Investment Q&A

Q: Current thoughts regarding Celestica please. They seem to be finally coming around.
Looking forward do you think they might sustain. Thanks.

Q: Seeking suggestion of a proxy for possible tax loss sale of ARKF with intention of buy back after 30 days.

Q: LSPD reports F2022/Q3 on February 2 after the market closes. For this quarter, what is the estimate for revenue and gross margin, and what is the estimate for adjusted EBITDA (loss) and adjusted EPS (loss)? Thank you.

Q: Peter; It looks like the EV sector is out of favour- most of the stocks, GM,F,MG.LNR,LAC er are all off from a couple of weeks ago. What’s changed ? Thanks.Rod

Q: Following up on my last question on buying SHOP in US or CDN funds, I am not sure I was clear with my question based on your answer. I have both a CDN and a. US TFSA investment account. As a Canadian living in Canada, I can buy the stock from either account. Does it make more sense to buy this company from my US account as they do most of their business in the US. In the long run will I benefit from doing it that way ?

Q: any chance this has serious upside

Q: Hi, am thinking of selling DOCU and replacing it with NVEI in my tfsa for growth. Does this make sense?
Peter

Q: Can you comment on their earnings release, valuation with the recent fall and opine on their prospects? Wondering whether this is a decent entry point for what I think is a "pick-and-shovel" company in the semi space? Thanks

Q: Greetings - Considering the impressive returns from the energy sector last year, the leadership of the sector so far this year, the current supply demand scenario for oil , the likelihood of greater US production, geopolitical realities, and what we might see in the next 3 to 6 months (insofar as there is any clarity that far out) 1. Is energy a 5 or 6 year investment or more likely a shorter term trade. 2. Does it seem to you that the oil price is more likely to continue to climb throughout the next 6 months rather than to recede. 3.Which 3 of these 8 listed securities offers the best upside and which 3 the least risk and thirdly if you had to pick just one to buy a full position of today which one of the eight would you personally click the buy button on and would you be comfortable doing so at the current price.
Thank you for the input - Ken

Q: Hello 5i
I know that it is a good idea to either have a certain number of US stocks that are not represented in Canada, or an etf for the US market, in order to have a balanced portfolio. Fortunatly, or unfortunatly, I have both. And I am wondering whether I should either get rid of my stocks or get rid of my etf's. The above are the US stocks I hold. in pretty good percentages. If i were to hold only stocks what might you suggest to supplement these? I know that I am probably heavy in tech to really represent the US market and will probably have to trim here, maybe in percentages. any other suggestions appreciated. Most of these are held in tax sheltered accounts, so taxes shouldnt matter too much.
thanks as always

Q: Hello,
A question about the Canadian Money Saver Model ETF Portfolio.
Unless I've misread, it seems like you use a combination of VEE (Emerging Markets) and VE (Developed Europe All Cap) for your International/Ex-NA exposure.
Wondering why this combo instead of the more usual VEE plus VIU (Developed All Cap ex North America)?
Thanks,
Roman

Q: Thinking about betting apps… are they on the rise? Would you recommend buying if so which ones?

Q: Two days ago I saw an article on 5i about new ipos and focusing on 10 to watch. I can't find it now. Is there a way to find it again? It was interesting. Ron

Q: What expectations do you have for this company in 2022?

Q: Hi,

Can you provide comments on Real Matters quarterly earnings? Wondering if this is still a hold?

Q: AMT is a long time stallworth being pounded, like many others. But how would you feel about it's valuation in this peculiar market? Wait for it to consolidate?

Q: I hold these 8 equities in one part of my portfolio. I am not sure if it makes a difference, I am up on some and down on others.

The approximate weight and the gain / loss is shown for each. ATZ (3%, +17%); CNR (4%, -7%); CM (4%, +8%); Acuity Ads (0.5%, - 37%); MG (4%; - 11%) RY (6% + 5.5%).

I wish to free up about 2% of the portfolio for a cash requirement. Taxes are not an issue.

Two questions: First, if you were me, which / what would you sell to free up some cash? Second, is there anything here that should be let go because it is time to move on from it? I know AT is too small to make much impact but I am inclined to continue to hold it, for a potential bounce. Many thanks

Q: Your comments on CIA's latest report, initiated dividend of $.10 & their conference call would be appreciated. Would this report be positive or negative for the company? Thanks as always
Dave

Q: Currently own BAM.A and BIP.UN (From Enercare aquisition), I am quite comfortable with the two Brookfield companies combined percentage within portfolio.

After reviewing the sectors allocation, I am high on financial (BAM.A) and low on Energy, I plan to reduce BAM.A position (take profit) and move the proceed to BEP.UN in a registered account?

Goal is to maintain the same percentage of Brookfield companies in portfolio and balance the sectors better especially want to long renewable energy.

Do you agree with this move or have comment, concern, other suggestion ?

Thanks.

Q: Can I please have your take on Lam Research's recently announced earnings. Do you consider the stock a buy at this price or is there another name in this industry that you prefer. Your overall view on Lam would be appreciated. Thank You.