Investment Q&A

Q: Hello Folks:
No one can predict markets, however with the S&P and Dow close to records I would think upside less likely than downside.
Consequently we have sold Deere and Cat at good profit as their PE ratios make it difficult understanding where much upside can be achieved.

We have a 7% position with Amazon, In your view would you keep this position or sell one half on the basis of being able to replace at a much lower future downturn price, or would you leave it alone.

Do you feel because of these inflated PE ratios one should raise some cash for a future downturn?

I am always am aware of the old adage that one's stock portfolio is like a bar of soap; the more you rub it the smaller it gets.

Thanks again for your great service
brian

Q: I would appreciate any thoughts that you might be willing to share upon the quality and reliability of management in this company. Seems rather promotional. Thank you.

Q: Hi 5iTeam - Could you provide an update on the fundamentals of H20 Innovation as well as its growth prospects and insider ownership/recent activity.
Thanks.
Rob

Q: Hello 5i,
I have a general question regarding the P/E ratio in Portfolio Analytics. Do you have a "rule of thumb" about when that ratio tips a stock from being a value stock- i.e. relatively low P/E to "normal" or "average" to one which has become "high risk" due to an elevated P/E ratio? Is there a range within a sector or is it complete individual per equity based on other (unknown to me) considerations?
To specify, in terms of the P.A. P/E, my portfolio ranges from <-5.7 & -2.7> for BIPC and BEPC respectively and then proceeds in a range of gradation to EIF at 48.7, WSP at 51.4 and PBH at 55.9.
At what point do I look at these numbers from the perspective of "actionable" information?
I can totally see where this might be far too complex to answer in a question so if you can point out any specific resources that might help, that would be great.
Many thanks!!
Cheers,
Mike

Q: Supposing the US enacts an effective climate change policy, shouldn't gas do better than oil/coal/tarsands, etc? If so, who among Canadian energy processors/transporters should realize the greatest benefit?

Q: Hello 5i

In general we all like to see a track record, but with that said, what is you first impression of these three equities?

Thank you for the great service,

Q: Hi gang, have $200,000.00 canadian to invest for 2-3 years. Just want to invest 50-50 Canada-USA. Would like to be as safe as possible. Some stocks and some ETF. If possible dividend paying one. Thanks
Alnoor.

Q: Greetings 5i,

Tesla just reported Q1. Trading down even though it looks like Elon beat expectations. Some controversy on Seeking Alpha regarding what alalysts were expecting vs realistic expectations. So lots of varied opinions and Tesla is down about 9 or 10%. Im still up about 15% as Im recently in, but I dont hold alot of conviction in this name vs something with more of a realistic valuation such as Berkshire or Sunlife/Manulife or maybe even one of the Brookfield subs. So a 2 part question. What does 5i think of this quarter and Tesla overall. Would you switch to one of the above mentioned names or hold for another quarter and re-evaluate?

As always take as many credits as required.

Cheers!

Q: I would like your opinion of silvercrest metals, pan-american and MAG silver corp in terms of valuation, growth potential and risk. Could you rank order them?
thanks

Q: I am looking to more real estate to protect from massive inflation from money printing everywhere. I already have PM's and already have a bunch of Canadian Reits . I am looking to buy more in the US. I already have STOR and SPG ,I am thinking about COLD and Gladstone land corporation LAND mainly because I am from agriculture and Michael Bury has taken an interest in this company.I know it's out of your scope but any opinion would be appreciated.

Q: MAW105 is supposed to be more tax efficient but how can it be since the distribution under that fund is greater than under MAW104 or MAW130.
MAW104 is a fund of funds while the other 2 hold the securities. What is the difference between the global balanced fund and the tax efficient one.
What will be the best one for a non registered account and for an rrsp. Why?
Thank you for your help with this matter.

Q: What is the best way to purchase this stock? My online brokerage service only allows me to buy Canadian or stocks listed on U.S. exchanges.

Q: Kindly give us your take on the just released TFII Q1 results and forward prospects. Thank you very much.

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

Thanks,
Milan

Q: Which do you prefer telus or enbridge for income growth and safety. thanks

Q: I was wondering what will be your recommendation for 5 growth companies in Canada and US after the pandemic.

Q: I'm looking to reduce the overall amount of positions. Of my tech names which would you suggest selling?

From what I can gather you prefer NVDA to AMD and would suggest one of either SHOP or LSPD. Is this accurate? Other suggestions or ideas to pair down?

Thank you very much

Q: Do you think FSV is fully valued or do you see more growth ahead?
Thanks for your service

Q: Good morning. Looks LLY is going to take a bit of a hit this morning. What are your thoughts on the company and it's growth potential. I have little Healthcare exposure. Would you consider this or prefer something else?

Q: I am up 145% on TTD (thanks!) and it is now 10% of my portfolio. Should I sell 25% or 50% of it, and if so, what should I buy to replace it? My other US tech holdings are PINS, VEEV, ICHR, PLTR, AMZN, FB, APPL. My US tech is the largest part of my growth sector, is there hole to fill in my list?