Investment Q&A

Q: In the past year, INK Reports show company officer and director insider net selling activity levels for AEM, AGI, PGM and WDO are significantly higher than levels for KL and MMX. I realize there are many reasons why insiders might decide to sell, but is it a red flag for investors when net selling activity reaches the levels exhibited by company officers and directors of AEM, AGI, PGM and WDO?

Q: I have held Knight for many years waiting for the payoff. Now they are being booted out of the
Index to make way for GFL. They filed their shelf prospectus so perhaps something is brewing.
They report in March. Yes there is value but they sure haven’t created any in almost five years? How long do we wait?

Q: Can you please comment on NVEI preliminary results. Thanks

Q: Hello 5i Team,
Recently my sister and brother-in-law sold their restaurant business. They are both in their early 50's. They've been working hard for 30 years and don't have many investments other than a few mutual funds. They would be conservative investors, so, mostly dividend growers. If you were recommending someone starting a portfolio of 15-20 names to build a foundation on; which companies would they be?

Thank you very much,
Brent

Q: Good afternoon, I am starting to get nervous.... hearing lots of predictions on BNN from different sources of market being in dangerous territory and tech bubble about to burst. What is your advice?

Q: Just your general thoughts on DND's recent Australian deal? Thanks as always for your great service.
robert

Q: Hello 5I team: I own cerence (thanks to your recommendation investor suite) wondering about you outlook with alexa and siri pushing in the space,They(crnc) seem miles ahead with world wide acceptence .Have a overweight position. Trim weighting or run for a few more quarters?
Thanks Mike

Q: Hi, Invesque has been rising lately, is there some news prompting the interest? Thx Kim

Q: Good Morning 5i
What is the consensus for earnings when Canopy Growth reports Feb. 9th. ?
Thanks

Q: Mcld just announced a nice contract with the Alberta government. I was expecting QST to have such a contract. Do they compete with each other ??
And what about Questor’s press release today, just marketing, and nothing better to say ?
Thanks for your help.

Q: In your last weekly update there was an article that talked about a potential fraud in Bitcoin trading. The fraud is with trading platforms that use Tethers. Can you please give me your comments on this article? Is it possible that Tethers used in trading bitcoin do not have the value that Tether claims? Any and all comments are welcome.
cheers, Darcy

Q: I often see small trades in securities - just a few shares or so. Do traders/investors make small purchases - either up or down - to give others the impression a stock is either rising or falling? If so how widespread is this practice and how effective is it?

Q: Several chemical companies I have noticed lately seem to represent reasonable value. Do you perceive WLKP to be one such company for an income oriented investor?

Q: Good morning. Some time ago I bought AMCI (a SPAC) in anticipation of its merger with Advent Technologies. That merger has now happened and Advent is now trading as of today in the US with the symbol ADN. Will my broker (RBC DI) automatically change my shares from AMCI to ADN? So far nothing has happened. I know I could ask RBC but the wait times are over an hour! Thanks.

Q: MGNI- another home run for your team. Well done and thx. Do you like the deal?

I had not bought twst yet. Do you like the entry point after the drop on reporting?

Thx as always
Brian

Q: Hello,
I am interested in picking up some shares of FLT.CA for the longer term (3-5yrs). Can you tell me what you think about the company? I understand that they are doing some testing for Air Canada? Do you know anything about this and if this may lead to a contract? Does FLT have any substantial contracts in place? Thank-you.

Q: Evening gentleman,

I would like to have your opinion on the state of the cannabis market in Canada, your preferred picks in the small and larger stock and what the future looks like for the US market with Biden in the driver seat.

Thanks,

Richard

Q: I know about covered calls and possible loss of capital gains but at a 11.4% dividend I think it makes up for it. Life insurance companies should be safe and the 5 year chart looks enticing . Knowing that the underlying dividends would be around 4 to 5 % they are earning a lot for the calls, is this sustainable or am I missing something here.

Q: AVL has been doing extremely well recently and I’d like to know if you think its performance is likely to continue, and what you think about it in general. As of Feb 3rd, it’s 20 cents a share. Do you see it ever getting near its 2011 peak of $9 again?

Also wondering if you could comment briefly on the outlook for CIT, a financial name in the USA. Thanks.

Q: Portfolio Analytics suggests I need to increase my U.S. holdings and communication services allocations as it current says I have no comm. services. 2 part question to help address this gap in my portfolio (feel free to take 2 credits):
1) I currently hold TTD. Do you consider TTD a communication service? Your platform labels it as technology (software) whereas BMO Investorline labels it a comm. service.
2) Can you please provide me with your favorite 3-5 U.S. names in communication services (in order) that you would start a position in today. This would be bought in either my TFSA or RRSP. I am a younger investor that has 20+ years until retirement (defined benefits pension) so would be focusing on growth. A dividend is not a requirement.

I have scanned past answers to look for names you have mentioned recently (somen noted above) but there was never a focused question on just communication services.

Thanks for the fantastic service! I cannot understate how much I have learnt since becoming a member.