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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: What is your opinion on this US healthcare stock regarding valuation, prospects, and risk. It seems cheap but do you consider its concentration on drugs a potential pitfall if the US decides to reduce allowable charges for prescriptions. Would you buy CI or are UNH Elevance or Humana better equities to hold? Appreciate your views.
Read Answer Asked by Ken on April 13, 2023
Q: Hoping you can give some info on the debt situation for Ala. I know they took on a lot of debt to accomplish the big US acquisition but how well, in your opinion, are they dealing with their debt. I’ve heard someone suggest that they may sell some assets as a debt reduction strategy as well. In short, is their debt a serious issue or is their cash flow sufficient to cover debt repayments, dividends, etc.?
Read Answer Asked by Donald on April 13, 2023
Q: Hello,
I have accumulated two large positions in Royal Bank and Fortis inside my TFSA, with the intent of collecting the dividend income stream throughout retirement for 25 years and then cashing them out.
I find myself needing to sell one in order to raise some cash.
Which one would YOU sell? Or sell half of each?
Thanks,
Roman
Read Answer Asked by Roman on April 13, 2023
Q: I sent you a question on CMMC and right after that I started to read up on TKO which is a very similiar sized, low grade Canadian copper miner. The difference is TKO is on the way to a second copper mine in a Tier 1 mining jurisdiction (Still waiting for a final permit) while CMMC just sold off their chance to TKO still has debt although they seem to have most of the capital required to build the second mine. TKO also gets credit for having a lot of moly with their copper while CMMC has more silver and gold by products. Moly prices have gone up substantially but then again gold and silver having been doing well. For 2023 TKO has about 70 per cent of their production hedged at $3.75 (Collars??) so even if copper prices tank in 2023 (doubtful) they should cash flow at their BC mine whereas CMMC is struggling to cash flow in BC. So what do you prefer, CMMC, TKO or some other copper play? I vaguely remember moly $ to be very cyclical. I know moly is only a by-product of TKO's copper mining but if you can comment on that it would be appreciated.
Read Answer Asked by Paul on April 13, 2023
Q: Not clear why this fund goes nowhere or down? Keeper for the next year? Seems odd in the days of hacking and security needs. Your thoughts please.
Read Answer Asked by Debrah on April 13, 2023
Q: Hi All at 5i!
I am giving my portfolio a spring cleaning. I have Arkk, Apps and Unity software, all of which are down significantly. I do not need the money and can hold these for at least 5 years. Is there hope for any of them should the market start performing better or are there inherent problems with them and should I just let them go . Your opinion is highly valued. Cheers, Tamara
Read Answer Asked by Tamara on April 13, 2023
Q: Hi,

I trust that you are well.


I have the unflattering distinction of having been in the markets for at least twenty years and I have missed every fortune-making opportunity during that time. Examples: railways, Amazon, Google, Apple, cannabis, crypto (to a lesser extent), Microsoft, Berkshire, Canadian banks, telecoms, Shopify, CSU and anything else that had a great run (and continues to have a great run). You name it, I missed it.

It would be refreshing to bring this proto-Maple-Leafean losing streak to an end. So,
perhaps you could suggest some industries that are going to be big. Perhaps you could suggest some young Microsofts or the like living amongst us.

Also, would you comment on FLT.V? Do you this company is worth taking a flyer on?
Do you think the drone delivery industry is going to take off? I don't even need it to really take off. I just need there to be at least one gust of retail enthusiasm to keep industry valuations aloft for a bit.

I saw Mark Rober video about drone usage in an African country. He seems to think it is a very effective delivery method.

I am going to make an executive decision here, and ask all 5i staff to drop everything and dig deep into this industry and provide a report which: 1) estimates the likelihood of drone delivery being the next big thing 2) suggest some names to invest in.

Yours kindly,
David

Read Answer Asked by D on April 13, 2023
Q: What are your top 3 picks in the digital data storage sector and why. Thanks for your analysis.
Read Answer Asked by Ian on April 13, 2023
Q: Hi Peter,

Can you please provide a list of the top five companies that you would consider taking a short position for the next six months? Please provide a brief explanation why these companies were selected to be included in your shortlist.

Thanks, for your advice.

George
Read Answer Asked by George on April 13, 2023
Q: As a CMMC shareholder I am interested in your comments on the takeover by HBM. I am down on CMMC but it was my only copper investment and I was holding for a copper recovery. Do you think it best to stick with HBM or sell and buy another copper stock such as Capstone?
Read Answer Asked by Ken on April 13, 2023
Q: Copper Mountain Mining had a miserable time mining the last few quarters, that reduced tonnes mined, grades down, costs up and cost per lb of copper produced way up. But they have had success in selling their exploration property in Australia ( sold to Harming Gold for $170 plus another possible $60 in the future.) That brings CMMC net debt down to a low level but it makes them a single mine mining company albeit in a Tier 1 mining district. They also have new CEO stepping in on April 24 and Mr. Merrin seems to have good experience (HBM, Gold Corp, diamond mining). So the last few quarters for CMMC have been disasters, but what about the future? Earnings come out soon and I don't expect them to be great but maybe it will be the last of stinky earnings. What is your take on this single asset Canadian copper miner? Do you think the incoming CEO is the right guy to turn this miner around? I only want a copper miner in my portfolio that does okay with lower copper prices and if copper does shoot up then it does even better.
Read Answer Asked by Paul on April 13, 2023
Q: You recently mentioned that BN owns 75% of BAM. Do you have the numbers for BSO, BIP, BEP, BBU.

Greatly appreciate.
Read Answer Asked by Valter on April 13, 2023
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