Investment Q&A

Q: XBC seems to have gone up some last 2-3 days, what do you think, is it still a buy or avoid?
TOI seems to have gone the other way. Any explanation? Is it a buy?
Thank you, Fooklin

Q: Friday messy fun question, please take it lightly. I would like to start reducing the oil companies I bought in April last year. They've done incredibly well, but now I would like to increase my tech growth stocks by opening 1 or 2 new positions. I currently own GOOG, DND, U, CRWD, RDFN, ROKU, VEEV, PINS, and SQ. They have done well under your recommendations even with the recent pullbacks. As no one can time the markets, I am not willing to wait for a surprise interest hike as it is part of a locked-in RSP. It would be a 10+ hold. 1) Without considering size, could you please rank your favourite top 5 companies addressed in this question as of today in terms of strong balance sheet & steady growth potential over time (even in an interest hike environment). 2) Could you please give a brief explanation for the #1 pick only. Thank you very much as always!

Q: what happened today with the big decline ... also, i am invested in FTT, is this a hold for now ...thx

Q: Is now a good time to be buying small caps? I am thinking of taking a position with XCS.

Thanks for your help and advice.

Q: Hello guys,
I was hoping you could rate the current buy-ability of these industrial discretionary companies (byd,doo,mg,tt,sis) and of these clothing discretionary companies (goos, lulu,nke, atz) with 10 being a great buy, for new money. Any concerns, and is there anything similar that you like better?

Thanks,

Peter

Q: Do you think that CTS might be a little over its skis? Maybe a good idea to take some off the table before it drops again? An analyst on BNN recently suggested a price target of 7.75. Today its at 8.

Q: hello 5i:
can you comment on PANW's earnings?
thanks
Paul L

Q: Hi team,
I am wondering how ETFs collect their fees. For example, I am attracted by PDC's dividend of $4.27%, but it has a relatively high MER of 0.56%. Should I deduct the MER from the dividend to get a more realistic value of the return I can expect from PDC?

Q: Any thoughts on what is happening to the solar industry? TAN was at $120 in January and now at $77. Was it just overpriced? What does your crystal ball say about its future please. Thanks.

Q: Too late to invest in commodities? Can you please suggest a broad commodities equal weighted ETF?

Q: Hi 5i Team,

Between STC and CTS, which one would you recommend for a long term hold? Any other small caps that you would prefer instead of these two companies?

Thanks,
Jon

Q: Anything further to add on a possible competing offer for PHO? When do you as the latest date for something to materialize if it does? What are the revised odds of this happening as time has passed on. Would you continue to hold?

Q: Hi, having just sold my TD Balanced Index Fund, I am looking for a suggestion of a few ETFs to cover my under-weightings in the Consumer Cyclicals &/or Consumer Defensive industries, preferably in the US or International Regions as i am overweight in Canadian region. This is for an RRSP with 10+ years holding.

Thanks for this great service!

Q: Hello:

Wondering your thoughts on Excelsior and their copper project which seems to be having teething problems getting going. The stock has been down and wondering if it is an over reaction to problems that will be worked out over the next year.

Thanks

Q: Interested in your thoughts on Western Copper and Gold. Appears to have some good results on both copper and gold, two of the current hot button commodities.

Q: Hi Team, The monitor for David's Tea has issued their report and plan of compromise to be voted on by the companies creditors on June 11th. The report can be found here https://www.pwc.com/ca/en/services/insolvency-assignments/davidstea-inc-/monitor-s-report.html. It is a pretty quick read.
It seems like a clever, well thought out plan. What do you consider the likelihood that this plan gets approved by 67% of the creditors (based on value owed) in both the US and Canada?
In cases like this, does PWC work with the creditors in advance to "secure the votes" or are they just looking to just get the best deal possible for DTEA and hope it gets approved.
In my view, the trade suppliers and employees likely vote in favor. Canadian landlords may also be okay at 22 cents on the dollar. My concern is with the US landlords who only look to be getting 3 cents on the dollar (which is still better than what they would get in a bankruptcy). My question is do landlords typically have a threshold at which they would not accept a settlement below a certain % of their claim.
If it does not get approved does the monitor look to negotiate with the creditors or is bankruptcy automatic?
If this ends up in bankruptcy the estimated cost of the bankruptcy is $27 million, DTEA does have enough cash to pay out this sum. In that case, would the common shares still hold their value and would common shareholders be entitled to equity in any newco?
I recognize this is beyond the usual scope of the questions so please deduct question credits at your discretion

Q: Would consider this company as a bond replacement in a sleepy business with dividend growth potential?? Buy ????
Thx

Q: What do you think of this company? Is it a good long-term investment and a good buy today? Thank you !

Q: Good morning 5i team
I have a 1/2 holding in Enghouse and am considering adding. On the positive side, Enghouse increased its hosted and maintenance services revenue, increased margins and reduced costs in Q1 2021, and made an acquisition in Portugal. On the negative side, I wonder how much damage Enghouse caused with many investors with its special $1.50 dividend, and how long this negativity may impact them. Would you support increasing a position at this time, or biding time and waiting? Thank you.
Edward

Q: Which of these stocks/etfs would you predict to have the best near term upside?