Investment Q&A

Q: Morning TEAM 5i. After reading Ryan's piece, I find myself wondering when the next market pull-back will happen and just how deep it will be. I agree with his thesis that many of these 'bubble stocks' will pay the price of lacking real fundamental value. It reminded me that perhaps I should rebuild, for lack of a better term, the 'Core' part of my portfolio. I'm considering the companies indicated above and wondering if you also would consider them "Core Holdings'. (Core, being companies that are fundamentally sound, pay a bit of a dividend and should survive a sizeable correction in the market). Also, if you think I'm missing any companies I would appreciate it if you would suggest them. As always, I look forward to your much appreciated guidance.

Q: Hi folks, last reporting for Vivo was Q3/20 (end Sep 2020). Vivo held 5.3M shares in Skylight shg/v at .03sh, now valued app $1.50sh/share. Also held investment in Meta/v, that got bought out & converted into 4.5M shares of Hiti/c at .19, now valued app .70/share. Also held Friendly Stranger & since taken out & converted to Fire & Flower shares Faf/t. Question is..any way of finding out if Vivo still holds or sold, all or some of the three companies shares, etc???? Called the company but wouldn't confirm anything, and even upcoming Q4 results will only cover to end of Dec 2020. Is there any site/program, etc to be able to find out holdings/investments/dispositions that a company like Vivo has made...or as an investor, do you have to wait and only find out in Q reports. vivo has been a dog, but if they do in fact still hold investments in High Tide & Skylight...would help the bottom line as both stocks have been big winners in January 2021. Sorry for the convoluded Q, but as shareholder of Vivo...I thought I would/should be able to find out the investments of Vivo. Thanks for the help & info, jb Piedmont QC

Q: Considering the Biden "Buy American" executive order, how significantly can you see it impacting STLC and CIA? Thank you

Q: Can you comment on AMD earnings results.

Q: My portfolio analysis is showing that I need to reduce investments in Canada and increase in United States by 9% and International Markets by 16%. Following are area where it is suggesting to invest more.

Communication Services
Consumer Defensive
Healthcare
Industrials
Technology
Utilities

Can you please suggest couple of stocks or etf in above industries?

Q: CIX seems to be making it's number of acquisitions but it's share price don't seem to move much.Could you comment ?

Q: Hi Peter:

this one dropped below $ 200, any reasons ?
a decent entry point for some gains?

how would one rank this stock in terms of risk?

thanks

Michael

Q: The German biopharmaceutical company Curevac, which trades on the Nasdaq,
plans a 5 million share sale. Is this a good sign? Your opinion.
Thank you.

Q: Can you profile the company and what is your opinion of its valuation and outlook? Thanks for your service!

Q: Looking through your responses on this company I do not see any reference to what appears to be POETs claim to fame - that is offers a unique integration of optical technology and existing chip production, nor any reference to a fairly long established participation, I assume in this technology. I like belt and braces; if the technology is valid and timely, which I assume it is given the focus of robotics today, and they have a moat by way of patents or other mechanisms, their prospects should be excellent, albeit absent revenues in the short term. Can you clarify these issues for me please.

Q: Other than Horizon's BetaPro ETFs, are there any other leveraged ETFs that trade on Canadian markets? I am looking for something similar to TNA / TZA, but trading in Canadian dollars.

Q: DXD has been TELO.V for a while now. Up over 200% in the last few weeks. I think they are awaiting results from Mayo clinic which might explain the move. Also I suspect someone or newsletter might be recommending it. I search the web but see no news. Is there a better way to track newsletters recommandations ?
And would you have an opinion on Telo .
Thanks

Q: Good morning
On a recent post, you commented "Shareholders are still a little shocked that it even decided to go after a low margin grocery chain, so may just be a little more wary." Balancing that, you also noted the partnership with Carrefour could help Couche-Tard 'get closer' and position them to acquire the parts of Carrefour they really want. Against that backdrop, my question is,
Does 5i feel that ATD is working to strategically reposition itself given the momentum building with electric vehicles? Do you feel ATD will be able to adjust strategically to make its network of stores still attractive in future with many more electric cars on the road? Thank you.

Q: This one is for Peter, since I understand hedge funds were once your bailiwick?

I know little-to-nothing about hedge funds and how they operate, so watching these huge swings happening on the markets lately and people covering shorts (whatever that means) ... I'm very curiously concerned about the overall impact this will have on the markets? Does the common sense investor bail out of Nasdaq stocks, for instance, for the moment, until everything settles down? There is no rhyme or reason to what is happening with many stocks and it would be horrible to be caught in the crossfire just for being at the wrong place at the wrong time.

I would appreciate Peter's perspective re: how to handle the US part of the portfolio at the moment.

Thanks, as always, for your great advice!

Q: The discount to the deal price is now in excess of 5%. Is it possible Apollo could be caught up in the short squeeze and not be able to close the deal? Do you think Baker may be selling shares in panic mode? Could the regulators quash the deal OR is this just some investors deciding to take some money off the table due to the stench created by Baker and Epstein crony Leon Black?

Q:

Peter,

My questions revolves around the sites Morningstar and TMX money. I look at these types of sites who provide loads of data and am wondering about the MO. Are these types of sites set up to give you "teaser" information and then get you to subscribe or do they collect their revenue from advertisers ?

Thank you

Paul

Q: What would be your assessment of this recent IPO?
Thanks Team!

Q: It would seem that some stocks such as Blackberry,Gamestock etc are driven by Social Media hype for the short sellers ,what is best way to protect from phoney quick swings .Could you comment.?

Q: Hi,

I'm looking for an ETF that holds a small number of high quality Canadian stocks - say about 25 holdings. A yield similar to XIC or XIU would be nice but not critical.

HBF and DXG are a couple of ETF examples that I use for US and international companies. So something similar to these but holding Canadian companies. I don't mind paying a slightly higher MER for a somewhat more active portfolio management style.

Thanks,

Gord

Q: Would you please advise the approximate amount of excess capital (or equivalent) each of these five Banks are holding based on their year end results.

Thanks