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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: HI 5i Team. I really appreciate your comments that speak to opportunities/areas or perhaps "themes" where you currently see good growth opportunities now and in the coming years. Some commentators have pointed to themes such as EV and materials that support EV, clean tech generally, changes in healthcare, etc. What would you consider to be some of the better investing themes right now (say 3 or 4?) and what would some of your suggestions right now for some good Canadian and good US stock selections within each, with growth in mind over a roughly 5 year horizon in a TFSA. I already have positions in LSPD, WELL, XBC and QST, and I plan to acquire AZT next. So I would be interested in hearing about your ideas and suggestions that might provide some additional diversification into other areas. Thanks very much - take as many question credits as necessary.
Read Answer Asked by Brad on February 04, 2021
Q: Hello,

Can I get a couple of your recommendations for the best balanced growth ETF and/or mutual fund as well as a pure growth recommendation. Sector & Geographic allocation not a huge concern.

Thanks.
Read Answer Asked by Chris on February 04, 2021
Q: Asking for an update on this stock since the last time I've asked back on May 13th/ 2020.(posted down below). It's finally making a move and have you learned anything new about the company? Why it's moving? Thoughts on the Uranium market? And thoughts on the management? and any other metrics such as insider ownership. Thanks.

Wish I put more money in it. I'm up 66% :)

"Q: My question do you have any thoughts on this company and the Uranium market going forward? and if you are favouring the Uranium market going forward are their any companies that interest you?
Read Answer Asked by James on February 04, 2021
Q: ENB and TRP comprise 100% of my energy exposure and about 4% of my portfolio. I am looking to reduce my exposure to ENB but find it hard to sell a stock that seems quite undervalued. Part of my concern is that I will be selling at the same time as all the ESG sensitive fund managers and sovereign wealth funds who are reducing holdings in anything related to “fossil fuels”. So a part of me says “be patient” because ENB could easily hit $50 by the end of the year when more of the pandemic is in the rear view mirror. Would you sell now or wait?

With the proceeds, I am looking to buy something with more growth, perhaps REAL which seems value priced right now, or SYZ which pays a decent dividend. Which of these two would give a better total return over the next ten years compared to ENB? Or would you even say “ignore the noise and stick with ENB because it’s a stronger blue chip company longer term”?
Read Answer Asked by David on February 04, 2021
Q: In my previous question about Earth Alive Clean Technology you mentioned the % of insider and institutional holding, wouldn’t you view that as a positive , especially for such a small company? The market for the sectors they’re in is very large, with the above companies I’ve referenced, if Earth Alive Clean can grab an increase in market share with their new products it could transformational for them , no?
Read Answer Asked by Allen on February 04, 2021
Q: Can I have your thoughts and analysis on these two Brookfield company's recently announced earnings. Thank You.
Read Answer Asked by Brian on February 04, 2021
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