Investment Q&A

Q: Doing a little research for additions to my TFSA. Looking at GSY, WELL and XBC. I find it curious that GSY has a market cap for approx. $1.9 billion and trades at $125 per share, while the other two have market caps of approx. $1.4 billion and trade at sub $10. Is this a lesson in the difference between a Company growing organically vs growing through acquisitions and issuing large amounts of stock. I'm not saying that the other 2 aren't good companies, but I find it curious that they have similar market caps, yet their share price is ten times higher. Thoughts?

Thank you,
Jason

Q: Hi There
Thanks for your informed service.
I have had Chorus in my unregistered account for some time and enjoyed the dividend that it had. Now that there is no dividend and the price has recovered somewhat, I am thinking of selling it and putting it into other monthly dividend payers that I hold. I was thinking splitting up the proceeds ($25,000) into DIV, EIF, NXR, SPB, and DIR.UN. I am looking at income (being retired) and want relatively safe dividends. Chorus had none and who knows where it will be a year from now. Why not put it to work in these monthly payers? Are there any in the group you would not put any of the proceeds into and would it be best just to add $5000 to each or would you put more into one. This is a small portion of my holdings and the above stocks represent between 2%-5% of my holdings.
Thanks for your help
Kevin

Q: Which for a 3-5 yr hold...overall best.

Q: With the NASDAQ at a 3 week low and technology stocks seemingly being used as a source of cash to fun other sectors, do you think it is a good idea to start researching big technology in the U.S. Names like MSFT, NVDIA and GOOGL? While they may not be in favour for a quarter or two, it seems like they will still have strong earnings momentum for years to come. Your thoughts?

Thank you,
Jason

Q: Hello, with more vaccines coming in and entering to profit-driven market is expected may I have 5 names of your preference in non-registered account and 5 names of your preference in registered account please ? Thank you very much.

Q: Hi Everyone at 5i!! Peter, I would like to thank you for your article in the National Post this weekend! It gave me quite a bit to think about. I am stepping into retirement next month with a very comfortable nest egg. 60/40 stocks and GICs. Stocks are diversified dividend players and growth. It seems though, that any direction you turn, if the stock market develops one kind of an issue or other, we are getting hit. If inflation goes up( which anyone who does the grocery shopping will tell you, it is happening at a goodly pace), and interest payments do not, there goes the purchasing power of your money. Gold could be a portfolio holding...but how much of the stuff is effective to protect the portfolio ? Dividend players may not offer much protection....well there goes that idea. GICs pay piddly amounts. Bitcoin? How could something that technically is based on nothing have so much value??? Real Estate? Stupidly expensive...So, I have a come to two conclusions: 1) start a small hobby farm in my backyard and grow my own vegetables, should things really go egg shaped. 2) Ask for a 5i article, which outlines specific portfolio protection advice considering the times we are living in. Right now, like you, I am trying to stay optimistic,, though sometimes it is hard, and I am staying the course. Thank you for all you do! Cheers, Tamara

Q: Good Day Team,
I have held BCE for a few years now and bought it at 59.99.
Certainly doesn't seem to be very exciting to hold it seems. Any advise and whether to hold or sell?

Thank you,
John

Q: Gentelmen:
Given the expected increasing interest rate environment and current valuations of these two stocks, is it still a good buy and if so then which one has better upside potential?
-Raj

Q: Hi,
This is a three part question, so take as many credits as you need. I know that when MRVL bought IPHI the deal was 66.00 cash per IPHI share + 2.323 shares of MRVL stock per IPHI stock held - at the time, estimates valued IPHI at around 157.00 per share - is that correct? If yes, then since the announced buyout, shares in both companies have risen. How does this affect the value of the buyout? It appears that due to the increase in share value, the math has improved somewhat - or was the buyout based on a fixed value of either IPHI or MRVL shares at the time of the takeover? The 2nd part of this question is this - if you feel it is best to hold IPHI until the deal is closed, would you continue to hold MRVL shares, buy more or sell them once the takeover is completed? The 3rd part is would you just sell IPHI now, considering they are starting to drop? As always, thanks for your input - much appreciated!
Dawn

Q: Peter; What would be an example/s of “ Innovation” companies? Thanks. Rod

Q: Hello Peter & Team,

I have been watching ASG for some time as from what I read, I felt they had real potential with the innovative devices they invented for minimally-invasive surgery and regenerative medicine for relief of aging back issues. A big market to say the least.

I know they are small right which makes them risky and the medical sector is a very hard nut to crack but, they have seen shares increase in value 53% since Feb 6th and at one point today got to $1.04 before settling back at $0.78.

I read the Feb 9 2021 press release regarding their common shares now trading on the OTCQB Venture Market (the "OTCQB Venture"), a US trading platform that is operated by the OTC Markets Group in New York which will enable US-based investors to seamlessly get involved in Aurora. It appears to me this announcement directly corresponds with the recent gains. Am I naïve in thinking this was a big announcement? Or are my observations valid?

I did notice a 55% increase ($0.25 - $0.45) Dec 11th through Feb 5th which was before this announcement was made. And as of late, trading volume has gone through the roof - close to 338,000 shares with the average volume being just over 47,000.

Am I looking for what I want to see in order to convince myself to pull the trigger on a trade? Or are these facts indeed significant indicators there may be something here to be serious about? Would this be an indication there may be a take over bid being looked at?

If there are any other insights you feel may be valuable, would be greatly appreciated.

thanks for all you do

gm

Q: I fully understand the risks associated with borrowing money to invest and I've been working towards being in a financial position for quite some time (thank you for the great advice over the years) to comfortably initiate a leveraged portfolio. My objective is to create a portfolio that generates a decent income to cover carry costs, have some growth and allow me to sleep at night over the next 5-7 years. What 10 positions would you recommend?

Q: Hi Peter and Staff
Any thoughts on why it is down Sharp today when oil is going sharp up?
Thanks for all you do
Dennis

Q: I do not have any Canadian financial exposure, and would like to buy a bank before the earnings report. Which one would you suggest?

Q: What do you think of the share offering? They already have $6+ Billion in cash, and Tobi often mentions his reluctance to dabble in larger M&A. Thank you for your thoughts.

Q: RTA Inception - May 24, 2017 . Active management of 600 M in assets. I am confused on Management Fee of .75% and Managed Expense Ratio of .89%. Is total MER 1.64% ? This investment would be in a managed RRIF account with low risk There would be the advisor’s fee as well. I wanted to clarify the fees and are the returns listed net of fund fees? What do you think of this fund? It is rather new. I understand it is a low/median risk investment. Peter, you and your team are wonderful, your advice clear and easy to understand. I daily read your answers to questions submitted and of course follow your portfolios and reports. Thank you

Q: The utility stocks appear to be moving out of favour. Is this a good time to add, or has their softening only just begun. I realize it's a market-timing question, so maybe the question is better framed as: on the whole, are Canadian utility stocks running below or ahead of their average levels, whether based on FCF, PE, or some other more relevant metric?
Thanks very much...

Q: Can I get your thoughts on AQN’s recent release detailing the weather impacts in Texas. How significant is the impact, will we see a significant decline in share price and if so would you see the decline as a buying opportunity. Thanks.

Q: Your thoughts on the potential for YNV? There has been a lot of volume and movement on this stock recently. They seem to have a very interesting technology and have overhauled the BoD.
Thanks

Q: Could you give me your opinion on Aleafia Health Inc please, and whether it is a stock you would consider buying. Thank you.