Investment Q&A

Q: Which of the above would you choose today?

Thank you!

Q: Hi 5i
I bought POW at $24 about a year ago so have made over 70% with divs. I am tempted to sell it near all time high to buy MFC about 15% off 52 week high. Yields are the same, MFC has lower PE (9 vs 11) and lower PEGY. (Also own SLF which I will continue to hold long term). Thoughts?
Greg

Q: Pason has been seeing declining revenues, shrinking profits, etc. At the current price (say around $8), is it a reasonable price?
What are the possible downside risks if one were to invest at current levels and how long would the recovery take?

Q: KRR has issued a revised news release where the company corrected an earlier news release which incorrectly reported second quarter gold sales higher than actually achieved. Gold production was not changed. I don't really have a problem with the sales error even though it would have been better if the error hadn't occurred. The revised news release projects gold production to more than double to 205,000 ounces by 2024 (from 2020 production levels) with costs declining at the same time. How solid do you feel is this 2024 projection or is it promotional?
Sales errors are one thing but future production "hype" is another.
Any thoughts you have would be appreciated.
Jim

Q: I would appreciate your opinion on AC’s current position as a COVID recovery play or as a longer term hold.
Thank you

Q: Just an update to ensure the long term thesis is still valid. Are they down due to a growth to value move? Does it look like crypto currency’s weakness is dragging the share price down? Buy, sell or hold?

Q: Good Morning 5I Team. Thanks for the great work. I am learning and benefitting a lot with this membership. I am looking to add some more to my existing position in the above stocks favoured by 5I. I have a long term view. Irrespective of risk and sector based on growth and current valuation which are the 2 stocks you would be willing to add at today's price.

Q: At what price is WELL a good buy for a 5+ year hold?
What about a 6-12 month hold?

Q: I have a number of laggards in my portfolio that have been dramatically outperformed by peers during this year's rally, many of which I already own. I realize that you have generally rated these as 'hold' when asked in the past-yet I'm seeing a substantial opportunity cost to holding while others hold momentum during these hot markets for tech, industrial and commodities.
Any thoughts on whether it is worth continuing to hold and would you advise replacing at this time. ie on the balance of possible outcomes, would I be better off to stand pat or shift over to comparables within the sectors?
Thanks,
Peter

Q: What are your thoughts currently on Redfin? Any recent developments to be concerned about or the thesis is still strong to start a new position? Thanks.

Regards,

Shyam

Q: In my TFSA, which one would you suggest for long term growth.

Q: Good afternoon,

What companies (maybe 3) does your firm believe are at the leading edge of artificial intelligence? Please, if possible, explain what their foci may be and perhaps suggest what they may have a comparative advantage to their nearest competitors,

Q: Overactive Media ticker symbol OAM went public today and closed below IPO price (not a good start) What does this small companies financials look like to you? Is there much overlap with them and EGLX?

Q: In my balanced cash account I hold CBH as the fixed income portion and while I thought the laddered approach would be beneficial, it has not performed well over the past years. After reading about Real Bond ETF's, I am wondering if I should replace my CBH with a real bond ETF (either XRB or ZRR) for the next few years. What do you think of that strategy? FYI, I also hold XBB in my RSP.

Q: I have a small position on Blade Air Mobility and currently under the water. Should I cut the loss and move on?

Thanks,

Q: Can I please have your view on CargoJet? What's reason causing recent dip and is this one a good long term hold?

Thanks,

Q: these are two small cos. that I have and would like to know what their last years qtrs have been :are they making money or are they worth holding or losing money Thanks Gary

Q: Could I have your thoughts on Chart Industries .
Thank-you.

Q: I've been looking for stocks with favourable value metrics which also demonstrate solid earnings growth and have come up with the above list. It's a little heavy on the retail end which worries me somewhat with covid still being a thing. At the same time, retail stocks are enjoying solid sales and anecdotally, it seems to me that people are anxious to get out there and spend.

With respect to Doo, H&R Block, WSM, and BBY, these have seen decent levels of share repurchases which is appealing for obvious reasons.

What do you think of my list with a view to holding and forgetting for at least one year? Anything you would cut out? I don't like foot locker as a store for instance but the financials appear attractive. Thank you as always,

Jason

Q: Please comment on recent financial results. Are their losses consistent with the overall industry?
I have a decent gain, should I B,S or H for long term?