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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: What’s your guess behind the big move in the Nasdaq yesterday? Were you surprised with such a big pop in one trading session? With info leaking that Omnicron Variant is as bad as Delta, what’s your forecast for the remainder of the year and moving forward?
Cheers
Read Answer Asked by Curtis on December 08, 2021
Q: Fortitude Gold is a 2020 listing with a dividend, low P/E, and properties in the U.S. (i.e. as opposed to politically risky areas). Would you buy it? Which options in the gold space would you prefer? (Preferably low/no debt, strong B/S & dividend)
Thanks,
Read Answer Asked by David on December 07, 2021
Q: Top 3 favourite O&G to hold irrespective of portfolio mix. Canadian or US or international. Large, mid, or small cap. Doesn’t matter upstream, midstream, downstream. Just what 5i likes now and briefly why. Maybe an honourable mention if you have one.

Cheers!
Read Answer Asked by Duane on December 07, 2021
Q: I would like to add to my consumer defensive. I currently have PBH and DOL at 3% each. I could add a new 3% position or add to the two above. What do you think for a 3-5 years term? If I was to add 1 company which would it be? Please give me two names if so, Looking for a balanced growth and security. Thanks for your good work.
Yves
Read Answer Asked by Yves on December 07, 2021
Q: Can you comment on any short covering in your small cap recommendations?
Read Answer Asked by Allen on December 07, 2021
Q: Shop is being sued by publishers accusing them of textbook piracy. How much is this weighing on the stock price now and should it be much of a concern? It is troubling that this puts a bad light on SHOP since it is reported that this concern was brought up to SHOP several times in the past with SHOP basically ignoring it.
Would like to thank 5i for having guided us through these past troubled years (and all the years outside Covid as well). Gerry
Read Answer Asked by Gerald on December 07, 2021
Q: These CEFs pay good dividends. Would you consider either a good investment from a Canadian point of view - with particular reference to tax liabilities inside a LIF account, or in a non-registered account?
Read Answer Asked by Catherine on December 07, 2021
Q: Hello 5i team:

At this particular time, which ETF do you think worth buying? US based XLE or Canadian based XEG? Is there a ETF based on Europe or the rest of the world?

Will you underweight or overweight energy in one's portfolio? I know in the US energy doesn't play a big role. But in Canadian index, they do.

Thanks in advance.
Read Answer Asked by Savalai on December 07, 2021
Q: Hello, earlier this year I bought tesla at $590. I have watched it rapidly grow to what I believe overvalued. I set a 15% stop loss and I sold at $1045 I'm quite happy with this transaction. Do you think Im I wrong for getting out? Should I get back in? If I made the right move, can you recommend 2 stocks that I should look at? (Take as many credits for this.)
Read Answer Asked by Ziaad on December 07, 2021
Q: I have a position in T I have been holding for years for the dividend which was cut with more cuts on the horizon.
I plan to sell and replace with Verizon. I am thinking T will drop further in December due to tax loss harvesting. With this in mind is it better to sell it now or wait until the new year.
Read Answer Asked by MANFRED on December 07, 2021
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