Investment Q&A

Q: If you're looing for exposure to metals & the potential electrication boom wouldnt a more diversified way be to own XBM? Especially given that their can be so much more company specific risks in metal business's. Similar to XGD on the gold side.

Q: I own Illumin in a US account. As they plan to delist from the nasdaq, would it be advisable to move my 4000 shares to my Canadian account now before they delist.

Q: Hi, I would appreciate your thoughts regarding Nexus Industrial REIT. It's my understanding that this REIT has effectively transitioned from a mixed properties REIT to a more purely industrial REIT, in recent years. Can you confirm if that is your belief as well? In reviewing the firm's dividend history, it looks to me as though they may have increased their monthly dividend by 300% in Feb/Mar of 2021, from a payment of $0.01333 to $0.05333. Is that correct? Does the REIT generate sufficient cash flow to cover its current dividend and are you please able to provide your opinion about how "secure" the current dividend might be, going forward? Lastly, do you have any information regarding the REIT's current debt and how much of that debt may be of a variable rate and/or due to mature and need to be refinanced over the next year or two? I'd be personally worried about the sustainability of the dividend if a large amount of very low interest debt were to need to be refinanced at what I'm hoping are temporarily much higher rates of interest. It' my opinion that interest rates might be half of what they are today, within two years time from now. Thank you!

Q: Good day 5i,

I currently hold positions in 5 semi-conductor companies: Nvidia, ASML, AMD, Taiwan Semi and Axcelis. I'd like to concentrate the positions in order to make the remaining positions more meaningful. However, I like all of these companies and feel they all have great growth ahead. If you were to concentrate this group, which would you sell? With those funds, in what order would you add to the others? Or would you keep all of them?

Growth-oriented investor, comfortable with volatility.

Thank you for your insights,

Q: Hello 5i,

We currently have 1% positions in AXON, CROX, LNTH, TGLS, and INMD. All are up 5%-60% currently. We are considering adding 1% positions in WIRE, BOOT, AMCR & 2% in IJH.
We are in the 63-65 age range and do not required the funds for 5-10 years. Do you have any concerns or comments on this strategy?
Thank you for your help.
D&J

Q: Please compare total return for last 3 years and

outlook for next 3 years.

thanks ralph

Q: After many years of holding a full position in Laurentian Bank, I am just now breaking even if I sell at the current price. But with BNS and TD not interested in acquiring LB and the other major banks tied up in their own acquisitions, who does that leave as a potential buyer? Is it too risky to hold onto my shares lest the price plummets if there is no sale?

Q: If you could own Ero Copper what would be the maximin % holding for your portfolio that you would own?

Thanks

Q: What are the prospects for Gear Energy considering the 50% dividend cut.

Q: Hello,

As a whole, I own too many positions and am looking to concentrate my portfolio. I own positions in both TFII and CJT that are in the same industrial transportation sector. I have a larger position in TFII, which has done well while my smaller position in CJT has slumped.

If you had to sell one of these, which would you choose? Or are they different enough to keep both? What do you think of CJT, down about 30% in the past year?

Thanks,

Q: Hi Peter, the Bausch chart is turning up; your thoughts ? Thank you.

Q: Gold wise, is Barrick Gold worth holding onto right now? Should I sell it and buy something else?

Thanks

Q: I am interested in companies that might benefit from an Amtrak vacation boom.
I am open to any and all ideas.
And do you think this is a reasonable investment theory.

Q: Looking at the chart I see that MEG generally peaks out around here, just under $24. It touched there last summer and now 3x this year. The last earnings report was early May and its up almost $4 from then. Time to take profits or is it about to break out?
Thanks
Steve

Q: Hi,

I've sold my house and moved overseas; I will return in about 3-4 years and may need to buy a new home at that time.

I have about $700K I'd like to invest while I'm overseas.

Can you suggest some dividend stocks to hold while I'm overseas, that I'd be able to liquidate to sell to buy a new home when I return in 3-4 years?

Thanks,
Robert

Q: Hi, is MRS stock still trading ?

Q: These positions are getting large in my portfolio (7% or a little higher). I don't mind letting runners run, but do you see any that you would recommend trimming because of insecurity regarding the future of the position? Thanks!

Q: Do you have any information on when the HCG takeover deal is expected to close?

Thank you,

Stephen

Q: what are the expectations going forward and would you endorse adding to an existing position of 1.5%?

yahoo lists institutional ownership at 91% and insiders at 6.5% Given this i am surprised the share price went so low in the last year. How would you explain this?

Q: Any concerns with the issues surrounding copper production currently and going forward. Thinking of taking profits on this one.