Investment Q&A

Q: Good Morning Peter & Team,

As follow up to Roberts question answered earlier today... why have PBH & QSR performed so antithetically? Is QSR trading at a discount?

Thanks for all you do

gm

Q: hello 5i:
We've been looking at adding one of these two to our health care sector, but if I have it right (please comment), AND is as much transportation (Industrial) as it is Health Care, and NBLY is as much Consumer Discretionary as it is health care. Am I correct and which one do you see as having more upside?
thanks
Paul L

Q: Peter and His Wonder Team
QTRH just completed a $50M Convertible Debenture. Please explain in laymans term a convertible debenture.
Please give the pros and cons of this transaction. The company seems to think it is positive but as an amateur I am not sure. Thanks...your professional objective insights are always of great assistance.

Q: I already own bepc, bipc, shop, lspd, well, se and TD.
I’m looking for a few solid companies that have been beaten up a little to add to my list

Q: When does shop report earnings?

Thnx in advance!
Dave Soroka

Q: What would you buy to replace WIR.UN. With a similar buy ? some suggestions with options and rational would be appreciated ( CAN ALSO BE CANADIAN)
thanks
yossi

Q: hey guys hope all is well i,m currently down 10 % barclays came out with a sell rating i had originally bought this with a 2 to 3 year hold i,m wondering how bad this could get considering chip shortage if you could please let me know what you think maybe get out now and get back in when things are better Thanks as always

Q: I notice CELH has been up and down between $87 and $97 over the past month. Anything causing this? The Entertainer from CNBC was very high on Netflix and Tesla. Netflix's stock dropped on a good earnings report I think because people had bid it up prior to the earnings report. Your opinion is needed before making a final decision on either one. Thank you.

Q: Thoughts on the quarter please?

Q: Please correct me if I've missed something but it appears that there are only gold focused metals/mining stocks in the materials category of any of the three 5i portfolios. Could you explain why you have no other metals covered and if you expect that to change in the next short while.
Many thanks.

Q: Hi

Which one would you pick today?

Thanks,

Q: Good morning,

Some information for James I think. I have had a LIRA with BMO Investorline since 2011. I have a pretty much 50/50 split with Canadian stocks and US stocks. I do the conversion once and then the cash stays in that currency. If I sell a US stock I settle in US dollars, If I sell a cdn stock I settle in CAD dollars. The dividends all get collected in the appropriate currency as well. For example Starbucks pays me in US cash and Altagas pays me in CAD dollars.

Hopefully this helps

Jimmy

Q: In response to Justin’s question about the short leash for XBC I wonder if you could comment on my rationale for holding onto this stock despite also being down about 50%. I agree with 5i’s principle of the longview of 3-5 years for growth stocks if no material change presents itself. As for XBC I remain positive for the following reasons: it seems much of the difficulty is COVID related, the board has taken concrete positive steps to rectify weakness, the business model has diversified significantly, the sector is just getting started and there should be years of tailwinds. In following your advice to invest for the long haul in growth, not get emotional about the volatility that presents itself in this space and the feeling that markets in Canada tend to overreact to news much more so than in the US, could you make the case for those like me that would like reassurance that XBC remains a viable position to hold based on valuation and potential.

Q: Hi Peter snd Staff

Building on a ranking question yesterday I own DND in my tech basket but not CTS

I’m not worried about a couple of $9.99 charges and taxes are not a consideration

Can you please expand on CTS over DND

Thanks for all you do
Dennis

Q: Would you know when Apps reports next and what are your estimates? Many thanks.

Q: Just announced, Mission Ready Solutions Inc (“Mission Ready“) (TSX Venture: MRS) (OTCQX: MSNVF), a provider of comprehensive government contracting solutions, announces that it has granted incentive stock options (the “Options”), pursuant to its stock option plan (the “Plan”), for a total of 4,800,000 common shares of the Company, to certain directors, officers, employees and consultants of the Company. The Options, subject to the terms of the Plan and the corresponding option agreements, are exercisable at a price of CAD $0.25 per share for a period of up to 5 years.

I bought in at basically double this option and others maybe more. My initial reaction is disapointment. It seems management is being given a potential reward for bad performance.

Is my reaction "emotional" and perhaps there is good reason for this?.
Thanks John

Q: Re James Qtrade USD LIRA issue, a while back I asked Qtrade the same thing about USD spousal RRSP and they said not available too. I asked why, they said there was not the customer demand for it. Perhaps as a smaller broker they just do what they feel they have to in order to keep most customers happy.

Q: What are your views on Booz Allen Hamilton (BAH)? Are there other preferred cyber security related stocks that you suggest?

Q: Hi, what is your outlook for Rogers - is it more of an opportunity than a laggard? The stock has lagged other telecoms and its below its 200 day moving average.

Q: Public Feature Request: Could you add a filter to focus on Favourites for a given ticker?

This would allow a quick view (and reminder) of the answers I find most useful for a given stock.

Cheers / Thanks!