Investment Q&A

Q: Hi Peter, Ryan, and Team,

For my wife's 2022 TFSA contribution, and my contribution, and wishing to add to existing positions only, as well as noting that both sectors are low (according to Portfolio Analysis), would you be okay with adding the 6K to PBH for one account, and 6K to ENB for the other?

Thanks as always for your valued advice.

Q: When will you be updating your Portfolios on your website. It still is Octobers results.

Thanks


Sheldon

Q: What are your top 10 non-tech growth stocks in the US that you see currently see as attractive long term? Thanks!

Q: Hi everybody,
I know you don’t trust much analysts’ price target, but I’m still trying to get a picture for NFI.

Your Market Data shows recommandations from only 3 analysts 1Buy/1Hold/1Sell. TipRanks have 7 (4B,2H,1S), Yahoo Finance shows 8 analysts (6 Buy in November), BMO Investorline gives at least 6 recent price targets (mostly cuts). This is a bit frustrating… How often are the Market Data recommandations updated ? Can we rely on up to date Key Ratios?

Thanks.

Q: Please give me your opinion on this company and their growth prospects. Thanks for you expertise.

Q: Good morning 5i
I know that you mentionned that you like LUV as an airline. It has a large cash horde, able to sustain it through difficulties, I think is one of the main reasons. It has been hit hard recently, though. I am wondering whether you would affirm a buy at this price?
thanks

Q: hi guys what is your feelings on this stock and do you have a target on it for next year

Q: Could you please rank in order as what you see as having the best long term growth potential? Or any names in the same field that you believe are even better. I’m pondering the companies that will benefit as a result of the report released today by the Canada Energy Regulator.
Thanks

Q: Hello 5i,

Fresh off a short attack on NVEI the US government has acknowledged they are looking into short-selling. It will be the usual debacle that accomplishes nothing.

Unethical short-selling while launching documents to the general public will only stop when disgruntled investors take matters into their own hand and remove upper management staff in organizations such as Spruce Point Management. Their philosophy is to repeat the NVEI and LSPD short-selling fiasco as a strategy to make huge profits.

It is truly unfortunate that human greed exceeds logical life decisions, It is amazing how many push this limit when it comes to money.

I'll be chilling in Cuba with a few drinks next week. Hopefully Ben Axler sits beside me. Now THAT would present an interesting life decision.

Cheers,

Q: Hello 5i team,
AEM has been on a steady decline since Oct of last year (~70%). Is this around the same time as news came of the merger with Kirkland?

I was thinking of entering into the gold/mineral space since I have no exposure. I looked at the slides for the merger, and paints a rosy picture (synergies, dividend growth, etc...). The markets do not seem to like this merger very much based on the price.

Is there anything you know of that would cause this drop aside from markets in general being weary of company mergers?

Thank You,
Andrew

Q: Thank you for your service and comments on Lulu’s quarter? Merry Christmas to the 5i team.

Q: Can you recommend 2 cybersecurity stocks with decent earnings profiles.Also, what is your favourite Cybersecurity etf?
Thanks for the great work.
Phil

Q: Hi Team,
What's your current views of MED and SWKS? I have been underwater pretty much on both these I bought them. Should I continue to hold or is there other stocks I should be replacing these with instead that stand out as screaming buys as of today? I particularly don't understand the weakness of SWKS. From what I can see it trades much cheaper valuation than most chips stocks, has good growth, has a partnership with Apple (which I know some view as a negative), is in the 5G business as well which should be a highly growing sector. The lack of interest is a bit confusing. Would it be a takeover target? You would think if chips are so hard to come buy perhaps apple would just buy them with their pocket change one day to bolster their supply chain? Thoughts? Thanks

Shane.

Q: QRTEA and TGTX have declined quite a bit recently. can I have your opinion on these stocks? are they value traps? Would you prefer one over the other?

Q: I'm down about 15% on BIP.UN and am thinking of a tax loss sale and purchasing either NPI or BLX; and then reentering BEP in January. I currently hold CPX and AQN.

A similar question had been asked previously in June, and 5i's recommendation was either NPI or BLX. Has anything changed with these companies since June? What would be your preference for a short term hold today and why?

Many thanks!

Q: Hi Guys
Can you comment on the Aquisition
Thanks

Q: If all proceeds according to the news release - what do you think of this deal? If you held some shares what would you do - take the shares or cash? Can you clarify the Contingent Value Right? Thank you for your response, as well thank you for all the valuable information gained through the subscription!

Q: I have a less than 1% position in MCR and am looking at topping it up. My only other Energy position is ENB which is 4%
Are you still comfortable with the prospects for this company ? If so, given the low volume, any suggestions on how to approach buying ?My thought was to put in a limit order for 2.60 and just let that sit until the end of December. Any suggestions would be welcome. Many thanks

Q: Dear 5i,
Currently, I use a Canadian discount brokerage which charges $9.99 per trade. I generally do not trade much and I am not a professional trader, but I am considering having one or two more accounts where I may trade more frequently. I read an article which stated that some "commission free" brokerages may make money by/from:
1. foreign exchange fees
2. delaying market data
3. sending trades to 3rd parties
Can you help explain how a broker makes money by delaying market data?
Can you help explain if #2,3 may apply for accounts held with a Canadian "commission free" broker? Would this also apply to a Canadian "non commission free" broker?

thanks

Q: The multi voting shares trade at a ~5% premium to the subordinates, is there a coattail provision for the sub shares in the event of a takeover/privatization and how likely is this considering the family ownership?

TCL.a is in the Income portfolio at a 2.5% weight and 38% reduction from purchase price, would you consider the weight appropriate, and with an event such as a takeover would you expect a premium close to what was paid for the shares or could it possibly be a takeunder?