Investment Q&A

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

Q: Hi 5i, Of these ETFs will you please help me pick 3 you think had a better outlook, for a 3 years hold, I would think, now that the vaccine is ready, cloud etfs would slow down
Thanks

Q: I own grt and tcn .recently i added BSRon very positive recommendation from a Fund manager on Bnn . how good is BSR?
REAL and Cjt are slipping .i own real and consider buying CJT if its good at the lower price

Q: As a Pfizer shareholder I recently received 38 shares of Viatris. Reviews appear mixed on them but there is a suggestion they will soon introduce a dividend (25% FCF).
My question:.

Is Viatris viable enough to warrant adding to my position in it

Thanks

Paul

Q: Hi 5i Team,

Hope everyone is well.
Palantir has run up nearly 50% in a week or so, would you be buying it today.

Thank you,

Pat.

Q: Peter; In your past life would you think the high volume and rapid price escalation indicates takeover speculation? Rod

Q: Looking to buy a stock in the clean and green space. Came across Capstone Turbine (CPST). Could you please comment on it

Q: clubroot disease a huge problem for farmers. your thoughts i realize its way to early but would appreciate your insight

Q: nke or ulta to buy Today for a long term hold, and why
or do you have a better name to buy.
selina

Q: Hi team,
Cryptocurrencies seem to be gaining support. Not sure that I am ready to jump in and buy any bitcoin but thinking about perhaps a small position in perhaps an ETF.
Would be interested in your thoughts on this area and would you look at the cryptocurrency space, or is looking at the blockchain technology a better way to play this sector.
Can you recommend some ETFs in this area.

Your advice is much appreciated
Paula

Q: May I please have your opinion of PNG earnings. Thank you.

Q: thinking about a position in XBC just wandering your thoughts in the last two weeks GRN has really outperformed XBC do you still like XBC better and if so why and do you think this wouls be a good entry point for XBC T hanks

Q: What are your current views on Cineplex considering recent progress on vaccines? Likelihood of bankruptcy?

Q: Hi Team,

What are your 3 favorite value stocks in Canada and 3 in the USA?

Thanks!

Q: Good morning, I hold these two companies in a registered account with a significant loss. what is your thoughts on the two for upside or just move on?

Thanks, Dave

Q: Can you briefly describe the difference between these three companies? Their work seems to overlap but QST is struggling since the pandemic. Which one is most investible now for the next three years?