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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello!

I came across an article about Algonquin as being undervalued based on DCF model. However when screening it with Graham number the stock seems overvalued. The technical analysis seem to support that as well. What are your thoughts on that? With the change in the US administration, I am looking for a a long term exposure in unitalities market in both Canada and US. Any suggestions would be greatly appreciated.
Read Answer Asked by Irek on January 22, 2021
Q: I am short US and international exposure. I currently have a small USD trading account with 5 US stocks representing 10% of my portfolio. I have another 10% in my Cdn account in XQQ and VMO for a total of 20% US exposure, mostly in non-registered accounts.

I am wondering about selling FTNT or URI to buy NVDA. Or I could exchange for more USD and just buy NVDA. I would like your thoughts on the future growth of FTNT or URI vs NVDA, or should I own all 3 and accept the $ exchange charge to get more US exposure?

Currently FTNT is up slightly in my account, and URI has a 50% capital gain.

Thanks for your advice.
Read Answer Asked by Gordon on January 22, 2021
Q: Just like to get your thoughts on this company,do you think longer term it could be a disrupter in the credit card platform,also being up 450% in the last year and being thinly traded do you think its a bubble thanks have a great day
Read Answer Asked by Greg on January 22, 2021
Q: Hi,

I'm looking for a long term hold - five years or more. Would you invest in either of these three companies (Tan, Fan, CWW)? Which do you think has the best chance of growth without too much volatility?
Read Answer Asked by Graeme on January 22, 2021
Q: hi guys
if you could please rate these stocks in order of your preference for a 2 year hold already own aqn but have not been overly impressed seems to be stuck near or at current price thanks as always
Read Answer Asked by michael on January 22, 2021
Q: I'd appreciate your views on Xphyto Therapeutics, a company based in B.C. but with important partnerships in Germany. They appear to have a couple of very promising irons in the fire, including a portable PCR test for Covid-19.
Read Answer Asked by Richard on January 22, 2021
Q: Hi 5i,

I own BPY.un and was planning on taking the BAM.A shares in the recent offer. Would it make sense to do it now?

BAM.A is trading around $CDN49.08. If you take .4 of that amount the value of BPY is around $19.63. Since BPY is trading around $21.75 it seems to suggest selling BPY now and buy BAM.A for the future (Trading costs and taxes not important). If the deal doesn’t go through, I have locked in the increase.

If BAM increases their offer by 75 cents, do you think the .4 of a share would change?

Your thoughts would be appreciated.

Thanks
John
Read Answer Asked by John on January 22, 2021
Q: HON has done reasonably well and now seems fully valued. CFRA has a sell rating on it and RBC-DI lowered its its opinion on HON’s share price appreciation in November. Would you sell HON, and if yes, why please? Please ignore tax impact. If you would hold, why please? If you would sell, would you replace with another US industrial and if yes, which one(s), given the generally toppy valuations today.
Read Answer Asked by Adam on January 22, 2021
Q: Hello! Can you rank in order WSP, ATA and GRT.un in preference at this moment. And can you break down what percentage of GRT's revenue comes from which country? Many thanks
Read Answer Asked by Martin on January 22, 2021
Q: Hi 5i: I am presently underweight financials ( TD - 6% ). Which of these would you add BNS, SLF or GSY? Would you add a combination of all? What is the market weight for financials and would now be a suitable time to add?

Thank you for my success!

Tom
Read Answer Asked by Tom on January 22, 2021
Q: I have a CCP corp (10-year time line) with the following holdings (high to low mrt value + $60K cash): ENB, AQN, ATD, SU, BAM, GC, LSPD, XBC, REAL, GUD, BEPC, CAE, BNS, CSU, ENGH, SLF, PHO, XGD, WELL, GOOS, QST, AC, BEP.UN, KXS, DOC.VN, MITK, ATZ, SYZ, DOO. To reduce tax liabilities, I plan to slowly sell off any high yielding stocks (eg ENB) and only hold buy-and-forget stocks with very low or no dividend or buy corp class ETFs like HXT, HXS, HXQ. Can you please recommend what current stocks you see as long term "keepers" and suggest any new CAN or US stocks or ETFs. Many thanks for your help!!!!
Read Answer Asked by Grant on January 22, 2021
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