Investment Q&A

Q: Good morning 5i,

With your vast experience with ETFs, im looking for 2 US ones?

1) market cap weighted ?

2) Equal weighted ?

thanking you in advance

SG

Q: Wti and Wcs are both down 15% over the last year but these are up 30%.Why the disparity? Thx

Q: Hi Peter and the 5i Team,

The recent performance of QSR has been quite lacklustre to say the least. If you were buying today, in what order would you buy QSR and its major Canadian peers (AW.UN, MTY, ans BPF.UN)?

Thanks for your valuable insight.

Q: I heard their drug is doing really well. It looks like they will bring it to market . Would you recommend investing?

Q: For a conservative investor making an initial investment in o&g industry ( other than owning ENB ), which would you suggest ?

I like the integrated biz and very long reserves of SU and the proven management and size of CNQ.

Which company can handle lower oil prices best ? Which is more dividend growth friendly ?

I’m thinking either one is fine and it’s a coin toss, but any further considerations you can provide would be appreciated.

Thanks, Derek.

Q: Hi, after the recent spectacular increase in share price, would you be more inclined to follow the momentum and buy an initial position, or wait for things to stabilize or dip a little bit? Thank you.

Q: Hi, if initiating a position today, which of these two would you prefer, and why? What would be a good entry price for both? Thank you.

Q: Is this a good time to initiate a position in this company?

Q: Hi

According to Barron's : "Shares of Vertiv Holdings, a leader in data-center cooling solutions, were falling Thursday after Amazon.com's Amazon Web Services announced the development of a new cooling system of its own. Analysts, however, think the selloff is "overblown."

Probably a wait and see, I would think but have to check with the guru. Any opinion?

Carl

Q: Axon, Crwd,Vrt dropped over 5% today, any reason or is it just A-I exhaustion?

Q: David Rosenberg recently wrote an article relating to the outsized US debt situation.
One of his recommendations is high quality bonds. Would you agree with this assessment?
What high quality bonds would you purchase and what length of time - short or long term?
Thank you!

Q: I'd like some information on the ETF MSTE ....... Looking on the Harvest website they offer the following explanation of what the ETF is .......

" The Harvest MicroStrategy Enhanced High Income Shares ETF invests all its assets, directly or indirectly, in Class A shares of MicroStrategy. MicroStrategy provides business intelligence, mobile software, and cloud-based services. The company’s securities have developed into a Bitcoin treasury holding company, due to its substantial holdings in the world’s premier digital currency."

I take it from the last sentence that it has evolved into a " proxy for Bitcoin " . Is that correct ? And from it's historical high to it's current trading level it has fallen 9.9% . Is that correct ? And looking at it's history of dividend payments { it has paid four dividends . Two of .66 and two of .60 } I come up with a 40% dividend { based on the lessor of the two dividend rates } ..... Is that correct ?

Personally I am from the Jamie Dimon school of crypto-currency ..... The stuff has no value whatever. But I can't deny the steady growth since someone came up with the idea of " Let's make a currency for criminals the government hasn't regulated " ......

So what am I buying here ? A less volatile method of investing in Bitcoin with a honking big dividend ? Or if one is so interested, is Bitcoin itself the better choice ? .....

Thanks for your terrific service ......

Q: 1) For these listed firms, which ones have the strongest link to the nuclear energy field?
2) I have a fair sized holding in WSP but am eager to branch out for diversification purposes to either STN or ATRL. I see from other questions, 5i's seems to favour STN as a compliment to WSP. How strong is STN in the nuclear field (their website suggests some capability)?
With thanks.

Q: Lumine stock has been firm over past few days and seems to have broken out to new highs Today. ( Relative to TOI and CSU ). Is there any news, you are aware of, or, it's the stock technically coming out of consolidation ?

Thanks

Q: What is floating the EIF price?

Q: What’s the reason for the big drop?
Please provide 12 months outlook

Q: Hi folks...need your opinion on Cellebrite...no CEO in long time, now the CFO has left the company also??....Who is making the decisions on purchases/operations..ie: $200M acquisition...if you have no CEO??...stock is steadily drifting lower...1 of my larger holdings, & don't want to be holding onto a broken stock...similar to Aspen Aerogels....thanks for help...still rate Buy, Hold, or Sell, jb

Q: Every announcement in the past few weeks (acquisition; CFO; partnership with NCMEC) has brought on more selling. Is there something amiss with CLBT? Is this a compelling buy or a falling knife.

Q: The best Canadian public genomic stocks to buy now?

The best public genomic stocks in the world to buy now?

Thank you.

Q: what is the annualized return of SPY, QQQ and XIC over the last 20 years. I thought I read an answer where you said the S&P only was 2% including dividends which seems too low.