Investment Q&A

Q: I would like to get your opinion of Lundin's recent acquisition of Josemaria Resources in Argentina. The market sure doesn't like the deal, at least for today. Do you think the sell-off is a good opportunity to establish a position in Lundin given the company's strong fundamentals or would you wait awhile to let the market digest the news?

Thanks and Merry Christmas to the entire 5i office.

Q: Can you please comment on the recent news on Fortuna Silver? I am still down 30% on the stock after today's rally, would you consider it a sale?


Thanks,

Q: Hello, Kinaxis is down by about 25% from a month ago. Is there someting new to worry about (lawsuit)? Is it because of a short attack or/and tax loss selling? Thank you

Q: Lightspeed
In regard to Clayton‘s question this morning on your profile page there is a bar chart that shows institutional buying and selling, how often is that updated?
Would you give that chart any consideration when buying or selling a stock

Q: Dear 5i,
Is it possible that SQUARE/BLOCK paid 10 times too much for AFTERPAY?
(Paid $29B, but value was $3B)
Assuming SQ did pay too much, how long would it take for the company to recover? Is this a broken stock, or company?
Happy holidays to all and thanks for all the great answers.

Q: I am putting together a list of stocks to purchase in my TFSA for a 10 year hold. I am a very conservative investor and want income and some growth from my TFSA.
What companies would you add or delete from this list? Should I include a few US names?

Thank you.

Q: Hi 5i
If unable to answer this Q that's okay.
Surprised at 7% price decline on VIGI - International Dividend ETF.

One Top holding in ETF is down 11% ( Novo nordisk) but that is all I can see.
It went X-Div today but the Annual Div is only 1% total.

Is there anything visible in your data that may reveal how in one day a 1/2 year of gains has been wiped out in a large cap Dividend ETF?
Current price is $US 82.58 down $US 6.12

Thanks
DAve

Q: Has your position on ALB changed given the recent election results and the fact that Boric has said that he would look to create a state lithium firm and criticized privatization of the sector?

Q: After market close,Bam.a bought Dream Works for new Reit for sale to investors. Please short comment & impact on Bam.a. Txs for u usual great services & views

Q: Lightspeed, goeasy or propel, size aside, which would your crystal ball say has best potential for growth in the next 2 years?

Q: Hi,

I received an offer via BMO to add to my Otis shares to bring it to a position of 100 shares. This is sponsored by Otis. I received the shares when Raytheon split.

Thoughts going forward on Otis?

Q: Good morning 5i
and the best of the season to you all. I hope you all have a great rest and relaxation time this season. You have earned it, if you listen to most of the commentators on the site, who seem to be very happy with your service, And that includes me.

I was just wondering about options. I had a number of options expiring last Friday and I am planning on rolling them over for another month. It is a fairly down day in the market today and I was wondering whether I would b e better to wait a day or two, or a week, to see if the sentiment changes. Perhpas the option premiums would be higher at that time. so, that is the quesion, is there any profit in waiting out a down day before selling call options?
thanks

Q: A tale of 2 companies. CSU is acquiring companies at a record pace and ENGH says everything is too expensive. Thoughts please?

Thx

Q: In my dividend portfolio, I have half positions in these stocks. Can you put them in order of which you would bring up to a full position first to last in light of their current value? Thanks!

Q: Best to 5i Team and theirs. Thanks for all you do!

Q: CN went down quite a bit more than CP today - any particular reason?

Q: Do you know why NGC hasn't traded since the start of the month ? Thanks , Donna

Q: A big question for this one...LSPD has traditionally used it's stock as currency to fund it's growth by acquisition strategy. By nature of it's recent huge decline from it's highs, does this not now make any new growth very expensive and far more dilutive to current shareholders?

When the company is not making a profit and it's acquisition currency (stock) just took about $115.00 share haircut off it's highs, what's this going to do to it's ability to meet growth expectations?

Won't they either have to make smaller acquisitions which won't move the needle as much for growth rate OR have to issue more stock at lower prices, thereby further reducing the current value of the stock (dilutive to current shareholders) and does this not change the fundamentals of the story?

Do we know what they are doing to generate growth organically and what their expected growth rate would be organically (ie without acquisitions) until they can streamline their operations and hopefully become profitable? Would you add to this now, sell or hold?

Q: Any reason for today's pop? I can't find any news.

Q: VET is my worst performing oil stock, and I’m thinking of selling as a tax loss harvest. Which stock would you buy as it’s replacement? I’m thinking of perhaps NNRG? Do you agree with this strategy? Do you have another “better” replacement?
Thanks