Investment Q&A

Q: These two companies are slipping instead of going up if the
they have meaningful role in Covid.
AS well Jand J maybe having issue with product liability,
Appreciate your comments on the outlook going forward

Q: With the impending delisting of Chinese companies in the US mkt., what is your opinion on CQQQ, Chinese tech ETF.? Thank you, Fooklin

Q: I am thinking of selling these three companies currently held in a growth portfolio to make way for some higher growth tech names. I do have the cash in my RRSP and could buy these stocks back in that portfolio but wonder if you have any better suggestions? I am particularly worried about CCL.B it has not held up to expectations.

Q: Peter & Staff: In my US account I have 35% SPYG, 35% QQQ, 15% DOW and 15% CASH. Your opinion about adding DLTR for a 15% holding in place of the cash. Would you suggest an alternative? I value your opinion very much. Thankyou. Ron N

Q: Hi,
I would be interested in any thoughts you could offer regarding Wingstop. They seem to have done very well during the crisis, but I don't know much about them - just that the accumulation seems to be continuing. Many thanks for all your hard work!
Dawn

Q: What is your opinion of the company‘s prospects and the valuation of the stock? Thanks!

Q: What are your thoughts on GOOS? Would you buy it today?

Thanks

Dave

Q: Can you give me 5 US based companies with perpetual preferred shares. Safety is the most important factor.
Thanks

Q: How do the latest results look and what do you think for the remainder of the year with respect to income? Thanks.

Q: Do you see upside for this stock for a 2-3 year hold. I am thinking of a possible downturn in the housing area? Thanks

Q: Can you please explain why BIPC trades at such a significant premium to BIP.UN. I hold both now in rrif and tfsa accounts and read BIPC is structured to provide equivalent returns to BIP.UN. Yet as I’m writing this BIP.UN is $55.65 while BIPC is $62.06. I thought both units held the same securities and differed only in structure- partnership versus corporation for some tax reasons. BIPC is said to be exchangeable to BIP.UN yet why do this at a current loss of close to $7 /unit.
Thanks for your help,
Steve

Q: Hi. I have the above stocks in my TFSA and have some cash to deploy. Could you please give me 3 suggestions and rank them. Thanks.

Q: Hi 5i,

I'm quite surprised at the premium of BIPC vs the LP. I am tempted to sell all my BIPC and buy the LP units to get more units and the higher dividend yield. If I don't make the trade, do you think the premium would persist? Or, is there something the company could/would do to remove the premium (e.g. issue more shares of BIPC only or make the units exchangeable both ways). Is that a risk of losing the premium then?

TIA!

Q: Looking at some of the data under the company tab, I see good profitably ratios but the book value is negative and the return on equity is -111. %. What does a negative ROE mean - is at an artifact of the negative book value?

Q: Can you give us your opinion on this company? I am looking for interesting growth and lesser known companies with a market cap between 1 and 6 billons

Q: Is there any way to separate out questions asked about American companies and Canadian. I invest in only Canadian an get frustrated when find out question is on an American company.

Q: Hi,
It is it a good entry point for KMP or will they be effected by the COVID-19 situation?
Also can you indicate the top 3 residential REIT, that would be safe to buy now?

Thank you

Q: Morning 5i,
I'm looking to get my US allocation in my portfolio up to ~40% in the Healthcare, Industrials, and Tech sectors. I have a VERY long time frame, but I'm interested in businesses that have aggressive/high growth in the IMMEDIATE to 2 year timeframe.

Could you please rank the names below in terms of highest short-term growth potential coming out of a COVID world (reopening, new normal).

And if possible, are there any US names that trump these selections instead? Please take as many question credits as required:

Healthcare: VEEV, AMGN, REGN
Tech: TEAM, TWLO, MSFT, NVDA, AYX, AMZN, GOOG, QCOM, PYPL
Industrials: ROP, RTX

Q: Like the TV detective Columbo I have "one more question". Why does VMD only have one analyst and PTQ has 5. Even though there seems to be more interest (volume and $) /activity in VMD shares than the PTQ shares.

Q: Why is VMD moving so much today on huge volume.
Why after PTQ's great quarterly numbers and their recent conferences call in which they seemed to give fulsome answers including the fact that they have received a 7 million dollar grant from the government and they think prospective acquisitions are becoming more reasonable.
Is there still an ongoing relationship between this two companies which were split from PMH. They both seemed to be in a segments of the market which are rocking and seem to have a good long term perspectives. With the on going aging demographics and the current trend to stay home because of fear of nursing homes and hospitals they seem to be strategically well positioned. Also when do these companies shake of their previous image?