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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi,
Looking at Urbana's NAV ($6), it is reported by the company to be roughly twice the stock price ($3). I bought this stock years ago because the NAV was higher than the stock price, but this discrepancy, and my bewilderment, has only grown.
They like exchanges, and have real assets and privately held assets. Am I ok to increase my underweight position in this name?
Read Answer Asked by Darren on April 12, 2021
Q: looking at to buy a stock in auto industry.
your preference re linemar, magna, martinrea, or wd buying a sales of autos co., ie, auto canada be better. your opinion and any other view/suggestion wd be helpful and appreciated
thank u
John
Read Answer Asked by John on April 12, 2021
Q: Hi.
I bought GSY last year March - April when “the baby was being thrown out with the bath water”. My average cost was about $30. I sold at around $100. After I sold , I realized I did the most foolish thing. I didn’t need to sell , so why did I, was the question that kept bugging me. I sometimes can’t fathom why I do foolish things with my stocks. I told myself it’s not the end of the world and I can still buy the stock at around $127.( today’s price-April 9th). This time i Intend to hold for at least 5 years, or even longer. What are your thoughts on GSY over the next 3-5 years?
Thanks ,
Read Answer Asked by ilie on April 12, 2021
Q: Given 92% of the world's leading edge chips are manufactured in Taiwan, and China's accelerating efforts to retake the island, what companies would benefit if the US decides to build capacity in semiconductors?
Any Canadian candidates?
Read Answer Asked by michael on April 12, 2021
Q: How do you determine which Exchange to use? In your latest report, you recommended Magellan Aerospace Corporation, it's on the TSX and the NEO. Is one exchange better to use than the other. Also, Stock like Shopify is on the TSX and the NYSE. I use the TSX because it's Canadian, but the Canadian Exchanges don't show pre market numbers, I like referencing the US exchange. Am I correct to assume if the stock is moving up pre market in the NYSE it will do the same when the Canadian Market opens? Thanks,
Read Answer Asked by Juanita on April 10, 2021
Q: Hello. Looking at buying US cannabis ETF. But, I see this under MSOS Holdings:

BlackRock Liquidity Funds Treasury Trust Institutional TTTXX 43.13%

Seems like a large percentage is invested in US treasuries that would not be growing very fast (dead money?); what are your thoughts on this and the MSOS ETF in general.

Holdings of similar MJ ETF are names I more readily recognize (TLRY, CRON, WEED, APHA,...), so maybe that's the way to go?

Thank you.
Read Answer Asked by Paul on April 10, 2021
Q: Which one to go and which one to keep.
AEM,ABX,WEED,CJT,GRN,KEL,QST,REAL,SMT,XBC,YRI
Read Answer Asked by Nizar on April 10, 2021
Q: Hi Peter & 5i,
What do you think is the probability that Rogers forces Shaw to redeem these Preferred shares come June as per the purchase agreement?
I'm thinking it's almost 100%. If Rogers doesn't force the redemption then it would be an indication that Rogers is not sufficiently certain the deal will go through. And it's so early in the whole purchase process that the preferred share redemption almost has to happen?
Your thoughts please.
Read Answer Asked by Dennis on April 10, 2021
Q: They are all high-paying dividend stocks, but I want to know why BCE consistently has a higher dividend. Is it because the market is reflecting that BCE doesn't have good growth prospects or are people missing something. Seems like they have at least similar prospects as Rogers (while I know Telus is doing many things outside of telecom so might deserve a higher valuation and lower dividend.)
Read Answer Asked by Eugene on April 09, 2021
Q: Greetings,

I know 5i isn’t a fan of averaging down and while it is a strategy that has worked well for me in the past, initiating positions / timing hasn’t worked in my favour and I tend to buy the peaks. Hence the DCA strategy working for me I guess in lowering the average share price and eventually seeing some reasonable returns. Of course it tends to lead to overweight positions which I trim back. Examples are BA and vermillion.

Now here I am again in a situation. Holding ABX and BTO and down about 25%. Even so I am VERY comfortable with these 2 companies in my portfolio and I see them as complimentary to each other. I don’t see shifting way from them as I feel comfortable even being down 25%. However I am looking to DCA these 2 and bring my total gold exposure in my portfolio up from 7% to 10%. I have no other precious metals exposure. As I am aware 5i tends to be comfortable with 10% total sector position.

Could you weigh in on the narrative in general, address timing of purchases (as 5i tends to like a company and be “comfortable buying here” and seems indifferent of timing), DCA strategy, and advise of your opinion on these 2 companies, strengths, weaknesses, expectations.

Deduct as needed as my credit burn is quite slow.

Cheers and thanks for all the great advice! You have made a big difference. 🙂
Read Answer Asked by Duane on April 09, 2021
Q: Hello 5i,

We purchased QBTC when it was available, then purchased BTCC.B when it was recommended by 5i, and it looks like BTCC is now recommended. Can you clarify which Bitcoin stock is preferred - BTCC or BTCC.B or another Bitcoin stock?

Would it make any sense to own 1/2 of the ETF stocks in BTCC and 1/2 in BTCC.B if you have a 4% position?

Thank you for your fantastic service.

Cheers,

Debbie and Jerry
Read Answer Asked by Jerry on April 09, 2021
Q: Does CSU maintain an economic interest in Topicus? Based on my review of the final long form prospectus for Topicus and insider reporting it looks like CSU holds voting control and a significant number of pref shares in Topicus. What I'm trying to confirm is whether I need to buy Topicus to obtain exposure to its growth or whether as a CSU holder I will already have some exposure.
Read Answer Asked by Patrick on April 09, 2021
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