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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: I would like a definition of a few words that are in the Asset Allocation & Other Statistics section of your portfolios, namely:
Active, upside capture of 2.40 vs 1, Down Semi-Std Dev. of 1.14% vs .60%.
I read the basic definitions in Investopedia and would like to know the relation between the data.
Read Answer Asked by Serge on January 15, 2021
Q: I hold a position in FCR.UN. that was part of a real estate trio in an income portfolio. The other  "partners" are TCN and BPY.UN which was recently sold for tax harvesting purposes.
The question now is should I sell FCR.UN which is just slightly in a loss position?
If the suggestion is to be patient and hold, what other one should I purchase as part of a real estate trio, aka to replace BPY.UN?........Thanks.......Tom
Read Answer Asked by Tom on January 15, 2021
Q: Regarding the preferred share offer. The option of 0.66 of BPYY is based on a par value of US$25 x 0.66 =$16.50. BPYY is currently trading at US$24.59 and has a 6.61%dividend. This effectively values BPY at US$16.23. So you have the choice of getting $16.23 for something worth $16.87 (all US) Please tell me if this calculation is correct.
Read Answer Asked by wayne on January 15, 2021
Q: I have depended upon NUANce's voice recognition software for twenty years. Good product & continuously improved with each iteration (now at Version 15). But as an investment it has been a dog -- bumping around the 10-20 USD range year after year. With no dividend to compensate. Until the pandemic. Since Mar 20 of this year the stock climbed from $14 and is now hitting $50, and still growing. One other point: their main software product, Dragon NaturallySpeaking (renamed Dragon Professional), was -- for nearly a decade -- priced at an MSRP of $150 USD. This month that price jumped instantly to $500 USD. Bam! My Question: Please offer your opinion about the prospects for this company as a worthy investment vehicle over the next few years. Thanks.
Read Answer Asked by RANDALL on January 15, 2021
Q: In a previous question relating to TRP, you wrote "Interest might come back to the name but with the poor momentum, we would prefer to wait for some sustained strength in shares before getting interested." How much emphasis do you put on momentum vs valuation? And with an increase in momentum, you would see an increase in the valuation. If you were a long term investor and believed in the company why not buy at a more attractive price?
Read Answer Asked by Edward on January 15, 2021
Q: Hi 5i. I am interested in the lithium space. I have listed three stocks that I have found. Would you recommend this space and if so what would be your favourite? It doesn't have to be from my list.

Thanks again for your reasoned advice.

Cathy
Read Answer Asked by Cathy on January 15, 2021
Q: Happy New Year to all of you.
With EV sector is getting hot day by day. Instead of chasing a particular EV company to invest, does that make sense that chips are required to build EVs? If that is true, which chip company (or companies) products are more involved? such as ....

Thanks,

Lin
Read Answer Asked by Lin on January 15, 2021
Q: Can you tell me which stock is currently cheaper to buy and the price metric you rely on: Birchcliff or Keyera? I would like to get exposure to natural gas sector and based on Q&A these two companies seem to be your current favourites. Are there other significant differences between the two to factor in? thanks again - John C
Read Answer Asked by john on January 15, 2021
Q: Looking for growth companies to increase returns on my portfolio. I have chosen these four companies knowing fully well they can be volatile. Are there any reasons you wouldn't buy any one of them at these levels? My intention is to buy them as a 'growth basket'. If you think others might have more potential, please feel free to suggest them.
Read Answer Asked by Les on January 15, 2021
Q: HI 5i -

What is your take on this company (Eguana Tech), recognizing that it is very small - is it financially healthy? What do you think of its revenue prospects as part of the larger energy storage market? They claim to have a patented storage solution that is superior to competitors, and apparently have an order backlog of ~$23M.

Thanks,
Tom
Read Answer Asked by Tom on January 15, 2021
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