Investment Q&A

Q: I have a 3% position in GC in my TFSA and still am up on it having bought in at $25 per share. I am wondering if I should consider selling and move onto something else and keep this one on the watchlist for conditions to improve (i.e., back to full operating capacity). Also what is expected for the upcoming earnings report and any guess on how the market will react to what will likely be a bad quarter (or is the bad news already priced in). Are there other consumer cyclicals you could recommend as a replacement or prefer better in either Canada or the US?

As always, thanks for the fantastic service!

Q: I see the last question asked on this equity was in 2017; I assume things have progressed since then. I have two questions - do you have any insight into the efficacy of this technology, are there competing interests etc.? I have read the adv literature; it sounds promising and they appear to quote legitimate sources - but maybe that is the art of promotion - and .... your site refers the reader to Creating Alpha whose value is not known to me. Do you have an opinion on this service, and of course on this equity? Thank you.

Q: They have moved up well since Friday. Any special news or contracts.

Q: Do you know if the reduction in ACB of BEP.UN will be based on the closing price on July 27, ie. $70.17, and therefore, the ACB of BEPC will be $52.6275?

Stephen

Q: Your comments would be .Thanks for your outstanding service.

Q: hello 5i:
no questions on this company yet. Can I have your take on it please? How high do you rate it in the sector, and what would be your favourite.
thanks
Paul L

Q: Currently have 25% of my portfolio in XUU. I am interested in increasing my US exposure up to 30% though. My question is do you have any problem with 30% XUU or would you possibly split it in to two? Eg ZSP and something else? Note - I would prefer a Canadian listed ETF but if you think there is a better American option I'm willing to listen.....

Q: Hi, what's your view on Cameco's results and outlook? Thanks

Q: Hi Gang, are there are any small cap Ai companies in Canada that show good promise going forward, Thanks Anthony

Q: What is the long term risk of the massive antitrust investigation by the US states on GOOG. I know this game has been played several times and had no significanct effect on tech companies, but this time seems different as all US states are involved. I have only 2% position but wondering if I should add on pull back.

Q: Hello 5i,
Could you give me your long term analysis of Air Canada, it’s Covid response and where it should be in 5 -10 years.
Cheers,
Rick

Q: Hi 5i,

Can you provide your assessment of AC's 2nd quarter results.

Q: Good morning
we currently own the US listed stocks above and are wondering what your thoughts would be to add VEEV or would you suggest another US stock??

Thks
Marse

Q: Is it OK to buy some PINS at this Level? Many Thanks! Austin

Q: Do you think Microsoft will buy Tiktok? If so, do you think this will strongly propel growth?

Cheers

Q: Hi 5iTeam,
When evaluating a stock for a possible position, among other factors, how much weight would you put on "short interest as % of flow" and reasons for your answer.
Cheers

Q: Has your view on EQB changed since May? Seems like a decent time to get in???

Q: I own a lot of ER stock in a non-registered account. Even with the run up in price with the announced takeover bid by AUG, I have a considerable Capital Loss. I would like to capture that loss but remain exposed to any further upside that this deal MAY unlock if it comes to fruition. 1) Does it make sense to sell my ER shares now and immediately purchase AUG with the proceeds......this should keep my exposure 100% intact would it not? 2) I assume that because the deal is not done and the two stocks are completely different entities that this would NOT be deemed a superficial loss......is that correct? 3) is it very likely that ER may receive a better bid from someone else and I would lose out by switching the shares to AUG? 4) What would you do in my situation?

Many Thanks
Scott

Q: I have some cash to deploy in RRSP and wonder if now would be a good time to go a little overweight on these banks. The prices look good to me but are they really being undervalued or is the real impact of the pandemic on banks going to be bad.

Q: I own JE.DB.D in my registered account for income. I believe there was an announcement recently concerning these debentures where they were to be converted to shares. Can you explain what JE is doing and how it effects my investment please?