Investment Q&A

Q: Hi guys,

Once we get through this virus, which vacation/cruise/hotel/entertainment companies in North America would be of interest to you!!!

Jim

Q: I bought into ABNB on the pullback and I'm up 15%, I believe ABNB has a lot of runway in front of it for many years to come, however, I'd like your opinion on whether you think it's over priced for the current market environment?

Q: Hi guys
I wondered if you listened to the earning call for ENGH. And if so, how that flavoured your interpretation of earnings and the next few years?

I greatly appreciate your service. All the best to 5i staff and family. You folks were such a steady hand in this difficult year.

Stuart

Q: What did you think of HEXO's recent earnings and their prospects going forward?

Q: commonly, all of these stocks seem to be in sectors that are doing well i know there are many more are there any sectors that you might particularly favour this upcoming year?

Q: I have a considerable base of my portfolio in CDN banks. The share prices are approximately flat from where I bought them. Is there any catalyst to make banks outperform in the next year or 2? It feels like there have to be sectors that will bounce well with a recovery and wondering about diverting some funds there to try to catch the bounce on a return to travel and the like. I have nibbled at Air Canada and wonder about some other names that have a high likelihood of surviving and bouncing nicely. Canada or US, moderate risk is OK. Thanks!

Q: Morning Peter / Ryan and Team, first, Thanks so much for your calming advice through this past / current period of turmoil ! I am soon going to retire and start drawing on my rsp for income after years of accumulation. Thanks again to your guidance!!
This brings about some questions.
First, from a performance aspect, would a person be better using Drips and then selling stock to fund withdrawals, or, cancel drips and let dividends fund the withdrawals?
Second, when evaluating a stock/etf for an income portfolio, should more importance be put on dividend or growth? I have an all equity portfolio, diversified geographically and sector wise as per your recommendations, intend to stay in equity, simply increase cash reserves to fund withdrawals and allow a cushion. Thanks, Lavern
p.s. Happy Holidays to all, and Stay Safe! Better 6' apart than 6' under!!

Q: Earlier in December the company raised $17 million of new convertible debt in a private placement at a 12 per-cent interest rate. At what price per share is this debt convertible? Other observations on this Co.
Del

Q: Can you give me your opinion on swp at this price

Q: Hi Peter and team:
Just a note to say thank you. Two points: First, I sent in a question which I thought was almost an unfair one and virtually impossible. You actually answered it and provided your methodology with exactly what I needed. Second, I submitted my question late Friday, thinking I wouldn't receive an answer until Monday or so. I open up my email Saturday morning to find a reply time stamped at 2:00 am. Wow...needless to say, you made my day.
Thanks for the great service...above and beyond!
Please take Christmas Day off...Steve

Q: May I have your opinion on this stock? I looks like it has some potential. Merry Christmas

Q: In a reply to a question from Vinod on Dec. 14th, you referred to a "DOG investigation".
What kind of an animal is this ?

Jacques IDS

Q: Both of these has been hitting all time highs.
Looks like STNE passed the 20B market cap and kept going. Any thoughts on valuation?
Re Okta looking to add to round out the position. Worth waiting for it to settle down or things looks good into 2021 and beyond so good as any time to hit the buy button. Maybe the recent cyber attack is helping here.

Thanks

Q: Would you hold both of these companies, or are they too similar?

Thanks!

Q: Will Telus be a major player in the 5G roll out? What companies do you suggest?

Q: Good morning 5i, question for you on prospects for Portage Biotech for growth, a friend of mine who was an earlier investor in this company, really likes the space and specifically the Chairman and Director Greg Bailey as he said he has a great track record with previous companies.

This is from Portage's site (CEO of Juvanescence. Managing Partner of Palantir Group, Inc, co-founder of Ascent Healthcare Solutions, VirnetX Inc. (Biohaven (BHVN:NYSE), and DuraMedic Inc. He was the initial financier and an independent Director of Medivation, Inc. (MDVN:NASDAQ), from 2005 to 2012. He also served as the Managing Director and co-Head of Life Sciences at MDB Capital Group LLC from May 2004 to December 2006.)

Do you know of Greg and would you feel comfortable with his history? I am guessing you do not know much about the company and in the biotech/cancer space there is tons of risk so that is fully understood, but looking to add to that sector for long term growth 15 plus years out.

Q: Good morning 5i.
Yesterday I asked a question about options and you replied that one of your favourite strategies is to sell a call and a put on the same stock. I suppose I could run a few examples to try to see how this works. But, perhaps the best is to ask you to expand on that strategy a bit. Any particular things you look at in this strategy?

Q: My 18-year-old daughter is interested in the stock market and wants to understand the value of owning stocks. She is looking to follow 6 stocks. She has some post-secondary aspirations for next year and would like your suggestions on 3 stable and 3 growth-oriented companies that you would buy today. Thanks

Q: A little while ago, Stephen asked a question about some Reits and BSR was mentioned. In your answer, you suggest it was not cheap, based on 22x cash flow. A couple of questions: would other matrices also show it to be not cheap? About P/E, it shows at 5 on my Portfolio Tracking, but on the web page from my booker, it says 12.49....why the difference? Last, while I do like the business focus of BSR, CAP Reit is often mentioned favourably for this sector; can you briefly compare these 2 and suggest which you would prefer, and why? Thank you for your excellent service.

Q: What are your thoughts on their quarter, Is the sell of warranted?