Investment Q&A

Q: As retirees we hold XEI and XTR for the Cdn income generation portion of our portfolio . Recently I discovered that there is also XDIV which has a much lower MER. Would you endorse moving completely out of XEI and XTR to XDIV instead?

Q: hello, I'm an investor and have profited greatly from your advise and I thank you for it. however in my farming business I am facing some scary propane charges for my grain dryer this fall and was wondering if there was an ETF or stock I could buy to hedge my use this fall. I talked with my futures guy and apparently there's no affordable way to hedge at my scale.

Q: Hi Team,
I was debating whether I should sell PLTR to buy MORE of either NVEI or LSPD. Which do you see having more long term potential here? Or should I simply keep holding PLTR? It is a little frustrating watching it go from being up 14% after hours last night to only 1% as I write this. Seems like nothing wants to move the needle anymore with PLTR. Thanks

Shane.

Q: Thanks to rising oil prices, I have cashed out of an oil stock at the original price paid 5 years ago. I feel lucky to have done so as this is a sector I wish to avoid. This makes my TFSA ( small part of total portfolios and is my fun money ) 50 % cash.
Knowing that momentum is important to you, what are your thoughts on the momentum of the S&P 500 ? The growthy small caps seem to be out of favour at the moment. Do I wait until market sentiment has changed back or look at other larger growth stocks ? Your 3 suggestions for a risk oriented TFSA is appreciated. Derek

Q: hi guys why the trading halt thanks as always

Q: Would you please comment on the recent weakness of AQN.
How far lower could it go/

Q: Could you please comment on Rivalry?

Q: Hi 5i,

Thanks for the great work. What’s your opinion on Abaxx Technologies?

Q: I bought REAL in juin 2020 and have averaged down on the way, ending with a large loosing position. Lesson learned about averaging down!

How do you consider the outlook for REAL? It missed estimates, but how do you like the growth, the balance sheet and the valuation actually?

Im wondering if i hold longer or if i trim around 1.5%?

Im considering the lower market to average up LSPD, GSY, ATA, WSP or BYD. How would you rank those today?

Q: Is this a good entry point to build a long term position in Trisura?

Q: Hello Team,
Could you please compare these three companies and rate them in order of preference.
Thank You,
Barry

Q: goeasy. is my largest position and i have held it for years,and i know its one of your favorites, it come of 30 dollars from its high on zero news.
and again today its down 8.5 at this moment.
would you buy more, is it still your favorite and am i missing anything. dave

Q: ReNew Energy Global down about 15% this morning on heavy volume and no news that I could find. Are you aware of anything that would account for this or is this just a case of the volatility you warned of in previous comments . Acceptable entry point for a bit of a speculative position ?

Q: Can you give me the outlook on this company please? What is their main mining operation and what does the next couple of years look like.

Thanks

Steve

Q: thoughts re; MOGO

thanks!

Q: Hi Peter and Team

I am looking for a growth ETF, 80% stocks and 20% bonds, for my kids RESP, with a 10 year horizon.

Any suggestions?

Thanks,

Cam

Q: With lumber prices way off their recent high, do you share many analysts opinions that this commodity will remain low for aa extended period of time. Do you share this opinion? Or do you feel West Fraser is a reasonable long term hold?
Barbara

Q: I'm intrigued by these new slightly leveraged ETF's HCAL and HDIV . HDIV has only been around for a few months but HCAL has a year under it's belt going from $15 to $23 . Could 5I give me the percentage of return for each in that time period of HCAL, ZWB, and ZEB { dividend plus capital gain } ? So I can do a little comparing ....And would it be safe to assume any deviation would indicate the effect of the leverage used ? And can I assume that the construction of HDIV { I'm a sucker for high yield } will react similarly ? I am considering what for me would be large positions { 5%-7% } as part of the relatively safe equity income part of my portfolio ? Would you endorse my thesis that they are relatively safe among their unleveraged peers ?

Q: Dear 5i,
who would be worthy competitors to TSM's business? Can you please rate who you think is best to worst including TSM. Can you also comment on whether you think they are fairly valued at this time. My concern withTSM is the sovereignty risk with China. Can you offer an opinion regarding China and Taiwan?

thanks

Q: Can you comment a new US start up company FORG? Their business looks very similar to OKTA, Can you provide some comparison between these two companies?

Thanks,