Investment Q&A

Q: Which would you prefer for long term income? Thanks

Q: Could I please have your thoughts on the recent quarter?I think I know your thoughts on the company but maybe you guys see some positives.
Thx

Q: is their any future for this company. the stock price has gone nowhere, any chance of a take over?

Q: Peter; In your report it says they produced 22 million oz in2011 - what are they currently producing - or expected to produce . Thanks.
Rod

Q: I'm looking to deploy some funds outside of North America, for perspective my portfolio consists of mostly small, growth companies, I can handle very high volatility, and spend time daily managing my holdings and size positions. Have a couple of etf's that would fit my style?

Q: I don't like the way CDRs handle SPLITS "CIBC does not 'split' the CDRs in the typical sense. It instead adjusts the ratio of how many partial shares each CDR represents. This has been done now for NFLX."

Does it make sense to SELL my NFLX CDRs and BUY Regular NFLX on the Nasdaq??

Thanks for your amazing service!

Q: Sold LMN for tax loss ~10 days ago and will buy back in ~20 days. Would TOI be a reasonable replacement in the meantime?

Q: Can I get your opinion on these two companies and what you think of the long term prospects?
Thanks

Q: Hello Everyone,

May I have your thoughts on SMX:US (security matters) please? Talk about an absurd chart. Is there something real here in the premise of its molecular-level verification system that is permanent through the processing stages as a form of verification? Or is this more likely a pump and dump?

I only heard about it today, so I'm just staring to look into it and would appreciate your assessment. It's done 1000% in 2 days. Yikes.

Thank you,

Sandra

Q: Hello Peter and team at 5I:
With many REITS trading at a discount to Net Asset Value, would you please give a list of those you consider good value at this time. Thank you for your amazing service. Barbara

Q: I get an email from Seeking Alpha every once in a while touting various stocks and ETF's . I recently got one on GPIQ { not in your data base } with a rather glowing assessment . For brevity I will just quote their summary ......

" The Goldman Sachs Nasdaq-100 Premium Income ETF offers a compelling blend of capital appreciation and double-digit yield, amassing $2.12B AUM in just over two years.

GPIQ’s dynamic covered call strategy leaves upside partially uncapped, enabling strong monthly income and market-beating total returns compared to peer ETFs.

The ETF’s monthly distributions remain stable regardless of Fed rate changes, making GPIQ attractive for income investors in a declining rate environment.

While GPIQ carries risks tied to tech sector performance and execution, its
proven strategy positions it as a top choice for income-focused investors seeking growth. "

What is 5i's assessment of this ETF and why ? ..... Thanks for your terrific service ......

Q: Looking to establish a position in Bitcoin/Crypto; wondering what your thoughts are on the above companies and what other options there are.
Thank you for your input.

Q: At this point I have no real estate companies in my portfolio as I was concerned about on-line shopping affecting retail REITs, work from home affecting business reits, etc.

Is there anything in real estate that is safe and pays a decent dividend??

Q: Hello,
I am pretty well diversified across sectors, except for Materials, and have missed out on the past year's gains.
I already hold 25 individual positions and am reluctant to add more stocks to follow.
Was thinking of adding iShares Capped Materials XMA as an eventual full long-term position. Thoughts?
How would you approach buying XMA now after the year's gains? All at once? Over 3-6 months? Over the next year?
Thanks as always

Q: hello 5i
Lumen group in Canada is up about 0.34 as I write but in the US (LMGIF) it is up over 7percent. I must be missing something. currency differences can't account for this. What am I missing?
thanks

Q: Suggestion. Would it possible in your Portfolios to identify companies which are foreign (not based in Canada), eg GLXY, KSI. Some kind of flag may be. Thanks.

Q: I’m only interested in Canadian compounders. Compounding companies that are mid to large cap that I am invested in are CSU, TOI, LMN, TFII, and ATD. Can you recommend 5-10 possibilities for 5-10 year compounders in the Canadian small cap space?

Q: Let's say a conservative investor (i) wants to invest US dollars in US ETFs, (ii) wants principal protection above all, for example by investing primarily in BIL.

If this investor wants to move a little bit up the risk ladder with a view to getting more yield, by adding one or two other conservative ETFs (while continuing to hold BIL as the primary holding): what would you suggest?

Q: Knowing someone who works for Palantir I bought in at about 12$ in 2020. I am now seriously contemplating selling those shares for only one reason. The P/E is off the charts. I understand that there is a cult following around Alex Karp and Peter Thiel. However, does it make sense to own a company whose earnings per share are so far away from the cost of a share and where this difference only seems to increase over time.

Q: Would you give an assessment of Erdene Resources. Gold production has started, and the company appears to be expecting a production rate of 7000 ozs per month, by year end.
Thanks.