Investment Q&A

Q: How does the 'shortage' in semiconductors effect PHO's business?

Thanks

Dave

Q: What do you like better between Well and Savaria. Which company has better potential at Growth.

Q: I hold both BEPC and BEP.UN in my RRSP, should I consolidate these 2? If yes which one should I sell, looking more for growth vs income?
Thx
Nancy

Q: I heard on BNN yesterday that all Canadian banks dividend increases have been put on hold. True? And if so, why? Cheers

Q: I put a small amount into this stock Monday and I'm already up 40%. I'm reluctant to put in more but FOMO is trying to persuade me to go with the flow. Can you tell me about this company's likely prospects? It seems to have gone up in an almost unbroken line for months.

Q: I'm thinking if adding this company to my American holdings. Should I go ahead with the purchase?

Q: I have made 30% gains with andrew peller thanks for your special report in the start of the pandemic... I was thinking of selling it ans buy shares of topicus ? It is in my TFSA. Do you think there is a better growth potential ?

Q: Can you please comment on earnings. Is it still a buy or rather a hold.
If you have a more compelling idea, I am open to suggestions.
Thank you.

Q: "UK And EU To Open In-Depth Probes Into Nvidia's $40 Bln Acquisition Of Arm - FT "

What is triggering the probe? Any comments or concerns?

Carl

Q: Can you comment on GOOS earnings please? Does this sort of clear the way ahead for a while anyway? Also I like to understand what a company's growth opportunities are but I have a terrible time doing that with retail stocks. What are these for GOOS in your opinion? Thank-you.

Q: In my TSFA have equal weightings of PHO, REAL, WELL and XBC. Have additional funds to invest and was thinking of following AT, CTS, KRR, MCR, NVEI, or QST. You have suggested ATZ, GSY, or KXS which own most elsewhere to was looking to something new. How would you rank these stocks and would you have any better suggestions?

Q: HI 5i Team. I really appreciate your comments that speak to opportunities/areas or perhaps "themes" where you currently see good growth opportunities now and in the coming years. Some commentators have pointed to themes such as EV and materials that support EV, clean tech generally, changes in healthcare, etc. What would you consider to be some of the better investing themes right now (say 3 or 4?) and what would some of your suggestions right now for some good Canadian and good US stock selections within each, with growth in mind over a roughly 5 year horizon in a TFSA. I already have positions in LSPD, WELL, XBC and QST, and I plan to acquire AZT next. So I would be interested in hearing about your ideas and suggestions that might provide some additional diversification into other areas. Thanks very much - take as many question credits as necessary.

Q: Hello,

Can I get a couple of your recommendations for the best balanced growth ETF and/or mutual fund as well as a pure growth recommendation. Sector & Geographic allocation not a huge concern.

Thanks.

Q: Asking for an update on this stock since the last time I've asked back on May 13th/ 2020.(posted down below). It's finally making a move and have you learned anything new about the company? Why it's moving? Thoughts on the Uranium market? And thoughts on the management? and any other metrics such as insider ownership. Thanks.

Wish I put more money in it. I'm up 66% :)

"Q: My question do you have any thoughts on this company and the Uranium market going forward? and if you are favouring the Uranium market going forward are their any companies that interest you?

Q: May I please have your opinion of Sphere 3D? Thank you.

Q: Could you advise as to the strategy for BAM taking a sizable portion in this annuity company?
Thanks
Bob Rose

Q: Has there been any recent news driving the recent recovery? Thoughts on this company in the near term and longer term?

Q: Have you considered doing a report on Topicus?

Q: ENB and TRP comprise 100% of my energy exposure and about 4% of my portfolio. I am looking to reduce my exposure to ENB but find it hard to sell a stock that seems quite undervalued. Part of my concern is that I will be selling at the same time as all the ESG sensitive fund managers and sovereign wealth funds who are reducing holdings in anything related to “fossil fuels”. So a part of me says “be patient” because ENB could easily hit $50 by the end of the year when more of the pandemic is in the rear view mirror. Would you sell now or wait?

With the proceeds, I am looking to buy something with more growth, perhaps REAL which seems value priced right now, or SYZ which pays a decent dividend. Which of these two would give a better total return over the next ten years compared to ENB? Or would you even say “ignore the noise and stick with ENB because it’s a stronger blue chip company longer term”?

Q: Hi,
Your opinion on GIB.A, CNR, LAC and FB Please.
Thank you.