Investment Q&A

Q: Hello Peter, I hope this question does not reduce my credits as it is more of a clarification. On July 30, 2021 the numbers you provided for estimates were $197 M for revenues, and EPS of .44; however, on the earnings date of August 10, you had replied to a question on Nvei;s numbers which you stated as .44 cents of EPS to be ahead of estimates and revenues that were less than $197 which do not reflect well on estimates provided on july 30th. Perhaps, i misunderstood. Can you please clarify? Thanks for the great service.

Q: What are your thoughts on FIVN as a buy today?

Q: Recent quarter looked strong. Tax compliance should continue to grow as companies and workforces gets more distributed and governments looks to collect their share of taxes. Thoughts on the quarter and outlook? Do you see them as a take out target longer term?

Q: I am surprised at the beating they took for their adjusted guidance outlook only because earnings continue to beat. What is your opinion as to the future outlook and do you think things will get worse before they get better?
Your opinion is appreciated

Q: With the senior demographic gaining in numbers what is your feeling about ADUS as an outpatient and home healthcare company.

Could you please list your top 3 recommendations, in both US and Canada, for this Healthcare industry.

Q: Pls comment on their earnings release and guidance. Would you continue to buy/hold and what is behind your rating.

Thx

Q: My husband and I are in our early 60’s. We do not have a company income. The bulk of our assets are in my RRSP and LIRA accounts.
We are converting his RRSP to a RRIF and my LIRA to a LIF this year and waiting until I am 65 to convert my RRSP so we can take advantage of pension splitting.
We are conservative investors and just want to keep up with inflation.
Would you please suggest a few ETF’s for diversification and a few income ETF’s for our LIF, RRIF and my RRSP accounts. If there are stocks you would would like to include that would be appreciated. Thank you.

Q: Hi 5i TEAM,

I am regret that I didn't add more on Nuvie before the earning. Is it still buyable with 13% jumps on the share price today?

Q: Hi

Bought NBLY based on the block post of May 18, 2021 and MAGT on the blog post of April 27, 2021.


Both have done very good (thank you).

This is another great feature of being a 5i member.

Keep up the great work.

Mike

Q: I have been planning to invest in emerging markets. They might represent good valuations compared to the overall marketplace. A friend recommended FRDM as an ETF. Would you have any other suggestions as far as ETF go.
Thank you.

Q: Hi 5i team,

On Aug 9th, Bmo capital markets raised it's outlook on price for GSY to 207$. When an analyst raises it's price for a stock, what is the time frame they believe it will hit that mark?





Thank you

Q: Hello, I have the Mackenzie fund mfc244 that has done very well for me over the years and pays me a nice dividend every month. Is the a cdn etf that would be comparable in performance and payout but would have a much lower mer? Thanks

Q: I currently hold Wir.u shares. With its impending sale what would you suggest buying to replace it ? I already hold Dir.un. Thanks Joe

Q: Hi 5i,
Considering their latest results would you consider adding at these levels to be a reasonable move?

You overall thoughts ?
Thanks

Q: Good Afternoon 5i,
After reading the recent edition of your ETF newsletter, I am inclining to invest a bit directly in China. I already hold VWO but, after reading the well reasoned and written article of yours, I may want a direct, China only etf. Especially now that Chinise stocks have been hammered. Although i am a long term investor, I thought I might capitalise on this fall of Chinese stocks. I think it is most prominent in the technology sector. For that reason I am leaning towards KWEB rather than MCHI. But, when I read the article I see that three of the top ten holdings in both are Tencent, Alibaba and Meitvan, with a similar weighting. Although 63 percent of Kweb and 44 percent of MCHI are the weights for the top ten holdings. That is a difference but it doesn't seem like a lot. So, it looks to me that I get a pretty good cut of the technology stocks in MCHI, as well as more safety. I am therefore leaning in that direction. But, I am tempted by a tech comeback, where I might make a bit more with KWEB. I know it comes down to personal decision. But, I have a bit of trouble understanding how big a difference there would be between the two in a tech comeback. So, I thought I would ask the professionals how you would look at this?
thanks for all your great work

Q: An article in today's TorStar indicated that the company will sell 7.7 million shares at a price of $93per share. The underwriters have been granted an over allotment option up to 1.155 million shares.

It's not clear that the dollars quoted were in U.S. or Cdn dollars. If it's in Cdn. then the Monday closing price of $116.57 is within range. Can you confirm? Thanks.

Q: Morning... your thoughts on NVEI earnings and progress as a company.

thx. M

Q: Morning, which of these two would you buy today for growth addition to a TFSA? Thanks

Q: Hi 5i,

Thanks for the GSY suggestion last year. I am up 400%! That pick will pay for my membership for decades. Thanks to that I am overweight financials. Good problem to have I guess.

As a result, I am underweight industrials and basic materials. I have some cash in my TFSA to deploy. May I have your best idea in those sectors? Thanks in advance.

Q: Hi 5i,
Can you clarify the logic in having a portion of the portfolio in cash? I have seen in past questions you reference a lean stance on cash still being around 7%.