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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: What are your preferred growth industrial stocks in Canada/US in order of preference?
Thanks for your service
Read Answer Asked by Ozzie on December 16, 2020
Q: What is your view of this company as a small cap growth opportunity in the energy sector? The management team has a track record through various "Spartan" companies over the years, and the company seems to have low debt levels and other decent metrics.
I have stayed away from O&G in recent years but I am considering starting some positions in anticipation of better days ahead.
Read Answer Asked by Brad on December 16, 2020
Q: Hi,

Now that the IPO has come out and the feeding frenzy pushed the stock to approx $71 on day one, it has retraced quite a bit from that one day high but still double the IPO price today (Dec 15). I will wait for this one to settle a bit more in the next several weeks but just curious what you think a fair entry price range would be given they are already profitable vs several other recent IPO's in the same space or other space for that matter? Or should one wait for the outcome of phase 2 and 3 trials before dipping their toes in on this one? I would only initiate a 1/3 position.
I realize the euphoria right now is around covid but longer term they seem to have a unique product/platform that could be applicable elsewhere, ie AbCellera and Invetx Expand Multi-Year Antibody Discovery Collaboration in Animal Health.

Cheers....
Read Answer Asked by Stephen on December 16, 2020
Q: Retired, dividend-income investor. I'd like to rebuild my position in Leon's.

When I look at the Fundamentals (P/E, P/BV, P/CF, P/S, ROE, Beta), they all lead me to just buy it at today's current level of roughly $20.

However, when I look at the Technicals, especially when one overlays the 50 mda and the 200 mda, a completely different conclusion is reached. The chart shows that very single time the 50 gets way ahead of the 200 (as it is today), that it retreats a couple of dollars.

This leads me to believe that a better entry point, instead of todays $20 level, is in the $18.00 to $18.50 range. But...doesn't this logic approach "market timing"?

Bill Harris on BNN just gave LNF a very strong endorsement and suggested if all of the stars aligned (my words), that a target of $25-30 was not out of line. He indicated their FCF was bordering on "absurd"...$250-300 million.

Please help me sort through the mire of Fundamentals vs Technicals vs Market timing and point me in the right direction.

Thanks...much appreciated, Steve
Read Answer Asked by Stephen on December 16, 2020
Q: Rightly or wrongly, I believe a market downturn is coming with negative rates a possibility. I have raised cash by selling many of my equities. I'm not confident in the health of the corporate bond market but was wondering if you can suggest a government bond fund/ETF (US and/or Canadian government) or other government fixed income strategy that may benefit from negative rates?
Read Answer Asked by Neelesh on December 16, 2020
Q: Looking to add some above gold/miners to my TFSA. Of the companies listed above please rank strongest to weakest and are there any above that you would add/delete? My RRSP holds FNV (full position). Is it best to hold these companies in Canadian or US in the TFSA?
Please deduct as many points as required.
Thanks, Lexi
Read Answer Asked by Lexi on December 16, 2020
Q: Peter and Ryan. First off I want to thank you both for the incredible service you have provided over the years. You have been instrumental in the success of a lot of my investments. 5 years from retiring and my portfolio looks awesome. Just wanted to provide some feedback and where you see5I going forward. When I first joined many years ago the question forum was very Canadian focused. It allowed us to hear about some amazing small mid cap Canadian companies. More recently (as I suspect membership has grown) many of the questions are around US companies. As much as I enjoyed hearing about the odd interesting US stock it makes for a very busy and unfocused question forum. Wondering if you would consider.
1. Two separate question forums. One for CDN and one for US
2. Creat a US based model portfolios. Income, balanced and growth

I for one would be happy to pay for a separate US based 5I membership fee. Im not sure if this will conflict with your new position Hedge Fund management role. Please do not take this as criticism, only feedback as I greatly value your opinions

Many thanks. Chris
Read Answer Asked by christopher on December 16, 2020
Q: Enjoyed your article on year end tax selling,i picked the 9 stocks with the greatest estimated revenue growth for 2021 of these 9 could you pick your top 5 which have the best chance of a turnaround for 2021, could you rank them for growth and risk, thank you use extra credits if needed
Read Answer Asked by Greg on December 16, 2020
Q: Can you please rate these stocks for growth over the next two years and possibly throw in a couple more choices you prefer. Thanks
Read Answer Asked by Bruce on December 16, 2020
Q: I’m not sure If this is in your database. Just wondering if you knew of this company, and what you thought of it? It does appear to be connected to medical cannabis. I am somewhat hesitant and have avoided cannabis stocks for the most part. It seems to have gotten a lot of attention lately. I’m just wondering if it’s one I should just watch for a bit more before taking the small position.
Thanks
John
Read Answer Asked by John on December 16, 2020
Q: Hi
A quick question.
I know BMO/ishares have equivalent ETFs to VBAL/VEQT/VGRO.
Are there any equivalents to these all in one ETFs offered US ETF companies?.
Vanguard's US site doesn't show any.
Any one else in the States offering all in one ETFs?
I am hoping if they do offer, their fees will be lower than the Vanguard's here in Canada.
Thanks.
Read Answer Asked by Savalai on December 16, 2020
Q: According to Portfolio Analytics, I'm underweight in Industrial, Consumer Defensive, Utilities and Energy. Can you please give me three names to consider in each category? I'm also overweight in North America so, to the extent that there are good international names in these categories, please include them. I have a fairly long investment horizon: 5 years until my children hit post-secondary and 20-30 years before retirement.
Thanks.
Read Answer Asked by Ben on December 15, 2020
Q: Hi 5i,
I had seen a report you produce earlier this year listing the companies that cut their dividends. I thought you were going to update it regularly. I am having difficulty locating it in the website. Would you please provide the path to it. Thanks
Read Answer Asked by Gordon on December 15, 2020
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