on low volume, but up. What am I missing, can you please give me your thesis . Also , what is your take on the company, is there another stock that you would get in it’s place or is this a good pick,
Thank you

Q: 3 questions
- is MX a good opportunity at this point in its cycle? (give me some thought on the cyclical nature of this company
- What other Brookfield stock should be purchased to go with Bam or should I just stick to the parent company Thanks for your help on this
- Good entry point for BYD or wait a bit so far I have 140 shares @$200 (give me some thoughts on the price appreciation going fwd

Q: why does it "seem" like the boring old dividend plays like Utilities are under performing so much in last few months? Would have thought dividend plays in Canada would have benefited with "search for yield" scenario despite slowing economy.

Q: Morningstar rates ATZ "Wide" moat, only a handful of Canadian companies are rated as such. How did ATZ build that moat? I missed the boat, but just doing research.

Q: What are your thoughts on selling these two bank stocks I am about 25% down on both going on three years , thinking of buying Td or Ry.
Larry

Q: Good morning could you tell me if there are any ESG ETFs on the market yet and if so are their any you would recommend thanks

Q: Thought your subscribers should know that yesterday, TD made a significant upgrade to their target for BOS (from $18 to $25). Their rationale was as follows:" We believe that opportunities related to the COVID-19 pandemic and recently created AirBoss Defense Group subsidiary are not currently factored into the AirBoss share price."

And their potential upside scenario is much more optimistic. "Should AirBoss' Rubber Solutions segment trade in line with its Hexpol comparable, and its Defense Group subsidiary achieve our upside scenario revenue in 2023 while trading at 10.0x forward EBITDA, we believe that the stock could be valued at $50.00- $55.00/share by the end of 2022. Considering this upside supports our view that the current share price undervalues the long-term potential opportunity."

Keep up the great work.

Q: I gave SIM another quarter and I have to ask the question again. Any comments on their latest quarter. I'm down 75% and I don't like their frequent share dilution. Also revenue from previous year is being replaced with revenue with a higher margin but overall the revenue is not growing much. Would you give them another quarter or two or move on? The amount of money is really insignificant at this time.

Q: Hi Guys
Would you view all the recent insider selling as a concern.
thanks

Q: I am considering starting a new position in REAL and wanted to know if you believe now is an appropriate time to initiate given the recent run-up in stock price. My primary concern is growth and I am interested to know whether you feel the stock is fairly valued or over vlaued at current levels. Do you feel the company can continue to grow / increase profits with the current economic backdrop. Thank you.

Q: Can I please get your thoughts on this company and their prospects over the next ~5 years? Are there any balance sheet issues? What is insider ownership like? Thanks.

Q: I have a follow up question on NKLA (thanks for the very quick response by the way).

Just wondering how you would interpret the fact that the there is such a divergence between the at the money put and call prIces. For example, at $65 strike, July call last traded at $7.20 while put traded at $31.20. Is option market telling you something quite different than stock market? Is such divergence from put-call parity common?

Thx,

Steven

Q: So, the Apple saga finally over and quarterhill finally getting paid, albeit not as much as previously thought and no more appeals allowed by Apple! Stock up nicely today, doing a dutch auction. Still own lots of it. Where do you see this in three years time? Looks like the ship is being turned around.

Q: If you have to choose only ONE, highest conviction Canadian REIT in your forever account (dividend not important, growth and longevity very important) which one would it be. I am thinking of CAR, but I want your opinion before committment.