Investment Q&A

Q: re Data Providers

Dear 5i,
can you help tell me which data providers you use on your web site for your members;
Fundamental data?
Share Holdings Information?
Share Short Information?
I have access to multiple data sources with my discount broker so when I am researching a stock I want to avoid looking at the duplicate sources to save me time.

thanks
Insider Information?

Q: Every morning I read all news that occurred overnight on the companies that I own. I then move to articles about the sector news about each company and then to the world geo political news. Almost everyday I read an article in Yahoo news about LSPD. Recently my thoughts have turned to a conflict of interest between the companies, especially small to mid cap stocks, and the news organizations that produce the articles. It is almost entirely the same information twisted a little. Is there a conflict of interest between the two organizations, News organizations and the companies? Or are the news organizations just want the clicks to their platform for advertising stats? I assume the company does not object because they are positive articles and any positive article is a benefit.
Appreciate your thoughts.
Clayton

Q: Does the upcoming IPO have negative implications for GH? Can they coexist or will it take away from GH? It seems like their test detects more?

TIA!

Q: I own some BPY in my RSP and had been looking at adding more on the strength of Brookfield management, however am taking pause after learning of their intentions to acquire and operate retail companies.
How do you view this approach and how secure do you think their distribution is ?

Q: about this previous question, when you click on the link provided it goes to Rate supermarket site with the rate you quoted, but when you go to the Tangerine Site the rate it is substantially less, why is that? https://www.tangerine.ca/en/rates

Q: Good afternoon 5I.
Today Chris had a question regarding where to put his money from his home sale. You guy suggested a one year GIC that's paying 2.15 %.
My question is who is offering this GIC?

Thanks
Asked by Stephen on September 09, 2020
5I RESEARCH ANSWER:
Tangerine Financial offered this rate on one year non-cashable terms this morning. This was posted here.

Q: What is your view on BTB.UN.
Should I ride it out or sell/move on? Currently down 37%. 1% of porfolio.

Q: Do you have a view for TOG.
I am down 57%. 1.2 % of portfolio.
Bite the bullet or move on ?

Q: Can you suggest me 10 Growth stocks in Canada/US. Time horizon is 10-15 years. Investment style is BUY AND FORGET.

Q: Hello, looking to add this dividend payer to my portfolio. is it better suited to RRSP or TFSA and why?
Thank you.

Q: Just curious. Looking forward, would you see any reason not to include these two health care companies in my portfolio? Are there other health care companies that you would prefer?

Q: Can you please comment on today’s earnings release

Q: WHICH OF THESE 2 FOR A 5YR+ HOLD....JUST WHICH COMPANY IS BETTER...NO OTHER FACTORS.

Q: What is your view on TRP.?
Hold or move on. Should I ride it out ?
Down 45% 2.5 % of portfolio.

Q: What is your view on QSR ?
Should I hold or move on? down 13%. 5 % of portfolio.

Q: CNQ is very attractive at the current level. Is the payout level for their dividend a problem? Thank you.

Q: Sir: I find myself still Down over 40% on SU, FIH.U, MTB, UMPQ and UAL and down over 20% on the others in spite of the recent strong market. So 1. Add to.? 2 sell.? Or 3 Hold.? Thanks for your great insight and valuable advice..........Jim

Q: Good day,

Your comments on transcontinental's latest results ?

Thanks

Q: I am biased to see gold continue to move higher as we get closer to the US election. Particularly if Biden wins, since Trump will no doubt contest the results and pretty much do all he can to remain in the White House beyond Inauguration Day, resulting in heightened volatility.

At the same time, I could also see a scenario where the US$ rallies on the back of a FTQ bid amid this volatility.

So does one add to gold exposure with the view that the US$ rallies in the coming months? Or do you think any potential uptick in gold will be mitigated by a stronger US$?

And if you were to be relatively bullish on gold, would you buy, say, XGD, or would you add a company like FNV or ABX?

Thanks in advance.

Q: Good morning 5i,

Looking to add two names to my portfolio, with the only criteria being a combination of balance and growth, and with a long-term horizon. Currently thinking of GSY and REAL/LSPD, are you good with these at today’s levels? Listed some others I’m interested in too. Any other of your favourites you’d consider (already own KXS, WELL). Thanks.

Q: I have been looking to take a position in Lightspeed for some time now, when it was in the $24 range, but it went up too fast too soon. with the current 15% drop and the IPO coming up, would you suggest I buy now, wait until the pricing is announced or until the issue is completed? Do you expect much volatility particularly to the upside in the interim?
Regards
Rajiv