Investment Q&A

Q: Hello: I'm looking for several buy-and-hold "forever" companies. When I die, they will go to my children. Could you assess the above in those terms and rank order them, best first. I know you like all of these companies, but I"m not sure if you like them "forever." If you think I should drop any, please note. And if there are a couple not on the list that you think could be, also please note. Thank you for continued excellent service.

Q: Hi Peter; Is Stelco a good choice for short term capital gains, considering it has a negative yield, but strong buy recommendations for an average target of $47.71 on the TD trading platform?

Q: There is an article in today's Financial Post "Top five investor worries and 10 ways to solve them.
I did not see the 10 ways to solve them, am I missing something?
Thank you for all that you do.

Q: Nexus has run about 10% recently including 5% in one day. It was steady to slightly positive in Monday’s weakness which was not typical. I own it. Do you have any comments or any insight regarding Nexus?

Q: HI,

Im interested in a long term hold for a water ETF. I was hoping for international exposure as well. I own CWW already. What do you think of PHO or FIW? FIW seems more risky?

Q: Hi 5I,
How do you view Vicor's reported earnings today? They are a maker of power related conversion products.

How do you view their growth going forward and would you be interested in this company as a 3yr investment especially related to its EV potential...
if so at what price would you consider an attractive entry point.
Thx
Jim

Q: Good Morning to 5I team.

You are big help in educating and making us make better decision every day. I have BAM.A and BBU.UN. Looking to add more to BBU.UN. Over the next 3 years do you see a better growth in BBU or would still prefer BAM.

I am looking at Xela. I see that have a global presence and they mention that they serve about 60% of the fortune 100 companies. What is your opinion on Management, Technology, Debt, Cashflow and past performance. Do you see a good growth potential over 5 years. Can one start a position in it at current level

Sector and weighting do not matter. Have a good risk appetite but not looking to gamble.

Thanks

Q: Peter; Just a thought - I see many questions asking for your top 5-10 growth,income, speculative picks etc. Maybe you should just put them all up on the sidebar? Rod

Q: Which Emerging markets ETF ex-China would you recommend. Could be in CAD or USD. How does this recommendation compare value-wise to a US market ETF?

Thanks.,

Q: Any thoughts on this new ETF. Yield seems a bit too high.

Q: With the RBI restricting the issuance of new cards in India, would this be a catalyst to trim ones position or switch to Visa?

Q: During the last earnings season many stocks were surging and then retreated after good reports, including Shopify. Not a typical pattern from my understanding. Shopify is currently surging again, is the same pattern going to repeat this time? Impossible question I know, but is a similar pattern emerging currently?
Thanks Peter.

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

Thanks,
Milan

Q: I purchased Magna a few months ago based on 5i’s comments of the company. I’m down 17% in favourable market conditions. Why?
What has changed? I appreciate your service.

Q: I bought TTD @ $200 (pre-10:1 split) and rode it upward to a peak of $970 during the pandemic. Since December 2020 it has settled back and been as low as $48 in 2021. My question is whether the good times are over and it's time to take my profit from this stock and move on. Thanks.

Q: Peter and team
I have not asked about ETFs in this forum before, and hope it is OK to do so
I was just looking for your thoughts on the Hamilton HDIV ETF launched today
Thanks
Phil

Q: Please comment on Magna's acquisition announcement today.

Thanks

Q: I am interested in ABCL based on my belief that the technology has many potential applications for many years to come. However, there are a few things I am wondering about. The stock has been on a steady decline for months, I presume due to the release of restricted shares and the fear that revenues will decline post-covid.

I expected that ABCLs Covid treatment would gain more acceptance and use than it did...esp. in places like India that were so desperate. But for some reason it just sat on shelves across Canada, even though it was approved federally, and by the FDA in the US. This makes me wonder about ABCLs marketing and business development. I know they have some partnerships with large partners, but I find it hard to quantify those in monetary terms.

What are your thoughts on these concerns? Do you see the continued decline as a sign of problems, or is it more of a buying opportunity for long term investors, and what is your confidence level?

Thanks,

Q: Good evening team,
I currently hold IPA. What do you make of the trading today? It's not too often I see companies trade 6 times their float. In your experience, what does this sort of trading suggest to you?

All the best

Q: Is there a simple formula I can use to calculate what price an oil company should be trading at. I would like to use it for Parex and a couple others.

Thanks Steve