Investment Q&A

Q: I am “tickled” by the fact there are already questions on this company especially 8 year old ones. Is this firm for real or does its “frontier” location argue for a continuation of its super low P/E? Comments?

Q: Hi,
I have no exposure to electric vehicles (EV’s) within my portfolio.

As I not interested in investing in any Chinese EV stocks I am quite limited to Tesla.

However, I am not very comfortable with the cult like following of Tesla.
Is there anyway I could get some exposure to this disruptive industry , directly or indirectly and would you be able to recommend a few stocks ?
Thanks

Q: Hi, I am interested in measuring the risk of my stocks, what is the industry standard or most widely used measure in the investment community, standard deviation? sharpe ratio? And what would be a good number to indicate low volatility?

Thx

Q: Greetings 5i team.

Please provide your analysis and outlook for Quebecor and advise:
1) Would you buy? If not why not?
2) What would be your preference, class A or B?

Thanks for your help.

Q: Would like to invest in the health sector, looking for growth over 1-2 years. Could you comment on the above stocks

Q: I am looking to add 1/4 positions in my growth portfolio with AT and NVEI. Or I could add to my half positions in U, CRWD or NVDA. I would like your thoughts on which is better at this time for long term growth. I am underweighted in US stocks. Thanks

Q: How would you rank the following companies (WELL, REAL, ENGH, TOI, FLGT, ABCL) in terms of potential growth over next 3-5 years ? Are they any that you would not be keen on? If so could you provide an alternative or two?

Q: I'm thinking of selling 1/3 of my LSPD holdings and buying one of ABST, CGY, or SYZ, or NVEI. Which would your preference be? I have a pretty diversified basket of tech already but none of those names. Thanks.

Q: Hi 5i, I'm considering selling Oracle for something a bit more rewarding, would you sell / hold ? Can you recommend for a 3 year hold one or two stocks.

Thank you

Q: If I were to pick one of these three - STLC, RUS and LIF - strictly on SP growth in the next two year time span, which would be the choice? Also, on a scale of 1 to 10 for SP growth what would be your ratings of the three? Thanks.

Q: A family member would like to build a US dollar portfolio with US stocks. My thought would be to do it along the lines of the 5iR Cdn Balance Portfolio. For example, JPMorgan would be the US stock for the BNS. With this in mind, and being able to tolerate risk and for a long-term intention, like 10 years, what would you suggest the 15+ position US portfolio would look like?....Thanks...Tom

Q: Could you please explain the difference between BEP.un and BEPC and why you prefer the former? Thanks again.

Q: Any opportunities to investing in compostable packaging?

https://ecovativedesign.com/ looks interesting, and producing product as well as working with large customers, but I don't think they are publicly listed yet.

Thanks!

Q: Hi Gang, not too much info on this company, I took a position and its really taken off, please give me your thoughts on the company going forward.

Thanks
Anthony

Q: Hi, since May 10 price is dropping. Is there any change in fundamentals? Buy ,sell or hold? Thanks for your insight always.

Q: Good morning 5i.

Could I have you thoughts on Algonquin Power?
Would you consider it a buy,sell or hold at this time in a income portfolio?

Thank Steve

Q: I am looking to buy a renewable with a decent dividend for a non-registered account. Please let me know you rationale. Of these 3 , which one would you recommend? I understand that this sector has come down recently. Which one has the best upside in terms of valuation? If there are others that you would recommend please let me know.
Thanks

Q: I am currently way overweight in Canadian banks and would like to gradually cut my overall exposure to about half of my present total value. Would you please rank the above stocks in light of each expected Total Return over the next 3 - 5 years?
Many thanks.

Q: I am seeing several places saying that the price of oil may continue to climb as demand increases with global economies reopening. Hearing the possibility of WTI oil going over $100 US per barrel, The O & G stocks have been the best performers on the TSX for a while now, but still look pretty cheap on a cash flow basis, and I am wondering about how much higher this sector will go if the oil price surge continues. Say an investor is holding a basket of Canadian O & G stocks, including some of the larger and some of the smaller companies. I am wondering what would be your estimate of the increase in price of that basket of stocks under each of the following 4 scenarios: by the end of 2022, WTI oil reaches $75, $85, $95, or $105. Assuming the WTI/WCS differential remains at roughly the current $13-14. Thanks.

Q: Regarding Tak's question about selling QIPT at a loss and buying WELL. There are QIPT warrants exerciseable at CAD $6.40 up to June 29th. It is possible that warrant holders have been shorting the stock, resulting in the recent price deterioration. Since the warrant expiry is so close, it might be worth waiting until early July to see if the share price rebounds absent the short pressure. I own both and am waiting until July before making a decision to hold or sell QIPT.