Investment Q&A

Q: I have just read your report on KXS with the rating maintained at B+. Just wondering what it would take to raise the rating to A?
I like the company but don't own it. If you looked into your crystal ball do you think the current world-wide supply chain problems will give the company's revenue a long term boost or is it more likely all the supply chain issues will be more or less fixed in the next 6 months causing revenue to falter by 3rd quarter 2022 (...and the stock to tank)? Another way of saying the same thing (but shorter)...is 15x sales too high!
Any comments would be appreciated.
Jim

Q: The entire renewable sector was down substantially in 2021, from BEP.UN's drop of 38% YTD to RNW's 14%. When will this sector come back to life? If it does what is your estimated timing of the rebound and which stock in this group will recover the most? Thanks.

Q: I am thinking of taking a position in CS. May I have your assessment of this company?. If you prefer another stock in this space, please advice. Thank you. Cheers

Q: Please rank Toi, dcbo and lspd and would you buy one or all three proportionately? Thanks

Q: Can you suggest companies right now to pick away at ,or would you wait a bit longer till tax loss season is over.
please 5 in the US and 5 in Canada.
If dividend is important which 3 stocks would you pick away at right now?

Q: Your thoughts on RUMBLE SPAC. Thanks

Q: hi folks:

can you provide an update on these 2 pot stocks?

thanks

Q: Good Day 5I Team,
LSPD is sold, by which 2 or 3 stocks US or Can same sector can be different industry to replace it ?
Thanks
Best Regards

Q: Canadian Depository receipts - NEO
I have read the article in the Globe & Mail regarding Canadians ability to purchase factional shares of major us companies, similar to US adr's.

Question: If I purchase 200 shares of PFE what exactly do I get? and do I also participate in any dividends.

Are these a viable investment option

Can I have your opinion on CDR's

Q: I own XIT within both my RRSP and TFSA and I have done very well holding it. It is mostly (72%) made up of SHOP. CSU, GIB and OTEX.

Question #1 = It recently has dropped from the $59 level to around $51. Do you believe the current drop is overdone? My amateur eyes think the next support level is around $50. At what price would you consider adding?

Q#2 = Is the drop related to the potential for interest rate increases? When you look at the 4 main players, where do you think XIT is heading in both the short (< 1 year) and long term (3-5 years)?

Thanks for your help...Steve

Q: I am a long time holder of OTEX and it has been a slow but steady performer over the years. I am thinking of swapping it out to purchase more shares of CSU and TOI as i see good things to come for both in the next 5 years and I no longer need the dividend income from OTEX.

Appreciate you advise and all the wise answers to our daily questions.

Kevin

Q: In my cash non registered account I bought LSPD shares at $115.00 they have since dropped in half. Do you think I should sell for a tax loss? What date do I have to sell to claim the loss? Do you still see LSPD as a growth company and see the share price doubling in the next 4 years? Thank you

Q: Please list 3or4 small cap precious metal companies that have a lot of potential.Thanks.

Q: In your answer to Rob today you state 'we don't think the company has really done anything 'wrong'.'

You've looked closely at the report and earnings now. What do you 'really' think the company did? Please speculate on what you feel went wrong. If the short report wasn't completely false, what did it maybe get right? Were mistakes made through omission? Were they simply growing too fast or playing a little fast and loose with the rules? No doubt there is a trade here but is this a company and management that you still have the same long term respect and confidence in as 6 months ago?

A past short report on SHOP has been mentioned on several occasions as a comparison. Did the management at SHOP make similar mistakes, if any, and is this par for the course? Or is this situation with LSPD different?


thanks, Mark

Q: Are there any reasonable tax loss proxies for these names?

Thanks!

Q: Do you think that Nasdaq stocks are now more attractive as a result of the steep drop in U.S bond yields.

Q: Hi 5i Team - I appreciated your detailed response to my question on this company back in August. Last week Orogen stock had quite a move upwards with some backtracking since. Just wondering if there is any news accounting for the run-up and if it is worth continuing to hold for a three year time horizon. Thanks.

Q: Do you know of any 2021 Flow Through LP or funds that are still open for 2021? Or is it too late? Looking for strategies to reduce tax on large capital gains this year. Any other ideas?

Q: Earlier this year I transferred my Magna shares from my non registered Canadian Account to my non registered US account in order to avoid money exchange charges. I am interested in selling the shares and would like to know if the same shares can be sold through my US account so I can use the US funds to purchase some beaten up ADSK and CRM shares this month.
Thanks for all the support in 2021.

Kevin

Q: Hi Team,
My stock portfolio has dropped a gut wrenching 12% just this week alone, and 27% since august. All while the index's are near highs. I am aware most my stock holdings are aggressive tech names, but I am confident they are all best in breed names. I hold many of 5i US tech name favorites as well as some cnd. Its's a bloodbath like I haven't seen since the initial sell off when covid hit. At that time, I remember 5i came out with a very good "near bottom" report advising subscribers the end may be "near". As I recall it was very close! Thank you for that! What I am asking now is...will you issue such a report when the time comes as to when to potentially add to high growth tech names that have been crushed on no merritt of their own? Or can you say now if that time is near? And what stocks, either US or Cnd would you be adding to for 5yr plus holds that have the potential to make an exceptional recovery? I know this is a crystal ball question but your track record is good in my eyes! Thanks for your service. Look forward to some "calming" advice.