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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 Team,
After a record year, my portfolio is getting smashed. (22% down already from peak). Very gut wrenching. I am heavy quality tech names (most on your favourite US list) as I believe long term this is where the most growth is in the world today. Question now is, does a person continue to hold at this point? Sell out? Or try to add? Also, do you believe the 10yr bond yield at 1.5% is really this big of concern for the fundamentals of these tech companies? I find a lot of the quality tech names have very little debt, and when they do need money often raise money using their high share prices instead of borrowing debt anyways. Your thoughts please on the current situation? Thanks
Shane.
Read Answer Asked by Shane on March 05, 2021
Q: This company has come up on a couple of screeners that I have been running and I was wondering if you have any familiarity with it. I was surprised to see an $800 million dollar market cap. It strikes me as a possible candidate for a buyout from a company looking to expand their operations into the regions where SFC operates. In the meantime you would be able to collect a decent dividend. If you could weigh in regarding dividend safety I would appreciate it,
Thanks!
Read Answer Asked by Robert on March 05, 2021
Q: I took a half position in CRWD when it was higher than it is now and am wondering about taking the other half position now that it has fallen quite a bit. Wondering what your thoughts are on this at these levels or if you think averaging in is more appropriate at this time. It will be purchased in a TFSA with a long term hold expectation.
Read Answer Asked by Jordan on March 05, 2021
Q: Good morning, I'd like to take advantage of this weakness and buy one full or two half positions in something other than tech or health, Please make a few suggestions for companies that are being pulled down unnecessarily by the dip. US or Cdn are both fine.
Thanks!
Read Answer Asked by Kim on March 05, 2021
Q: There is a lot of nattering now about interest rates rising. When I look at historical charts I see that they are still very low when you take a long term view. Is the concern over done here?
Also wondering what sectors you would favour at this time with a shorter term horizon; i.e. where are we in the rotation?

Thanks
Read Answer Asked by Robert on March 05, 2021
Q: Hello 5i Team
TransAlta (TA) and TransAlta Renewables (RNW) released results March 03.
1 - What are your thoughts on the earnings for both companies?
2 - Which company do you think will provide the best return going forward?
3 - What are your thoughts on purchase price where both companies become interesting?
4 - Why do you think RNW has not raised their dividend for several years, given that they are a "yieldo". Are they receiving a better internal rate of return on drop down projects from TA then the dividend rate?
Thanks
Read Answer Asked by Stephen on March 05, 2021
Q: Hi 5i team,

Any thoughts on how far this trend of selling tech or renewables will continue? Looks like NASDAQ is now negative ytd with many of your Canadian techs down 20+ percent ytd.

When would you seriously start putting floor bids on the favs like CSU, KXS, LSPD, WELL, REAL, SCR, and XBC? If you could put in dollar amts for each it would also be great.

Thx
Read Answer Asked by Christopher on March 05, 2021
Q: Hi my question is regarding resp’s and best way to contribute. Time frame is 15-20 years. I understand ETF’s offer diversification, however would you at all consider a few slow and steady (conservative) stocks instead. Your top 5 ETF’s and stocks for this scenario please and thank you!

Nick
Read Answer Asked by Lauren on March 05, 2021
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