Investment Q&A

Q: Hey Team 5i,
I was thinking of asking the same question every quarter: "Taking into account the current investing horizon for the next quarter (Q4 2020), what sectors do you think will thrive and can you give two top Canadian companies that may have the most return potential being ok with small to mid cap companies with good fundamentals.

Q: I have this stock, and it made a nice move last week, I read up on this stock but I am far from an expert , can you tell me if this is worth while keeping and what your opinion is .
Thanks Jim.

Q: Can you give me an up date on SKE and your opinion on this stock.
Jim.

Q: I would appreciate your comments on BRK.B latest quarter.
Many thanks.

Q: Generally, is this a good time to buy on the tech stock dip? Names like KXS, WELL in Canada, DOCU, VEEV in U.S.

Q: Hello Peter & team,

Can you please provide your opinion on this ETF and where it might rank in your views? Is it a smart investment with approx $300,000?

I noticed it has a fee of 1.66% with a yield of 1.54%. Could you please provide me a comparison of these fees and yield with those applicable to XSB, CBO, XYH, XBB, VCB and where the BMO ETF might rank compared to these?

Thanks for all you do

gm

Q: Please give me your opinion about Alphatec Holdings Inc (ATEC:US). It's a long term hold?

Thanks,

Q: I'm confused about the price action of FSV today as opposed to CIGI. Both derive most of their income from the property sector, though in different ways. Yet FSV is down over 5% today while CIGI is up almost 10%. Since I've seen no company specific news I'm assuming this is in response to the vaccine news. What I can't figure out is how CIGI comes out so far ahead with a vaccine but FSV will lose out.

Q: What happened to SHOP today?
Thanks

Q: Thoughts on this company?

Q: Your thoughts on U.S. listed ClearSign Technologies.Thanks.

Q: What is the potential of this company? Thanks.

Q: Your thoughts on Soleris Resources please.Thanks.

Q: Pls give me your analysis and insight on Twitter. The number of users and potential seem inconsistent with the share price.

Q: Back around 1970 the ratio was about 16/1 ---ten years ago it was around 40/1
and has been creeping up ever since --although showing some recent improvement
Do you see it going down in the not so distant future?
Why do you think it went from 16/1 to today at 75/1?

Also what would be your top silver picks both stocks and ETF?

Thanks

Peter

Q: WE HAD MISSED CARGO JET, BECAUSE YOU HAD STATED THEY WERE AT A HIGH DEBT LEVEL. NOW, WE HAD MISSED RICHIE BROS. AUCTIONEERS, AND WE ARE IN DIFFERENT TIMES NOW. OF COURSE, YOU CANNOT OWN EVERY STOCK. HOWEVER, WHY DID I MISSED THIS ONE TOO? IS THIS JUST A STOCK FOR BAD TIMES?

Q: What are your thoughts regarding Vale? The price of iron ore is high and the company
reinstated a dividend as its profits are growing.

thanks

Q: good morning - it is time for me to prune my BEPC position which I took eighteen months ago at your suggestion, thank you very much. I have plenty of utilities, financials and telecom and would like to add to my health care, consumer discretionary, materials and maybe even real estate. I currently own VEEV and WELL both thanks to 5i and also have Magna, Dream Industrial, Northwest Healthcare, Interrent and ATD.B. Can you suggest some solid dividend paying Canadian companies with promising futures, please. I have been considering Nutrien and NFI. I am also thinking of increasing my BCE or T, or Magna or ATD. Do either Empire or Loblaws make sense. I do need dividend income and would like a three per cent yield. Fussy, right? Thanks again. Most of the positions I hold have taken with your guidance. I am stuffed with Fortis and AQN along with the banks and SLF. You have been a great guide, thanks.

Q: Would like your opinion on a solid materials or gold company with good growth and 2-3+ % dividend for a conservative investor . Thanks.
Also I am surprised with Wall Street wanting Biden in so things get back to “ normal”
In my world the last 31/2 years have been excellent (financially) thanks in part to your recommendation. I have made more in the market recently as I ever had in the past I think thanks to Trump.If there was one thing I liked about Trump was his policies on China , taxes, red tape etc.
Now with Biden in I’am more worried and will have my hand on the sell button with my winners. Will give Biden a wait and see, but not at all confident on his positions. My thoughts
Thanks, Brad

Q: Hi 5i team,

I am tempted to borrow up to $25K to buy dividend paying stocks in a non-registered account. That represents less than 3% of my portfolio, so I am comfortable taking the risk. The interest rate is 2.45%, and the interest would be tax deductible against my income, so my real cost would be < 1.5%. The question is what Canadian dividend paying stocks should I buy?

The dividend paying stocks I currently own are: AD.UN, AQN, ATD.B, BAM.A, BCE, BEP.UN, BEPC, BIP.UN, BNS, CCL.B, CSU, DOL, ENB, ENGH, FTS, MG, MX, OTEX, PKI, QSR, PPL, SLF, T, TD, WSP. I could add to these, or are there better suggestions out there? I have had dividend grower ENB since 2011 when I paid $39 for it, and now it closed under $36 on Friday. Not too thrilled that after 9 long years it is below what I paid for it. Same with BNS: had it since 2014 and I am down 17% on my original investment after 6 years. In the last 3 months I added to AQN, BAM.A, BEPC, FTS, and PKI.

Do you see anything wrong with my strategy?
What sectors would you recommend buying today for this strategy?
Similarly, are there any sectors that you would avoid today with this strategy?
What dividend paying stocks would you suggest to buy with borrowed funds?

My portfolio is already diversified by sector and geography, so you don’t need to take that into account in your answer. This is for a long term buy and hold strategy.

I could pounce if some opportunities arise during tax loss selling season, so I want to be prepared.

Paul