Investment Q&A

• Givex Corp. (GIVX)
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Q: I have a small position in this company and am break even. What are its prospects? would you add, sell or hold?

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Read Answer Asked by Charles on January 26, 2023

• General Dynamics Corporation (GD)
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• Lockheed Martin Corporation (LMT)
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• Northrop Grumman Corporation (NOC)
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Q: With so much U.S. military equipment being sent to Ukraine and presumably must be replaced, what company(s) is most likely to benefit?

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Read Answer Asked by Jerry on January 26, 2023

• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• Constellation Software Inc. (CSU)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Q: Hi there,

If you had to pick 5 stocks that that you think will return the greatest returns 5 years out, which would they be in order? Not "yolo" names, but 5 stocks with good risk/reward, 5 years looking out.

Thanks!

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Read Answer Asked by Michael on January 26, 2023

• Granite Real Estate Investment Trust (GRT.UN)
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• InterRent Real Estate Investment Trust (IIP.UN)
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• BMO Equal Weight REITs Index ETF (ZRE)
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• iShares S&P/TSX Capped REIT Index ETF (XRE)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: Would you buy any Cdn REITs at this point...and if yes, what 3 (and in what order) would you buy at current prices.? Thank you as always for your great insight.

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Read Answer Asked by Doug on January 26, 2023

• O-I Glass Inc. (OI)
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Q: What are the prospects of OI glass for a long term hold.

Thanks

Thomas

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Read Answer Asked by Thomas on January 26, 2023

• Vitalhub Corp. (VHI)
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Q: Your assessment of the prospects for the company? I am almost at break even. Would you add, sell or hold? Thanks

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Read Answer Asked by Charles on January 26, 2023

• EQB Inc. (EQB)
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• VersaBank (VBNK)
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Q: Your comments on Versabank? Is it a buy, sell or hold? How does it compare to eqb which you recently added to one of the model portfolios. Would you sell vbnk to purchase eqb? Thanks

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Read Answer Asked by Charles on January 26, 2023

• Tourmaline Oil Corp. (TOU)
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Q: Hi, Could you please share your updated outlook for Tourmaline for 2023 and medium term. Stock price has been lagging the Energy sector, possibly due to steep drop in natural gas prices, for past several weeks. Do you see tide turning any time soon ? Thank You

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Read Answer Asked by rajeev on January 26, 2023

• ATS Corporation (ATS)
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• Cargojet Inc. Common and Variable Voting Shares (CJT)
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Q: Hi team
lost some money on CJT
can have another 1-2 years horizon
if I take the loss, what stock in the sector would one replace it with? thanks
Michael

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Read Answer Asked by Michael on January 26, 2023

• IREN Limited (IREN)
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Q: Is Iris Energy Ltd a good investment now or in the near future?

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Read Answer Asked by William on January 26, 2023

• Wesdome Gold Mines Ltd. (WDO)
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Q: Hi 5i Team,
Wesdome Gold SP tanked after reporting 2022 full year production guidance.
What do you think of this company going forward in 2023?
Would you expect recovery and improvement in production and earnings? Or should I avoid this stock?
Thank you.

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Read Answer Asked by Pui on January 26, 2023

• International Battery Metals Ltd. (IBAT)
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• Patriot Battery Metals Inc. (PMET)
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Q: Pmet is on a strong upswing. Can you comment on the stock and its prospects go forward. Is it a buy, sell or hold.

Can you compare pmet to ibat. Is ibat a buy, sell or hold. Thanks

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Read Answer Asked by Charles on January 26, 2023

• Yamana Gold Inc. (YRI)
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• Agnico Eagle Mines Limited (AEM)
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Q: I know AEM is one of the most frequently mentioned gold stocks when 5i is asked for a gold stock recommendation. Since October the price of gold has essentially been a straight line up and to the right. I see no insider buying at AEM. What are we missing? They seem to be a non performer!

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Read Answer Asked by John on January 26, 2023

• Amplify Cybersecurity ETF (HACK)
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• First Trust NASDAQ CEA Cybersecurity ETF (CIBR)
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Q: After recent developments in Ukraine-Russia war, Russia now treating NATO as a direct enemy, so we are are going to see significant escalation in cyber war activities, meaning more money is going to be spend on cyber security. To capitalize on this, I would like to invest in one of these three cybersecurity ETFs. I am leaning towards BUG because it has higher concentration of security names, two other ETFs have many cloud/infrastructure holdings (e.g. Cisco, Cloudflare, etc.) that have little to do with cybersecurity. Yet, BUG is the smallest out of 3 ETFs and it has very high average P/E ratio... Which ETF do you recommend and what's you reasoning for the choice? Thanks.

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Read Answer Asked by Michael on January 26, 2023

• Global X Lithium & Battery Tech ETF (LIT)
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Q: Wondering…..what would be your recommended route for investment in battery metals … stocks, ETFs ?

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Read Answer Asked by Catherine Ann on January 26, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Shop has an extremely high churn rate.
That means that they cannot retain their customers.Many businesses try Shopify but throw in the towel after a while as its not customers friendly.
With higher fees the churn rate will even be higher.
Why does nobody see this and you do not mention it either.
This will go the way of Nortel eventually?

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Read Answer Asked by Josh on January 26, 2023

• Canadian National Railway Company (CNR)
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Q: with the pull back in CNR, what is a good entry point re: price?
thanks
Michael

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Read Answer Asked by Michael on January 26, 2023

• CAE Inc. (CAE)
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Q: Hi team
I have a small position in CAE, under water
time frame of 2 years plus, would one sell, add or hold?
thanks
Michael

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Read Answer Asked by Michael on January 26, 2023

• Slate Grocery REIT (SGR.UN)
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Q: I would appreciate an updated opinion on Slate Grocery REIT. Thanks!

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Read Answer Asked by Gregory on January 26, 2023

• Amerigo Resources Ltd. (ARG)
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Q: I am break even on this stock. Would you add, hold or sell? Why? Thanks

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Read Answer Asked by Charles on January 26, 2023