Investment Q&A

Q: Hi 5I,
How do you view Vicor's reported earnings today? They are a maker of power related conversion products.

How do you view their growth going forward and would you be interested in this company as a 3yr investment especially related to its EV potential...
if so at what price would you consider an attractive entry point.
Thx
Jim

Q: Good Morning to 5I team.

You are big help in educating and making us make better decision every day. I have BAM.A and BBU.UN. Looking to add more to BBU.UN. Over the next 3 years do you see a better growth in BBU or would still prefer BAM.

I am looking at Xela. I see that have a global presence and they mention that they serve about 60% of the fortune 100 companies. What is your opinion on Management, Technology, Debt, Cashflow and past performance. Do you see a good growth potential over 5 years. Can one start a position in it at current level

Sector and weighting do not matter. Have a good risk appetite but not looking to gamble.

Thanks

Q: Peter; Just a thought - I see many questions asking for your top 5-10 growth,income, speculative picks etc. Maybe you should just put them all up on the sidebar? Rod

Q: Which Emerging markets ETF ex-China would you recommend. Could be in CAD or USD. How does this recommendation compare value-wise to a US market ETF?

Thanks.,

Q: Any thoughts on this new ETF. Yield seems a bit too high.

Q: With the RBI restricting the issuance of new cards in India, would this be a catalyst to trim ones position or switch to Visa?

Q: During the last earnings season many stocks were surging and then retreated after good reports, including Shopify. Not a typical pattern from my understanding. Shopify is currently surging again, is the same pattern going to repeat this time? Impossible question I know, but is a similar pattern emerging currently?
Thanks Peter.

Q: Could you please comment on their results and outlook?

Thanks,
Milan

Q: I purchased Magna a few months ago based on 5i’s comments of the company. I’m down 17% in favourable market conditions. Why?
What has changed? I appreciate your service.

Q: I bought TTD @ $200 (pre-10:1 split) and rode it upward to a peak of $970 during the pandemic. Since December 2020 it has settled back and been as low as $48 in 2021. My question is whether the good times are over and it's time to take my profit from this stock and move on. Thanks.

Q: Peter and team
I have not asked about ETFs in this forum before, and hope it is OK to do so
I was just looking for your thoughts on the Hamilton HDIV ETF launched today
Thanks
Phil

Q: Please comment on Magna's acquisition announcement today.

Thanks

Q: I am interested in ABCL based on my belief that the technology has many potential applications for many years to come. However, there are a few things I am wondering about. The stock has been on a steady decline for months, I presume due to the release of restricted shares and the fear that revenues will decline post-covid.

I expected that ABCLs Covid treatment would gain more acceptance and use than it did...esp. in places like India that were so desperate. But for some reason it just sat on shelves across Canada, even though it was approved federally, and by the FDA in the US. This makes me wonder about ABCLs marketing and business development. I know they have some partnerships with large partners, but I find it hard to quantify those in monetary terms.

What are your thoughts on these concerns? Do you see the continued decline as a sign of problems, or is it more of a buying opportunity for long term investors, and what is your confidence level?

Thanks,

Q: Good evening team,
I currently hold IPA. What do you make of the trading today? It's not too often I see companies trade 6 times their float. In your experience, what does this sort of trading suggest to you?

All the best

Q: Is there a simple formula I can use to calculate what price an oil company should be trading at. I would like to use it for Parex and a couple others.

Thanks Steve

Q: Do you know the reason for low volumes for this security? I'm interested in purchasing for a non registered account as it has come off a little recently. A little surprised given the size of the company. US listed BIP has much higher volume but will come with a withholding tax correct?

Q: I am looking to invest in an ETF for a period of 5 to 10 years and have a medium to high risk tolerance. Can you suggest 5 to 10 ETFs that should be considered? Thank you very much

Q: This is not a question but response to a comment posted earlier. RBC platform issue is sorted and the site is now up

Q: Just looking for an opinion,

In what scenario does this ever get back to it's glory days before the oil fallout years ago? I have owned this for sometime in a TFSA and wondering if I should just keep holding due to not being able to harvest tax loss or take the loss and move the proceeds into something else in a different industry where over time I could recoup the loss.

Q: I have a well diversified portfolio across all industries - mix of small cap to large cap, value to growth names). In the dividend category I currently hold AAPL, TCL.A, SIS, MX, DBM, ENB, PKI, BAM.A, AQN, PBH, BNS, CM, MFC, SLF, BAC and GSY. Although I am a fan of MG and TFII, I do not wish to purchase either of them at current prices. I would like to add two or three dividend players to this list and would love to hear what you would do in my shoes.
Many Thanks