Investment Q&A

Q: Good morning 5i
Your portfolio tracker tells me that i have too many funds. I hold stocks as well as the funds. Some, like iwc and iwo are in smaller proportions. I guess I became a bit too enthusiastic and i am wondering whether you could make some suggestion as to how best to rationalize these. They are: RSP
VOO
IWO
IWC
ICLN
VEA
VWO
VYMI
thanks for your excellent service

Q: I want to buy Amazon and was wondering if it would be better for me to buy in Canadian through the neo exchange. I wanted to avoid having to pay currency conversion fees. Also wonder if this would prevented me from paying 15% withholding tax?

Q: The reason parex was down is the new govts new tax on resource companies will impact earnings dave

Q: Could I get your investment thoughts on FTG. Is it worth holding for long term gains? Thanks … Cal

Q: What are your updated thoughts on these two companies as long-term investments?

Q: Hi - Would you consider it a prudent time to invest in the Cdn auto parts sector (with regard to macro slowdown outweighing low inventories or vice versa)? If so, of the Canadian players, which one do you prefer and why?

Q: Thoughts re; Definity Financial? Thanks!

Q: this continues to perform poorly. is it still a top pick for growth by 5i. would you start a small position today. if the story is still the same as a couple of months ago, it must be an elevated buy today. is it a buy

Q: Which do you prefer or would you have all 3? In which order would you purchase if you recommend all 3?

Thanks for your service!

Q: Your thoughts on their 1/4 after they report.

Thanks

Q: What would be your order of preference between the above noted oil and gas companies and why?

Q: In light of the market backdrop & the poor Q on Aug 8 resulting in a 14% haircut that day along with your comments,I humbly and painfully think it will take time for PLTR to recover.Have a 50% loss. of which 66% of shares in my investment a/c & balance in Tsfa.Thinking of selling & replaced it by better stocks like Goog,Amzn,Bam.a,Atd.Please provide u opinion & rank the above stocks starting with best.Please feel free to provide 2 or 3 stocks that u prefer. Please comment on Mgni Q2 results released today.In After Hours it was at $8.61, a drop of 6.82% Again its it timely to sell at some 53% loss in investment a/c and replace with above stocks.Please comment. Txs for u usual great services & views

Q: I purchased VZ about 6 months ago. The thesis was that it was a safe stock to hold during a market correction and it also paid a great dividend. Since then, the stock has plummeted 15% - not much of a safe place to be.
In your opinion, is VZ now a hold in an income portfolio, and is the dividend safe?
Many Thanks

Q: If the latest earnings were viewed as being pretty good, why the 3.6% drop today (Tues)? Somebody reduce their target?
Thanks...Steve

Q: I can't figure out why parex (PXT) has dropped over 10% today. Their recent quarterly was excellent, they are buying back shares like crazy, they have several high impact wells coming on stream in H2, and they started giving a very nice dividend. What am I missing?

Q: hi 5i,
can you give me your top pick for a semiconductor stock for long term hold. and if your pick is not Intel (which I assume it will not be ), can you advise re intel as a long term investment (I like dividends ). also, can you provide advice on Camtek ltd. (CAMT) please (it won't auto populate the "enter company" box above. cheers, chris

Q: Is there any hope for this Cie ! since the share price is on a constant downtrend, should it be sold,kept,or even bought for a longer terme ? Thanks for your excellent site and work

Q: If I was a BAM.A shareholder what would I as an investor receive after the spin off? Is it better to own shares pre spinoff or purchase after? I am not sure how this process will affect the shareholder. Please explain.

Thank you

Q: Hi, do you see Stella Jones as a possible takeover target for a private equity company like BAM or KKR? Please provide a brief description for and against a takeover. Also, can you rate the probability of a takeover out of 10 whereby 10 is very likely and 0 very unlikely. Many thanks as always for this great service that you provide.

Q: I want to thank all of you at 5i for this excellent service that you provide. This question is concerning the takeover offer put up by applovin. Is this a low ball bid? Is it a possibility that another company might give it some loving and bid on it as well (bidding war)? I’m under water so I’m just contemplating when to crystallize the loss. Please deduct as many credits as required.