Investment Q&A

Q: Not clear why this fund goes nowhere or down? Keeper for the next year? Seems odd in the days of hacking and security needs. Your thoughts please.

Q: Hi All at 5i!
I am giving my portfolio a spring cleaning. I have Arkk, Apps and Unity software, all of which are down significantly. I do not need the money and can hold these for at least 5 years. Is there hope for any of them should the market start performing better or are there inherent problems with them and should I just let them go . Your opinion is highly valued. Cheers, Tamara

Q: Hi,

I trust that you are well.


I have the unflattering distinction of having been in the markets for at least twenty years and I have missed every fortune-making opportunity during that time. Examples: railways, Amazon, Google, Apple, cannabis, crypto (to a lesser extent), Microsoft, Berkshire, Canadian banks, telecoms, Shopify, CSU and anything else that had a great run (and continues to have a great run). You name it, I missed it.

It would be refreshing to bring this proto-Maple-Leafean losing streak to an end. So,
perhaps you could suggest some industries that are going to be big. Perhaps you could suggest some young Microsofts or the like living amongst us.

Also, would you comment on FLT.V? Do you this company is worth taking a flyer on?
Do you think the drone delivery industry is going to take off? I don't even need it to really take off. I just need there to be at least one gust of retail enthusiasm to keep industry valuations aloft for a bit.

I saw Mark Rober video about drone usage in an African country. He seems to think it is a very effective delivery method.

I am going to make an executive decision here, and ask all 5i staff to drop everything and dig deep into this industry and provide a report which: 1) estimates the likelihood of drone delivery being the next big thing 2) suggest some names to invest in.

Yours kindly,
David

Q: What are your top 3 picks in the digital data storage sector and why. Thanks for your analysis.

Q: Hi Peter,

Can you please provide a list of the top five companies that you would consider taking a short position for the next six months? Please provide a brief explanation why these companies were selected to be included in your shortlist.

Thanks, for your advice.

George

Q: As a CMMC shareholder I am interested in your comments on the takeover by HBM. I am down on CMMC but it was my only copper investment and I was holding for a copper recovery. Do you think it best to stick with HBM or sell and buy another copper stock such as Capstone?

Q: What do you think of New Pacific Metals (NUAG) as a silver play, and Bolivia as a mining jurisdiction?

Q: Copper Mountain Mining had a miserable time mining the last few quarters, that reduced tonnes mined, grades down, costs up and cost per lb of copper produced way up. But they have had success in selling their exploration property in Australia ( sold to Harming Gold for $170 plus another possible $60 in the future.) That brings CMMC net debt down to a low level but it makes them a single mine mining company albeit in a Tier 1 mining district. They also have new CEO stepping in on April 24 and Mr. Merrin seems to have good experience (HBM, Gold Corp, diamond mining). So the last few quarters for CMMC have been disasters, but what about the future? Earnings come out soon and I don't expect them to be great but maybe it will be the last of stinky earnings. What is your take on this single asset Canadian copper miner? Do you think the incoming CEO is the right guy to turn this miner around? I only want a copper miner in my portfolio that does okay with lower copper prices and if copper does shoot up then it does even better.

Q: Does the large amount of insider selling recently , especially with earnings report soon, send a signal

Q: You recently mentioned that BN owns 75% of BAM. Do you have the numbers for BSO, BIP, BEP, BBU.

Greatly appreciate.

Q: I was wondering if you would indicate which US banks have been acquired by the above mentioned banks and how risky these acquisitions might be considering the differences in the banking regulations between the two countries.
Thank you very much. Any information you provide will be greatly appreciated.

Q: Good day ,
What would be a good entry for topicus .. the plan would be to hold this name for 3-5 years … and would you advise to buy lumine and topicus or just hold one of these names ..
thx

Q: This stock has really tanked with management changes and auditor resignation is there any hope for survival?...down big time!

Q: Hi, can you recommend a couple of US ETFs for my US RRSP please? I have a 5 year time horizon. Thank you

Q: Can you speak about $BSO. How is it paying a 37% Yield.

Q: Hello Gentlemen

I am quite bullish on gold over the next while. I own AEM which is up 23 % KRR which is up 38% and KNT which, believe it or not is down 5%.

My question is should I continue to hold KNT which has proven to be a real laggard in the space and whose price is down over the past year despite the metal surging.

If you think I should hold on to it please tell me why. If you think there are better options with better upside please let me know in priority of how strong you feel.

Thanks


Sheldon

Q: I own CAT anticipating a growth in sales in 2024 due to infrastructure spending in the US. I also own TIH as my industrial exposure in Canada. Does it make sense to hold both or are they too similar? If I decide to change TaiH to another industrial holding in Canada, what would be your preferred options to consider? I already own CP and TFII for my other industrial exposures.

Q: In your opinion, are there favourable prospects for growth over next 12 months or is this investment just dead money? Thanks. Rick

Q: Hi, made a good profit on arx and was debating selling and buying tou, as it seems tou may be good value? Can you talk about valuation on the two and if you agree it would be a good switch . Would probably keep longer term barring any bad information.

Q: I am looking for cash-rich stocks with unusually low prices at the moment.

Could you recommend 5 Canadian and 5 US stocks

Thanks