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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: Hi, Please correct me if I am wrong. 5i completely eliminated SHOP holding from all its portfolios, a little while ago and has never bought it back. I know, Shopify is among your Top favorite names and will check all the boxes for the Growth Portfolio. Could you please help me understand. Thanks
Read Answer Asked by rajeev on August 09, 2021
Q: What technology stocks or ETF would you suggest for a TFSA? It can be either Canadian or USA.
Thank you.
Read Answer Asked by Donna on August 06, 2021
Q: Hi Peter, Ryan, and Team,

We need to increase our US exposure and wish to do this in our non-registered account. We're considering CUD and VGG as we'd rather use ETFs. (Our broker allows us to buy and sell CUD with zero commission, and not so with VGG, but this wouldn't be a 'make or break' reason for choosing one over the other). What would your recommendation be when considering tax efficiency, performance, volatility, and other important metrics? I do like that CUD has a relatively low weight in Technology, as our Canadian holdings like CSU, ENGH, KXS, TOI, etc. have done so well, and we're now overweight in this sector, thanks to 5i. :) Also, if there are any other US ETFs sold on the TSX that you think we should consider, we'd appreciate that info as well.

Thanks in advance for all your assistance and wise counsel.
Read Answer Asked by Jerry on August 06, 2021
Q: Hi, Topicus stock has been on a tear this week, specially, during past 2 days. What are the factors, contributing to this remarkable performance, in your view. Is this the scarcity value, excellent results or the “ Mini - CSU” effect? We are quite happy to hold a decent position ( A Big Thank you for your valuable guidance, in absence of any analyst coverage) wondering, should we wait to add and what would be an attractive entry point. Thank you
Read Answer Asked by rajeev on August 06, 2021
Q: I bought GUD as a long term investment. It worries me when you say you are losing patience with it and I suspect you will take it out of the portfolio if you find a very compelling replacement for that sector. But has anything fundamentally changed from when you included it in the portfiloio besides the time it is taking to spend the horde of cash?
Read Answer Asked by Don on August 06, 2021
Q: Hi 5i Team,

I am looking to invest in a private industrial/warehousing REIT that at some point might go public. What are the typical valuation metrics used for REITs in the public markets and what do you see as the average valuation for public REITs in the industrial/warehousing space?

Thanks in advance,
Jon
Read Answer Asked by Jonathan on August 06, 2021
Q: A few months have gone buy since this company listed and I see no questions on it. Can I get your thoughts on HAYW now that they have reported a couple of quarters. The price has had a bit of a hit, but the Q2 didn't look too bad. How would you consider the growth potential for HAYW? Is there still some settling out that needs to occur or would this be a good time to jump in?
Read Answer Asked by Daniel on August 06, 2021
Q: Can I get your opinion on some publicly traded bitcoin mining companies. The only player in Canada I've come across is HUT 8.
Specifically:
1. Do you see these as actual viable companies / viable business models or just another play on rising bitcoin prices?
2. earlier this year [Feb/21] you noted you didn't see much differentiation between any particular publicly traded mining companies. Has that view changed since then.
3. Can you explain the massive rise in prices in late 2020 and the recent drop? Just tied to the price of bitcoin?

Thanks (as always) for the excellent service and assistance
Read Answer Asked by Michael on August 06, 2021
Q: hi folks, your thoughts on Anaergia acquisition of Rhode Island Bio Energy facility...sounds good for future of Anrg but n/r lacked details of purchase price, etc....& how much it will help the bottom line of Anrg....have small spec position & would U add or wait until first Q results come out?? ...& would you view Anrg similar to Xebec xbc?.... Thanks as always, jb Piedmont
Read Answer Asked by John on August 06, 2021
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