Investment Q&A

Q: Hello,
I am looking at the equipment manufacturers and auto industry as possible directions for new investments. The above names are ones I have been considering but am interested in knowing what you think about heavy equipment versus automotive and within those categories, what you think might be the better choices.

Many thanks,
V

Q: Hello 5i
Could I have your current assessment of UNFI please? The last question was 2019.
Thank you!
Dave

Q: Bionano Genomics has been giving mixed messages. Their field looks promising, yet the stock price keeps falling. Street consensus shows a strong buy. Should I hold or sell. Thanks for the excellent service and a ton of good advice.

Q: Hi, My respected 5i team
Could you pls comment on the fundamentals of LPX? Is it a good quality company to own?
It is safe to buy at this moment and hold for couple of years?

Thanks in advance!

Q: Which do you see having better upside and safety for the next 2 to 3 years and why? Thank you.

Q: Which of these two would you prefer?
Thank you.

Q: I currently have a 4% (total portfolio) position in ARKK in my TFSA. Down some 4.5%. Considering replacing it with equal positions in two other US techs, possibly PINS and NVDA. I already hold GOOG, CROWD, ADOBE, MSFT and AMZN.
1) Would you hold the course with ARKK?
2) If not, which two US techs would you replace it with today?

And on an unrelated topic, I own (and am exceedingly happy with) EGLX. Like GOOG, it is considered to be in the Communications sector. For my portfolio purposes, I would like to assign all or part of EGLX to consumer cyclical. Does this make sense?
Thanks.
Maureen

Q: I have a considerable position in AQN and a small position in BEP.UN. In examing the one-year performance of the three companies I calculate that AQN's stock price is flat, BEP.UN is up about 40% and NPI is up about 45%. Would you recommend selling the laggard, AQN, and investing the proceeds into one or both of NPI and BEP.UN. Also is there a company in this sector that you would prefer over these three?
With appreciation,
Ed

Q: Appreciate any comment you can provide on this junior energy company, Pieridae Energy Limited. Of interest are management ability, financial stability, historical and future performance and any other metrics that stand out.

Thank you in advance for this, and for significant investment help over the past 5 years.

Cyril

Q: The CAPE ratio (Cyclically adjusted price-to-earnings ratio) of the S&P 500 presently rests over 36X compared to its historical average which is much, much lower. What future influences can you see to affect its measure going forward other than a market pullback?

Q: are there manufacturers of mini nuclear plants that could be good to get into ?

Q: Your opinion please on Unity Software, buy, sell or hold? Cheers

Q: K92 Mining has a very successful gold mine in Papau New Guinea ! They expect to issue a detailed expansion of their next project in the second half of 2021 and hope to achieve ASC of less than $400 per ounce by 2024 with a doubling of production.
ABX just settled a dispute with the country and K92 responded positively. The company has no Debt and more than $60,000,000 in cash. The CEO has a successful history of buying out other miners in the past and is surveying the market for opportunities in other countries such as nearby Australia. Meanwhile the expansion is fully funded out of cash flow.
This stock has gone up on average at least 100% each year over the last five years.
My investment is for estate purposes and is a high percentage of my portfolio.
Comment?

Q: I have never been a fan of timing the commodity cycle. However, I am looking at taking positions in one or more of LUN, LIF and TECK.B. While TECK has been higher the other two are at new or near their all time highs. In your estimation, do these stocks (all company specific issues aside) just keep going higher while the global environment is positive? Can you please rank them on overall gains on the one hand and relative safety on the other? But do you think they will all just be pummeled (as per usual) during the next global recession and/or first signs of overcapacity? Thank-you.

Q: Can you list 3 (sleep at night) companies you would initiate a buy today for growth and why/thesis?

Q: Is there a set/portfolio of ETFs you would recommend for a medium risk investor to ”set and forget” forever? What % allocation would you attribute to each? Timeframe would be for 25+ years.

Q: Could you please comment on Imaflex’s quarterly/annual financials which were released today?
Thank you.

Q: With escalating tensions between the nuclear superpowers (Taiwan, Ukraine, Uyghurs, etc.) what would be the current best defense stock to take advantage of an eventual change in investor sentiment?

Q: Hi 5i,

Katrina Lake is leaving the CEO position. Does this change your investment case for SFIX in any way?

Thanks!

Q: I would like to invest a portion of my RRSP funds in the balanced portfolio I've seen here. I have a 15-year time span until I'd possibly need to begin relying on these funds. I understand that we are all in unique circumstances and that you don't wish to provide specific advice but could you give me some overall guidance on how one should be integrating the portfolio into an investment account? More specifically, should I purchase a position in all stocks at the same time or slowly adding one stock at a half/ full position per month or if they seem to be retracting in price. I thought of adding a new holding on a regular basis but I was concerned that I would not have the complete industry exposure until all were purchased. Is there a more prudent way of doing things in your experience. Thanks in advance.