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Investment Q&A

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

Q: Hi,
In Eddy Elfenbein's latest CWS Market Review, he mentions Mueller Industries as a great company that gets almost no coverage. I didn't find any previous questions on MLI here.

From my limited sources, it seems to have a low P/E and relatively low debt, and a high margin between earnings and dividend payouts. Earnings growth this year looks excellent and next year not bad.

What's your take on the company? Does it look like a good long-term investment? Thank you. Michael
Read Answer Asked by Michael on July 21, 2021
Q: Faced with a breath-taking loss in the shares of this barking hound,
I'm thinking that even though it has had a very short existence, it might
be wise to dump it now before tax-loss selling seems likely to crush it
completely in the coming months and maybe turn it into a penny stock.
What say you? Thanks in advance for your thoughts.
Read Answer Asked by Howard on July 21, 2021
Q: Are withholding taxes treated the same whether in personal taxable accounts versus being in corporate accounts? In other words, is there a benefit to having certain ETFs in personal taxable account versus a corporate account?

Thanks
Read Answer Asked by Federico on July 20, 2021
Q: Hello. How would you rank these companies and which would you be buying now (if any) and why?

Thanks in advance!!
Read Answer Asked by Robert on July 20, 2021
Q: Barron’s article recommended investing into stocks related to synthetic biology(e.g. genetic programming to make designer yeast that synthesize commercially important compounds). ZY, AMRS, SNRG were mentioned. I am interested in seeing your top choices in this space.
Read Answer Asked by John on July 20, 2021
Q: Hi 5I
We all know the importance of well managed companies and how it plays into long term success.
CSU has been one of the companies that has displayed a gold standard to this success.
In your professional opinions which other 5 companies show best management qualities for success for the long term? Regardless of sector. I'm not sure if you will be able to answer this question but thought it would be interesting even if some of the evidence is anecdotal.
Thanks
Cal

Read Answer Asked by cal on July 20, 2021
Q: Hi,

In a previous response you indicated that you would use ETF's to complete the fixed income portion of a portfolio. Could you explain your rationale for this as I have been under the impression that any ETF, even a bond type, carries substantially more risk that purchasing a bond directly. I have a couple of short term bond ETF's but have more money allocated directly to bonds/GIC's in my portfolio.

Thank you.
Read Answer Asked by Sue on July 20, 2021
Q: Hi 5i team
A number of questions on LSPD's write-offs of Accounts Receivable please.
- Note 13 of LSPD's March 31, 2021 audited statements shows an Allowance for Loss on Accounts Receivable of $3,519 against Trade A/R of $15,477, or well over 20%. Do you see anything concerning in this?
- Also, LSPD did not disclose the 'movement' in their Allowance for Bad Debts a/c for the year. Is that disclosure not required by GAAP?
-Does 5i have any information on Receivable write-offs during the year?
-I ask the above questions knowing that LSPD plans, as I understand it, to start extending financing to certain customers. I would prefer if LSPD stayed with their core business, and did not become a bank to their customers. How does 5i feel about LSPD extending financing to customers.
Thank you for your comments.
Edward
Read Answer Asked by Edward on July 20, 2021
Q: I hope all is well. My portfolio is reasonably well diversified (in my opinion) and I have some extra cash to invest in an unregistered account. Would you have any reservations about investing in theses three stocks equally i.e., NVDA, QCOM, MU (it would be a relatively small position in each). I know you like the first two but I don't understand what the issues would be with MU. Thanks again.
Read Answer Asked by Danny-boy on July 20, 2021
Q: If you had to pick three out of the above for a TFSA today, which three would you pick?

Thanks!
Read Answer Asked by Andrew on July 20, 2021
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