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Asked by Delbert on September 03, 2021
Q: In response to yesterdays "tapering" report, if one is looking to add liquidity in order to take advantage of a resulting market dip, would you consider selling existing positions that have done well in the recent market growth with the intention of buying back in at a low point? I know you often advise against trying to time the market but this seems like one of the few scenarios where it could be in ones interest?
Or would I simply be better off to leave my current positions alone (everything is slated for long term holds) and try to put aside as much cash as possible in the meantime while we wait for the opportunity to buy?
Q: Can you comment on their earnings report yesterday? Did you listen to the call and if so was there anything of interest (good or bad) that came up?
I have to echo the thanks to you and your staff for the great service you provide. My portfolio and understanding of investing would not be where it is today without your help and fantastic service! So thank you very much to you and your team!
Q: Could you compare FRU and TPZ in terms of payout/dividend sustainability, hedges, debt levels, any growth potential and royalty holdings in general. If you were to buy one, which would it be, and why. Alternative suggestions welcome.
Thank-you
Been watching DOO for a while but remained on sidelines etc. etc....I realize that DOO's large share price increase was related to recent earnings release, so ....with the recent run up in share price would you still be buyers of this stock for a new position--2-3 year hold? Why/why not?
Would you add to existing position? or would wait with expectation of a retrace?
Q: I own both the above ETF’s, down approximately 33% on both. I am ready to be patient with them. Do you see any compelling reason in the cannabis market to keep holding them, or would you take your losses?
Thanks
Q: The valuations of these two companies diverge significantly. Does GEO trade at a discount because of is size, location of business or are there other fundamental differences that I am missing? GEO strikes me as a bargain compared to MDI.
Q: Hi 5i Team: I am 8% weighting in Canadian tech with positions in LSPD and TOI. I am looking to add from DSG, ENGH, OTEX or KXS. In which order would you rank them for long term growth? Thank you for your continued excellent service.
General question about shipping prices.. Costs have increased significantly in the last couple of years..why? And who is benefiting from it? Any company you think may be be fitting from these insane price increases? Thanks.
Q: Advanced Drainage Systems Inc (WMS) and Xylem Inc (XYL).
Due to Climate change forest fire, drought, flood is on the rise and effecting water supply. These companies with the U.S. government infrastructure bill will be benefiting?