Investment Q&A

Q: Hi 5i Team - For a long time the benefits of copper as an anti-microbial agent have been known but perhaps not widely. That recognition has been gaining steam as both public transportation systems and hospitals are considering using it in their touch surfaces and elsewhere. Although these innovations are on a small scale at this point, they will likely gain steam as the world seeks to find ways of reducing the transmission of viruses and also bacteria – any form of microbes. Obviously this is a very worthwhile goal! From an investment standpoint could you provide the names of two or three copper producers that you feel have the fundamentals to not only continue to produce copper at current levels but also might have the ability to increase their production. Thanks.

Q: Hi Team,

Do you think this is a good buy at these levels? It seems undervalued and has some good growth potential once all the cyclical businesses recover and they monetize some assets? Your thoughts on the long term potential of this company?

Thanks,

Q: I want to sell one of these 2 companies and reinvest the proceeds in REAL which do you suggest I sell thanks Richard

Q: It looks like lots of improvements in the Sector which small cap stocks will benefit
most?

Q: Any thoughts on the upcoming IPO for Roblox? Thanks

Q: What is your outlook for ECHELON FINANCIAL HOLDINGS? Is it worth buying here? Thanks.

Q: I own this ETF, and as with other Horizon ETFS, and it is thinly traded. Sometimes on certain days, there is no volume at all. Do you know why would this be the case?

I also notice a certain bid/ask spread with a size of 1 share on each side. Is this the ETF fund itself, trying to make a market out there?

Q: For a total investment return over a long time frame, which ETF do you think will perform better?

HCAL - Leveraged, No DRIP, 0.65 MER
RBNK - DRIP availablity, 0.33 MER

Thanks,

Q: I am an income investor who has held MFC for years. Just breaking even on price but reasonable return on dividend.

Thinking of switching to either GWO or SLF. GWO has a higher dividend but SLF may have more growth potential.

For safe sustainable retirement income what would be your preference or do you have other suggestions. I recognize that a combination of growth and income can be just as good.

Thanks,

Q: I was watching fast money while I was doing my hour cycle. What really struck me were all the special acquisition quotes I saw coming across the ticker. There must have been 5 or 6 and they were all up 10 to 50% on the day.

Now that some time has passed since ackman made a big splash with his spaq have you discovered or researched any that you like and think has a bright future as a growth investment?

Sheldon

Q: When does LSPD announce earnings next?

Sheldon

Q: Press Release today Nov.24/2020 could you interpret this release for me and give your opinion .
Jim.

Q: My questions is above. LSPD IS that a good stock to buy now?

Q: Hello 5i team,
Regarding REAL: you mentioned it is now a weighting decision. I am a patient investor who likes to buy quality companies while they are at bargain price. If a full position is 5% in an already diversified portfolio, up to what weighting would you recommend? What surprised (disappointed) you and the market in their quarterly results or conference call?
Thank you for your collaboration, Eric

Q: Hi Peter !
My US holdings are ADBE,AMZN,TEAM,NFLX,MA,MSFT,AYX,ARKW and I would like to add 2-3 more US stocks to my US dollar portfolio. Could you please make some suggestions that would compliment the above.
I just started ARKW 5 days ago.
Thanks Andrew

Q: Prior to the Covid pandemic I was stockpiling cash in anticipation of a long, overdue market correction. Still buying and selling but mostly selling. I can imagine that a lot of us retirees where doing the same. Most of my portfolio I left untouched assuming yield protected it from a major downturn. Wrong!!

I never really sold but waited for the portfolio to recover as value came back in fashion. I also bought beaten down value stock (banks, insurance companies and large, unloved tech companies, etc.) as this progressed.

My question to you is this. Has my generation (approx. 140 yrs. old) stockpiled enough cash going through this to continue driving this recovery up. I suspect that this is a difficult one to answer but I didn't have anything better to do since I was dropped from the Olympic Team.

Q: Could you please comment on vital health earning report and future prospects. Is it a hold / sell / or buy more? Could you also comment dynacert hold / sell / buy more)?

Q: Hi Peter
MAWER has a new fund which is called MAWER EAFE Large Cap Fund MAW170.
It's region, weight and some of the top 25 stocks held are the same as the MAW102 International Fund and has the same manager.
If you were to buy one of these two funds which one would you buy and why?
Cheers Ron

Q: In your reply to Dan regarding Amazon and high valuations you mentioned being cautious on companies with “commodity like” businesses receiving high valuations.
Could you give a couple of examples with a couple of explanatory comments so members will have a guideline on these things and know what to watch for.
Thank You for your great service
Clarence

Q: Can I get your thoughts on American real estate looking out 1-2 years. I am assuming with rates low and looking that way for a while that the market should be strong.
I have just started looking at MDC Holdings, can you provide any insight to this company.

Thanks