Investment Q&A

Q: Hello 5i Team. I have a moderate risk tolerance and am looking to make a long term contrarian play with up to 10% of my portfolio on a couple of well established names that have been squeezed by COVID, but will ultimately endure (strong balance sheets) and prosper in a post COVID world. I can stomach volatility, but want to stay away from companies that have a higher chance of going to zero. Air Canada has caught my attention and it is well covered in your question bank. I was planning on pulling the trigger on it, but before I do, can I get a risk/reward comparison between it and Southwest Airlines. Between the two, which would you go with? For my second play, I am considering MGM Resorts International and American Express. Can I get your take on these two, and specifically for American Express, whether its business model is more inclined to benefit than the other major credit card companies once a vaccine arrives and travel starts to pick up. I realize that these are two very different businesses, but which would you go with and why?
Thank-you.

Q: Been watching Vitalhub and like what the company is doing. They announced a financing at $2.90 and the stock fell hard on the news. Thinking it be maybe worth a starter position below the $2.90 price point. Would you buy here or wait for things to settle down?

Q: Hello,
What do you think of WCP ?
Thanks!

Q: I would like your opinion on purchasing either Walgreens or Bristol Myers. I'm mainly interested in the dividend. Which one would you choose for long term dividend growth and safety. Thanks.

Q: Hello:
Can you recommend articles or books that will guide a pre-retiree about asset allocation strategies based on ETFs? (NOT a request for general reading) If 60/40 is dead, then one is bit lost! What next? I know that repeatedly you have said that you don't want to give % of weighting of stocks or ETFs as you feel it is bit personal. Hence my request to guide me to read and learn about asset allocation strategies. Please consider current political/economic/pandemic environment.

Q: If the Bought Deal Offered is closing @ $2.40 on Nove/9, WHY is it currently Trading Higher around $3? Should it NOT drop?
Thanks!

Q: Hi 5i,

can you please suggest some high quality pipeline stocks that one may consider purchasing in the current market as of October 26, 2020. Can you please also order in order of ownership preference. #1 being your top choice.

thanks

Q: Hi Guys, the fixed income part of my portfolio needs a few additions, the returns on GIC's are very low, would be happy with PSA but apparently not available through my broker TD Waterhouse so my question is how would you rate the above 4 bonds, maturity date is no more than 3 years out.
Thanks Anthony

Q: The Cdn dollar is trading at around 76 vents US. At this exchange rate would you buy a hedged or unhedged S&P 500 ETF in Cdn dollars

Q: 5iteam:I continue to hold Domtar bouncing around 20% down and of course with no dividend.considering I do not have any foreign positions I am contemplating taking the loss on Domtar and initiate and diversify by acquiring Cyh for income and future growth.at 16.50 CYH is off about 25% from 52week high. Do you think Domtar has more growth potential in a market recovery? Your comments greatly appreciated. tks.Larry

Q: I am assuming both these companies are essentially passive holders of bitcoin.
First - Is my assumption correct?
Second - If true which one is the better play? i.e. compare and contrast fees, efficiency, structure, safety, etc. etc.
Thank you.

Q: What is your opinion of investing in bonds vs GIC's or stocks with high dividends for Fixed Income? I'm looking for security, and given the current bond yields and little room for interest rates to drop, bonds don't look too promising. What do you think of a combination of bonds, GIC's and blue chip dividends?
If so, which bond ETFs would you recommend, for both Canada and the US? I have some USD cash, but mostly Canadian.

Q: Do you have any comments on Ballard given the renewed interest in hydrogen as a fuel source? Can you suggest other companies in this area worth considering.

Thank you

Q: Hi folks, please get update on Nova Leap Health nlh/c. Seems to be growing with acquisitions in part of U.S. Is it similar to operations like cbii/c, well/t or doc/t (tele-med operations)....and how does the balance sheet/ Q results look?? Watched cbii/c run from .15 to .60 andddddd missed. Does nlh/c have similar potential. Thanks as always, jb Piedmnt QC

Q: What do you think about the fertility space? Progeny (PGNY) for one but who would be your top 3 picks long term coming out of this sector?

Q: I have 700 shares of Huskey ,down 63% held in a Rif .What's your view on to how to maximize any additional value. Sell now and move on, or wait for the deal to close and then see where Cenovus is headed in the next quarter rafter the completed merger?

Q: What are your thoughts on MX these days? It is having s bit of a run right now but earnings report is coming and that hasn't boded well for the stock lately. Im thinking about selling it for tax loss but hate to loose out on the current momentum if it holds.
Nancy

Q: Hi 5i team, thanks for answering my question so soon. However, what I want to know is : do I have to wait 30 days before buying back the stock even though there is a net gain. Thanks.

Q: your thoughts about SMT.
Where do you see the shareprice in a year?
They seem to be heading in the right direction.
What are the risks?
Thanks

Q: good morning, I would like to know if there are a couple of heath care ETFs that pay a dividend as well, that you think will be good buys. thank you.