Investment Q&A

Q: It appears that copper price is starting an uptrend. What individual stocks or ETFs would you recommend for taking best advantage? Is a precious metal ETF with more than just copper a good idea?

Ok thanks

Q: Hi, any specific reason for the recent surge in VFF? Up 65% in the last month (albeit from a very low base). I have held on to this one thinking/hoping that one day it may do well again. (Perhaps this is the catalyst it needs). Can it be picked away at over the next 6 months? Or still too speculative?

I know there was the German law that recently passed but was this enough for the surge?
Also VFF in your db is still showing it belongs to the TSX but I believe it is now listed only on the US exchange (Nasdaq?).

Cheers,
Steve

Q: Hi, Could you please comment on the secondary offering of $163 mln, for sale of 3.5 mln shares by Mason Capital at an agreed price of $46.55, a bought deal through Scotia.

Does the recent weakness has anything to do with this, in your view ( besides the GS report} ?

Thank You

Q: Your comments please on earnings. Thank you.

Q: Hello. As between Newmont and Barrick, which would you rather own and why? What would be a good entry point for your pick? Thanks!

Q: Since the great earnings report and making new highs the SP seems to be pulling back quite a bit. As a very long time holder, should I be concerned? I know that many times a drop like this precludes some sort of bad news that as yet has not been disclosed. Thanks for your continued great service.

Q: Hi 5i!

Can you comment the news about Celcius and Pepsico? Your toughts on the 7% drop, is it an occasion to add more shares?

Thanks!

Frank

Q: Is there any possibility of obtaining any settlement from the class action suit.

Thanks

Q: Been a few years since NTAP was written about on here can you please provide some analysis? Thank you.

Q: Is there a way to short DIGITAL WORLD ACQUISITION, the company that has acquired Truth Social?

Q: Your analysis please, thanks!

Q: I have core positions in all Brookfield entities. I've read a lot lately about higher demand for electricity and the need to expand electricity production capabilities. Are there other firms directly involved in the building out and monitoring of electricity supply, either nuclear or conventional that I should be looking into?
Thanks in advance. David

Q: what 3 metrics do you use to value ZTS? . please give the forward metric for each criteria versus the 3 year average metric thanks Richard

Q: Hi, Hammond Power stock has been on a tear, for all good reasons, as noted in numerous 5i comments. However, it seems that the valuation has also moved up to a forward PE of 21.5 up from 10.5 less than a year ago. The stock has historically been volatile after company's earning release. What could be the factors, in your assessment, which could cause a pullback in the stock ( If any ), post March 27 earnings ? And, if it does, would to consider it to be a buying opportunity and at what price level ?

Could you please also provide the street estimates.

Thank You

Q: Hi Group can you make me a list of 10 best (sleep at night)ETFs (one for each sector) c/w 5 year dividend % . I want to buy them and forget about trading or sell foe the next 10 yrs. Can be US or Cad ...Thanks

Q: HAS GAINED SOME MOMENTUM RECENTLY. BESIDES HAVING A NICE DIVIDEND,
what is your opinion?

Q: For at least10 years I had been invested in a diversified portfolio that included the eleven sectors, bond ETF's gold, preferred shares and cash only to see the bond ETF's and preferred shares continually tumbling down year after year. Gold went nowhere with no dividend, nada.Tiring of this I got rid of the bond ETF's, the preferred shares, and gold having lost thousands but I didn't care! At least I no longer had to look at this disaster taking place as they melted down to almost nothing. What was left I invested in the good companies and never looked back. As my five year GIC ladder came due, each year I gained a paltry $1,500 or so on $10,000. So no more ladder. All through the pandemic the dividends now kept on coming, stocks are increasing and I was up a minimum of $140,000. So now I have cash, all eleven sectors with fixed income from ETF's like UMAX and others plus my pension. So cash 13%, Equity 50% and fixed 35% no bonds, no gold, no preferred shares and 2 years left on my GIC ladder and Europe ETF. I know 5i loves to include bonds etc as a "balancing diversifier" to a portfolio but for me this did not work out. Maybe in the next ten years or more they may break even but I do no want to wait that long. So far this works for me. I invite any comments that you may have.

Q: In a high growth portfolio I hold the following US stocks: CRWD, GOOGL, NVO, Uber and the ETF XT. I think I would like to replace the ETF XT with a single growth stock. XT has done okay for me in that it has doubled but that took nearly 10 years. Can you recommend a faster growing US stock that would be a good fit?

Thank you.
David

Q: Good morning everyone at 5i!
Quick question...does PSI increase its dividend yearly? And of so how long has it consistently doing so??

Cheers,
Tamara

Q: I believe the recent weakness in GSY may also be partly the result of Stephen Smith merging Home Bank and Fairstone to create a stronger competitor to GSY, plus all the noise about Propel.