Investment Q&A

Q: RESP with 5 years until first withdrawal. Currently only holding is VEQT and approx 30% cash. Looking for some stable compounder companies to sweeten the total return. Please suggest 8 ideas. Thank you

Q: Hi 5i,
What are your current thoughts on continuing to hold onto ILMN given the current situation with Grail and activist investor involvement?

If I were to sell what would you recommend in the U.S. Healthcare Sector?
I currently own ABBV, IHI, TMO and WELL.

Thank you!!

Q: I realize that you have been pretty much non committal about Evertz Technologies, however, they released what look to be "blow-out" numbers yesterday with a record quarter, record annual revenue and record backlog. The market clearly likes it and I wonder if this might change your view of the company going forward.

Thanks as always.

Q: Apparently there was a crypto or blockchain conference within the last week attended by some of the wealthiest individuals and companies on the planet.

Would you know what it was called?

1.It seems clear that some very influential people want this area to have a place in the world banking and trading worlds.


2. One commentator ( Josh Brown ) expressed the opinion that for the foreseeable future it will be very high risk kind of like gold mines over the years. But there might be money to be made in the picks & shovels companies..

Do you have any suggestions of companies that have merit or look to have potential in that picks & shovels areas?

Thank you

Q: Several of the bigger silver miners are trading at 52 week lows and technically look terrible. Yet silver itself is nowhere near its 52 week low.

Which mid/large cap silver miners have the most leverage to the price of silver?

Q: Hello,
Between these companies, if you had to buy one, which one would you prefer in this cycle and why ?
Thanks
CR

Q: Amerigo, MEG Energy, Minera Alamos, and Interfor are, with others, some of the, to me (i.e. except for Interfor) obscure company holdings of the very successful AEGIS Value fund in the U.S. Are you aware of any other commonalities among these holdings that might make them interesting?

Q: Dividend growth investor here. Was wondering about the quality ACO.X as an investment. Any balance sheet concerns? The rather large portion they own of CU seems to be dictating the performance of their stock price - more less flat-ish over the last few years. So in that regard why would, say, FTS be outperforming CU over the last 5 years by approx. 25%?

Q: Hello 5i Team

I currently hold E-L Financial (ELF), Economic Investment Trust (EVT) and United Corporations (UNC).

Ultimately the total value of these three holdings is 2.84 % of my equity holdings with ELF (0.77 %), EVT (0.66 %) and UNC (1.41 %).

E-L Financial and the controlling family shareholder holds approximately 25% ownership of EVT (through direct ownership) and approximately 53 % (through indirect subsidiaries) with a resulting public float of 21 %.

E-L Financial and the controlling family shareholder holds approximately 55 % of UNC and approximately 23 % (through indirect subsidiaries) with a resulting public float of 21 %.
Through Normal Course Issuer Bids and Substantial Issuer Bids, E-L Financial is very slowly increasing its control (approximately 1 % per year).

I understand all three securities have extremely low trading volumes (less than 500 shares per day and some days no trades). I am looking at a long-term holding period (> 5 years).

Questions

1 – General comments on ELF, EVT and UNC.

2 – Given the very slow creeping takeover (i.e. 20 years to complete takeover), does it make sense to retain holdings of EVT and UNC and sell my holdings of ELF? The ultimate goal is to reduce the number of holdings in my portfolio.

Thank you

Q: Will partially liquidate Dis (at a loss) balance hold for recovery. Am debating deploying to one or two of the above. For a 3 to 5 yr hold (registered acct), with capital appreciation/total return in mind, which is favoured?

Q: Peter, My question is about so called Canadian blue chip stocks. Canadian banks div 6 to 7% now TC energy 7.1% Enbridge 7.4% Life ins Manulife 6.1%Great west over 6%. I have owned these stocks for a few years and with them being down 1% or more every day I am staring to go under water. Would it be wise to keep them or sell and buy GIC.
Now for the non blue chip. Eric Nutall suggestions from 2 to 3 mo. ago ie Tamarack Birchcliff ect ect are down 20 to 30%. Many co. have said they will sacrifice growth to pay the div. Many are nearly out of debt. Please help, What am I missing Thanks Ken

Q: I have a small position in each of BAM and SIS in a RIF and would like to consolidate into one position. Would you prefer BAM or SIS.

Thank you as always for your sage advice.

Q: I m looking for a TD moneymarket fund i n. my TSFA US account small amount to keep there,please give me some suggestion also the rate they come with

thank you

Q: Hi 5i,

Please comment on ZWEN, would you be a buyer at this time, and would it be better suited for a registered or non registered account.?

Q: Do you see any hope for either of these to recover or is it time to just cut losses and move on?

Q: I very recently picked up a small starting position in SMCI at $235. Am waiting before adding anything further. I don't normally base decisions on technicals but would like your thoughts on what price level you think would be reasonable. It did gap up in May around $160. In your experience, would you expect the price to come down to fill this ? Any other comments would be appreciated.

Q: How much higher will it go.
Shall I buy more shares
Thanks

Q: I'm under water on both these small cap tech stocks each at <1% of portfolio. I gather from previous comments NVEI is a buy currently? Is ILLM also a buy? Which has greater upside over net 2-3 years?

Thank you

Q: What currency are BEPC’s dividends paid in?

Q: Hello 5I team: If someone retired with some room in RRSP which is in turn transferred to RRIF can they contribute with no employment income as long as they do not claim for a tax deduction?