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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: Do you have a preference of HR.UN or DIR.UN? At present the distributions are similar. I am interested in safety of the distribution and some growth. Please elaborate.
Thanks for your service
Read Answer Asked by Ozzie on June 19, 2020
Q: You have said in previous answers that you view most analyst price targets with significant skepticism. Earlier this year TD started to include analyst price targets along with the analyst's TipRanks ranking out of 6,700 analysts. Per TipRanks, the ranking is based on the win-loss ratio of the analyst; the average return of each rating; and consistency of the analyst's performance over time.
For example, on Monday, Brent Bracelin of Piper Sandler, who happens to be ranked #1, gave SHOP a target price of $1144. Today, Mark Mahaney of RBC, rank 121, gave SHOP a target price of $1357.
What is your opinion of TipRanks? Would you consider analysts in the top 1, 5 or 10% worth paying attention to as part of a decision-making process?
Read Answer Asked by David on June 19, 2020
Q: Shopify got an immediate boost from the announcement of its partnership with Walmart. It sounds like the two are vying to compete with Amazon, selling third party goods on the Walmart website. I had been thinking that the best way to play this for a more conservative investor would be to buy Walmart's more reasonable valuation. Interestingly, the deal did little or nothing for Walmart's stock. Is the deal insignificant from Walmart's perspective?
Read Answer Asked by Ken on June 19, 2020
Q: I'm looking for a US or Canadian company to compliment American Towers and semiconductor stock, like Qualcomm because of the 5G theme. Wondering if there is a quality company with growth potential that would complement the existing positions that you would suggest I consider
.....Thanks....Tom
Read Answer Asked by Tom on June 19, 2020
Q: Can you comment on prospects for this new company that is doing an IPO on nasdaq? Would you be a buyer?
Read Answer Asked on June 19, 2020
Q: Good morning: could you please give me 3 to 5 names, both Canadian and US that might bode well with use of 5G technology?
Thanks
Read Answer Asked by Lesley on June 19, 2020
Q: Hello 5i team, hold Gilden in a registered act. & added more recently. Longer term hold but becoming concerned about Gilden ability to ride out prolonged recession & low product demand.... Is their balance sheet strong enough given the larger infrastructure/carrying costs Gilden has (manufacturing, warehouse facilities etc)
Read Answer Asked by Harry on June 19, 2020
Q: Hi Ryan and Peter.
BIIB was beat hard lately. I want to buy a couple of big names in Health care and am wondering whether this is a good timing. I am watching REGN, VEEV, ABBV, GILD too. I only have cash for one stock only.

Thank you,
Yiwen
Read Answer Asked by Yiwen on June 19, 2020
Q: I was reading an article regarding Dream Industrial, and the author indicated that DIR.UN was a likely take-over/buy-out target for Blackstone (past relationship), also, as they have said that they are "trying to meet a growing demand for e-commerce". Would you consider this a likely/probable outcome?
Read Answer Asked by JOSH on June 19, 2020
Q: I am wondering if there is a concern about liquidity when purchasing an ETF with just over $100 m in AUM and an average volume of 74,000. If I purchased 1,000 units, would there be any problem when trying to sell.....one of seventy four seems to me to be a potential issue. On the other hand, the underlying equities in the ETF have very large volumes; does that mitigate any potential issue? Yes, there is one ETF I have in mind but this might apply more generally, so I leave it this way. Thanks for your excellent service.
Read Answer Asked by Leonard on June 19, 2020
Q: First off thanks you Peter and the 5i Team for the great guidance during this roller coaster market. If not for 5i I might have panic sold out of stocks instead of small buys late March.

My portfolio mimics for the most part your Balanced Portfolio. To help me do so, what percent allocation ranges would you use to put the stocks into 3 (or 4) buckets of high / medium / low / (very low) conviction. This would help me compare allocation with a +/- tolerance. Feel free to add or reduce the number of buckets as appropriate.

Thanks again,
Angelo
Read Answer Asked by Angelo on June 19, 2020
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