Investment Q&A

Q: Good morning 5i
and the best of the season to you all. I hope you all have a great rest and relaxation time this season. You have earned it, if you listen to most of the commentators on the site, who seem to be very happy with your service, And that includes me.

I was just wondering about options. I had a number of options expiring last Friday and I am planning on rolling them over for another month. It is a fairly down day in the market today and I was wondering whether I would b e better to wait a day or two, or a week, to see if the sentiment changes. Perhpas the option premiums would be higher at that time. so, that is the quesion, is there any profit in waiting out a down day before selling call options?
thanks

Q: A tale of 2 companies. CSU is acquiring companies at a record pace and ENGH says everything is too expensive. Thoughts please?

Thx

Q: In my dividend portfolio, I have half positions in these stocks. Can you put them in order of which you would bring up to a full position first to last in light of their current value? Thanks!

Q: Best to 5i Team and theirs. Thanks for all you do!

Q: CN went down quite a bit more than CP today - any particular reason?

Q: Do you know why NGC hasn't traded since the start of the month ? Thanks , Donna

Q: A big question for this one...LSPD has traditionally used it's stock as currency to fund it's growth by acquisition strategy. By nature of it's recent huge decline from it's highs, does this not now make any new growth very expensive and far more dilutive to current shareholders?

When the company is not making a profit and it's acquisition currency (stock) just took about $115.00 share haircut off it's highs, what's this going to do to it's ability to meet growth expectations?

Won't they either have to make smaller acquisitions which won't move the needle as much for growth rate OR have to issue more stock at lower prices, thereby further reducing the current value of the stock (dilutive to current shareholders) and does this not change the fundamentals of the story?

Do we know what they are doing to generate growth organically and what their expected growth rate would be organically (ie without acquisitions) until they can streamline their operations and hopefully become profitable? Would you add to this now, sell or hold?

Q: Any reason for today's pop? I can't find any news.

Q: VET is my worst performing oil stock, and I’m thinking of selling as a tax loss harvest. Which stock would you buy as it’s replacement? I’m thinking of perhaps NNRG? Do you agree with this strategy? Do you have another “better” replacement?
Thanks

Q: I have losses as follows for potential tax loss selling:
AQN 18%
BEP.UN 24%
SJ 14%
What can you recommend as suitable proxies until repurchase, or which ones would you not repurchase (leaving their "proxies" in the portfolio).
Thanks, and I wish everyone on the team, and your readers, Merry Anytime and Happy Always.

Q: What your thoughts on Lundin's Argentinian acquisition announced this morning? Market's not exactly doing cartwheels over it....

Q: Could you provide some insight into the sharp drop in share price today?

Q: When is tax loss selling expirey?
Doug

Q: hello 5i:
You receive a few kudo's at this time of year (though maybe not enough). It's a wonderful service and I say that having been a subscriber for about 8 years. But one thing I've always noticed: you have some very astute investors in your base. Not just the ones that catch mistakes, or the ones that ask detailed questions, but some that ask very simple and direct questions/comments. So, to you and to your membership, a very Merry Christmas
Paul L

Q: I would like to gain some more exposure into areas outside of Canada and the US, specifically China and India. I think ETF is the way to go. Would you suggest a couple? Any concerns with these areas currently? Would you suggest denominated in C$, US$ or any other currency for diversification?

Thanks, Mike

Q: SPOT has engaged in several acquisitions over the past year. The company seems to be diversified across it's holdings in onsite tech based mineral exploration and SAAS, potential royalties and and more recently investment services. How would you categorize SPOT? and evaluate results from such diverse number of holdings and acquisitions? Considering the recent plateau is now a good stage to grow my holdings?

Q: Good Morning, I am under weight in base material and Consumer defensive. My list of current holding is below. I am looking to put some money in these sectors to bring my sector allocation as suggested by your Portfolio Analytics.
The time period to hold is long term 5 year plus. Growth stocks preferred. Kindly recommend

1. Should I add to current position or if there are better opportunities kindly recommend them
2. If some of these needs to be replaced with better growth stocks , kindly suggest the same

Coca-Cola Company (The)
Dollarama Inc.
Nutrien Ltd.
Primo Water Corporation
Procter & Gamble Company (The)
Sherritt International Corporation
Sherritt International Corporation
The Kraft Heinz Company
Walmart Inc.


Thanks

Q: Great response to Dennis’ Dec 18 question about today’s Tech sector valuations vs. the 2000 Tech bust – one of your finest. I remember it well. I wanted to transfer my 15K Technology mutual fund to something else, but my advisor didn’t think it was a good idea. It eventually shrunk to 2K. Obviously I do my own investing these days.

My question is actually on ARKK. I do like the disruptor make-up of this portfolio. So, besides your above response, I also think that for this reason ARKK is a more solid investment compared to many dot-com stocks 20+ years ago.

However, on the other hand I respect your response to another question that was specific to this ETF. You point out that “The average price/sales ratio of its holdings is 10X, so it needs to be considered very risky.”

Is there any past history on the average P/S that Tech stocks have typically traded at? Or at what approx. ratio would 5i Research feel “more comfortable” in taking a position?

Q: Hello Peter,
For the potential surge in EV stocks in 2022, i am considering investing in rare earths and am trying to decide between Neo Performance in Canada or MP materials in US. Which one do you feel is better for longer term in the EV sector? Also, is there any news on Nuvei for big increase in share price today or is it simply catching up after the short seller report? Thanks very much.

Q: Is Science Applications International Corporation a good buy at this time to add to a portfolio to start a small position? What do you think of the financial ratios for this stock, their history, the industry that they serve, their customer base and insider ownership? Buy, hold or sell? Thanks