Investment Q&A

Q: These include BAM.A (management, diversity, growth), GSY (valuation, growth), CSU (capital allocation, stability, mgmt.), BYD (growth, execution), TFII (growth), ATZ (growth/management), DOO (valuation, market positioning, buybacks).

last week Your suggested adding to the above stocks' presently i own them them all in various % could you please rate them in order of preference with1 being the highest rating and 10 the worst . thanks for your guidance

Q: Your thoughts on Vale today? Is there some fundamental reason why it seems to be dropping like a stone?

Thanks

Dave

Q: Hi 5i Team - Are there any junior precious or base metal exploration companies that have caught your attention over the past few months. I know that this is not an area you follow closely but thought I would check it out anyway. Thanks.

Q: Earlier this year we created an equal weighted 'balanced' portfolio of 30 Canadian companies in a non-registered account. Most were chosen from companies either covered by a 5i research report or included in a 5i model portfolio. The remainder were chosen, based on the 5i Q&A section, from what appear to be 5i sector favourites. All purchases in the portfolio are made with the intent to be long-term holds (10+ years).

As per an earlier question we posed, we then increased our positions in 12 of the 30 companies. At this time we would like to increase our investments in 6 of the remaining 18 companies. The intent is to increase the other 12 in approximately 4 months. Which 6 would you add to today? Please rank them, include a small blurb explaining each choice and suggest an entry point. Thanks!

Q: What is your take on the acquisition of the $50M in physical gold bars by PLTR? Does this make any sense by the company? Or do you believe they have some access to some privileged information from their service (ie. a Black Swan event)?

Q: I have had Shopify for 5 + years. What I was thinking to do is to reduce my holding somewhat and start a half position with Affirm. Your thoughts.
Thanks.

Q: Please suggest a few promising names in the battery / energy storage business ... the kind of storage needed for wind, solar, etc. generated electricity, with an eye towards supporting electric vehicles. It would be great if you could identify a company or two that is currently making money in this space. Thanks!

Q: Please let me have an updated opinion when comparing the above two stocks and if there is any other stock that might be preferred.

Q: In your answer to Andrew today, you refer to the AEM takeover of KL as essentially a deal with no premium. Based on yesterday's closing prices the deal is actually 9.1% below the KL closing price of the previous day. That's why KL is down a very large amount today.

Q: What are your thoughts on a long term position in ALSN? Given their recent strategic partnership agreement with Jing-Jin Electric (JJE), do you think this sets ALSN up for growth as we see more electrification of commercial vehicles?

Q: Hi 5i,

In regards to AMZN, MSFT and GOOGL.
At a high level why are rising interest less desirable than having low interest rates. It seems the market gets spooked if it believes interest will rise. I hope you can explain the overall thinking.

Q: I'm thinking that there's probably not a better time to enter some stocks I don't hold but want to own, than during the turbulent September / October timeframe.

Are there any of the above you would stay away from at current prices due to (over)valuation, downside risk, potential implosion.

Unfortunately, I have previously owned stocks that have left a huge scar (Nortel, NIKO Resources, Poseidon Concepts, Concordia), and want to avoid a similar fate with current high flying stocks.

Thanks for your input

Q: what are your best your best stock ideas in the natural gas sector

Q: What's your view on ITP for a dividend portfolio?

Q: Hi Team,
My tech/ growth portfolio is getting massacred today on the spike in 10yr yields again. Should I be holding or dumping some stock to raise cash?? Your opinion would be much appreciated . Thanks

Shane

Q: I have a 1.7% weighting in Fortis, which is the only utility I own in my RRSP. I'm hesitant to do so because of their gargantuan debt levels. With total liabilities of around 33.4 Billion, this is higher than their total market cap of around 27 Billion.
Net Debt to EBITA ratio around 6.2x , and low interest coverage of 2.3.
Free cash flow also only covers around 11.5 % which is quite low.
So do you still see Fortis as an attractive investment for a 10 year hold ?
Thanks !

Q: Hello team,

Is this company going anywhere? EVER?

Wasted a lot of time on ZEN and thought LLG might have a more reliable management. I can wait another decade if they are not the same as the famed Nemaska Lithium people.

Thank you for all your detailed work!

Q: would selling shares of AQN , and investing in BIR be a good move ,i know they are two different sectors,your thoughts.

Q: Can I get your outlook on Boralex and Kirkland gold.
How do you see these stocks performing going forward.

Q: Can you recommend your top-5 ETFs ? I am looking for medium-to-high risk/growth positions.

Thanks!