Investment Q&A

Q: While Cielo seems to be getting its act together my take is that current work relates to pilot plant development and it will be some while yet before capacity, and revenues begin to emerge. Do you have a time line that might be used to commit to a worthwhile investment and what product competition they could face roughly within that timeframe?

Q: Hi Guys
When using the rule of 40 to determine the performance of software companies. Would using 3 yr Rev Growth be acceptable , as some newer companies aren't profitable yet. ? and regarding margins, what are you looking for, Gross Margins, Net Margins, or EBT Margin.
Thanks Gord

Q: Could you recommend 1 Biotech and 1 Fintech ETF? Can be either Canadian or US.

Thanks for your help

Q: I have held Amerigo for a while now and I would love your input on their Q3 numbers.

Would you add at this time or could you recommend another Canadian copper company.

10 year hold

Q: What are your thoughts on the latest Mawer mutual fund - MAW 180 and does it have place in a well diversified portfolio?
Also is there a withholding tax if held outside of a RSP.
Thank you

Q: I'm interested in these ETF themes, how would you rank them long term? Do you see any overlap between ICLN and LIT? And if I wanted to go the individual stock route instead of the ETF, what would be your top two individual stock picks within each ETF (either cad or us listed). Thank you!

Q: Has the smart money turned bearish? If so, what does that look like?

Q: Sorry VDY is wrong index. FTSE dividend was the index I was asking about.

Q: Would you please give me the lowdown on exro. I'm starting to look at it and am interested in starting a small position.

Steve

Q: With respect to Ben's question, as long as he keeps documentation of the January 2020 conversion price and his 2020 tax return he will not have to pay double tax on the CG when he does sell BYD. CRA will have that information in their files as well. As long as you have supporting documentation CRA will not double tax you. Ignore the T5008 if it shows ACB of $49. When you call CRA, you typically get the most junior clerk.

Q: Good Morning Peter & Team,

Morgan Stanley called MG an auto supplier standout. MG reports first week November. Are you able to give us an idea what to expect? Positive or Negative???? ... considering the supply chain concerns (now [hopefully] waning) and of course the ongoing chip shortage.

Thanks for all you do

gm

Q: Please give me some suggestions for investing in water. The one commodity that is vital to life and becoming increasingly scarce.
Thanks Gordo

Q: Could you give me your opinion on Dexterra for an investment at this time please. I am looking for growth outside of tech,

Q: Looking to add exposure to consumer cyclical for an income portfolio, already hold NWC for consumer defensive in the retail space. Secure and growing dividend and low risk are key criteria, would you recommend one of these as a strong buy today and why? Or split the difference and buy both?

Q: Does Arx have a 50% hedge for rest of 2021 ? If true is it hurting stock price

Q: This ETF interests me but I really have very little understanding of convertible bonds. Can this fund be considered a pure fixed income option? Having been burned twice on preferred shares I’m a bit leery on two fronts, investing in things that are neither equity nor fixed income, and investing in things I don’t understand. CVD has held up over the past 5 years while delivering a pretty good yield. What are the risks going forward and would you have any concerns about capital preservation?

Q: Given DND is not going private, at what price were stock options granted, who gets them and when can you convert. I am trying to decide whether I should invest now at around $35 or wait for a better entry point closer to the end of tax loss selling season. Do stock options align management with investors?

Q: Hi Peter, Ryan, and 5i Team,

My wife and I need to reduce holdings in some stocks in our RRIFs to raise enough cash for the mandatory RRIF payments, which in our case is in late December.

Portfolio Analytics allows various ways to rank stocks, so I looked at the column "Total Portfolio Equity Weight" and ranked the stocks accordingly. For example, in my RRIF, my highest weight is with MG, and my wife's highest weight is with GSY. Not surprisingly, Portfolio Analytics also indicates that the Consumer Cyclical sector (MG), and the Financial Services sector (GSY) are overweight in our combined family portfolio (RRIFs, TFSAs, and non-registered accounts).

Is this a good way to determine the stocks that could be reduced to raise the required cash while at the same time putting sector weightings more in line with the recommendations of Portfolio Analytics?

I notice that many members ask questions about their holdings in various stocks, but 5i generally answers that weightings are personal.

Perhaps there's an alternative "rule of thumb" to use when going through this yearly process, and your valuable advice would, as always, be greatly valued.

Q: Canadian/USA dollar, where do you see it in 6 months/1 year according to economic uncertainty, which currency would you want to be involved in?
thanks

Q: All of the above are existing positions in my TFSA. Which three would you suggest adding to today?
Thanks