Investment Q&A

Q: Am I possibly missing something, I am setting up a portfolio for my Grandchildren over 15 year time frame.
Considering - dis, goog, fb, amzn. Set it and forget it.
With the current US ex, is this a detriment over the long time frame.

Q: I would like clarification on hedging when buying USD securities via a CDN ETF: if the USD is going up and by comparison the loonie going down is it to your advantage to buy a hedged product or not? I am a little confused as I am sure there are times when hedged is good, and others, when it is not? Intuition tells me know is the time for hedged to protect loonie denominated ETF holding USD securities. The ETF XHY holds Us corp.: with interest rates going up in very small increments in the USA this should cause bond yields to go up as people move their money somewhere else - or not?

Q: For a non hedged etf would VUN be a good choice for USA exposure?
Is there one you would recommend?
Thanks

Q: Could you comment on $PFB as a short or medium term investment. does the recent transaction, acquiring Poly Foam Inc add value to the company.

Q: Can one sell a stock within a RSP or TFSA and immediately purchase the same stock in a non sheltered account.

There would be no loss claimed obviously.

Q: what are your thoughts on the Disney Downgrade last week? Especially with what looks to be a big success in star wars so far. Is there alot to be concerned about with weakness in espn subscribers?

Q: This stock fell from $3.00 earlier this year hit 60 cents on November 27th. It is now trading in the 90 cent range, a 50% increase in less than a month. Is anything significant going on to cause this?? and do you see the upward momentum continuing??
Thanks again for all you do.
Guy R

Q: At this point in the year do you prefer XTC or MRE for value and growth?Please explain. Many thanks

Q: Good morning,

Could you please comment on the press release from HR today and advise if the stock is a buy here.

Thanks,

Eric

Q: Chinese buyers announced at $0.52 but currently selling at only $0.38. What's unlike or untrusted about this sale?

Q: bep.un is down 2.5% which is a fair size drop a company of its size and type. The only news I see is: Brookfield Renewable Announces Extension of Exchange Offer for Outstanding Class A Preference Shares, Series 5 of Brookfield Renewable Power Preferred Equity Inc.

Do you think this accounts fore the drop? would you be a buyer at this price?

Q: Thanks to 5i I have significant large gains in CSU and ESL which I have owned for many years. Is it possible to protect those gains through put options or some other strategy? I do not want to sell CSU or ESL shares as they are such great companies. Thank you, Peter

Q: Hi 5i: There are actually two questions, which for me are linked. First, could I have your opinion on Adobe Systems. It seems expensive (not surprising) but maybe not so much given good growth. Second, how do you think Disney will fare with respect to the ESPN issue - I have heard differing opinions on the likely impact. I am considering at least a partial switch from DI to ADBE and would value your opinion. Roland

Merry Xmas to all, and thanks for the great help over the last year.

Q: Now that they have started phase 1 trials with md Anderson, do you have any change to your view on the company??

Q: Do you see this company as a good long term hold.
Thanks
Brian

Q: I want to add another dividend stock to my reits and, after checking out over half a dozen, have been considering dipping a $15G toe into Dream Global. TD has a buy on it and BMO rates it at 3X. Your thoughts? Thanks, as always, and have a Merry Christmas. -Ted

Q: In your response to Marc about the C$, you state ... "If the Canadian dollar rises, you will want to have a C$ hedged ETF". Can you pick a couple of ETF's that could benefit with a bottoming out C$.

Q: Seasons Greetings Peter and 5I team!

I am looking to identify the proverbial “baby(s) that got thrown out with the bathwater” in the Canadian mining sector. It feels like this sector is “washed out” and that there may be oversold equities that are beginning to turn-around. What is your opinion?

On reading through your recent history answering questions on Lundin Mining, I sense that you have had some comfort with this company’s turn-around prospects. Would you kindly offer your comments on LUN’s current outlook.

Is LUN’s cash flow is expected to pick-up in the near term. Is it expensive based on current earnings? If so, are there any catalysts for organic growth to spur their earnings?

Are you able to identify which base metals are expected to be in shortage in the next year or two, and for which of these does LUN have capacity to meet market demand?

With respect to the base metals producers, what are the key factors to guide whether it is timely to wade back into this sector?

In your opinion, what companies in this sector appear to be poised to be recognized by the market to lead the turn-around in this sector? For example, although FM and HBM are debt laden, despite the likely impact of increasing interest rates negatively impacting their debt, what metals do they primarily produce that you think will sufficiently help them to handle to offset their debt burden?

If necessary, please feel free to deduct more than one credit for this inquiry. My thanks for your help.

SGR

Q: BPF.Un is per forming very poorly especially compared to A&W in more or less the same business. Their reported Q3 loss was related to "fair value adjustments" - which I do not understand. Is there more to this than just the pizza business?? I am showing a significant loss. Your suggestions, please.

Q: Hi 5i team,
I have a few shares in my cash and RRSP accounts. [av 10.47]
I'm thinking of adding to my positions.
What do you think of the last Q3 #'s and do buy into JC's long term turn around strategy?