Investment Q&A

Q: Hi 5i.

I have studiously avoided investing in tech companies, largely as a result of not taking an interest in/understanding their businesses. (This is similar to my reason for never investing in crypto, which I can see only as a load of hogwash.)

With the recent drawback in tech prices, I now have some interest in putting some money into a couple of tech stocks that have a good growth outlook in the near- and mid-term. With that as the goal, simply some growth over the next few months or year, what 2-3 names, Canadian or American, would you suggest? (NB: I am thinking of putting no more, and probably less, than 10% of my portfolio into this play.)

Thanks for your help.

Q: I own KL shares. Do I need to do anything to receive AEM shares or is the process automatic? If not automatic, what do I need to do?

Q: I currently hole MMM in a dividend portfolio on the US industrial side and thinking of ITP on the Canadian materials side. Are these to companies too similar in nature to include in a diversified portfolio? Would you have another dividend grower materials related stock to consider?

Q: I have been looking into HCAL lately as an alternative to buying Canadian bank stocks directly. I'm aware that it uses a little bit of leverage and possibly some covered call writing to increase returns and am comfortable with the increased risk. I noticed that it appears to rebalance its holdings quarterly moving 80% of the funds into the 3 most oversold banks. I'm assuming that this would create a fair amount of capital gains each year within the fund. Would this create a capital gains for the holders of the ETF at year end or would the holders only claim the capitals gains once the ETF is sold? If so would this be better held in a registered account? Additionally a portion of the distributions would be due to dividends from the banks. Would this portion of the distributions count as eligible dividends for the holders of the ETF?

Q: Your thoughts on PYPL, do you see a recovery anytime soon ? Or am I better to sell it and move elsewhere .

Q: Hello 5I. I have a full position at about the current price. With that said I am wondering if you still consider this stock to be a very good growth stock longer term? Or if you think there are much better alternatives in the high risk segment this lives in. Thanks

Q: I am light on materials. Please provide a recommendation for best 3 'materials' stocks in US and Canada at this time. What is a good materials ETF for reference. Thank you.

Q: Do you think we are looking at a dot com crash 2.0? It seems to be a slow meltdown with no end in sight. Thanks,

Jason

Q: Hello,

With a five to ten years time horizon, what are your top five US tech stocks?


Thanks!

Q: can you please provide the short interest on PINS and what are the earnings expectations for the coming earnings( or lack thereof) ? also if they disappoint on the next earnings report would it be time to throw in the towel? down 79% and not counting....

Q: With Kirkland Lake, would it be best to sell and buy AEM now as in before, or wait till the day of and let them do it.

John G.

Q: Hi,
What do you make of the rumour that NVDA is considering quietly pulling out of the ARM deal? If there is any truth to it, what effect do you think it will have on the share price?
Thanks as always for your helpful insight.
Dawn

Q: What do you think of msft latest quarter.

Q: good evening,

I have tax losses that I can harvest on these 2 companies but, I don't want to miss the boat if the market turns. What are the best proxies you can recommend or should I hold?

Thanks!

Q: I hold the following IT equities and ETF and am reviewing them for duplication. Please advise which of these you would sell; ASGN, RBLX, UCTT, META, LOGI, MSFT CSU, XIT, TOI, STC. Thanks very much.

Mike

Q: Hello 5i Research team, not a question, more as a follow-up to your response to Sheldon's question earlier today about Park Lawn: I would like to mention that I believe a major factor that has allowed funeral homes to perform well in 2020 and 2021 is the COVID surcharge ($500+) imposed at each funeral in many jurisdictions for the additional sanitation measures required due to the pandemic. The profit margin on this surcharge seems to be quite generous in my opinion... Publish if you think this information can be useful. Thank you for your collaboration, Eric

Q: Please provide your top 3 US and Canadian industrial stock recommendations. And, what is the best ETF to cover industrials?

Q: Hello Peter & Team,

MG is showing a P/E of 16.85 yet the PEG is a -2.64 meaning that the company is losing money or that the estimated growth rate for future earnings is negative, indicating that the earnings of the company are expected to decrease in the future. Have I read this/interpreted this correctly? And if so, is MG a company we should be staying a clear of right now? Or do I have this all wrong?

Thanks for all you do

gm

info sourced via MSN Money

Q: Can you comment on CIGI's Basalt investment and your opinion on their outlook? In light of this, which would you prefer between CIGI and FSV? Thanks.

Q: Between TRI & FSV & BAM.A which would you prefer for a RRIF? For someone who is looking for a dividend, capital preservation with some growth. Please give reasons for your answer.