Investment Q&A

Q: I put 8-10% of my portfolio in gold, not as a trading play but as a kind of insurance.

I've been wanting to divide this between gold and bitcoin, using the funds above which you seem to prefer.

So far, bitcoin has been too expensive to convert half the gold. I'm wondering now if the price is right.

Also, please let me know whether you still think it's a good policy. It's mostly based on my interpretation of your advice over the years, but I'd like to confirm.

Q: Can I get your opinion on Canoo Inc. Nasdaq Global Select: GOEV.

Is management competent, names of big name investors, cash & debt? Do you see any potential for success here?

Thank you.

Q: I hold a 2.4% position in TOU and a 1.2% position in TPZ in a non registered account. TOU has had greater upside (65% for me) and probably still has legs over the very long term. Capital gain on TPZ is 17.25% and the dividends are solid. TPZ seems to be more an income play than a growth play. I was thinking about selling TPZ and adding to TOU for greater potential growth (5 to 10 year horizon). Currently I hold about 10% energy in Exploration and Production companies combined, but would be swapping securities rather than adding new money. Capital gains from selling TPZ would be manageable with enough capital loss offsets. Is this a good idea or should I continue to hold TPZ?

I have divided my energy holdings into E & P companies (10%) and pipelines (15% -- largely for income -- and in many respects the pipelines are closer to utilities than to oil production companies)

Q: I have held TOY for many years and it has shown glimpses of promise but has never really fulfilled its potential. My return has been relatively flat over that time period. Part of my interest in TOY was the potiential for it to be taken out, but the more I read about the company the less convinced I am that the founders have any interest in exiting. Although it has held up better than the market during the past year, I am wondering if it would be a good time to take advantage of its relative strenght and purchase one of the many good companies that have been "unfairly" punished and which might have greater upside than TOY over the next 3-5 years. One such stock I have been watching is CTS.
- would you agree that a trade of TOY to CTS is likely to yield a better return over 3-5 years?
- would there be a better trade you would recommend?
- how likely is it that a large catalyst (ie a blockbuster toy or a takeover) is going to occur to propel TOY higher?
- on a scale of 1-10, 10 being most risky, how would you rate the risk level of TOY vs CTS?

Many Thanks
Scott

Q: I’ve been watching Lockheed for some time. While I’m pleased to see the price reduction, it’s past several weeks’ performance is much worse than it’s competitors such as Raytheon. Do you know why, and do you consider it a good buy at this time?
Thanks!

Q: I have heard leveraged ETF’s are not good long term holds. I am looking at QQQ but would TQQQ be fine for a long term investment (15-20yr)

Q: If it doesn’t open tomorrow will it affect oil prices or just nat gas

Q: Good morning,

Thank you for the excellent insight and service.

Would now be the time to have appropriate gold exposure. I've been holding off and am light in that sector.

If so, which companies would be the top choices currently?

Thank you.

Q: For income and some safety, do you see anything not to like about these four REITs?

Thanks as always.

Q: Could you provide an update on Liberty Gold, in particular its cash on hand, insider holdings and recent activity, recent exploration results if any, and its potential as a junior exploration company. Its price has steadily declined over the past year and am wondering if it's time to sell, buy more, or just hold. Thanks.

Q: THE OTHER SIDE OF THE COIN;
https://salbayat.org/the-strange-case-of-nakamotos-bitcoin/

Q: For materials sector is FXZ etf a good choice? Is the timing for purchase good right now? Any other suggestions and the outlook for future of this sector.

Q: Hello 5i Research Team
I read today that the BOA team survey team said that we have witnessed the full capitulation In the market.Please provide me with your thoughts.
Thank you for your guidance.

Q: Between CJ and WCP which one is more likely to attain a higher combined return for a three year hold?

At the moment CJ (7.7%) has a much higher yield than WCP (5.00%). Are these rather high yields sustainable over a three year run?

Q: Hello I am considering buying SLF at these levels $57 to $59 with a dividend yield of 4.75%.
I want to hold these shares for a minimum of 3 years, but more likely into the 5 year range.
I know this is a difficult question to ask, but based on your experience, how much downside % do you think this stock has?
I would like to buy in allotments over the next 3 months.
Suggestions, thank you.

Q: Would you please rate the following in order of preference ARK, CPG, CVE, KEC, PKI, VET

Q: PIF hits an all-time high! Very unexpected. Can you tell me what's going on and whether it's worth holding for more?

Q: Deal terms are not yet available for the WFG buyout, I own 150 shares, bought at 113/share a few weeks back.

What are your initial thoughts? Hold and tender to the bid (whatever it is, presumably higher than $125 CAD/share)? Hold out for a white knight (seems unlikely)? Sell now and capture the gain in case the deal falls apart?

Something else?

Thanks for your time

Q: Hello, I would like to know what 5i thinks of IBM's Q2 2022 results and the future outlook for IBM, especially for a long term dividend investor.

Q: Hello 5i Research
I have a small position in Byd service stock and would like to add to the position. I have noticed the stock price has increased by 20% in the last month.What is your thoughts?
Thanks in advance.