skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: Earth Day
Hi Team
I would like to make sure that part of my portfolio is invested in the planets future. Can you please give me a list or link to stocks that would play into this theme. Charge as many credits as needed.
Much thanks and Happy Earth Day
Read Answer Asked by El-ann on April 23, 2021
Q: Good morning,
I would be interested in looking at companies in the Canadian oil patch,i.e. small caps and mid-caps with a solid risk reward ratio and that would offer strong leverage to the price of oil.Warrants offer much leverage but don't seem to used much anymore by companies, why would that be? Many thanks ,
Jean
Read Answer Asked by Jean on April 23, 2021
Q: I am thinking of starting a position in CWX but want your thoughts before I pull the trigger. They recently announced what appears to be very strong preliminary results for Q1 and the stock had been responding nicely, hitting an all time high ($10.83). Then this morning the company announced a $75m bought deal at $10.00 per share to shore up the balance sheet and have money for acquisitions. The stock is now 10% off the high set a few days ago. Is this an opportunity to jump in and take advantage of a temporary dip as the new shares are absorbed into the market or are there any warning signs you see? As well, do you have confidence in management and see this as a solid long term investment with a safe dividend yield (currently 4.88%)

Many Thanks

Scott
Read Answer Asked by Scott on April 23, 2021
Q: I am interested in buying Kirkland or AEM on the NYSE .Would there be any consequence tax-wise with the dividend (us withholding tax).I have US $ that I like to invest and get a bit of dividend.When the US investments go over $100.000 would this trigger anything with the IRS?
Are there any other stocks that you would recommend to buy on the NYSE to avoid withholding tax on the dividend?(canadian stocks)
Read Answer Asked by Josh on April 23, 2021
Q: good morning - i want to increase my US health care exposure. At this point I could add to my ABBV which would make it more than a full position or I could trim a bit of ABBV and add the proceeds to existing cash to take a second US position. I do have WELL on the canadian side of my health investing. Is there a strong second US candidate you would suggest? Thanks
Read Answer Asked by alex on April 23, 2021
Q: Considering investing in these six companies equally. Is there any you would not recommend? Please list in order of preference.
Read Answer Asked by ed on April 23, 2021
Q: When evaluating a business, how much time would you suggest someone spend on their due diligence? For example, after learning that MRS was added to the 5i portfolio, how much time (ballpark) should someone put into it before initiating a 1-2% position . The reason I ask is because as soon as I hear about a good opportunity, I instantly feel like I am under the gun to make a decision to either buy or move on. I understand this is quite subjective, but I'm curious whether it is 2 hrs, 10 hrs, or 50 hours....
Thanks
Read Answer Asked by Marc on April 23, 2021
Q: In Canada, in addition to the banks' investment departments, there are many brokerage houses, investment firms, etc. that issue stock reports, and price targets for Canadian stocks, companies like Raymond James, Cormark, Haywood, ATB Capital, Eight Capital, Acumen, Canaccord, etc.. Do you consider any of these companies' stock recommendations and price targets to have any value or are they all simply promotional, and supporting companies that they do financings with, or hope to do financings with, or have recommended to their clients? Please indicate which, if any, of these companies you feel are worth paying any attention to.
Read Answer Asked by Dan on April 23, 2021
Q: It seems to me that this is a critical juncture for the growth and development of these two companies, somewhat akin to the number 1 and 2 teams in the Northern Division playing each other in a hockey game. The winner will not only get a win but also deal the loser a loss at the same time. Your thoughts please.
Steve
Read Answer Asked by Steve on April 23, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!