Investment Q&A

Q: Hi. I still like both companies (veev,gh) but am going to sell for tax loss reasons and that they total between them 3% only of my portfolio. Am looking to consolidate into a single health care stock to go along with MDT which I already own in my portfolio. I like my positions to be at least 3% and not two smaller positions. Any suggestions. I was thinking ILMN. If you like ILMN please let me know why and what sets them apart. Thanks

Q: Hi 5i,

Which one would you choose between ACO.X and CU for an RRSP?
Can you help explain your reasoning?
What would be a good price to pay for your choice today?

Q: KRR is 2.4% of my RRSP and I am up about 110% (also hold KRR and XGD in other accounts). Can you please tell me a bit more about KRR? I know it mines gold and nickel.
After significant declines with small caps like AT, XBC and REAL, I am a bit leery of KRR and wonder if its time to take a bit of profit, but I am reluctant with such good momentum. Can you please tell us again what dollar cap amount defines a small cap, med cap and large cap?
Thanks!!

Q: Where would you rate Shopify at todays price as buy on a scale of 1-10 (10 being a very strong buy) for a medium to long term hold?
Thank you
John

Q: I'm trying to figure out why you were recommending Unity to your readers when it was most overvalued and now that it has fallen, you are less upbeat on the name. While hindsight is always 20-20, it seems to me that your views should have been reversed (discouraging readers from buying a stock that had popped up so much so quickly months ago but now perhaps being more interested in the name at this lower valuation). Do you feel that you were in error when you suggested this name as a pick? It was clearly too frothy over the last 6 months to one year when it was being recommended yet this did not factor into your comments it seems.

Q: I am not a crypto guy at all but cannot ignore the hype/craze. If I were to dip a toe in what would be a trustworthy (in relative terms) platform to get started with?

Q: Given the potential for a resolution to the Ukrainian conflict, and a lowering of oil prices back to normal market levels, please give you thoughts and ranking (best to least) as to which of the following co.'s you would consider as having the most potential for a sustained upward growth pattern from current levels, over the next 2 years. KEL, SGY, TVE, HWX. Secondly, are there any of these that you would not want to own at these levels? Thanks for the great service.

Q: Could you please give me your assessment of PSK's most recent quarter and annual results. What is its current free cash flow.. How much of its land will be in proximity of pipelines that feed into the LNG project that has been approved..

Q: I would appreciate your current analysis of this company.

Q: Hi Team,
Should these three Chinese's ADR stock delisted from U.S. exchanges by US Government, would the owner of these ADRs can move to Hong Kong and relisting in Hong Kong market ? Or just completely vanished !
I understand my question is properly not quite your expert area, but hope you can comment on it !
Thanks as Always,
Tak

Q: Hello Team

I purchased XRB about a year ago or so on the thought that the ETF would do well during times of inflation. Was this reasoning incorrect?

This ETF has lost value since then and the distribution has been flat. Can you shed any light on this? Is it just a matter of time for the hedge against inflation to play out?

Thanks for your insight.

Q: What are your thoughts on FN, after its last disappointing report.

Q: Hi 5i Team - Could you provide an update on the fundamentals of GoGold Resources, its cash on hand, revenue if any, insider ownership, and potential of existing projects. Also do you have any insight into the management/geological team. Thanks.

Q: Which of the 3 ETFs would you prefer for a long-term hold?

Q: I am looking for Core Growth ETF similar to XGRO but with a higher concentration of exposure to energy & materials than XGRO. any suggestions

Q: What is your view on this company? Is it worth holding?

Q: Hi 5i team.

Please give us your updated views on DKNG. In reviewing Q+A there has not been a thorough analysis of their technicals and fundamentals that I can see. Also, do you still like Flutter better as was stated in the past few questions?
What do they need to do to justify what appears to be still very lofty valuations even after steady declines this past year or so?
Is there an ETF that would make more sense to take out single co. risk?

Thanks for your guidance.

Q: Reko has just announced another profitable quarter. Revenues jumped significantly and outlook appears strong. 

During the quarter, the company re-purchased 35,800 shares under the normal
course issuer bid.

During the previous quarter, the company re-purchased 29,700 shares under the normal course issuer bid.

During the fiscal year ended July 31, 2021, a total of 238,800 shares were purchased and cancelled.

On December 2, 2021, Reko paid out a special cash dividend of $0.25 per share.

The balance sheet is pristine with close to $4 in working capital and a “hard” book value approaching $8(no goodwill on the B/S and real estate at cost).

Would you consider Reko to be a buy at these levels and what would you see as the potential outcome for minority shareholders (family controls 2/3 of the shares).

Q: Paul asked today about the men/women investing performance. This is a good article which talks about a 5.2 million person, 10-year study which showed women average about 0.4% better than men annually, and the reasons were less frequent trading and not trying to time the market.

https://www.cnbc.com/2021/10/27/why-women-get-better-returns-on-their-investments-than-men.html

Q: The company increased its dividend from 1 to 3 cents ( semi-annual) and its drill count. The year end numbers were good. I listened to the conference call and they said that they is a big demand for drills and they can get better pricing. Africa is not looking so bad a place to do business and the CEO was quite upbeat. This one looks promising for long term hold.