Investment Q&A

Q: Good morning,

As a follow-up to David’s question in May about CRH becoming listed on a US exchange:
If I buy the current CRH adrs, do they become automatically converted to the US listed shares when the new listing becomes available? Just curious how that would work…

And can I get your current thoughts on the quality and valuation of this CRH? Is it a buy at this price? I’m looking to add to my only other materials stock, which is LIN.

Thank you,

Q: I would like to add to above existing positions.
I believe that CSU dropped enough to make it interesting after recent new highs. LIN looks like a steady large company with a good future. GEI has a nice dividend and good analyst reports.
Please give me your opinions on each.
Thank you

Q: I have no exposure to Materials or Utilities right now in our RRSP. All other sectors are well represented. What stocks would be your preferred in Canada and/or the US in those sectors? Thinking of NTR or SJ maybe in Canada and perhaps LIN in the US. Maybe FTS or BIP for utilities.Thoughts?

Q: Hello, Thank you for your answer to my question on adding to my rrsp stocks. Can I ask the same of my husband’s rrsp - in what order would you add new money to the listed 6 stocks?

Thank you, Doris

Q: Can I get your views on hellium mining. What do you think of it as an investment?

Q: I am interested in stocks in the material sector, both US and Canada. Any ideas and suggestions?

Q: Eastman just had their earnings a few days ago. What do you think of the stock? Are there better opportunities in the sector, CDN or US? I have a small position in my RRSP, and was thinking of adding to it.

Thank you for all you do.

Q: On BNN, Bruce Campbell has recommended this stock several times and talked about helium being very valuable/scarce. What are your feelings on helium in general and AVN specifically?

Q: Hello 5i
Could you please provide me with the best Palladium and Neon play out there please? Please mention why you like the choice. Would it be better to side with Neon
as its supply from Mariupol and Odessa (Ingas and Cryoin) will be affected for a long time...or 37% of Pallidium comes from Russia and that will probably never come back to markets here. Or is there another element in chip manufacturing that you are thinking of?
Thank you
J

Q: I have historically held my investments in mutual funds through a financial advisor. I subscribed to 5i Research approximately 3 years ago and made my first investments in equities and an ETF based primarily upon information obtained from 5i Research. The returns on VGRO ETF and my equities have been 2 to 4 times the gain for my mutual funds. I recently upgraded my subscription to include Portfolio Analytics. Based upon portfolio analytics, my current portfolio is reasonably well balanced with recommendations to add healthcare and industrials as well as some international exposure. I have cash on hand that I want to invest. I will hold my investments for the next 5 to 10 years. I am looking at purchasing some additional equities and an ETF with good growth potential at moderate risk. Please provide top 10 recommendations with rankings for stocks that I should consider adding to my portfolio. Please provide recommendations for top 5 ETFs with rankings that I should consider adding to my portfolio. What is your current view on VGRO? Would you suggest topping up my investment in VGRO?

Q: I need to add to my industrial and health care positions of my portfolio.
I am having a hard time deciding which too add.
Would you rate these for long term holds
I am going to add TIH and would like one more industrial maybe two healthcare names. just alittle concerned that alot of these names have benefited from covid except for stryker but i think it has run up on anticipation of more surgeries coming back

Q: Could you give me an analysis of these two, are either or both buys and which would you choose between the two.
Thank You,
Barry

Q: A great service could please recommend your top 5 helium plays. I think if you look into it you will see a diminishing supply and an increasing demand. In interesting and growing industries microchip production, medicine and outer space. Could you let me know when you will cover this topic.
I currently like Dme, heli and RHC. Dme seems to be way ahead and an Esg type company. Keep up the great work.
Mike

Q: Australia seems uniquely positioned to join and / or lead the green energy wave with both ample green resources and rich mineral deposits.
Whereas electric may have "won" the automotive market, still up for grabs are the heavy industrial applications - trucking, shipping, aviation, steel production....
Reference the Fortesque move into green steel production via green hydrogen.
Do you see any opportunities here, how to participate? When will this put pressure on conventional steel like LIF?

Thanks,

Jim

Q: How would you play the helium shortage?
Carl

Q: As a member for many years, I would like to thank you for the wonderful service you provide to all of us. I have learned so much by reading the daily questions, your responses, and your blogs and updates. Right now in my RRIF, I would like to top up either Trane or Linde on the US side, or TCN on the Canadian side. If you would rank them according to your best estimate for capital growth over the next few years, I would appreciate it. Thank you, Jane N

Q: What would you say are the best ways (say 2) to get exposure to helium?

Q: Writing in Energy & Capital, the author claims that ammonia is the fuel for the future. In addition to potash and nitrogen NTR also produces ammonia. Are there other companies in Canada that produce ammonia for commercial consumption? Thanks.

Q: In light of recent announcements about the potential for a COVID-19 vaccine and given the extreme cold temperature required for the product's storage and transportation, which companies will benefit in terms of providing equipment required and/or logistics for distribution? Is there an opportunity here?

Q: Which of these two companies would you prefer now and why? Thanks for your service!