Investment Q&A

Q: Please rank the following companies based on future growth in 5-10 years and overall confidence.
Also which companies have the widest moats or even monopolies?
Thanks

Q: What is causing the sell off today in Flutter? Down over 7%. Do you still like it? Thanks

Q: This is a small cap Canadian oil company that has production in Thailand. This week they announced a $0.40/sh. return of capital along with the intention to sell their remaining production holdings. That would likely be returned to shareholders as well. The Thai wells are very profitable right now due to high oil prices in a great geographic location and they are reporting historically high production levels.
My question: What are your thoughts of the recent announcements/how accretive do you think they are?

Q: what is your view on these two companies, is it a buy now? which one is better ?thanks.



selina

Q: Why did OPEN tumble this morning? Should I be concerned?

Q: RUS has had a nice run. Do you see much upside from here? (3 -5 year horizon)

Q: Can you please comment on Nutrien's recent quarter. Would you be comfortable initiating a position at the current share price?

Q: Do you expect a pop when they release their financials.

Q: What are the earning expectations. Thanks

Q: Please comments on the earning.

Thanks,

Q: Hello and thanks for all you do.
Just wonder what your thoughts are on this ETF as a way to hedge against prolonged inflation/stagflation?

Q: TCN received a couple of analyst rating that were just average. Stock is down today. Can you comment on what your assessment is and what the future might hold? I have owned many years and it appears to be a well run company.

Q: These two still look good for tech exposure, with the caveat that they are higher risk?

Q: CCL.b reports next week and I'd like to know your level of concern about them around this Qtr. I'm trying to get a sense as to their possible sensitivity to input cost inflation. So I'd like to know your thoughts around them perhaps meeting/exceeding this reporting qtr BUT commentary that they are uncertain/fearful around next qtr due to supply chain constraints/inflation. Lots of companies seem to be beating their numbers but getting hammered because of supply chain commentary on conference call. Basically asking what CCL's sensitivity is to the current narrative around supply chains/inflation. Thank you as always.

Q: Of the big blue chip pharma companies, which are your favourite that you would buy now? Please include others if you prefer others.

Q: Good day gentlemen, I would highly appreciate your comments regarding newly launched by Fount two thematic ETFs - SUBS and MVRT... Risks / Growth perspective/ expected growth derivative if things go well

Thank you for great service!

Q: There is a lot of talk about copper as a fundamental commodity for electrification and cobalt being critical for batteries. These I believe are often mined together. Do you see opportunity for investment based on these theses despite of recent price appreciations and which company would you recommend giving preference to Canadian companies.
Thank you for your great service, Peter

Q: Hi 5i, I started my stock market investing in March 2020 in order to get 'skin in the game'. I am a daily learner whose investing personality is that of an 'individualist'. I have determined my investing goal to be for income (mostly through dividends) and growth (for capital appreciation). I have found lately that my risk tolerance feels lower due to increasing volatility, talk of market decline/crash, increasing inflation, shortages, rising rates etc. As a result I would like to cash in the individual stocks I own that have given me good capital appreciation and replace them with ETF's and/or Index Funds. Income and growth plus diversification to my portfolio is my objective here. Since I hold more than enough physical precious metals and an emergency stash in US dollars I feel I have enough insurance/hedge against a worst case scenario happening in the economy. Please comment on these following ETF's. I am also open to other suggestions you might have as well. Please note that my entire TFSA is in my brokerage account so taxes are not an issue for me. Thanks

ZCN BMO S&P/TSX Composite Index
CIC CI First Asset Canadian Bank Income Class
ZWB BMO Covered Call Canadian Banks
RIT CI First Asset Canadian Banks
ZDV BMO Canadian Dividend
CDZ iShares Canadian Aristorcrats
XRE iShares Capped REIT
XEC Emerging Markets ETF

P.S. I assign an equal dollar amount for each investment in my portfolio. The ETF part of my portfolio are for long term holds.

Q: Why would CJT's seemingly improved results YoY this quarter met with such a sell-off? Thanks.

Q: Comments please, on Cargojet's Q3.