Investment Q&A

Q: Good morning,

I added Unilever yesterday following a sharp drop of 15%, just a speculative move in my RRSP portfolio; however, I considering keeping it a bit longer but have room only for 1. Your thought on selling Kraft Heinz holding and replacing it with Unilever. Thank you!

Q: Your thought on buying this for a long term hold. Thanks!

Q: Hi, There are lots of high growth companies out there with little or no free cash flow. Growth investors accept this because these companies invest aggressively in their own growth, development, market position, etc.

While it's understandable that high growth companies focus on their own growth now, presumably they will eventually need to switch to other forms of capital allocation. I am wondering if you have any insight into how much confidence we should have in which of these management teams will act in the best interest of shareholders when the time comes to maximize shareholder value via other forms of capital allocation. For example, if a company reaching maturity throws most of their resources into R&D despite diminishing returns it would not be in our best interest.

I realize the answer to this isn't completely knowable, so also interested in your general thoughts on this topic.
Thanks

Q: Hi Peter and Ryan. Given the state of the world these days do you have any sage advice for investors regarding American and Canadian markets. Possible sectors to avoid or concentrate on. I realize this seems like speculation but the probability of a Russian invasion is certainly trending higher each week.

Thank you,
David

Q: What do you think of air,vn as a spec ?

Q: What is your analysis of SGML for value and growth going forward. Do you think there will be shortages of lithium in the future and would this be a good way to play the trend towards EV. Thanks

Q: Seems to have some positive momentum. You had previously mentioned it may flatten in 2022.
Would you consider this a buy or do you have another pick in the sector.

Q: Is Mr. Kadey purchase something positive for the company? Should I continue to hold I'm down 50%?

Thanks Greg

Q: Was listening to some podcasts on clean energy and it was noted that Canada has some of the best battery recycling in the world. I found the above noted company and was wondering your thoughts on it as an investment or if there is another company in this space you might consider.
The speaker also commented that Canada is in a good position to capitalize on clean energy but needs a national strategy or we will just end up sending the raw materials to be processed elsewhere missing out on value added economy.
Do you have any suggestions as to companies that may be on the way to achieving this?

Q: Aside from the downside momentum and my negative 70% return on XBC (emotions detached), do you see today's price of 2$ as attractive? Today's price seems a lot less risky with still upside potential in the company. Is this a buy at these low levels?

Q: I would appreciate your thoughts on QSR as a buy at current prices. Nearing 52 week lows.
Thank you

Q: Lately I have noticed a number of questions regarding P/E. Most sites quote TTM (trailing 12 months). While valuable, you have mentioned that you find "P/E-forward 12 months" to be more helpful. I believe the 5iR company data page shows TTM.

Could you consider, in one of your next website updates, including P/E-fwd 12 months? If yes, great. If no, can you provide a website that does show this number.

Thanks for your help.....Steve

Q: WTI is at a 7 year high today, but the 2 etfs are down. What am I missing? Thank you

Q: What companies mine both gold and copper? Which ones are recommended?

Q: Hello Peter and Team,

Is there a smart way to hold investments denominated in Swiss Francs that generate yield?

The goal is to diversify some funds to currency in a stable country that isn't printing money unabated like in Canada, the US, and the Euro to avoid loss of purchasing power. Even better if we can be invested in decent stocks or get dividend yield while we are at it.

Thanks!

Q: Peter, I am seeing coflicting recomendations on Manulife. I am looking for steady and growing long term dividends. If you would buy Manulife where is a good entry point, Thanks Ken

Q: Hi 5i,

Question regarding Well. Do you possibly have any info. (or know where we could find any info) on how their purchase of CRH Medical is going?

It seems like CRH's CEO (Tushar Ramani) left the company last month (Dec). Is there any information explaining this and/or any information relating to their revenue trends?

Thanks very much!

Q: Hi 5i
You have mentioned in previous responses that REAL should/could be taken private. If this was to happen, what happens to shares holders and what do you think share price could be worth if this was to happen.

What do you think odds are of this happening?

Previous answers you have clearly stated you could not endorse the company heading into earnings....In your opinion at this point, down -68% would you continue to be holders or rushing for exits ?

Thx

Jim

Q: Thoughts on NFLX quarter. Would you step in here for a starter position or do you see other problems lurking?

thx, M

Q: As a long time member it seems to me previously 5i indicated a 1% position was too small to help performance in a portfoilio. Lately you have been adding 1% positions, why the change?