Investment Q&A

Q: In a Globe and Mail article yesterday, Candice Bangsund of Fiera Capital was quoted as saying "Fiera is overweight on Canadian stocks now because it’s “where we see the most upside potential,” she says. “We expect the [Toronto Stock Exchange] will outperform the U.S. market in 2021, which is a sharp reversal from what we’ve seen.” If I could chat with her I would say "WHAT?".....Me, I thought Canada rides on the coattails of the US....The family is well diversified across Canadian and US stocks. But with new TFSA contribution room for 2021 for 4 accounts, what guidance would you provide with respect to investing new money in Canadian or US stocks or do a combo?
And pop a bottle of champagne to celebrate another good year of  5iR guidance to couch guy like me!!!......Tom

Q: Please rank them based on their moat, starting with the widest moat. Thanks.

Q: TPI Composites makes blades for wind turbines.
What do you think of it?
Thank you
Peter

Q: GDNP What are the implications of the recent financing? The .47 figure confuses me

Q: Equinox Gold announced it is purchasing Premier Gold. From Equinox's perspective do you view this deal in a positive light and why? In general, how do you view Equinox moving forward? Ross Beaty has proved serially successful in the past.

Q: For a 3- 5 year hold,please list the following companies,best first, for their potential to generate capital gains:bbtv,kxs,dnd,dcbo,real and nvei.Thanks.

Q: Good morning. Hope everyone is well

Would you suggest a couple of bitcoin stocks that we can watch. Are there any Canadian names Thank you for your time.

Q: Do you know what is going on with Dunkin brands? I think it's being acquired but my account just shows a strange symbol I can't trade and a note to say that this is not a current price.

Q: Hi Peter, Which 2 of the above stocks would you suggest for my TFSA ? Are the current prices good for entry at this time ? Thanks.

Q: With Peter now managing a fund, will he still be spending most of his time with 5i answering questions, etc.? I see people wanting changes by way of having a separate advisory for US securities instead of them being combined as they are now. I had a paid subscription with another advisory and which were not combined and they had for example, small cap, large cap, income, US small, US large, etc. so you would be subscribing to half a dozen of their programs to get all of the information. I see now I receive emails from them and they are reaching out with another more inexpensive program where like Amazon - pick the program and put it in a cart. Your subscription is far superior to what I am aware of. Awaiting your response. Thank you.

Q: Would you average down ? if so what would you look for to do so? Thanks for great job

Q: I am trying to add some growth in my spouse's RRSP. She has 5-6 years to go before withdrawing. She is lacking in Consumer Discretionary/Cyclical. I have been looking at ATZ as a possibility. People pay $70 for a pair of cotton blend sweat pants?! Incredible.
Is it the on-line component that is driving this company? As it is back to it's highs in Feb when C-19 struck, there appears to be something to it. Could you explain again 5i's take/ Thank you. Stephen S

Q: Good morning,

Could you please tell mw which of these stocks would you prefer for a recovery play at today's prices, with a one-year time horizon?

Thanks for all you do!

Brad

Q: Hello 5i'rs
Could I please have your opinion of KLA vs LRCX vs NVDA? Growth and valuation and your pick please.
Thank you

Q: Is AC a good buy with near term upside at current price, given recent dilution from very large equity issue, major input cost like jet fuel going up and uncertain timing of path to recovery in air travel?
Thank you,

Q: Peter and crew, when I look at the most recent quarter for KXS, COGS and admin costs have risen sharply in comparison to past quarters, any concerns?

Thanks for all you do.

Q: Today ,when I turned on my computer the above stocks each had matching bid ask for millions of shares at much lower than their closing price yesterday. Any idea what is happening?

Q: Hello Peter,
First, I want to thank you and your team for a fabulous job. I really find your service useful not just from stock selection, but gaining knowledge in the industry overall. Best wishes for Xmas and the New Year.
The stocks are from various sectors so not apples to apples comparison but if you had to choose the list from lower risk to higher risk, what would it look like and what factors did you use to select the profile.. Many thanks.

Q: AYX seems to be on an uptrend; do you think it is past what brought it down so significantly, and do you see the improvement in share price continuing? Thank you for your excellent service.

Q: I currently hold HD in my portfolio and am considering a switch to either BKNG or WYNN, what are your thoughts for some safe growth?
Thank you for a great service.
Lyle