Investment Q&A

Q: Of the companies listed, which one would you start a new half position in today for a potential 5 plus year hold in a balanced portfolio. And would any in particular benefit from reopening? I understand that I would need to keep on eye on the cyclicals with a view to exiting if needed.

Q: Do you feel FDX stock has run it's course for the next 12-18 months. trying to decide if funds would be better allocated elsewhere?

Q: Hot tubs seem to be back ordered 5 to 8 months. Is there a company you could suggest for this theme? Is it too late to get in?

Q: In an RRSP account for the Financial Sector considering growth over the next two years which would you recommend, Visa or BNS ?

Q: your opinion please and buy, sell or hold?

Q: The company has made a series of US acquisitions in the past 2 years which have attracted the attention of US investment community and it now lists on the NYSE. Comparable companies in the US trade at p/es of 20 while CI trades at under 7. I realize that p/e is only one measure of value but I would think that if the acquisitions prove successful then the company's shares may be re-rated to a higher multiple. In the meantime it pays a dividend of just under 4%.

Q: Do you think PYPL or Visa has a stronger outlook for the next 12-18 months?

Q: Hi 5i,

BUZZ [VanEck Vectors Social Sentiment ETF] invests in stocks of USA AI-selected stocks with the most positive sentiment from online sources (i.e. social media, news articles, blog posts, etc.) -my summary. ~ 5-Year Performance: S&P500: +95%, NASDAQ: +182%, BUZZTZ: +234% -my calculation.

This makes me pause; recent article are doubtful this performance can continue; what are your thoughts? Thx.

Q: What are the prospects for Apple over the next 12 months with this market rotation occurring?

Q: I have half positions in the above equities. Would you add to any or all of them? In what order would you add to them?

Q: How do you feel about gold going forward? Any recommendation for an etf or specific company?

Q: HI!
I thinking of investing in HCAL but wonder how much growth the Canadian banks have for the next year as they have recovered so well. What are your thoughts?

Q: It looks like 5I likes Brookfield Renewable and since 2012 the stock has been fairly steady. There has been a nice price pullback (for those not already owning stock) but a few numbers in the annual reports are confusing. Specifically Net income (loss) attributable to Unitholders has been very low or negative for a few years.

Any thoughts on this Net Income comment and overall you current thoughts based on the price pullback?

Q: Dorel was recently a planned privatization but this was rejected by shareholders and now the stock trades well below the offer price. Is now a good time to buy shares?

Q: Considering how Trudeau and Freehand are cranking up our deficit what are thoughts longer term thoughts on the direction of the loonie?. I’m guessing that with the strength in oil lately our dollar does rise but when does debt override the price of oil? I am leaning more and more towards the world’s reserve currency because of the current “green leaning” government but the recent loonie strength gives me reservations.
Your thoughts please.
Thanks for your great work!
Bob

Q: Hey guys,

I have $18,000 in an RRSP and I am looking to split up my Money into Canadian Currency ETF's. I am thinking of an S&P 500, TSX 60, Emerging Markets and European ETF's.
What are your recommendations and allocation % for each. Timeline is 25-30 years.

Thanks a bunch

Q: Hi 5i,
Can you please identify 2 energy names (stock or ETF) each in Canada, U.S. and international that are good to buy now? thanks.
Martin

Q: the stock action in xebec the last few weeks has been telling us something is not right.
In my opinion, this company cannot be trusted.
i read the previous questions and answers and wonder why your hesitating.
xbc has missed before-this is not the first time.
and how does the trust return-i doubt it does.
please comment
dave

Q: A general comment in response to the flurry of questions pursuant to XBC's recent declines. I, too, have taken a paper hit on XBC (down by half). But I went in knowing the risks and am playing the long game. This could turn out badly, or not. But it is part of a well-diversified portfolio, so the one hit is tolerable.

I'd like to remind fellow members all stocks have risks, and 5i to its credit has been consistent about potential risks of XBC and the view that it is a longer-term hold. Below are quotes pulled from 5i's December 21, 2020 Review (Report), followed by answers to some recent questions from members.

REPORT

"Xebec has customer concentration risks with five main customers accounting for ~40% of Xebec’s total revenue."

"...XBC faces risks associated with volatility of oil and natural gas prices as many of Xebec’s customers rely on the sale of natural gas."

"While the stock can see severe volatility in any short-term period, we think XBC is a name in the renewable energy space that has the potential to reward patient investors over the long-run."

"B+. Fundamentally strong. ... Good for the long-term, but some risks exist."


ANSWERS

Feb. 11, 2021 to Garth: "We like XBC's prospects and growth. It is still quite high risk and the higher valuation today adds more."

Feb. 1 to Ilie: "We think XBC has room to run from here, but we would take a long term approach."

Jan. 26 to Warren's question in which he states he's looking for growth and has high risk tolerance: "We would consider ... XBC..."

Jan. 21 to Kay:
"...would be fine buying XBC today with a long term view."

PS: I'm a paying member as everyone else and have no relationship whatsoever with the company or any of its owners or staff.

Q: Hello 5i,
Fortunately I did well with XBC. Held since May 2019 and trimmed twice on the way up. Sold balance on Friday. Do you have any suggestions for replacement with in the same sector/sub sector?
Thanks