Investment Q&A

Q: Without looking at any other factors, which of the above 3 stocks have the best potential for growth over the next 6 months and your reason for that pick.
Thank you Ian

Q: I bought a small amount of a company named Fortress Technologies that is involved in Bitcoin. When the BTC price was lower in 2019 they sub-leased their mining equipment in an arrangement that sees them retain 90% of the profit on each coin mined while the sub-lease company (WeHash) does the mining. This has become lucrative. According to a recent filing they have 163.2 Bitcoin on account which combined with cash and cash equivalent assets meant $.158 per share in tangible value. This number would now be higher with BTC having run from 17k to 23k and another month of mining. For the 3 months ending September 30, they mined 14.2 BTC worth $297,000 USD today at a cost of $10,438 per coin.

Unlike QBTC or GBTC which trade at premiums to BTC and only buy or sell, FORT is mining and buying bitcoin which seems to offer more upside. I understand that a super small cap company like this is not for everyone and that coin prices are just as likely to fall as rise but my question is whether it could be a way to profit in a disproportionate way from bitcoin as more investors look for bitcoin exposure that can be held in registered accounts? To put it another way, could this double based on people piling in and outperform increases in the coin value itself or am I dreaming?

Thanks!

Q: Hi Peter, Ryan and 5i,
Could you please rate these three clean energy ETF's.
Thanks and best wishes for Christmas and the New Year.
Love your service. Stay Safe.
Ivan

Q: PLL Do you have any info on this company.

Thanks,
Milan

Q: Hello 5i Team

I have been researching the controlling (or largest holder) of the various REITS on listed on the TSX. However I have difficulty in determining the largest holder in several cases.
Some companies make it very easy (either by listing the information in their annual report) and then some make it difficult.

Are you aware of a website that lists this information or do I have to research the quarterly/annual filings and if not successful, then contacting the investor relations group at the REIT in questions.

Thanks

Q: Hi, Could you please comment on PHA earnings. Thank you

Q: GEVO is up 15% today, and after hours additionally 5%, do you think this rally will continue ? How much upside do you see in one year ? Happy holidays !!!

Q: I am looking for some commodities exposure. Can you recommend some general commodities etf? also, which commodities stocks have a good valuation right now? can you recommend a few?
thanks

Q: I would like your opinion on crypto currency - in particular the one that is available at wealthsimple. I don't know much about it but it was recommended to me as a potential opportunity. Is it something that you would recommend for your portfolio and is it expensive right now?

Q: Hi Peter,
Now that GUD has been delisted from S&P/TSX, can I still buy or sell GUD shares? If so, what exchange?
Terry

Q: This year there have been a lot of companies that have made huge gains, and are now trading at very expensive price to earnings or price to sales numbers, particularly in the tech sector. I have several of these myself, but have resisted lightening up at least partially due to not wanting to realize big capital gains this year. Already have big 2020 capital gains from the BYD conversion at the start of this year, which was a taxable event, and I have held BYD for almost 10 years, so had a large embedded gain. I figure there are probably a lot of investors who are feeling the same way with some of their big winners, and I'm wondering about a run of tax GAIN selling in the first week of January, from people who want to lock in some gains, or lighten up outsized positions, delaying capital gains to 2021. Do you think this is a risk, particularly in some of the tech stocks that have doubled, tripled, or more in a very short period of time, and are there any stocks you think might be particularly vulnerable?

Q: Do you think around $9.00 is good to buy for 2-3 years investment?

Q: Can you tell me what happened to FAH.UN Fairfax Africa and is it still trading Thanks Bob Merry Christmas to you all.

Q: There have been a number of questions/comments concerning the recent 3 for 2 stock split of BEPC and BEP.UN and how fractional shares are handled. I reached out to TD Waterhouse and their response may be of interest to your members:

"When we received payment from a Split we as a Broker receive payment on our one bulk position. We do not get paid for each client individually. If the client had a physical certificate or held shares directly with the Transfer Agent in their name only than yes they would have rounded up but the company says for "Registered Holders". The shares in the clients account are registered "TD Waterhouse ITF the client" so when we get paid we get one payment for all our clients because all of our clients shares are registered the same way TD Waterhouse ITF. But the client will get some cash for the fractional shares. The CIL usually comes in about 10 bus days after the Re-Org was processed. "

I would assume the same would be true for all online brokers.

Hope this is helpful
Cheers
Scott

Q: I am investigating solid state batteries as an investment theme. It sounds like the development, production and adoption of this battery technology may be explosive in the years ahead. Are there any under valued US or Cdn companies in the space that you recommend? Also, do you think that like li-ion in the past, investors will latch onto this as a sector to chase in the future?

Q: These 2 companies seems like they are in competition with each other. I currently own a little of xbc should i add about 2 to 3 % of bldp as well. Seems like Ballard is making a big run lately.

Q: I know that there is people always talking about how 5G companies are going to be the next big thing. Besides QCOM would you have any other companies that come in mind that will have big growth in the next 2 to 3 years. Thank you and your answers are always appreciated.

Q: Fixed Income portion of portfolio is 40% and some deposits came due so need to deploy that cash into fixed income. Thinking of putting 25% of the 40% FI into these two ETFs. I would appreciate your thoughts on this plan please. Alternatives are welcome. Thanks again.

Q: 10:55 AM 12/19/2020
According to the Globe&Mail Dec 18, 2020 the Muskrat Falls hydroelectric project "With full power delayed until September, 2021, the project isn’t generating revenue from ratepayers and payments are coming due."

Both Fortis and Emera will have access to this electricity when it arrives [likely delayed]. How will this affect their businesses? Will they buy electricity and sell it locally and will they transmit to Northeastern US states?

Can or will they charge for transmission through the two undersea cables?

Can we expect this to be a positive event for the two utilities? Is this likely to increase their businesses and income and profit and dividends. I would appreciate your analysis on what to expect for Fortis and Emera
Thank you......... Paul K

Q: I'm considering buying these two ETFs which will be about 5% of my portfolio in total. Is this too much for emerging market exposure or not enough? The mer for each of them is reasonable but one concern I have is that both have BABA & BABA seems to be out of favour with the Chinese gov't. Is that %age a problem? Has this sector already run too far or does it still have room to grow?
Thanks very much for your advice which has been so helpful during my investment journey. To all the team Happy Holidays.
Dave