Investment Q&A

Q: You have said that there is lots of money on the sidelines. How do we know that? Who’s money is it? Retail or institutional? If it’s retail and a recession comes will it come back into the market or be spent or elsewhere?

Q: Is "Profit taking" just investment speak for "the price is falling and I don't have a clue why, but because I'm supposed to know I need a term that is very vague and makes sense to the masses"?

It's a term you hear all the time but what does it mean?

It seems strait forward enough. Investors bought lower and are now selling and taking their profits. Good for them; Isn't that what you are supposed to do? According to Will Rogers; "Don't gamble with your money, just buy some good stocks and when they go up, sell them" Take Profit!!!

Who is taking profits?

Is this the so called smart money?

What do these guys know that we don't?

If we are holding a stock that has started to go down because of profit taking, should we be concerned?

At what point does a decline stop being profit taking?

Q: I am almost break even on IGX after its jump today. Should I bail now or is it worth holding. Thanks

Q: Good morning,
Would you please provide your top 3 choices for an investment in natural gas.

Many thanks,
Paula

Q: Trading Volume has picked up. Anything new on Company ? What is outlook for ZINC and pricing of Zinc in the future ?

Q: Good morning your thoughts on Donaldson Company please
Thanks

Q: I am looking to finally replace the following mutual funds held in a self admin RSP account, to equivalent ETFs.
FID269 - Fid Monthly Inc;
FID5973 - Fid Global Innovation;
FID207 - Fid Global Concentrated Equity;
RBC460 - Sel Bal Ptf
TDB2760 - Td Retirement Balance
TDB652 - Td Global Entertainment & communication
TDB976 - Td Health Science
TDB2580 Td Tactical Monthly Inc
My goal is to replace these mutual funds with long term, high yielding where possible, low MER, CDN or US $ equivalent ETFs. Please provide 2 or 3 suggestions for each. Please deduct as many credit s as need.
Thank you for all the invaluable investment help you provide.

Q: 1. I hold some TFII and would like to have your outlook and the future growth of the company

2. Can I get your order of preference between IIP.UN, CAR.UN and TCN and how do you see them going forward. Both IIP.UN and CAR.UN have been trending sideways for some time now .

Thank you

Q: Hi 5i,

For a new position and a 5+ year hold do you currently prefer IWM over IWO? Or could you recommend another ETF that would be good small cap exposure. Would IWO be a bit more challenged in a higher inflation environment?

Q: BTAI May your please provide your assessment of this company. I have been a holder for past two years only to see it decline by 45 %, with a further 15% decline today.
Do you like it, and if so, would you been keen on continuing to hold? Thank you

Q: Hi, I'm needing more consumer defensive and am considering Costco. Wondering what your thoughts are about this company and its prospects going forward. I already have some consumer with VDC but need more and am also low on international. Feel free to suggest other ideas that merit consideration.
Thanks,
Perry

Q: I sold 33% of my shares in Shaw in March, shortly after the take over bid was announced. At an ACB of $22, it's a nice gain. Given the current price of $36, do you think it's worth the risk of holding out for another $4. A bird in the hand .......
Your thoughts?

Q: Please interpret today's news release. Is this a B, S or H?

Q: Hi 5i,
I know you haven’t been big fans of WBA due to their debt load. They had a decent earnings beat today, boosted by Covid vaccinations. They took a majority interest in Village MD to open more health clinics attached to their drugstores. They are also considering exiting the sale of tobacco products.
What are your thoughts on WBA these days with this renewed health focus?
Thanks again.

Q: Hi the great team, can you name some examples of positive momentum stock . Thanks.

Q: Looking at some recommended company's that are near 52 week lows that have a lot of future growth and years of multiple upside. Can you suggest your top 5 companies that fit this criteria(and why you believe the upside potential). I would like to set and forget(for years) for my next few purchases. thx for the great service

Q: Hi, how can Purpose can fund a 0.6% distribution with a 0.15% management fee given how low bank deposit rates are? Thanks.

The fund documentation states ‘Deposits securely invested in cash accounts with Schedule 1 Canadian banks’.

Q: You had mentioned "GSY initially purchased a swap on the AFRM shares to hedge away market exposure" in response to another on GSY..Could you explain how share swaps works in this context? Thanks.

Regards,

Shyam

Q: Hi, With the increasing natural gas prices would companies like SPB benefit from this? Does this present a good opportunity to get into the Energy sector? Thanks.

Regards,

Shyam

Q: While Cielo seems to be getting its act together my take is that current work relates to pilot plant development and it will be some while yet before capacity, and revenues begin to emerge. Do you have a time line that might be used to commit to a worthwhile investment and what product competition they could face roughly within that timeframe?