Investment Q&A

Q: Thoughts on this company please. Apparently, they use PyroGenesis' technology to produce silicon. CEO claims that this quarter they will be producing silicon wafers for the battery industry. Apparently switching from graphite to silicon in batteries is the 'Holy Grail' as it increases capacity by 10x.
Thanks.

Q: what is your opinion on growth on trp is it us or can listed it never appears on bnn listings

Q: Can I have your opinion on this Vanguard mutual fund for a long term hold in my RRSP. The MER seems good for an actively managed fund. What does “Series F” means in a mutual fund? Thank you for your opinion.

Q: I understand that Micron was the victim of intellectual theft by China. Is this having a negative affect on the company? Thanks.

Q: Have too much cash in my U.S. dollar account please suggest somewhere I can park it.

Q: What is the ETF referred to in Barry's question of today 09/30 ?

TKS

Q: Hi 5i team,
Group A: XCV 35%, VVL 35%, VEE 10%, VAB 20%
Group B: VSB 15%, ZPS 15%, XSB 15%, XIU 30%, VCE 20%, XAW 5%
For short term 2-3 years, which group would you pick? or any better idea?

Q: Hi,
In looking at this particular Centurion ETF, I noticed there are different classes - some of which seem to have higher fees for advisors, etc. I also note that in a previous Q&A you have mentioned this is a mutual fund, as opposed to an ETF and I have been told by the person recommending it that it is a mutual fund trust, which is different - yet their explanation as to why it is different wasn't clear to me. So I am wondering what the difference is between a mutual fund trust and a mutual fund. I assume it operates somewhat like a REIT, but am not really sure. If you could clarify this and whether or not the CEN105:CA is the low fee version, available to direct investors, I would appreciate that. Also please let me know if you would recommend this, or could suggest better alternatives, I would appreciate the input.
Thanks for your continued advice, it is always appreciated.
Dawn

Q: Lspd,kxs,gsy all long time holdings
Gsy hit a 52 week high last week and finally seems to be getting the recognition it deserves
Kxs keeps winning new contracts
Lspd keeps getting hammered
My question is what is going on with lspd, i get it is expensive but so is kinaxis and shop
With 190 million in cash, over 50,000 customers where do you feel support is on lspd, and shop down from 545 to 405 in 5 weeks, i want to step in on both but need some guidance. Dave

Q: I bought 1000 SQP and found it has profit and dividend.May I buy more?

Please comment.Thanks

K.W.MA

Q: Hi 5i team, lately there is a rotation from growth to value stocks. Can you name 5 to 10 names of both groups that you prefer. Thanks.

Q: Could you kindly provide an analysis on Varonis Systems (VRNS on Nasdaq) - what is their growth prospect, position within their sector, level of indebtedness, are they investible, what are the risk factors - give me what you can on this one including any recommendations regarding who should or shouldn't invest in VRNS - thanks for your help as always - Ken

Q: Hello Team,
Could you give me an analysis of this company, including the current dividend and if held in an RRSP, is there with holding tax on the dividend.
Thank You,
Barry

Q: Hi 5i, View the current oulook for fixed income products in Canada being rather abysmal. What are your views of emerging markets. There seems to be a play for emerging market bond markets now that the US is tightening rates and the US dollar is weakening. I am looking at some ishare etf products (USD funds) that invest in EM bonds. You always said we should hold some bonds and some foreign investments in our portfolio. Your thoughts?

Q: BABA & other Chinese Companies got hit from Trump's comment re not listing of Chinese Companies in New York. .Assume this would be for new listings and not effect Companies presently listed. This downward move effects U S Pension Funds and U S Citizens that hold Chinese companies . Not a smart move. China holds $ 1 4 Trillion US Treasuries. All they have to do is start selling these U S treasuries in retaliation to his moves. Your comments please .
RAK

Q: There was a article in the Globe on the weekend about what could happen if your broker went bankrupt or insolvent. They stated it was conceivable that a client of the failed broker could lose all their shares. They talked about the CIPF protecting you up to $1 million but if you had more assets than a million then you should have more than one broker. I am just wondering how that could happen? The client still owns the shares not the broker. Under what scenario could this be likely or even possible?

Thanks Ken

Q: Isn't today the first day that the stock trades at the split price?

Q: I'm hearing caution about government bonds (inability to pay during recession) so what is your recommendation on corporate bonds, individually and ETF?

Q: What do you think of Russell metals and is the
Dividend well covered.
Thanks Phil.

Q: Hi Guys,
With the sale of DRG.UN does this improve the prospects of DRM to grow over the next 3-5 yrs, do you know what the thinking is DRM will do with the cash they receive, one would think the company intends to grow the business.I have small positions in both company's is it time to take the profit and choose another REIT as from what I can read at 5i you think there are better options out there in this sector.