Investment Q&A

Q: I bought EGLX in Margin account on June 8 and my Registered account on June 23. Can I claim a loss if I sell in a margin account only or do I need to sell in both accounts to claim a loss?

Thanks for the great service

Q: Hello 5i Team

In a taxable non-registered account denominated in US$ I hold Berkshire Hathaway (BRK-B) as a proxy for the US market in which no dividends are paid.

I would like to complement 20 % of the account value in US government bonds as a hedge against market corrections.

This account has a time horizon of greater than five years before any funds are withdrawn.

Which ETF (I used iShares as the ETF provider) would be most suitable for this account:

3-7 Year Treasury Bonds (IEI) duration = 4.66 years
7-10 Year Treasury Bonds (IEF) duration = 8.01 years
10-20 Year Treasury Bonds (TLH) duration = 14.89 years
20 Year Treasury Bonds (TLT) duration = 19 years

Or should I use a general US Treasury Bond ETF (GOVT) with a duration of 6.79 years.

If the same question is asked and US Government TIPS are utilized in place of US Government regular bonds which of the ETF below would be suitable:

0-5 Year TIPS (STIP) duration = 2.60 years
General TIPS ETF (TIP) duration =7.68 years

Thank you

Q: I requested some input from Enthusiast Gaming Investor Relations yesterday and here is what they provided:
Re: What is Going On With Your Stock Price?
Inbox

Investor Relations
12:49 AM (8 hours ago)
to me

Hello Chris,

Thank you for your email and valid comments. While we can't comment specifically on the stock price (that is for licensed professionals), we can tell you that the business plan is still very much on track and that over the past year we have been very focused on building a leading gaming, media and entertainment company. In that time, our key operating metrics have all improved, including improving gross margins, subscription growth and direct sales growth, In addition, the company is in a stronger financial position today than a year ago with more cash and less debt on its balance sheet. Finally, we have deployed capital on smart, accretive acquisitions that have strengthened our fan communities while supporting the operating metrics above.

We remain on track to achieve our business plans and have delivered consistent fundamental growth on all of our operating metrics.

Please feel free to reach out any time and we thank you for your ownership and support.

Q: With a lot of gold miners stocks trading at 2017 levels or just over when the price of gold was around $1300 are they undervalued now the gold price is around $1800?
Or is the market thinking gold is overvalued at current levels….

Q: May I please have your comments on earnings. Cheers

Q: comments on earnings?

Q: I have owned Corning for about 15 years. While I am generally pleased with the company and the stock performance, the shares have had a bad few months and a very bad day today. Do you know what accounts for today's drop and how do you view the shares for a long-term hold from here? Thank you!

Q: I received ARTG shares when Atlantic was sold. I've held onto them and they make up less than 0.2% of my portfolio. I'm debating on either getting rid of them or adding to the position. What are your thoughts in this regard? I have no other gold stocks.

Q: Hi, I am in need of increasing my Consumer Cyclical & Consumer Defensive exposures in my RRSP. Could you please suggest a few of your favourite companies.
Thanks

Q: Hi 5i,

What do you think of the newly public Algoma Steel (trades as ASTL on the NASDAQ) after the recent takeover and name change by Legato? Please comment on risk and upside potential for its shares.
Thanks!

Q: What do you think about Rock Tech Lithium?

Q: Could you please comment on their results and outlook?

Thanks,
Milan

Q: I have some cash I would like to get back into the markets and would appreciate your recommendation on 3 or 4 "screaming" buys on both the CDN and US markets. Keep the good work and I would love to see you expand on Chart Attack.

Q: What are your thoughts on the psychedelic-based drug discovery companies such as Mindset and the corresponding space? i.e. Companies focused on developing psychedelic compounds for treatment-resistant neurological and psychiatric disorders.

Q: Stock screeners. Could you suggest web sites with a great stock screener tool - free or paid?

Failing that could you list Canadian companies that currently pay a dividend above 2.75 % and have no debt?

Q: Good afternoon,

I came across this article:

https://www.rvtravel.com/expect-higher-prices-short-supply-propane-winter-1023b/

Would SPB be a good way to play this theme? Are there any US alternatives?

Thanks in advance.

Q: Hi Peter, Ryan, and Team,

Portfolio Analytics indicates that we need to increase our Real Estate holdings, but the only place to do so would be in an unregistered account. I’m looking at GRT.UN and TCN. My thinking is that even though GRT.UN has a slightly better chart, the best option would be to go with TCN, and since it’s not a REIT, there would be some tax advantages in this situation. Is my thinking correct? I should add that our only holdings in this sector are FSV and IIP.UN, both recommendations of 5i, but held in our RRIFs. A big thank you for these past recommendations, and for your assistance with my latest query.

Q: An article in today’s Globe recommended this stock as a solid counter-market sentiment investment. Your thoughts?

Q: Hi 5i,
I wonder if the market is (and will continue) reacting quite negatively to the new federal cabinet, out of a belief that economic growth, national self sufficiency and real prosperity for Canadians is not currently high on the list of government priorities. Nothing can hinder economic health like obstructionist government policy and I sure see lots of that in Canada these days. I'm feeling like I should concentrate hard on moving as much as I can into US and international names.
Would you say I'm overreacting to what the next 18 months to 2 years (the usual life span of a minority government) might bring to Canadian business? Are there sectors that are likely to thrive during that period, other than maybe the banks, do you think?
Thanks for any insight you can offer.
Peter

Q: Good evening!
In light of today's announced split, what are your thoughts, particularly in regards to the residentially focused part. Is there any reason in particular why the dividend would be at risk? Would you see them increasing the dividend back to the original pre-covid levels, and if so when?
Thanks! Paul K