Investment Q&A

Q: Good morning 5i,
On December 29/20 I had some cash kicking around and asked you for a few names you thought might be good candidates for a quick "pop". You recommended AT which was then trading at $16.75 but which did indeed soon head north and, because I'd asked and you'd answered, I was fortunate to get exactly what I was looking for. (Much appreciated!)
AT closed at $13.75 on Friday and, finding myself in the same position cash wise as last December, I wonder if you think the conditions are there for another pop, or if things have changed enough with the company and the way it's viewed that it will more likely languish at its current levels? If so, might there be a two or three other names you think are worth looking at for that satisfying pop?
Thanks,
Peter

Q: Peter,

I am comparing VT vs. XWD.

VT- one yr return 44%- - U.S. $$
XWD- one year return 27% Cdn $$- measures MSCI

Both are global investments but huge differences in return. I am assuming the strengthening CDN $$ hurt XWD performance. My question revolves around VT. Their site says it is a passive investment but does not mention the indexes it actually duplicates. Is someone actually choosing the investments in VT or are they simply covering certain indexes? If so, what are they?

Thanks

Paul

Q: Do you think Interfor is worth holding on to with a PE of 3.6? Seems cheap with lumber prices still up there. Or do I get out while I can?

Q: I have done well on both Cameco and Denison mines. I'm wondering if they have gotten ahead of themselves. Do you think they are currently over valued? I want to participate in the uranium space for clean energy, but wondering if its a good time to take profits.
Thanks in advance
trev

Q: would you happen to know anything about this company. I see in the past it has had its share price much higher than where it is now. thanks.

Q: I'd like your recommendations on 3 or 4 gaming stocks that you would recommend. These can be usa stocks.

Thank you.

Donna

Q: Hello. I know a lot of investors are looking for at least some portion of their portfolios to be in relatively safe income returns (and typically correspondingly little growth). As you have stated many times bank accounts, CD's etc offer pretty low rates although very safe. One other alternative that is available is the use of "stablecoins" deposited with larger exchanges like BlockFi where they offer up to around 9.5% if you deposit your coins like Tether (USDT) or USD Coin (USDC). I know you are not historically fans of the crypto space due to the volatility but the stablecoins do offer a relatively safe option and for anyone who is comfortable with the crypto arena it is a good return. Not everyone's cup of tea of course but just thought I would throw that out. Any thoughts/comments from the team would be welcome.

Q: Have had BEP.UN for a couple of years and did sell off some for a profit however I am now down 23% on 400 shares and wondering your thoughts on if I should close my eyes and sell or hang onto it. I am 71 and like growth stocks as I seem to make more money that way but without ridiculous risk. Can you suggest anything if I do sell.

Q: hi Team!

What 3 resource stock would you pick for a 2 year hold?

Q: Concerning tfii question of John the 7th june, i think it is due to a downgrade from BMO : https://www.lapresse.ca/affaires/entreprises/2021-06-06/l-investisseur-avise/une-premiere-chez-goodfood.php

I did a quick google translate on tfi section ;

Up about 75% year-to-date, TFI lost support from BMO this week. Analyst Fadi Chamoun on Monday withdrew his recommendation to buy the stock in Montreal-based trucking company formerly known as TransForce. The upside potential is limited, he said, although future results could be wow. "Much of it is already discounted at the current price," he believes.

Q: I am wondering if you have any idea what is going on with Keyera, it is up about 30% in the last 6 weeks or so, and does not seem to be stopping. Would the idea that IPL is in play maybe have someone looking at Keyera as the next possible take out. Would someone with very deep pockets be acquiring shares, possibly a Brookfield entity, thinking if they lose IPL to PPL, they would go after Keyera. I am not complaining, but I have just had to trim my position, and it has been top of mind for a week or so now.
Thanks

Q: There have always been comparisons btw Lspd and Shop. Now with the recent acquisition Lspd is truly competing head on with shop, at least in certain industries. Do you think shop would buy them at some point?

Q: What are your thoughts on BRAG and SCORE now? Is it a buy or wait it out? SCR seems to be turning around from speculation that the betting bill would move through the senate before summer. But not for BRAG. Any ideas why BRAG keeps dropping? Is it a buy for either stocks at this point?

Q: Skeena announced today about consolidation of shares what purpose dose this serve and also could you up date your opinion of Skeena,
they sent out lots of reports but the stock is still not really reacting in my opinion .
Thank you Jim.

Q: Hi there please give me your thoughts on ED from a US growth, income and valuation perspective. I believe they are investing increasingly in the renewables sector.

Thanks!

Q: I have 1100 shares of Pembina (PPL)in three accounts- cash, rrsp and my tfsa. present share price approx $38.00 my costs are $35, $42.and $49, What in light of the Inter pipe deal is your view of ppl. I was thinking of a trade for TC energy.

Q: I'm not really a preferred share investor because I don't really understand the various nuances of them. I understand the difference between perpetual, reset, etc but not the finer points.... And I only bought them because no one knew what was going to happen with the Covid crash and I happened to be 30% in cash ..... My reasoning was if the blue chips can't cover their preferred dividends it's the end of the world and I may as well head down to the harbour, steal a tugboat { I'm a retired tugboater } a barge full of beer and head north with a fishing pole ..... My preferreds have returned 70% plus dividends for me and I am thinking of exiting . My problem is they keep rising and I don't understand why . BAM.PR.B was over $18 in 2018 and currently yields 3.1% at a considerably lower price ..... ENB.PR.H is not nearly as far off of it's 2018 price so I'm guessing there are differences between the two in spite of the fact they are both " resets " ..... I'm planning on selling both but there is no rush . So the question is why the rise ? Is there current potential to for BAM.PR.B to return to 2018 prices or even rise more at all ? ......And why is there so much of a difference in 2018 to today's prices between the two preferreds ?

Q: Hi Peter/Ryan, I know it's speculating and you can't read the future but do you see further upside on these two and if so how much more and is there a point when you would sell. Thanks, Nick

Q: I research info south of the border and have found some small momentum stocks: HITI-CA (High Tide), MILE-Q (Metromile - insurance business), CERC-Q (Cerecor - medical) which the CEO and Senior Officers are from Celgenc and these stocks are fast moving to the upside. Your opinion? I checked and none of them can be found in your search engine. Thanks again.

Q: Happy Friday. Have some cash in my TFSA and would like to purchase either Topicus or Lightspeed for maximum growth.
Which would be your preference?