Investment Q&A

Q: What are your current thoughts on TEAM (Atlassian)? Do you see much upside for it this year if these market conditions continue and the fact that it is not profitable? Is it undervalued or overvalued at this point? Or do the long term potential benefits outweigh the current headwinds it is facing? Do you see it as a buy, hold or sell at this point? Held in a registered account so a small tax loss is not possible. Please suggest other options if you have higher conviction in other names (open to other sectors to continue diversification in a tech heavy portfolio).

Q: Hi Peter & team:
IF I buy CSU.DB today at 138 $ and tonight CSU makes their recall announcement , the baystreet computers will grind away for about TWO milliseconds and tomorrows opening price may very well be about 115$ to 118$, and THEN a gradual decline to 100$ over 5 years.
My question is do you agree that this debenture is riskier than it appears since new buyers after the announcement will also expect to make money during the 5 year roll-off. Please poke holes in my theory if you wish...

(Of course the 5 years could also start in 2035 ...)

Q: Where to hold Bonds? As I am winding down my income producing years and shifting to drawing down my savings I am wondering where I should hold bonds. We currently hold no fixed income as we will get a pension from my wife's work when she retires( so historically considered that out fixed income). Bonds haven't really been on my radar with rates so low the past 10+ years but things are changing both in terms or yield and my investment needs. I have 4 options to stash some bonds TFSA, RSP, unregistered and within my Inc. I more or less have things in the right place currently with growth in TFSA, US in RRSP and CAD in unregistered accounts. My plan was to sell some USD large caps once the steam runs out of the current rally and buys some high grade corporate bonds, in or around 10-15% of my portfolio. A bit of the old traders strategy of sell in may and walk away...

So to circle back, the easiest place to do it would be in my RRSP, but some of the reading I have done has suggested I do it in my TFSA as I can get the yield out of the TFSA tax free account at any time instead of locking it in the more restricted RRSP accounts. Shifting the TFSA from growth to income also seems like an appropriate move at this stage nearing retirement ( me semi-retired, my wife in 4 years or less). The 3rd option I am considering is doing it in my INC and using the yield to " pay the bills" so to speak of keeping the Inc cash flow positive as my earning drop with me working less.

Q: My question is about SVOL. It appears to be an interesting way to hedge against volativity but I cannot really get a grasp on it. Can you please add it to the list of stocks/ETFs so I can track it. Right now it is overbought and pays an almost unreal yield. Finally can I have your opinion....seems risky.

Q: What is your opinion about investing in Mobileye?
The company was recently spun off from Intel (After having bee acquired in 2017). The company is expanding its ADAS portfolio, created a mapping power house, defined safety standards that are considered and adopted by regulators and has made significant progress in the technology and adoption fronts. It is marching towards more and more autonomous driving solution. Unlike TESLA, it is not fully vertically integrated (i.e. it licenses and sells to many car manufacturers).
How would you compare it to Tesla's autonomous car technology and market position? Which company would you prefer if one is interested in exposure to automobile autonomous driving?
(Please add MBLY to your database).
Thank you for your excellent servie!

Q: I hold SIS in a cash account and am up 4.5%. Considering selling it to purchase either EIF or AW.UN. Given my quest for solid dividends along with some growth and moderate risk - balanced with my aversion to paying capital gains tax - which course of action would you suggest and why? (Mindful of one of your favourite quotes about the stock market being a device to transfer money from the impatient to the patient...) Thank you

Q: Hi 5I
I still have my 6500 in my Tfsa
What’s your recommendation, doesn’t matter
about risk or sector
Thanks again
Maurice

Q: Looking for recommendations for growth to add into RESP with cash to deploy for a full position. Earliest withdrawal timeline for funds in 12 years and could stretch for 20. Already holding SHOP, CSU, VFV, HDIF.

Q: The market has been trading for 14 days this year - what has the market indicated to you? Clayton

Q: Please compare these 2 stocks and which would you recommend for a 2 to 3 year hold?

Q: Yesterday you suggested that are better opportunities than RPI.UN. Any suggestions?

Thanks
David

Q: Need to reduce weight in the Industrial sector. Which one would you suggest trimming or selling:

WSP and TFII (13% and 14% Gain)
SIS (33% Loss)

Thank you

Q: My Tfsa has the following three losers (each down by 50%). Are these sell, hold or buy more with new money?
Thank you

Q: Hi 5iResearch
Is there a sector rotation happening now in the market?
If no, do you expect any sector rotation in the foreseeable future?
Unless the answers to both questions are no, can you please identify these sectors (favourable, unfavourable)?
Thank you,

Q: Please commend on these two Consumer Defensive US EFTs – XLP & IYK (iShares US Consumer Staples ETF). If one has to choose one for long term hold, 50/50 balance on growth and yield, which one would you recommend?
Thanks,
Roger

Q: Hello Peter,
Can you please comment on Salona Globals's results yesterday and whether it is good buy at this point ? Also, any idea what drove Greenlane higher yesterday and thoughts about the company ? Can you recommend a good etf for India exposure in canadian dollars and is this a good time to initiate a position in India? Thanks very much.

Q: Happy New year 5I. This is my first question of 2023. DPM had a big pop yesterdday. i guess that the press release about a juicy find in their Serbian property was the reason for the sharp rise in share price (60isb grams over 40 meters sounds pretty good but you ex-Sprott guys should know better than me,) So my questions are: Are those drill results in Serbia as good as they sound to me? and Does a release of good drill results usually lead to sustained strong share price? (My observation is that interest wanes when the next company announces some shiny drill results!) I like DPM for their net cash balance sheet, two profitable mines in Bulgaria, the copper smelter in Namibia, and now this potential in Serbia. I wish they had not invested in the property in Equador but it is too late now. I sold half my postion in DPM. Should I keep the rest and get out now that 52 week share price is near the high point?

Q: I hold convertible debentures from Invesque IVQ.DB.V, maturing 30 Sept of this year, but which are only trading at 80 cents on the dollar. This seems to indicate that there is a substantial risk of default. In your opinion will I get my principal back or will I be given newly-issued and hence highly diluted IVQ shares? Thanks!

Q: How would you rank these. What would the rationale be for the ranking. Housing affordability seems to be a market issue as well as not enough supply. Are these all buys with the macro backdrop?

Q: Hi 5iresearch
I am in a loss position with the above stocks. They represent a very small size of my portfolio. Which ones would have a good chance for recovery in the next 12 months? I am trying to determine which ones I should sell to allocate to other shares with better chances. You can give %s for their recovery in the next 12 months.
Thank you