Investment Q&A

Q: Dear 5i team.

Please provide updated commentary on DRT last qtr results.

Also, can you comment on the increasing %shorts, and the recent activist investor action to replace 6 Board members. Seems like a flurry of activity for a small company to attract this kind of attention.

Thanks for your insights.

Q: Good morning 5i,
I need some fixed income. And I am paralyzed by the low rates I see. when I think of fixed income i tend to think of security and not growth. I know there are a number of people who put all kinds of things in fixed income, from high risk bonds to preferred shares. Where would 5i fall on this question? I was wondering what you thought a suitable fixed income component might look like for a retired person? as you can see by the symbol I added in the title, I am thinking short term bonds. But, i am open to suggestion. Could you suggest some bond etf's for the US and for Canada that would be appropriate for our current situation?
thanks

Q: Hello Peter,
I know both companies operate in difference space, one ecommerce, other more in payment space. However, can you compare the valuations of both as i am having hard time understanding how shopify continues to defy odds where as Nvei just dips daily even though it produced great numbers. Is it being dragged down by PayPal being in same space. I have a 5 percent position in Nvei. Do you think that is too much for this type of company. I am mostly thinking of a 3 to 5 year hold. Thanks very much

Q: Hey guys, any news on ENGH ? stock is up 7%..

Q: I have owned this stock for several years and it has made a huge run. Please provide your thoughts on where you see this going in the next 6 months to a year.
Thanks

Q: Your thoughts on these 3 stocks at this point in time.

Thank you
Mark

Q: fyi
Question was asked where to park cash for short periods that is readily available. You suggested PSA ETF. Looked this up and I think the yield is .57%. EQ Bank (virtual) currently pays 1.25% calculated daily and is CDIC backed. Money can be transferred between EQ and your bank at any time (up to 3 days to clear). There are other high interest savings opportunities but for the past while, EQ has paid the highest rate.

Q: I have been filling out my TSFA with the BMO equal weighted Canadian bank ETF and their utility ETF. I would like to add a emerging markets ETF. Would you recommend the BMO ETF or another ETF company’s product? Thanks Ken

Q: Hi,

Do you consider STNE cheap at the present level ?

Thanks

Q: I am looking to reduce my industrial holdings which are LMT (4.7%), CNR.TO (4.4%), MMM (3%), HON (3%) and TT (2.8%). Please rank in sell order and comments.

Q: So I'm trying to decide what to do with all my positions that are less than 2% of my portfolio. Both LSPD and BLDP are (1.4% and 1.06%, respectively) and I need to decide if I top up to 2%+ or dump them. Remarkably, I'm up 50 and 60% on both.

I've got my own opinions on what to do, but value 5i's input to these sorts of things. Are these stocks worthy of doubling down on, or should I move on?

Note that I still like the spaces these two operate in, so if you suggest I move on, please recommend a replacement for each.

C.

Q: Hello your thoughts on APO

Q: Hi Team;
My question is whether to keep on holding baba or not . It is held in a US cash account so selling would incure a 53% loss as of today. The reason I ask today is that there have been many quality names that have sold off a lot . Just wondering if a switch into a different , more convincing beat down name might be a good move at this point. Ideally I would like as much recovery upside as baba potentially would have in order to try to recover my losses. Which essentially would mean a double from here.
Any names you would endorse switching to that might potentially meet this criteria ? Or do I keep patience and hold. I am a long term investor typically (10yr timeframe or more before retirement ). Thanks

Shane

Q: Which etf will be good for me for Stone Castle?

Q: Peter please give me your opinion on HHL. My wife and I are seniors and depend on our investments for income. Looking for as safe as possible div. with a high yield. We already own Canadian banks, pipelines, power generators. and some reits. Will this give us some diversification in the medical field Any other suggestions? Thanks Ken

Q: Further to Josette's question about stepping in to PKI, i was about to step in after latest earnings, that were good, but then they announced 2 aquisitions that will be financed partly with newly issued equity. I have not seen in the announcement the value of these aquisitions, and i question why management would keep this info from investors.
Since i expect the price to go down with equity issuing, i am waiting to buy. Does this make sense?

Q: What has happened to these two? They both have taken a dive. Anything I should worry about?

Q: All things considered equal portfolio wise, which would you chose and why, for a 3-5 year hold.

Thanks

Q: GH, TDOC, VEEV: Which stock is your favorite and would you buy all 3. If there are other you prefer over these, please list them? Risk is not an issue so no dividends. Would you purchase now or wait until things settle down?

Thanks for your service!

Q: Do you think are,ca is in a good position and has the ability to benefit from the need to rebuild the infrastructure in BC.