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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have owned TRP and ENB for years (10+) and have done well with both stocks. They have now become less than 1/2 weight positions at around 4% of my total portfolio. I was thinking of adding to them but I've been asking myself if I really want to add to positions when it's becoming just as difficult to repair pipelines as it is to build them. The dividends are nice but they haven't offset the decline in the respective stock prices so on a total return basis both companies are still negative for the year. I was thinking of switching out of TRP and ENB into VZ where I can get a similar dividend yield in a utility sector name but remove some of the industry noise associated with pipelines. Thoughts? Thanks
Read Answer Asked by Richard on July 08, 2020
Q: From yesterday's question, you talked a company ARTG.V which has production forecast of around 480K ounce but price recently gone up to around $7. However, I noticed another gold mine company Orezone which claim has 1.6M ounce gold deposit but the price is only $0.99. Has the ORE.V been under valued or ARTG.V been over valued? Both company market cap are similar at 220M and 248M. Can you provide some analysis on ORE.V?

Thanks,
Adam
Read Answer Asked by Adam on July 08, 2020
Q: Hi Guys
Savaria has fallen the last few months quite a bit. I would have thought in a world where people are motivated to stay in their homes, rather than move to long term care, it would be seen as a stock that would benefit from this trend, and the stock would follow.. I know they have companies they own in China - do you think this could be the reason - a concern about this part of their business given current CDN relations with China? I was thinking of adding to my existing position - up to about a 3% position - your thoughts?

Stuart
Read Answer Asked by Stuart on July 08, 2020
Q: This is a follow up to my question yesterday about fixed income investments and inflation/ interest rates.

If one is of the view that interest rates will increase, what is your advice about real return bonds, versus regular bonds. Does it make sense for most investors to hold real return bonds in their fixed income portion of their portfolio? If so, what is the maximum percentage of their fixed income portion that you would recommend that real return bonds take? How best should an investor buy fixed return bonds - does an ETF make sense, and which one would you recommend?

Thank you again for your wonderful advice.
Read Answer Asked by Dale on July 07, 2020
Q: A short time ago you answered a question on Skeena Resources:CA. They put out a news release today and the market seems to like it. I have some shares from ages ago and am wondering if their project now has some promise. They have a letter of agreement with Barrick but I don't fully understand the back-in, back-out implications. I realize it is speculative, but am wondering if you think it is "good speculative."
Read Answer Asked by Gordon on July 07, 2020
Q: Any thoughts on why there is a share consolidation,I know there was some who thought the company was undervalued by the market, now we have the pandemic and I don't think anyone knows the full effect that will have in the market, is there a line of thought this will give a better price over the long haul.
Best Regards,
Tom
Read Answer Asked by Thomas on July 07, 2020
Q: Hi 5i Team - At the risk of asking you to repeat some of the information in your recent answers to questions on Well Health Technologies could you provide some of the fundamentals of this company including cash on hand, debt, insider holdings/recent activity, cash flow, etc. I am interested in taking a small position but given that it is overvalued at this point (with good momentum though) are there any other Canadian companies in the same space that you feel might be a better buy at this point. Thanks.
Read Answer Asked by Rob on July 07, 2020
Q: This is a follow up question to my previous one, If I don’t add to any of my underweighted companies I could initiate a position in one of the named companies above. I would appreciate your rankings with some insight.
Thanks again. ram
Read Answer Asked by Ray on July 07, 2020
Q: I wonder if you could give me some recommendations for an investment in virtual health care/telemedicine in Canada and the US. Thanks!
Read Answer Asked by David on July 07, 2020
Q: I have just trimmed my KXS position and have some money to put to work. I am underweight in the stated companies and would appreciate your input regarding future prospects. Thanks. ram
Read Answer Asked by Ray on July 07, 2020
Q: Hello Peter,
i feel that i have been fooled by Mr Goodman on Knight. I have been patiently waiting as others on a large acquisition and despite the purchase the stock is still languishing . I wonder if it is worth hanging on or throw in the towel. My current thought is take my 5 percent position and reduce it by adding to jamieson wellness and Xebec adsorption. Your thoughts please. Also, TDOC in US is constantly moving higher yet well in Canada (well health ) seems to be in trading range .. Any thoughts please.
Read Answer Asked by umedali on July 07, 2020
Q: I'm interested in learning about technical analysis. What resources would you recommend?
Read Answer Asked by Brenda on July 07, 2020
Q: Hi Peter and team,

Looking for some recommendations. $30,000 to invest in a TFSA. Low-risk. 3-5 companies with dividends. The timeframe is three years. What would you recommend? Would you be okay with CSU, NPI, and PBH?

Thank you very much,
Read Answer Asked by Stefan on July 07, 2020
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