Investment Q&A

Q: Tony Dwyer from Cannacord likes to refer to "banks and tanks" as good areas to be in when the economy eventually turns positive. I believe he's referring to the more cyclicals. Can you suggest both Cdn and US ETF's that would fit the bill. Thanks.

Q: Could you please provide an update on Morguard REIT. Do you still see it as a high risk investment?

Q: Looking for 2 stock recommendations for each of my children's RESP account. I tend to prefer companies paying a dividend. Child 1 is 15 years old, needing the funds in 3 to 4 years so picks would need to be conservative. Child 2 is 11 years old, needing the funds in 7 to 8 years.

Q: hi there, just wondering about your thoughts on this hedge fund's piece published today and what are your thoughts about equity market in general about a historic bull market?

"Investors could be looking at a ‘lost decade’ in the stock market, the world’s biggest hedge fund warns"

https://www.marketwatch.com/story/investors-face-a-lost-decade-in-the-stock-market-according-to-this-warning-from-the-worlds-biggest-hedge-fund-2020-06-18

Q: What is your analysis on Nexus REIT?

The commercial real estate looks like mainly leased to grocers, dollar stores and banks.

Only concern seems to be their office space which seems to be a small portion.

Also, what % of their real estate is office space?

Book value of yahoo states a value of $2.65. How do they compute this?

Q: WHAT ARE YOUR RECOMMENDATIONS ON THESE SECURITIES. I HAVE HELD THEM FOR A FEW YEARS AND HAVE BEEN SATISFIED WIT THEIR PERFORMANCE BUT I AM THINKING OF SELLING AND MOVING ON TO OTHERS.
PLEASE ADVISE.
THANK YOU, TERRY

Q: Hello Folks,
Perhaps you could take a look at this one and update your comments. It has been a while since you have addressed it. Looking at it from the position of adding to a small position within the context of a speculative tech small-cap.
Kind Regards

Q: Hi 5i Team,
I do not have any international exposure and I am wondering if you would recommend a dividend ETF with some upside potential. What account would it be best held in? Do you think this is a good time to enter? Thanks so much.

Q: BMO has new issues with principal protection. If I understand, many will limit your upside in order to guarantee the downside. Some seem to not limit the upside. My grandchild will require funds in 7 years. Can you give me your opinion as to Bank of Montreal Low Volatility Canadian Equity ETF Principal Protected Deposit Notes, Series 5
JHN2446 suitability. Is there a better “protected” alternative or is it all a case of you don’t get something for nothing. I’m looking at a safe place for $10,000 (Currently 20%).
Thanks

Q: If someone stopped you on the street and randomly offered you $1720 US cash or one ounce of gold, which form of wealth would you take? Assume both the cash and gold are real, of equal value, there's nothing suspicious, and that the decision doesn't depend on any special circumstances or conditions or taxes.

Q: Selling RNX and looking for a replacement in the same sector with similar risk but more potential upside.Some suggestions would be appreciated.Thanks.

Q: I've been watching this one for a while, ever since you compared it favourably within the context of alternative energy / solar stocks. Wednesday's "dip" turns out to have been driven by a class action lawsuit concerning alleged revenue manipulations.

The press release from the legal firm filing the class action has this to say:

"On June 17, 2020, Prescience Point Capital Management issued a report alleging, among other things, that 'at least 39%, or $205.3 million, of [Enphase's] reported U.S. revenue is fabricated.' The report also claimed, citing former employees, that 'a large portion of [the Company's] astronomical growth over the past two years is attributable to accounting gimmicks that artificially inflate revenue and profits.'"

What are your thoughts on Enphase in light of this news?

Also, I'm curious given your experience, are you able to share any insights on how class action lawsuits affect companies and their share performance -- at least, until the allegations are actually proven or rejected in court?

Please deduct as needed.

Kind regards

Q: I am approaching my first year with 5i Research and it has been the best investment decision I've made. Thank you for your great service.

These days, it seems like an attractive strategy to buy a stock that has potential for significant upside recovery and has a great dividend that can accrue while waiting for that recovery. The risks would be that the dividend is stopped/reduced or the recovery doesn't happen. But some companies seem to be "good enough" that we can be *relatively* confident that it works out very well. Am I missing anything? Is EIF a great candidate for such a strategy? What are some better alternatives? Thank you.

Q: Good morning:
What are the chances of 5i focusing on us stocks as well and not just Canadian names. If you guys own names in the states , wouldn’t it be beneficial for subscribers to own some of the same names south of the border, so we all have skin in the game. A portfolio of us stocks would be be a great addition .
Thx
Mark

Q: I presently have TEC and I wonder if it is worth getting into CLOUD. Would I be doubling up in the market or is CLOUD really different from the TEC holdings

Q: Hi, which of the three has most potential and less risk.Thanks.

Q: Hello 5i Team
Westshore Terminals announced Great Pacific Financial Services Ltd. (Jimmy Pattison ) has purchased 1,035,656 shares on the open market on June 19. The news release stated GPFSL increased its shareholding of WTE from approximately 3 % to 4 %.
According to the Management Information Circular dated May 8, 2020, Jimmy Pattison has control over approximately 34.99 % of WTE, which after reviewing SEDI is comprised of several holding companies (Great Pacific Capital Corp.; Great Pacific Capital Investments Inc.; and Great Pacific Financial Services Ltd.). This equates to holdings of 16.0 %, 16.0 % and 3.0 % for the three holding companies. GPFLS has now increased its total holdings from 3.0 % to 4.61 % with the overall holdings of Jimmy Pattison controlled companies to 36.58 % of WTE.
Questions are:
1 - Is there a limit to how many shares of WTE Jimmy Pattison can purchase using different corporate entities before he has to offer a buyout to minority shareholders? Or can he continue with purchasing shares in this manner until he achieves control (i.e. greater than 50.0 %)?
2 - Do you think Jimmy Pattison will offer a buyout of WTE similar to Canfor last year?
Thanks

Q: June 18 TD action notes highlighted this company. Weichai power from china owns 20% of this stock. Seems to be a lot of momentum toward commercialization in asia. Your thoughts on investing in bldp.

Q: This stock has doubled from its IPO price and tripled from the march lows, just wondering what us driving the stock price and would you continue to hold? Thanks Clare

Q: Hello,

Where can one find out about new IPO's? I seem to always here about them after a good 2-3 day pop. Marketwatch.com seems like one option. In addition to a simple list, how can an individual investor best familiarize themselves with the upcoming IPO's? How would your team do it and do we have access to the same materials? Zoominfo and Royalty Pharma are two examples of companies I wish I had known about and evaluated in advance.