Investment Q&A

Q: I am considering a purchase of either SU or CNQ as i am significantly underweight in Resources. Which would you recommend for a three year holding or would you recommend a different stock Dividend are not required.

Thanks

Q: Any thoughts on the new Bitcoin ETF, Purpose Bitcoin ETF. 1% management fee. No premium. Invests in physical form of bitcoin. Begins trading on Feb. 18/21.

Q: Hi, I would like to add one more security to my TFSA account and I already have the following KXS, SHOP, REAL, GSY, LSPD, WELL (thank you!). Can you please suggest one more name (either US or Canada) without worrying about sector or risk. I have other securities in RRSP.

Q: Hi there,

Could you please provide 8-10 companies, preferably in the US that are in the AI and machine learning category and that you think have great technology and a large potential market? No need for in depth analysis so you can keep it brief. I'm looking for a place to start more in depth research. Much appreciated!

PS - I sent a question in awhile back that is probably still in queue as it asked for info on 6 companies that are not mainstream. No rush but please let me know if you didn't get it.

Q: impact insurance company was profitable recently in part from lower auto claims due to diminished driving. anecdotal reports also of small collision centres across Canada hurting due to less driving. these 2 factors would seem to favour BYD. in a post pandemic world. can you provide BYD'S current P/E price /sales. . ev/ebida price/book debt/equity etc . to say its historical metrics for the last 5years. thanks Richard

Q: what lithium stocks would you recommend? Do you have a top three picks. Many thanks

Q: Hi,
Can you provide 5 names of good dividend payer and that they also grow their dividends.
Thank you
Ed

Q: Hi,

I own several REITs. They don't make up a large portion of my portfolio, but I've always liked real estate investing and I think there's long term value in some names even if they are necessarily exciting right now. I currently own BEI.UN, IIP.UN and GRT.UN. All are up significantly since purchased. I'd like to branch out and I'm looking at REI.UN and AP.UN. I've managed to stay away from Retail, but REI.UN has diversified nicely into multifamily housing and has sold retail properties outside of the 6 urban areas. AP.UN is in the office sector and who knows what's going to happen there even though it is down considerably from its highs. Which would be your choice and do you think there is long term value in these names? It is for an RRSP account.

Thanks,
Jason

Q: Hello 5i
Could I have your assessment of Pacific Biosciences please?
Thank you
Dave

Q: Dear 5i,

Can I please get your opinion about these two actively managed cannabis ETF's?
Would you recommend an active or passive approach to this theme?
Can you suggest any other ETF's which I may wish to inivestigate?

take care

Q: Thanks for your previous response confirming these etfs cover major asset classes and geographies for an RSP with 5 years to retirement. Could you please suggest a couple of etf alternatives that could be added to provide a little more torque with a 5 year timeframe. A brief explanation for each would be appreciated. Thanks.

Q: Hello 5i team. What are your thoughts on this company?

Q: Any Idea what the Dye & Durham $500 Million Bought Deal Offering of Common Shares is for and why the stock is down more than 6%? I had a partial position in the company, would it be a good time to add today? End of January, you mentioned 37$ would be a nice price point to add... we're a bit far off but has your outlook increased a little bit with the recent quarter results? Thanks as always

Q: Hi, I'm looking for a solid growth company to invest in with the environmental theme. There are recent questions on this that have been helpful but valuations are shifting fast. Could you suggest some options that look good today, taking into account current prices?

For example, I was reading your helpful report on Xebec from December, and note the pencilled-in 5-year return is nearly achieved already (presumably due to ongoing ESG mania): "Using multiples of 3.5x sales and 28x EBITDA (still much lower than current multiples), we see room for potential upside of 50%+ over a five-year period. Certainly there are risks to owning shares in the short-term, but we see plenty of upside potential for long-term investors. "

Q: Are these two stocks able to make recoveries? Buy, sell, hold or forget about it. Value your input/replies.

Q: What's your view on Peller's earnings? I've been holding a long-term small core position and am thinking of doubling it based on what I thought was a decent looking quarter. The main issue seems to be one's faith in a post-pandemic hospitality industry resurgence. Would you buy in? Or is there a key metric I'm missing?

Q: Can you tell me what is going on with HMUS this morning. It has dropped 65% from previous day. Thanks

Q: Good morning,
Why has this new issue had such a huge jump in the last few trading sessions? I don't see much for news to account for this, I was buying it at lower levels 58-61 would like to get more but wondering if I should hold off? Time frame long held in TFSA. Thanks

Q: Hi Peter and Staff
Would your thesis on Palantir change for long term hold based on results today and forecast?
2nd part ......would you prefer it or TEAM today with long term view
Thanks and have a great day
Dennis

Q: I hold Air Canada stock and purchased it at 49.55 back in 2019. Not sure if it will ever return as its been almost of a year and is just laying there.
It represents .75% of my portfolio.
What is some advice you could give me.

Thank you,
John G.