Investment Q&A

Q: Good morning could you tell me if there are any ESG ETFs on the market yet and if so are their any you would recommend thanks

Q: Thought your subscribers should know that yesterday, TD made a significant upgrade to their target for BOS (from $18 to $25). Their rationale was as follows:" We believe that opportunities related to the COVID-19 pandemic and recently created AirBoss Defense Group subsidiary are not currently factored into the AirBoss share price."

And their potential upside scenario is much more optimistic. "Should AirBoss' Rubber Solutions segment trade in line with its Hexpol comparable, and its Defense Group subsidiary achieve our upside scenario revenue in 2023 while trading at 10.0x forward EBITDA, we believe that the stock could be valued at $50.00- $55.00/share by the end of 2022. Considering this upside supports our view that the current share price undervalues the long-term potential opportunity."

Keep up the great work.

Q: I gave SIM another quarter and I have to ask the question again. Any comments on their latest quarter. I'm down 75% and I don't like their frequent share dilution. Also revenue from previous year is being replaced with revenue with a higher margin but overall the revenue is not growing much. Would you give them another quarter or two or move on? The amount of money is really insignificant at this time.

Q: Hi Guys
Would you view all the recent insider selling as a concern.
thanks

Q: I am considering starting a new position in REAL and wanted to know if you believe now is an appropriate time to initiate given the recent run-up in stock price. My primary concern is growth and I am interested to know whether you feel the stock is fairly valued or over vlaued at current levels. Do you feel the company can continue to grow / increase profits with the current economic backdrop. Thank you.

Q: Can I please get your thoughts on this company and their prospects over the next ~5 years? Are there any balance sheet issues? What is insider ownership like? Thanks.

Q: I have a follow up question on NKLA (thanks for the very quick response by the way).

Just wondering how you would interpret the fact that the there is such a divergence between the at the money put and call prIces. For example, at $65 strike, July call last traded at $7.20 while put traded at $31.20. Is option market telling you something quite different than stock market? Is such divergence from put-call parity common?

Thx,

Steven

Q: So, the Apple saga finally over and quarterhill finally getting paid, albeit not as much as previously thought and no more appeals allowed by Apple! Stock up nicely today, doing a dutch auction. Still own lots of it. Where do you see this in three years time? Looks like the ship is being turned around.

Q: If you have to choose only ONE, highest conviction Canadian REIT in your forever account (dividend not important, growth and longevity very important) which one would it be. I am thinking of CAR, but I want your opinion before committment.

Q: Would you consider this a good buy at this time?
Thx so much.

Q: Still a buy after the latest cuts/ voluntary retirements?

Q: Hi 5i, if you could explain what it means the following: I own PAAS, and I also have this stock (PAASF):

Description: RTS PAN AMERN SILVER CORP EXP 2/22/2029 CNTNGNT VALU RT
Symbol: PAASF
Quantity: 4,086
Average Cost: 0.0000 USD
Market Price: 0.00 USD
Book Value: 0.00
Market Value: 0.00
Change $: 0.00
Change %: 0.00

I used to own Rio Alto which was merged with Tahoe, and Tahoe was bought by PAAS, Does PAASF had any value? when I try to trade it shows up at $ 0.60.

Thanks

Q: Can you give me your opinion on Orcl after the latest earnings

Q: Do either of these companies have investments in China and are they significant?
Many thanks.
Mike

Q: Will the new arrangement SHOP has with WMT hurt it's business with AMZN? and why?

Steven Roach was speaking yesterday and says that he feels that with what the fed actions are and have been he sees the US$ retracing by 35% in the future. Do you agree and why? Also, what do you reccommend 5i readers do if they have substantial money invested in US equities?

Thanks

Sheldon

Q: Hi, folks

What would be 2-3 picks to help diversify this portfolio?

Thanks,
Robert

Q: Hi 5i Team,

I've held B2 Gold for a long time (like 10 or 12 years) and I am sitting on a 110% gain. It's 1.3% of my total equity portfolio and precious metals and PM equities are about 14% of my total investments today. I'm considering selling my BTO and shifting that over to an existing 2.3% position in FNV that I've also held for a long time to bring that up to 3.6%. I'm also wondering if I should continue to diversify into other possible big gainers like WDO or if I should move this money into other names I already own. I'm curious what you think the best move here is?

For information purposes, my Precious Metals positions include:
- 2.65% AEM (held for years)
- 2.4% PHYS (held for years)
- 2.3% FNV (held for years)
- 1.3% BTO (held for years)
- 1.2% KL (held for years)
- 1.1% FVL (added last Thursday)
- 0.9% WM
- 1.0% MAG
- 1.0% SIL

I'm bullish on precious metals and stocks given the monetization of basically everything and therefore have let this part of the portfolio run past the 10% weighting Iimit I used to have but I'm thinking that this sector should probably not be more than 15% of the portfolio and definitely not 20% of the portfolio.

Q: I have PPC but in a loss position. Would you suggest PPC currently is a hold? Or is it better to switch to TSN right now? How would you compare these two stocks in current situation? I am a long term investor. Thank you for your service!

Q: What would be your top 3 stock selections in the large cap medical device space for long term capital appreciation. Thank-you.

Q: Hello 5i Team
Comparing Fairfax Financial and Intact Financial, both in the Property & Casualty Insurance sub-industry (TMX data), which is the better choice? FFH seems to always in the news about its other investments rather than its insurance business, whereas IFC appears to be solid in its insurance operations
According to a recent Globe & Mail article, IFC could be a potential acquirer of smaller P&C insurance companies, would this also apply to FFH or is FFH more interested in its other investments?
Trisura Group is listed as Specialty Insurance sector. Is it comparable to FFH and IFC, noting its market capitalization is only $380M compared to $12B / $18B for FFH/IFC?
Thanks