Investment Q&A

Q: Hi 5i
In watching the performance of my TFSA, I am not liking the 2020/2021 performance direction and momentum.

The combination of 2020/2021 has been dreadful for holdings such as USA, XBC, STC and QST.....and has significantly affected total portfolio performance.
In the mix are also TF, AQN and FSZ; all for income but was expecting some level of growth.
It was good to be holding ECN but the % was too low to make significant benefit.

With QST and USA both down 60% from original purchase, does one just continue to hold for performance recovery; Business fundamentals and potential take-out (QST) and mine performance and silver price recovery (USA)?

Making a switch from one horse to other has rarely worked for me. Does any of the companies make you say sell and move on or just hold through the already low price positions?


XBC is obviously not expected to reach $11.00 any time soon as the company no longer looks like the one that reached $11.00 earlier this year. They have a good business mix in segments that make sense today. Does one just hold on for Management to get their act together and run off the negatively contributing contracts?

Dave

Q: Hello,

What are your thoughts on Overstocks $100M repurchase program of its outstanding shares?

Q: I'm confused. Which one is being bought out by Blackstone. What's the difference between to two.

Thanks, John.

Q: I was wondering if you could please give you input on the latest quarterly result for the company and it's current trajectory. I would also appreciate your thoughts on this company as a possible ESG investment.

Thank you.

Q: Hello
My & my husband's accounts each hold about 60% stocks and 40% bonds. I am considering putting all our bonds into our RRSP/LIRA accounts and increasing the equity portion of our TFSAs and non-registered accounts. This would allow us to hold higher growth stocks in our TFSAs.

We bought most of our holdings last spring/ summer so we would be taking a loss on the price on the long bonds and buying equities at a higher price.

Here are my questions.
1. Does our thinking about where to hold bonds make sense?
2. Is there any advantage to distributing the bonds across the various accounts?
3. Would it be better to hold off on the reallocation until equities come down a bit and bonds go up in price? I know you can’t time the market, but we are at all time highs in equities.

Thanks

Q: What are your thoughts about CTC's investment in Ashcroft Terminals? How material is this to CTC? Is it an investment in logistics/supply chain management similar to NWC's purchase of North Star Air a few years ago (which seemed to be a good strategic move?)

Q: What can you tell us about Technavia? Are they a reliable info source? I came across a news release this morning wherein they purported to show likely growth over the next few years in the stairlift market, with Savaria apparently well down the list of significant players in the field. Boy, their report prices sure seem high-priced!? How coincidental is it that this news release coincided with a fairly big drop in Savaria price?

Q: Can you give me your opinion of this company? Thanks

Q: thoughts on this company,seems to be getting hit pretty hard lately do you think this could possibly be a good entry point and does this have any shance to be taken over in this category .....Thanks

Q: I would be interested in your first impressions of today's large acquisition.
Thanks.

Q: Hello 5i,
I came across this equity when you recommended it earlier. I am assuming that given you listed it first, it would be the highest-ranked choice out of the options you provided. My parameters are very similar to those of the member who asked the initial question; we are retired, conservative, dividend-oriented investors with a more or less well-balanced portfolio as per P.A. We are very slightly under in Financial Services and underweight the U.S. by about 4.0%.
So, (finally) to my question: what kind of weighting might you recommend for MAIN:US? My thought was something in the 2.0 - 2.5 % range bearing in mind that if I make up the difference in the U.S. with another holding, I need to have a minimum of 1.0 - 1.25% available for that as well.
Many thanks!!!
Best to all at 5i!
Cheers,
Mike

Q: With a Tier One water declaration expected Monday,is this company now relevant?

Q: What would be a good entry price for Ttd? Thanks

Q: Can you please rank above stocks based on the valuation and growth?

And which one would you be comfortable adding today?

Q: Hi
I've got a 3% position in CAE currently in my RRSP. It's done well for me over time, but I'm thinking about selling it. If I do, I'm considering TFII as a replacement, if I stay in the industrial sector. However, I'm also considering GSY as an alternative. I'd like more momentum and a bit of a dividend, and without too much risk. What is your opinion on selling CAE and replacing it with either TFII or GSY? Which of TFII or GSY would you prefer at this time?
If you have another suggestion I'd appreciate hearing it. Thanks!

Q: What’s happening with the silver company USA? Is it too risky to own at this point? What are the chances it survives its current troubles? Thanks for your thoughts.

Q: Hi. I have decided to add an equal position of each of the above to my portfolio. These companies will even out my exposure among sectors. I have room in both my tax free account and my rrsp account. (RRSP won't be accessed for 18 - 20 years) I guess what I'm asking is would it be more advantageous to put any of the above in a tax free account vs an rrsp account?

Q: I have a hypothetical question regarding the $7,50 distribution that will take place later this year. Assume that I bought the shares at $10 and that the distribution was a return of capital. The ROC would reduce my cost base by $7,50 to $2.50. So if the market price of the shares dropped by $7.50 to $2.50 and I sold the shares at that price I would not have any gain or loss on the sale. Apparently, if my logic is correct, I would be pocketing the $7.50 with no tax consequences. Am I missing something? Or is this the logic that would preclude this distribution from being considered a return of capital?

Q: Hi Peter, Ryan, and Team,

Ignoring tax consequences, how would you rank CMMC, CS, FCX, and NTR to boost our Basic Materials exposure? The only exposure we have is XMA, which is heavier into gold, but going forward, we're interested in copper and fertilizers.

Thanks in advance for your assistance.

Q: Would you rather hold 1 position in NVDA or the equivalent of 1 position in a "basket" of FLGT, MELI, AFRM, and ABCL?