Investment Q&A

Q: This question is about trimming a position when overweight relative to the portfolio.
Previously, I monitored the weighting for a specific position depending on which of each of the 4 portfolios it was in -  Cdn Balanced, US Balanced, Cdn Income and Cdn Growth.
But then I signed up for Portfolio Analytics.
Taking WSP as an example, it is about 8% in the Cdn Balanced portfolio. But well under in the one, all inclusive portfolio, like less than 5%.
Going forward, do I continue to trim based on the weighting within each of the 4 separate portfolios or based on the one all inclusive portfolio, aka the Portfolio Analysis one???
Thanks for settling this quandary of mine........Tom

Q: i believe that lightspeed is coming out with their quarter report on August 4, do you expect lightspeed to meet their target with their report on August 4. Thanks again guy's for the advises you are great.

Q: I know 5i doesn’t cover stocks outside of North America so please feel free to disregard my question if you can’t provide an answer. I currently have no direct exposure to Asia. Could you please rank Baba, JD and SE in a locked in RSP, 10+ horizon. I have space for one and since I’m happy with current valuations with the ongoing uncertainty, I would be ready to choose one. And could you please also comment on what would happen to the investment if it ever was delisted in terms of the access to the funds. Thank you!

Q: What is the street expecting? If answered after earnings is released, please comment. Thanks

Q: Can I have your thoughts on this stock? Seem promising when it IPOed and has been on a slide since. Thank you.

Q: thoughts on the quarter please?

Q: My Material's weighting is a little light and I am mulling over a purchase of LGO to balance out some gold stocks. I notice LGO's stock spiked in 2019 and then collapsed. Would you advise me that the spike, collapse and now climb-out is just a typical roller coaster Material company ride - ie the ride comes with the territory? In addition I am uncertain how much faith I should put into LGO's newish battery technology. "Green Technology" also seems to be another version of a roller coaster ride. Any thoughts you have would be appreciated.
JIm

Q: Morning 5i Team,
Please comment on the significant pull back of GH over the last 6 months. Is it a hold, buy or sell now.
Thanks,
H

Q: MAGT After reading your earlier comments on the company, I got some interest and looked at the company's Investor Presentation and News etc at its website.
In one of the Slides in the Presentation, a page relating to 'Competition' had been deleted and a reference was made to the Preliminary Prospectus in Sedar, that I could not access. I have two questions:
1. While the past performance of MAGT is impressive, one needs to look at the future prospects. In this regard, we must know about the competitive mote this company has against others, if any. Do you have any information about the competition?
2. The top 3 executives own now 80% of the stock. Is there a possibility that they will unload their stocks, if stock price shoots up substantially. Also, how much one can trust on Jim Balsillie (former RIM founder) to stick with this investment.
Appreciate your reasoned comments and reply.
Thanks and regards
Antony

Q: any estimates for topicus next week? Thx

Q: Thoughts on U.S. company Indie Semiconductor Inc.Thanks.

Q: I am looking for ETFs with reasonable dividends, safe (less fluctuation) and at the same time the ETF can have some potential upside if market does well. I could not think of a sector better than utilities. Any thoughts? Please let me know if you have a better sector/industry (including your recommended ETFs in that sector/industry).

What are your thoughts on these two (RNRG and XLU)?

A side question: How can I know my remaining credits for more questions?

Thanks,

Q: Hello,

If you were to compare between DOO and HZO which looks more attractive? Would you have a position in both or just one? Do they complement each other? I missed the 4x from COVID prices on both do they still have room to grow? Thanks.

Shyam

Q: what does the market expect next week thx

Q: Can you speculate on the increase in this stock over the last 2 days. Thanks

Q: Hi 5iTeam,

Would you please comment on the significant pull back of GH since January. Is it a hold, buy or sell now?
Cheers,
H

Q: Can you comment on NEE's quarter just released? Thank You
Peter

Q: Hi,

Finally some good news re. Noront! Although Doug Ford never jumped on a bulldozer as promised, some long awaited interest in the Ring of Fire. Just wondering what you would suggest investors do in these situations; trading right around takeover price ($0.55) but it seems to me that mostly upside from here so better to hang on.

Thanks,

Steven

Q: What do you think of this relatively new IPO?

Q: Do you know management's financial predictions for the upcoming quarter? I believe the numbers are to be released next Tuesday August 3rd. I'm a shareholder and am in a minor loss position. I need to take more money out my RIF but thinking of waiting until after the release of numbers before deciding wether to sell or hold NVTA. I prefer companies with sterling managers and missing 8 quarters is disconcerting. Any thoughts you have would be appreciated.
Jim