Investment Q&A

Q: Hi, the highest rated industrials you cover are SIS, TFII and WSP (all B+) all of which I own a full position, plus CAE (also B+) which I own a 1/2 position. I'm currently under weight industrials, but not comfortable adding to CAE just yet. Are the other industrials you might recommend that could be B+ or better?
Thanks, Ian

Q: Earlier this year, Norm Rothery [The Stingy Investor] was fairly positive on this co. Since then it's been on a steady slide. Realizing that foreign co's. are not your forte, what do you feel the prospects are for it's recovery?

Q: Can get your top picks for Consumer Defensive, Energy, and Utilities please. CAD or US. And thanks for the great service.

Q: In my question Aug. 10, you responded by saying that you provide analysts' consensus estimates and generally, these are a main factor in stock movements, but 'good' or 'not good' will depend on the actual results. You said you can provide info on whether earnings estimates have been trending higher or lower, or whether earnings expectations are higher or lower than the prior year. Could you provide this trending higher or lower information or whether earnings expectations are higher or lower than the prior year to any questions members submit pertaining to earnings numbers? Most of what I buy is 5i recommended, and so what other people inquire about, I probably own most. Thanks again, Dennis

Q: DHT reported and raised their dividend. Current yield 35%! And SP is only up 3% at the moment after reporting after close yesterday... They paid off a bunch of debt early in Q2, and have many of their ships on charters rather than spot. I'm long on them, and I'm not seeing a reason I shouldn't buy more. What are your thoughts?

Q: Hi guys,

Please rank these three companies (HRL, FDS, DHR) for a half position for a 3 year hold.

thanks

Jim

Jim

Q: Hi,

Looking to add some Gold/Silver/Metals exposure to my portfolio which I do not have any exposure at the moment.
Which ETFs (Canadian or US) would you suggest ?
Any advice on venturing into this sector in the current times ?

Thank you,

Q: Hello 5i Team
Comparing gold sector ETF
In previous Q&A, you stated it is more preferable to purchase Gold Bullion ETF in US$ as the gold trades in US$ (June 30, 2020).
1 – Is it better to purchase Canadian dollar denominated gold miner ETF vs US dollar denominated gold miner ETF?
Comparing the Major gold miner ETF, please compare as follows:
2 - iShares S&P/TSX Global Gold Index (TSE:XGD) vs iShares MSCI Global Gold Miners ETF (NYSE:RING);
3 – iShares S&P/TSX Global Gold Index (TSE:XGD) vs Sprott Gold Miners ETF (NYSE:SGDM); and
4 - Sprott Gold Miners ETF (NYSE:SGDM) vs iShares MSCI Global Gold Miners ETF (NYSE:RING).
I searched the question database and there has been no questions for the two Sprott Gold miner ETF (NYSE:SGDM and NYSE:SGDJ) and for iShares MSCI Global Gold Miners ETF (NYSE:RING).
Thank you

Q: I have $1500 to invest 5 yrs+.
Which 2 or 3 companies would you invest in, preferably something on the riskier side that you foresee to have a great return.
If you can please explain your choices.
Thanks

Q: I'm trying to get a handle on VMD's valuation; the equity has fallen sharply in the face of what appear to be outstanding results and expressions of continuing responsiveness by management with respect to their prospects. Yet the market seems to be pricing the company as a one trick (Covid 19) exploitive pony. Or perhaps not? And is the overhang from prior days and the accompanying critique still valid? Thank you for your consideration.

Q: Hello
what is your opinion on CNC? do you think that there is room for growth US health care stocks and would you recommend any other? Also, MSFT is down today. Do you think there is more room for it to go down with the upside to value stocks or do you see this as a good time to buy?
thanks for all your help

Q: You obviously don’t rank NPI as a great or even a very good company. With results imminent do you have estimates on rev and expenses? And any other negatives that are not apparent.

Thanks

Q: Good Morning! I have a new great granddaughter and I am in the process of setting up an RESP for her. Obviously, a long time horizon! Could you recommend 2-3 stocks/ETFs with growth in mind?
Thanks for your help, Michael

Q: Thoughts on Mintos quarter?

Q: Greetings 5i,

Gerald Panneton from Detour Gold is now involved in Gold Terra Resource Corp. What are your thoughts here on the company, it's prospects, as well as Gerald's abilities to replicate the successes at Detour?

Cheers!

Q: Any comments on this company. Would you buy for long term growth?

Q: Great Clips Hair salons are filing a class action suit for COVID 19 related business interruption coverage denied by IFC. Do you think Great Clips have a case? If they do, what will be the ramifications for IFC considering that other business such as restaurants, hotels etc might follow?

Q: Could you please comment on their results and outlook?

Thanks,
Milan

Q: Could you please comment on Advantage Oil and Gas’ recent quarter and your opinion moving forward.

Thank you in adavance

Q: RPAR is newish ETF. Conservative. My interest is to protect capital in expected volatile markets as part of L/T barbell strategy. Would grow initial position to 3+% over time. SWAN in same category.
Would you advise either or another for some growth with capital preservation in mind?
Thanks for advice.