Investment Q&A

Q: Hi 5i,
Thoughts on Pason Systems at these levels? Aside from a recovery in crude price, do you see value here? Is this a well managed company?
Thanks

Q: I have a total of 5% to invest and have chosen these 3 companies as possible investments. I'm a long term growth orientated investor.

Q: What happened to Absolute Software at the end of day, today? It was up all day until closing, then suddenly plunged nearly 5%. Did someone find out I doubled my stake in it earlier today?

Q: I tried to get my free ticket for the Online Finance Conference that you just advised us about, but the links to get the ticket didnt work at all so I wasn't able to partake. What to do? I am particularly wanting information on choosing which stocks belong better in a TFSA than in a RIFF. Thanks.

Q: Are the above companies a buy at their current prices. I am considering taking a new position in each as i am looking for a few stocks with strong growth potential - within the context of an appropriate portfolio weighting. Thanks for the usual terrific service.

Q: Thoughts on recent financial results and will this get hammered during tax loss selling season?
Thanks!
TY

Q: Good morning 5i team;
About 1/3 of my portfolio is invested in the pipelines and mid-stream companies. It appears that the future will be focused on ESG, climate change and reduced consumption of fossil fuels. With these trends in mind, in your opinion, how will my current portfolio of pipeline and mid-stream stocks survive the transition to a low carbon future?

Q: Do you have company reports on these two companies and if so where on your site are they located?

Q: I really enjoyed Peter's presentation at the CFS. I like these particular points he had mentioned and highlighted regarding stock selection:

- Management with past success in previous ventures.
- Good profit margin.
- Good growth.

Would WELL be that stock. Any others that come to mind that might have comparatively "reasonable valuation" ?

Q: I’ve been seeing a lot of these SPAC investments lately, Or Special Purpose Acquisition Companies or a pre IPO deal offered from the likes of Whitney Tilson, Abeyta Enrique and Bill Ackerman.
They sound too good to be true and wonder if they are only for American citizens and what 5i thinks of these investments.
Thanks

Q: Is XSP the best ETF to reflect the S&P in a Canadian dollar account? Is XGD the best ETF to reflect Canadian gold mining stock? Ie MER, size, flexibility, your favourites....

Q: Could I get your analysis of this company as I am looking to increase the industrial weighting In my portfolio.

Q: hi group I asked a question on bio tech last Wed - no response as of yet ? - please follow up. The question was do you like the sector/ and what ETFs /top 3 individual stocks do you recommend thanks

Q: Hi group I am up 15% on W ( full position)should I sell before 3 rd quarter results are out at the end of Oct. What are the expected results / do you think the growth continues especially when the Virus concerns are climbing. Is it a hold ,Sell, or buy more on dips. Moderate risk older investor. Thanks for your guidance its much appreciated

Q: May I please have your opinion of CI Frist Asset U.S. Trendleaders index ETF (SID). Thank you.

Q: I own this stock at $19/share. Should I continue to hold and if yes for how long? When the pandemic is over?

Q: Hello 5i
Can you please give me an update on the short-selling side of Brookfield Property Partners stock. Should I be concerned about the # of shares shorted at present. Brookfield Property Partners has had a good recovery to date, but is currently edging down in its stock price. I would appreciate your opinion. Thank you.

Q: What do you think of Sagen or Genworth Canada at this point? Is it worthwhile for the income?

Q: I owned shares of AUG which have now been converted to FURY shares. The new FURY shares have taken a hit this week and may see more selling as this deal shakes out. I like the potential of the company and sector and would consider buying more on this price drop. Before adding to this position I wanted to get your thoughts on the company/projects/management and if you think we're likely to see more selling in the near term (possibly because of Eastmain shareholder selling/disgruntled AUG shareholders selling?) and therefore hold off on buying for now. Thanks very much.

Q: Through the pandemic I have decided to remove certain names from my Canadian portfolio that I was less confident in. I am now down to 19 positions from 25 originally. Also with this I have built up more cash than I would typically have. I know you guys advocate being mostly invested, but I am having a hard time finding names that I am bullish on through the pandemic that I do not already currently own. The portfolio is roughly a mix between your growth and balanced portfolios. Would you continue to hold approx 10-15% in cash or add in some sort of growth ETF for the short term until we are through the pandemic and things return to normal where I can expand my portfolio again. If so, which Canadian etf would you add for the short term considering the details i have shared?