Investment Q&A

Q: I sold LMN on recent earnings/comments and the bump up in price. I was thinking of replacing it with TRI as a steady growth stock. What do you think? Any other ideas already own KXS, DSG, GOOG, AMZ, CSU, TOI. Also surprised TRI is classed in industrials. T Steve

Q: With the U.S. election behind us, and the increase in stock markets, what would you purchase today ? IWO or IWM ? Would you start a full position today ?

Q: Hi 5i
With reference to member S's questions on Nov 05....What is AC's current valuation?
Given 5i often talks about momentum in the market do you think AC can maintain current momentum?

Would 5I be more inclined to sell into the momentum..... and if you were hanging in what SP would you re-access that decision?
Is there some influence from US airlines potential bankruptcy, eg spirit airlines?


Not trying to pick top but looking to understand better the current push in share price.

thx

Q: What are your thoughts on the philosophy of a 3 etf portfolio (growth, dividend and foundational) from a retires point of that has the basic expenses covered by pension income. And some etf's you would consider candidates if you were to agree with this philosophy?
As always thanks for your point of view.

Brian

Q: Hello 5i,

What is your view on HNST, its been awhile since you commented it.

Thank you,

Frank

Q: I am needing to raise some cash and decided to trim my financials. I hold GSY (4.2%), V (5.6%), BNS (3.66%) , TD (3.65%), PRL(3.57%) and RY (2.51%) Total 23.19% My first thought is to eliminate BNS or TD. Alternatively I could eliminate both as I sense I am overweight financials with this basket. Given this mix which Bank would you lean towards eliminating, BNS or TD? Would you be comfortable letting them both go?

Q: I own these oil/gas companies. With everything that is going on in the world is it time to take profits and buy again later? Please rank for future profits best first. Buy, Hold, Sell

Thank you

Q: I would like to find an etf in Canadian dollars unhedged, for the s&p 500, and any other unhedged etf you might suggest

Q: Hi Team,
If I want to do the responsible thing and trim my overweight NVDA holdings; what names would you recommend me going into with the funds? Preferable a name with decent valuation with a higher prospect of considerable gains over the next few years, not something that is fully valued. Or is it a time to invest in something like CASH and wait for a pullback in markets? I was thinking either ISRG, CLBT, or BKNG. However, your response regarding ISRG to Garth today caught me a bit by surprise. You seemed to have turned from buying ISRG to hold off for now on valuation. I suspect the same could be said for many names that have ran up recently.

If CLBT is an option can you also give a brief lowdown of the company. Is there any concern it being based in Israel? Is the opportunity for high growth probable with this company? I am not real familiar with the name other than knowing you have lately been recommending it. Also is it a huge overhang that the CEO is leaving at year end?

Thanks,
shane.

Q: Good morning 5i! What's up, or rather down, with Bombardier stock? Why the steady declined? Thank you and have a good day.

Q: I have done well the past few days with POU and CAE but the collapse in I 80 gold this week was gut wrenching. I have traded IAU this summer 4 or 5 times to get my adjusted cost down around $1.45. The new CEO, richard Young made me money when I went dumpster diving with Argounaut Gold early this year. I bought ARG, saw it collapse to almost half when I held my nose and went back into the dumpster and bought at 22 cents. In less than a month Mr. Young sold the key new asset of argonaut gold to alamos gold and I got out at 40 cents. So I got some nice smelling roses out of the dumpster. I think of I 80 as a similiar situation. But is that true since Argonaut was a producing while I 80 is a near producer since their current production is limited. But the market cap for I-80 is only about $200 million and the ev value is a bit higher due to some debt. that is reaaaaly low for got reserves of gold in a tier one juristricion that has lots of infrastructure in place. Mr. Young I believe is more of an accountant that a geologist and what I 80 needs right now is some more favorable financing. You are former sprott guys so you understand this stuff. What's your call on I 80? delisting in the USA stock exchange can be thwarted for a while ( maybe six months), right? can this type of asset garner some good financing in this market? Barrick and Newmount are nearby, would they buy these assets for a market cap of $300 to $400 million? Your thoughts?
On a side note can you direct me to a good site that explains the Lassonde curve?

Q: Hello
Any insights into Joby, lots a paper out but interested parties ie Toyota. Thinking I’d take a small position?

Q: What is your outlook for ECN and AND and why ? I'm thinking of selling one or both to finance a purchase of ISRG ........

Q: Good Morning

Just finished reading The Psychology of Money for the second time GREAT READ
what other books are high on your list of reading

Thks
Marcel

Q: If I have to pick one between EQB and IFC for RRSP, long term 5 + years stable growth in financial sector, which one it would be ?

Q: I am thinking of adding/increasing my position in an insurance company and have found that the combined ratio for both MFC and SLF are more than 100 while CB and TSU’s combined ratio is in the low 80. Does that mean MFC and SLF are not as profitable as CB and TSU? Which is a good buy currently? Thanks,

Q: I have decided to buy a large position in BCE
after x div date Dec 15th. Technically it shows no signs of recovery yet.
I belive its pays a higher divident and has as much upside potential as Aqn,Spb and Pgi.un which I will sell.
On the negative side, my fear is that companies like Att ,Vodaphone and Telephonica have been a loosing investment for 20 years.
What are your comments.
Thank you,
Joe

Q: BN earnings - your assessment? Appear strong. What are strong and weak points? Where do you see it landing 12months from now?

Q: Hello 5i team

Dream Industrial is like a falling knife. What can stop this southward drift?

Thank you

Q: Recently I asked a question about premium brands. When I thought my question wasn't answered I re-asked the question. However I was too fast and you did answer my original question. So I apologize for being too hasty. My next question relates to the app. I have a new tablet and am having no luck in finding the app on Google playstore. Any suggestions? I'll wait patiently for your answer.