Investment Q&A

Q: I hold shares in both of these companies. Which of these stocks would you recommend for a 5 year hold and would appreciate your reasoning. Thank You.

Q: I am perplexed by the strength of the markets over the last few months given the situation in the real economy. Are you aware of any site which identifies the source of money inflows and outflows? I would like to understand whether this market is driven by professional/institutional investors (smart money), the government/Fed, or retail investors (dumb money).

Depending on the source of the money inflow, it might give some indication as to the sustainability of this market.

Any thoughts you would have on this question would be most appreciated and valued.

Thank you for this excellent service.

Q: For bitcoin exposure, any thoughts? What about liquid Alts? To clarify my question on Liquid Alts, can you please give some guidance for your Canada, US and international preferences.

Q: I would like to comment that I think your service is best in class! Question: With Natural Gas near recent all time lows could you suggest 2 or 3 names in this space that could have upside if/when natural gas commodity pricing improves.

Q: I bought this one the other day for no other reason than it was going up which it's continued to do. I like it because it has not yet recovered to pre-covid prices. What do y'all think? Thank you.

Jason

Q: Good morning 5i,

Having missed the major swap to staples. Viewing them as a buy when they are down not on momentum.
Are their any consumer stocks you see holding value still as an add for longterm hold?
We own QSR and ATD.B.
What are your better / best recommendations.

Thanks for the excellent advice.

Q: I have held on to this looser much too long. When they announced yesterday that Aurora was selling its entire stake at $3.00 /share I gasped expecting that the stock would crater too well below that on the news. Instead it rose nicely the day of the announcement at one point trading as high as $3.84 Can you please explain the reason for this? On a separate note they also reported spectacular Q1 sales growth on Monday yet still reported a loss of $0.16 /share. Will this company ever be able to turn a profit?

Q: Which 3 can. Stocks would you buy today for greatest capital appreciation?

Q: this is one of your favorite gold producers it has from refinitiv very low pe fwd 12.3 compared with AEM and FNV plus forecasted growth of 68% for 2020 and 94.3% for 2021.
I want to buy only one, which would you prefer out of the 3 and why?
Thanks for your expertise.

Q: I've made some money on MSFT and currently its hit a high water mark, been treading water and today has dropped a bit. What do you think about selling MSFT and using those proceeds to buy DOCU and CRWD. Obviously risk is tremendously greater with those two than MSFT, and both are still losing money but their rev. growth is big, debt is less than cash for DOCU and almost nothing for CRWD sitting on $1 bil in cash. Thinking momentum and growth continue, with price appreciation greater than MSFT, while biting my nails along the way.
Thanks.

Q: Hi team, David's Tea had a big bump today on huge volume, any news? Do you suspect this company is in play as a takeover. Does it make sense for a cannibas company or maybe Starbucks or RBI to buy?

Q: This is a follow up to an earlier question. I was in touch with WPT Industrial to clarify their dividend payout etc. Their response shared that their current ROC portion of the dividend is 77.08 percent. This seems very high to me and I'm hoping you can provide some context for this number from your experience. For example, is this a normal amount for income trusts; does this not effectively reduce the value of the dividend since your adjusted cost base will continue to drop. Anything else you can add will be helpful. Thanks, Don

Q: I thought their yr end numbers were decent and I listened to the conference call and they said their business is seeing good growth ( double digit growth) They also pay a dividend. The share price seems cheap. Your thoughts?

Q: Could you please comment on their results and outlook?

Thanks,
Milan

Q: Hi Peter & 5i team,
We own Rio Can REIT and are thinking of trading for H&R REIT. What do you think of this trade ?
Thank you for your opinion

Q: which of these companies has more potential up side. these are in my tfsa with well down 23% and PTG up 2%, both are long term holds I am planning on buying either both or one with new yearly deposit for tfsa. What would you recommend or is there a better buy in these markets.

Q: Recently, you answered a question about a US balanced portfolio with a 10 year time frame. What would the Canadian equivalent look like, with a bias for more growth at a reasonable price?

Q: Van Eck Vectors Biotech E.T.F. BBH (Nasdaq)
1. I rarely buy ETFs. When I do, I favor ones with less than 50 holdings. I am under the impression that an ETF with a large number of holdings is so diluted that you tend not to get as much upside/downside. Is this this approach favoring higher beta better or worse than one that ignores the number of holdings?
2. BBH has a relatively concentrated portfolio of 26 biotech businesses.
3. Your insight into BBH please? Substance only please; have already reviewed material including ETF.com, ETF Channel.
4. If you think others are better , please do suggest names. I have not researched IBB or XBB.

Q: Hello 5i Team

I am reviewing global infrastructure / real asset closed end funds as a means to diversify into US/Global infrastructure companies. Two examples I could find on the Canadian Market are Brookfield Global Infrastructure Securities Income Fund (BGI.UN) and Middlefield Global Real Asset Fund (RA.UN).
Questions are:

1 - Which is the better choice BGI.UN or RA.UN?
2 - Any Canadian or US listed ETFs that I should be looking at?
3 - Any other Canadian Closed End Funds I should be looking at?
4 - Any US listed Closed End Funds I should be looking at?
5 - What is a reasonable MER for these products (BGI.UN is 1.25 % and RA.UN is 1.10 %)?
6 - What is the minimum assets under management (AUM) I should be looking at ( BGI.UN is +/- $102M and RA.UN is +/- $100M)?
7 - Any other items to review?
Thanks

Q: Hello, can you make a comparison between these 2 etfs? I already have XBB, so my goal is to maintain a minimum 2% revenue stream in my RRSP and shorten the duration as well. Maybe you have another suggestion? Thanks.