Investment Q&A

Q: With gold prices near record highs, could I please have your recommendations for three higher risk junior gold miners and three low to moderate risk junior gold miners. Please include reasons for your selections. Deduct whatever question credits required. Thanks!

Q: TD Asset Mgmt. recently introduced two new ETFs. Symbols TGED and TUED.
Both described as "Enhanced Dividend". "G" is Global, "U" is USA. Described as
actively managed blend of growth and dividend equities with various derivatives
overlaid to enhance yield. Comments/opinions about these please and cost/risk/benefits associated with the non-domestic components.

Thank you
IslandJohn

Q: Hi 5i,

Do you think the COVID-19 does impact the residential property business in US and Canada? Since REAL:CA are doing business for U.S. and Canadian residential mortgage and seem like it still very positive, any reason behind?

Q: What with the obvious appeal of Enb:CA and Ppl:CA, you may not get too many questions regarding U.S. pipelines. Regardless, can you give me your opinion of BPMP vs Enbridge/Pembina from a tax-resistance, dividend reliability and valuation perspective? Do you perceive other pipeline companies as greater value/dividend opportunities?

Q: With Tesla scheduled to split shares this week, do you see any opportunity for any profits to be made in the short term?

Q: What do you think of this company?

Q: You commented recently that "U.S. dividends held in a TFSA are subject to a 15% withholding tax". I was wondering if you could describe how this unfolds. This was in a U.S. TFSA.
I am thinking of setting up a U.S. TFSA and would like to know how it works prior.
I realize that a person could ask their accountant but anyone who has this type of account could also tell how it works.
Thank you
Margaret

Q: Midas just got their DEIS for their project in Idaho. They will probably get the final EIS in Q2 of next year, and start building the mine late 2021, assuming all goes as planned.
I'm up about 140% on the stock, and wondering if it is worth holding on to during all the permitting that will go on for the next year or more. I don't really see the share price doing much during that time.
Any thoughts, advice? Thanks

Q: This tiny company makes electric buses/trucks, etc., and is profitable with a decent backlog, and just last week announced that it is seeking a listing on Nasdaq. That is the only news I can find on it, but last Thursday the stock took off, again on Friday and today!! It is now up over 400% in 3 days. I am not complaining but if possible would like to know what is happening???

Q: Hello 5i members,
In one of the recent questions i noticed that you had quite a positive view on Microsoft for growing , in the future. I hold some Microsoft in my TFSA and although I don't like the idea of having to pay US tax on the dividends, I have felt that because I am positive about the growth of mfst and because the dividend yield is only .95 per cent, I am better to keep it in my TFSA despite the dividend tax. I was wondering how you would see a situation like this
thanks

Q: General question on asset allocation. I'm an income investor that is planning to live off distributions in the future. Portfolio analysis shows that I'm underweight in technology by about 8%. I'm overweight in the traditional dividend areas (financials, utilities ect).
With so few technology companies that pay decent dividends, does it make sense to stretch and pick a few for diversity when much more stable dividend payers exist in the sectors I'm overweight in? It would appear to me that there is some risk here in diversifying?

Thanks,

Joe

Q: Hello, can I please get your general opinion, as well as comments on recent earnings for the following small caps: HTL, CLIQ, AND, MVP

Q: It seems like there are a few interesting upcoming IPOs in the tech sector, Palantir, Snowflake, unity, Asana, stripe (possibly) airbnb etc.

What would your top 3 be of any upcoming ipos you know about with the above included? investing for growth for 10 plus years risk is not an issue.

Q: If you only had enough cash to start a position in either SHOP or TTD in a growth portfolio, which one would you choose today?
Thanks

Q: Since Apple would be splitting 4 ways on August 31, would that mean that the share will be cheaper to get in. Would you suggest if some one wants to invest $5,000 canadian would it be a good time to enter at that time and do you see it still going very strong.

Q: Hi guy's : I bought one share of TSLA on aug. 24 ; will I still get 4 extra shares 0n aug.31 or what becomes of the price of that one share on the 31first. thanks Gary

Q: Hello 5i My nephew is approx 25 years old and is starting to invest. Is buying a Vanguard product or the XIU a good start for a TFSA or could you recommend something better. Also Coud you recommend some books on investing to read. Thanks

Q: Hello Peter and Ryan.

I was looking back at your portfolio updates from Mid March to July, congrats to you, I think all of your stock buys have been winners since March-17 updates. Specifically WELL up over 80%, SLF, LNF, XBC, DOL, DSG, QSR and more all up 20, 30, 40 percent or more. Also I wish somehow there was a way to track your USA stock picks as I imagine those would be even better since the March lows.

I am wondering though, how close you were to buying more of GSY, DOO and LSPD (all in your growth portfolio). These stocks in January and February of this year before COVID had all hit all time highs DOO - $75, LSPD - $45, GSY - $79. I know they were favourites before and still are, knowing that GSY and DOO were well managed with many years of great execution and Lightspeed which has been public for 1 year, but was clearly much stronger now after a year of growth and acquisitions and now in a business environment that really should accelerate its growth in the end (e-commerce and payment processing becoming a must have for mostt/all businesses).

5i was asked on March 19th about LSPD
Question: “Never in my wildest dreams could I have imagined LSPD at $11.03 and closing at $12. Is this the beginning of the end of a company like LSPD if the coronavirus issue continues to persist?”
Answer: “LSPD is fortunate in that it has about $300M in cash which is more than 15 years of cash (at 2019's spend rate) and no debt. We do not see this as the 'end'.”

I bought more LSPD shortly after I read your answer, so thank you for that and for all of the advice shared each day.

GSY reached a low of $22, LSPD $11 and DOO $20 March 18-19 and that last week of March wasn’t much better and buying any of these stocks at these lows essentially would get 300-400 % return if they ever returned to February highs (which seemed likely with a 5 year timeline), even in April on the 23rd when you bought again these stocks were still down 50% from previous highs.

Did you come close to buying these 3 stocks and what was your major hurdle for each?

Q: REAL seems to have lost momentum and has high insider trading. Would you still recommend taking a position at today’s position?

Q: Would appreciate an updated opinion of MRD stock. Does the dividend payout look safe?
Thanks!