Investment Q&A

Q: When I research AIRR I see that it has performed well, has a 5 star Morningstar rating and holds small to mid size industrials.

When you analyse this etf do you think that this has a place in a portfolio representative of industrial exposure.

When you look at this one please outline the good, bad and ugly. If you conclude it is not right, what would you suggest in its stead?


Thanks


Sheldon Hellin

Q: In view of today’s comments by US FED how would you value the US banks outlook for next quarter or two. I have 23% gain in the ZBK. Would you recommend reducing or sell the ETF to capitalize on its gain before it potentially loses the gain?
Miroslaw

Q: My wife just started a tax free savings account. She recently bought ATZ and SHOP. Can you recommend a couple good Canadian stocks for her tax free? Also Is it fine to purchase US stocks in her Canadian account? Can you recommend a couple US stocks also.

Q: In your November update you noted that this is a once in a decade opportunity for Small and Mid Cap Stocks.

Do you still have this view?

if so, what is your top 5 Canadian and US names in this space?

Q: Please share your advise on this REIT today for a long-term investing. Thank you.

Q: Hello, I am looking for another consumer disc. company to invest in and being a Starbucks regular, I would like to know your opinion of it. Last results were good ex-China last Q, is it investable now for a 5-year+ holding period? Is Schultz still leaving in April and will this impact the stock price? Thanks.

Q: MAG silver is getting their flagship mine near Fresnillo, Mexico up to name plate capacity. They are using their lower grade ore to run through the mill while they workout all the kinks in the new processing plant. Once that is done they say they will start to process some high grade ore and they say they have lots of high-grade to mine. They raised $42 million US in a share offer not long ago to make the balance sheet more robust. In a very black swan event that their mill has problems they can send some ore over to their Mexican partmer's mill which is close by (That is what they did last year). I like this story and the share price is down closer to 52 week lows. Is there something NOT to like about MAG silver? I know that you guys understand precious metal mining and value your opinion.

Q: Is it reasonable to sell TLT and replace with EDV to register a capital loss but keep exposure to long dated treasuries. As well as a better yield while waiting.
Thank you

Q: I own SLF, BNS, BAM, BN, and GSY in the Financial sector. I am overweight in this sector by 3.42% and thinking to sell BAM with a current equity weight of 0.32% and profit of 56.67%. Additionally selling SLF at a current equity weight of 3.65% and profit of 1.65%. I want to keep it BNS, BN, and GSY due to the decline and losses of -13%, 19%, and 41% when waiting for the recovery. What do you think about this plan. Thanks in advance for your comments.

Q: Does the average investor need exposure to the renewable sector right now? Trying to pick a winner amongst what seems to be a sector facing a number of headwinds (pun intended) seems like a bit of a "mugs game" at present. Can you come up with a compelling reason to not just sit that area out for awhile in favour of opportunities elsewhere?

Q: Which do you prefer and why. HXT seems to have better performance over time. Is there a particular reason?

Thx

Yves

Q: Good morning 5i
Anything you say about what to add to a tfsa is interesting. This morning you responded to just that question and suggested, amongst others, tfii. You said you would add in the hopes of an upturn. As i look at the chart, though, i see that it has been rising quite well, already. Are you expecting a big move here? I ask because I have such good profits from it that i have been thinking about using it for charitable giving. If you think there is a particularly bright future for it, though, i may hold off.

I was also a bit surprised that you didn’t include Boyd. I know thatyou can’t include everything, of course. But i thought that you are positive on it. What would be the reason for not including Boyd in this group?
Thanks for the excellent service

Q: This Uranium company (Madison Metals) came to my attention. Could you please enlighten me on the financials, management and insider ownership and any other pros and cons of the stock. Thank you.

Q: I currently hold MS. I am considering selling MS and buying American Express. Would you recommend this trade?

thanks

Kim

Q: Dear 5i
What is your opinion of ALGM . Would you consider it a good investment and would it be one to consider in place of NVDA ?
Thanks
Bill C

Q: Bad timing on my part so I am going to sell for tax purposes, I am looking for a proxy or two if have any suggestions.

Bill

Q: Hi 5i Team - Since the price of DCM's shares has risen so quickly over the last couple of weeks do you think the new price of around $2.00 is sustainable or has the stock gotten ahead of itself. I'm assuming this is mostly due to its recent acquisition or do you see other factors at play here. Also would you consider this a long term buy at these levels. Thanks.

Q: So now that Horizons has suspended new issues of this ETF, the unit price dropped by about $1.50. will the price continue to drop until it reaches net asset value. In this case at what price should one target to buy this ETF. Do you expect the price to continue to decline in the short term. What would be your advise? Wait or buy now?

Q: Would appreciate your assessment [pros and cons] of both OMF and GSY and target buy price.

Q: Team,

Would you kindly give us your best counsel on the three top Gold and Silver Mining Companies in the next 10 years (producing Companies--no speculation)?

This is an impossible request to answer correctly.

Do your best without a crystal ball.

Thanks,

Joseph