Investment Q&A

• First Quantum Minerals Ltd. (FM)
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Q: Good Morning Peter & Team

Appears to be some momentum in the commodities. FM is just now returning to pre-pandemic levels. What's your take on FM moving forward? Do you consider it cheap at this stage? And what would be your first choice regarding copper?

Thanks for all you do

gm

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Read Answer Asked by Gord on September 22, 2020

• Microsoft Corporation (MSFT)
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Q: How big is the acquisition of zemimex media and bethesda soft works.

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Read Answer Asked by don on September 22, 2020

• Constellation Software Inc. (CSU)
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Q: Can you comment on the prospectus? Thanks

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Read Answer Asked by Wyn on September 22, 2020

• Workhorse Group Inc. (WKHS)
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Q: would you have any comment on this company. Some one told me that it is part of parts for trucks and expects to have upside to mit in the very near future.

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Read Answer Asked by wilson on September 22, 2020

• Becton Dickinson and Company (BDX)
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Q: Since their last acquisition, the share price of Becton Dickinson fluctuate a lot. Will you buy the shares at its current price?
Is there a better alternative in the US health sector. If so, what would you suggest?
Thank you

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Read Answer Asked by Monique on September 22, 2020

Q: Can you please give me a Canadian dollar price on the above??

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Read Answer Asked by Bill on September 21, 2020

Q: From my previous question, Re: Cramer discussing IPOs last week: it seemed he was suggesting that many tech / growth stocks would be driven down as buyers funded their new ipo positions with previous winners and that this would be a good time to buy growth stocks from this price action.

Your thoughts please.

Thanks

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Read Answer Asked by Mark on September 21, 2020

• Rapid7 Inc. (RPD)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: First of all, thank you for all your great advice. It's appreciated.
I'm interested in ideas for some good stocks involved in "data protection," please. Basically cyber security I guess, but more specifically the protection of what the everyday individual does on the internet, social media, etc (ie: your personal data) from being collected and used by Facebook, Google, Apple, Amazon, etc, etc, etc.
If you have a differing opinion please feel free to express it, but my thought would be that what is done with our personal data and all the compounding issues that tie into this theme are a societal issue that will hopefully get a lot of attention in the coming years.. decades..
Thank you.

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Read Answer Asked by Sandra on September 21, 2020

• Freegold Ventures Limited (FVL)
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Q: I would like any comments you might have on FVL and the " Annual general and Special General meeting on Sept. 15th." Seems good overall. Thanks 5i.

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Read Answer Asked by mike on September 21, 2020

• Brookfield Infrastructure Partners L.P. (BIP.UN)
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• Boralex Inc. Class A Shares (BLX)
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Q: What are the prospects for BLX and advise if both positions should be held or sell 1 and invest proceeds in the other.

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Read Answer Asked by Steven on September 21, 2020

• AmeriTrust Financial Technologies Inc. (PBX)
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Q: Hi crew, can you please provide analysis on Powerband, thank you,
Kevin

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Read Answer Asked by Kevin on September 21, 2020

• Fortinet Inc. (FTNT)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: I see Fortinet is down since it last reported. Could you give me your outlook for this stock at this point? I own HACK and done very well but would like to hold a stock in the sector as well.

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Read Answer Asked by Gerald on September 21, 2020

• QUALCOMM Incorporated (QCOM)
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• Duke Energy Corporation (Holding Company) (DUK)
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• JPMorgan Chase & Co. (JPM)
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• Coca-Cola Company (The) (KO)
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• 3M Company (MMM)
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• Pfizer Inc. (PFE)
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• Procter & Gamble Company (The) (PG)
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• BMO Aggregate Bond Index ETF (ZAG)
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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• Schwab US Dividend Equity ETF (SCHD)
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Q: I just retired with no pension and living off my portfolio. I’m sitting on a lot of cash right now with very little US investments. I would like to start buying slowly. What would you suggest. Preferably ETF’s listed on the TSX with the odd US stock. Thanks

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Read Answer Asked by HEATH on September 21, 2020

Q: To what do you attribute this mornings sharp sell-off?

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Read Answer Asked by Don on September 21, 2020

• Valeo Pharma Inc - Ordinary Shares (VPH)
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Q: Valeo's business model seems to be to acquire rights to drugs in niche markets that wouldn't appeal to the larger drug companies.
What would be your outlook on the company and its strategy. Many thanks.

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Read Answer Asked by Don on September 21, 2020

• Roku Inc. (ROKU)
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• DocuSign Inc. (DOCU)
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• ARK Innovation ETF (ARKK)
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Q: For a 5 yr hold, what are your 3 favourite companies in this ETF ? I'd appreciate your thoughts about these 3 companies. Thanks.

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Read Answer Asked by Norman on September 21, 2020

Q: Dear 5i,

Re Peter's article in the Financial Post article Sept. 17;
A comment was made about how an individual investor might
make a simple structured investment product using T-bills and call options. This interests me and I would like to learn more about how to do this and the risk and return behind this strategy. Can you please suggest some good reading material.

thanks
Ian

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Read Answer Asked by Ian on September 21, 2020

• Chevron Corporation (CVX)
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Q: What is your opinion on the safety of Chevron's dividend?

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Read Answer Asked by Brett on September 21, 2020

• American Well Corporation Class A (AMWL)
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Q: Thoughts on AMWL and the IPO? Did not double or run up too crazy like some of the other recent IPOs. Thinking in 3-5 years a sub $25 purchase price may look good. I like the Google backing and the optionality with what they can do together with the Google technology and Fitbit acquisition. Any interest in this company or is TDOC the go to name?

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Read Answer Asked by Sal on September 21, 2020

• Novo Resources Corp. (NVO)
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• New Found Gold Corp. (NFG)
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Q: Hi crew, when I conduct a search for NFG it does not appear as an option - why is that?
Secondly, could you please provide your quick analysis on the stock?

Thank you, Kevin

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Read Answer Asked by Kevin on September 21, 2020