Investment Q&A

Q: There is a lot of talk about copper as a fundamental commodity for electrification and cobalt being critical for batteries. These I believe are often mined together. Do you see opportunity for investment based on these theses despite of recent price appreciations and which company would you recommend giving preference to Canadian companies.
Thank you for your great service, Peter

Q: Hi 5i, I started my stock market investing in March 2020 in order to get 'skin in the game'. I am a daily learner whose investing personality is that of an 'individualist'. I have determined my investing goal to be for income (mostly through dividends) and growth (for capital appreciation). I have found lately that my risk tolerance feels lower due to increasing volatility, talk of market decline/crash, increasing inflation, shortages, rising rates etc. As a result I would like to cash in the individual stocks I own that have given me good capital appreciation and replace them with ETF's and/or Index Funds. Income and growth plus diversification to my portfolio is my objective here. Since I hold more than enough physical precious metals and an emergency stash in US dollars I feel I have enough insurance/hedge against a worst case scenario happening in the economy. Please comment on these following ETF's. I am also open to other suggestions you might have as well. Please note that my entire TFSA is in my brokerage account so taxes are not an issue for me. Thanks

ZCN BMO S&P/TSX Composite Index
CIC CI First Asset Canadian Bank Income Class
ZWB BMO Covered Call Canadian Banks
RIT CI First Asset Canadian Banks
ZDV BMO Canadian Dividend
CDZ iShares Canadian Aristorcrats
XRE iShares Capped REIT
XEC Emerging Markets ETF

P.S. I assign an equal dollar amount for each investment in my portfolio. The ETF part of my portfolio are for long term holds.

Q: Why would CJT's seemingly improved results YoY this quarter met with such a sell-off? Thanks.

Q: Comments please, on Cargojet's Q3.

Q: Would you recommend investing in GlobalFoundries, which IPO’d recently? I wonder how it compares to others in the semiconductor space, like NVDA, ASML, AMAT, TSM and LRCX. I understand it is a spin-off of the manufacturing portion of AMD.

Q: Where do I find information from Analysts? To quote a recent question: Analysts are estimating ATD.B's 2022 YE results for earnings growth to be flat, 2023 EPS to grow 5%, then EPS to grow at 8.5% for the next 5 subsequent years.

Where does a person find this information about Analyst projections? Is there some kind of website?

Thanks

Q: Would appreciate your view of this SPAC Thoma Bravo Advantage -
same space as APPS and gaming, but at earlier growth stage, it would appear. Good credentials, growth and management, it would appear. How would you assess its potential as against more established players. Would you advise to establish initiating position, as complementary with APPS and U?

Q: If the democrats get these two bills passed this week what will it mean for the market.

Q: Good afternoon,

Would you buy on the pullback caused by the delay's do to the environmental approvals?

Thank you.

Q: Can you tell me the Fanga ETF that has only the 6 high growth US companies. Thanks for your help Bob

Q: Any news reason on the recent upswing??

Q: I am considering to buy from above stocks Please advice.
Your opinion is always highly appreciated and has always
been Fruitful.

Q: How would you rank these companies for prospects over longer term (say 5 years or more) measured by total expected return on stock.

Q: Good day ,
Is it time to start adding here, appears momentum is turning positive ?
Thx
Mark

Q: Hi,
I hold a 3% position in CSV. Would you advise to add to my position (to 5%) at this price or wait for a pullback? For a 3-5 year hold.
Thanks

Q: Hello 5i team,
TFII has gone down ~11% since they reported their last quarter which was solid. I know you have answered this already, but is there anything else going on besides people taking profits?

It almost appears as if investors are thinking that TFII has not much more room to grow going forward.

Thank You,
Andrew

Q: what would be your top 5 companies be that play into the theme of climate change?

Q: Question for 5i team (or any other RESP knowledgeable subscriber). Over the past 8 years my adult son has contributed a total of $20000 to my grandson's RESP. With interest earned plus CESG grants, the total value is now $25000. PLAN: I want to top off my grandson's RESP to the $50000 maximum allowed. QUESTION: Is my contribution $30000 -- or limited to $25000 in (consideration of the CESG and interest accruing to the account). Thanks.

Q: Immutable Holdings trade on the NEO exchange but there’s not much info. Would you please give your opinion on this concept company which looks like it might have something about investing early in the Metaverse. Could this be something big?

Q: NOC reported its 3rd qtr last week. It showed less revenue than a year ago but higher earnings and higher EPS. Yet the share price has tumbled. Is this a good entry point or is there something more worrisome going on ?
Thanks for your thoughts.
Ian