Investment Q&A

Q: In a $700000 plus portfolio, cash, TFSAS & RRIFs I own the following securities in the indicated percentages.
AQN-4.1%;BAM.A- 3.27: BEPC-2.08: BNS-3.69:
BYD-3.79: CAE-4.22: CAR.UN-3.6: EIF-4.13: ENB-3.1: GSY-4.73: KXS-2.6:LSPD-10.11: MG-3.36: PBH-3.37: SLF-2.5: T-3.79: TFII-2.94: THNK-1.55: VFV-3.67: VGG-7.94: WELL-4.14: WSP -4.28: CRWD -3.51: VEEV-4.47: Cash-5%.
Took profit and reduced positions in TFII and KXS. To deploy this cash, are there any undervalued securities that you would consider as an appropriate addition to this portfolio? I think that growth and value can be synonymous.
What are your thoughts on CRWD. Would you continue to hold it or look for better opportunities elsewhere. If so any suggestions would be appreciated.

Q: Hello 5i team, I need to assemble a large amount of U.S. dollars (~$25,000 for an investment near and dear to your hearts). I have used Norbert's Gambit for smaller conversions in the past, which works fine except that I'm sometimes tempted to 'play trader' and to time my transactions to pick up some extra dollars. But for this large transaction, I don't want to mess around. I know I can do the gambit with any interlisted stock, but I would prefer to reduce or eliminate the risk of a price move against me. Can you recommend a good investment vehicle for this purpose? Also, can the buy and sell be done the same day, or do brokers require the first buy trade to settle before I can do the sell on the US side? Thank you!

Q: Hello team, while I'm generally a buy-and-hold investor, I've actually done well in the past several months by buying Raytheon when it has a significant drop (to $50s or low $60s) and selling it after it quickly bounces up nicely into the $70s. It is again dropping towards the low $60s - and I do like the company and could be comfortable holding this longer term, for post-pandemic growth, etc.. Would you be keen on this stock for a longer term hold if one can pick it up in the low $60s? Thank you!

Q: Looking to buy clothing retail stock as there will be pent up demand post pandemic
Which of these 2 stocks do you prefer? ......Do you have another favourite
I have 5 yr horizon; ok with moderate risk
Many thanks for your great service as always
Peter

Q: Hi

Im planning on taking out 100k from my heloc at2.95% and investing it in dividend stocks at a higher rate. Can you give me a recommendation of which stocks and how many would be appropriate.

TIA
Mike

Q: What are your thoughts about investing in an ETF such as CARS as an intro. to the electric vehicles market? Thanks.

Q: Given the high price of CSU shares, I am wondering how many investors like me are out there - those that held between 5 and 30 shares CSU shares which resulted in our receiving a rather insignificant number of Topicus shares. If your predictions of $50 per Topicus shares holds, do you anticipate there being a large number of small odd-lots of Topicus shares being sold and if so, will this depress the IPO price? Or are most CSU shares owned by institutions and large investors and us retail investors, therefore, won't move the needle? (Personally, I wish we would have received cash instead)

Appreciate your insight.

Paul F.

Q: Hi 5i
I have been considering taking a position in BYND. 1- 2 year hold. However it is up 20 % today. Do you have any idea why? Could it have anything to do with the 'short squeeze" action that seems to be going?
Would you be interested in this stock at this time? Any red flags?
Thx
Jim

Q: When mutual funds and ETF'S show there annual returns are they net of all fees? So if a mutual fund has a higher MER but out performs a lower fee ETF it would be obviously better to go with the Mutual fund if history shows better returns even if it's only say 0.5 %. Not guaranting future returns of course. Is this why you like recommending Mawer funds!

Q: Real and bsr are laggards in my portfolio. i would like to replace with two good performers .
on 5i i see crwd celph mgni et all i dont really know what they do
please suggest two that are on the safeside not necessarily the best .
also pbl a cdn co was a top pick by Stephen Takaczy

Q: I'm curious to know how the current shareholders of T are going to benefit from the pending sale of the TI unit. I get that T winds up with a big bag of cash and call me grumpy but I'm guessing there'll be sizeable bonuses for the very capable execs who put this together. What does the common shareholder get, other than a stronger company? The company was already strong and much loved, enjoying a deep regulatory moat. What do they plan to do with the proceeds and will those plans likely ( or even maybe) cause share values to increase appreciably? Any chance the commoners who were owners all along will get a special dividend or a dividend increase or even a cup of coffee? Just cause we're swell guys, and gals. Grump, grump.

Q: Hi group Mx getting slapped (ongoing over last 3 weeks after factory shut down - looking like run for the hills your comments on buy sell hold. please

Q: YOURE THOUGHTS ON THIS COMPANY WOULD BE APPRECIATED I BELEIVE THIS IS A SWISS COMPANY TRADING ON THE AMERICAN EXCHANGE? THANKS

Q: Hi
Based on current production, production growth and reserves which one would stand out and why.
Thank you in advance
Ed

Q: David Rosenberg is very bullish on post-pandemic clothing sales. Any suggestions on how to invest in that?

Q: Could you please give me your opinion on this stock going forward. Would it be worthwhile to buy it now after the big jump it has taken recently.
Thanks, Lesley

Q: Is NIO Limited (NIO) is a good buy? what could be the price target? Thank you

Q: On a scale of 1-10, please rate the following stocks for both growth and risk over the next year (1 being low, 10 being high): GSY, SIS, BAM, TRI, SLF, TFII. If only one could be owned, which would you choose today? Thank you.

Q: Hi 5i,

Thanks for the great work! What's your opinion on GraphiteOne? I'm seeing more and pieces commenting on increasing demand for North American sources of commodities (with graphite being one example).

Is this trend you are watching?

Q: For a INACTIVE investor, who like to buy and forget for 10 years.... Are VISA or Mastercard good buys....

Which one would you choose among the two ?