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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Looking for a reasonable dividend (>2%) with some growth in a non-registered account. Was thinking of binning PPL and ZRE (down more than 20% on each), harvesting my tax losses, and replacing with PKI and SIS. Would you suggest holding the course, or swapping one or both out for PKI and/or SIS? (I would have considered swapping out for TRI and/or SLF, but am already at 19% financials.) Thank you.
Read Answer Asked by Maureen on July 29, 2020
Q: Hi, could I please have your view on this ETF. It is small in AUM but seems to have a lot of underlying holdings. Wondering if these holdings are relatively mature stable companies (for China!) like utilities, telcos, banks etc.. Would you consider the distribution relatively stable? Also is it currency hedged to the Canadian $. Thanks.
Read Answer Asked by Gary on July 29, 2020
Q: WHAT IS THE DIFFERENCE BETWEEN BOOK VALUE AND TANGIBLE BOOK VALUE
Read Answer Asked by John on July 29, 2020
Q: Hi 5i team,
Kodak caught my eye today. It was up 250% in the pre-market. I used to own it 100 years ago. Last I remember, it was on the verge of bankruptcy as no one was buying cameras anymore with all the smartphones offering that function. Now it wins a contract from the U.S. Government to manufacture drug ingredients to help offset supply chain issues with China. I don’t plan on buying Kodak but this seems like the craziest company pivot I have seen from manufacturing cameras to drug ingredients. A sign of the times, perhaps?
Dave
Read Answer Asked by Dave on July 28, 2020
Q: Next Thursday, 11 companies (which I hold) are reporting their earnings either before market opens or after market closes. This is a record for me. Curious, what procedures do you or other 5i team members use to deal with even more companies reporting their earnings on the same day in a timely manner? Thank you.
Read Answer Asked by Karen on July 28, 2020
Q: Question asked by Terry: "What was the price of Fnv and the price of gold at the end of 2011?" Canada Stock Channel will give compound earnings on $10,00.00 with and with out dividend back to 1995. Just enter the stock symbol and date range. https://www.canadastockchannel.com/compound-returns-calculator/
Read Answer Asked by Roy on July 28, 2020
Q: I am wondering what the most relevant gold price is. I see the December gold futures contract displayed on BNN as of yesterday, and which just touched 2k, but that contract seems a little far out (time wise). Shouldn't they be showing the September or October contract prices when the August contract 'rolls over'? Is the spot price the most relevant price, or the front month contract? When exactly is a futures contract considered 'rolled over'? What is a reliable source for the gold spot price?

Please deduct as many credits as necessary and help me clear up my confusion. Thank you.
Read Answer Asked by Marco on July 28, 2020
Q: Hi Peter and Team,

What are your thoughts on this company for a small cap play? I realize its high risk but do you see potential in terms of good management and general future prospects? Could you comment on debt, revenue and insider ownership?

Thanks as always for all you folks do.
Read Answer Asked by Wes on July 28, 2020
Q: Please provide some context with respect to Intel's recent woes in nano chip deliveries. What material consequences are likely?

Secondly how if at all is Photon Control impacted. TSM has been an immediate beneficiary. Does PHO supply INTC or TSM?

Thanks, Hugh
Read Answer Asked by Hugh on July 28, 2020
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