Investment Q&A

Q: I am in the process of developing a plan to consolidate my SDRSP portfolio by trimming some stocks and moving more into ETFs. I will keep a small growth portfolio within the SDRSP because I like doing it. Can you comment on the three Brookfield stocks that I have and if two had to go which would you suggest please.

Thanks as again.

Q: Late 2020, Quebec based Electric bus manufacturer Lion Electric went public through merging with US based SPAC Northern Genesis Acquisition Corp https://pages.thelionelectric.com/lev/

On Jan 12, 2021 NGA announced a large IPO. NGA has stated that it intends to focus on opportunities whose business model demonstrates clear commitments to sustainability and strong alignment with environmental, social, and governance principles.

It would seem that a blank check company formed for the purposes of M&A's, might view NFI as an attractive target, as it appears to be undervalued with a strong tailwinds & attractive governance coming from planned infrastructure spending across it's markets. There would also appear to be strong synergies between Lion and NFI's businesses.

While the above is highly speculative, does 5i view acquisition of NFI by NGA as making sense. Why or why not?

Thanks
Cory

Q: Hi team,do you consider any of these two good buy at this stage?
Could also explain wether PayPal or Square taking away any business or market share from these two.
Thanks
Javad

Q: I am interested in investing in Health Care Robotics. I am looking at Stryker and Medtronic. I am leaning toward MDT due to lower entry point and higher dividend. Based on history and statistics which one would you favour? Could you suggest similar companies for consideration?
Thank You
Jane

Q: I am considering selling my PBH position and using the proceeds to add to ATD. I'm not concerned about the sector differences, particularly, and it looks like this could be a good time to add ATD, notwithstanding the uncertainties around the Carrefour offer. Is ATD in some ways like BAM, rather unique Canadian companies that can play skillfully on the biggest stages? What are your thoughts on such a switch, from one good company to another? Thanks, as always.

Q: KXS has been struggling since mid Nov since articles of it being sued,which now appears regularly on its site.It closed at $167.07 on Jan 15.What is an attractive price to buy? Thanks for u usual great views & services.

Q: Hi Peter and team,
I heard Vanguard bought millions of this stock. I would appreciate if you could give me your opinion.

Thanks a lot, and have a great day!

Q: Which of these companies has the most natural gas pipeline/distribution? Are there any not listed with significant natural gas related assets? Thanks!

Q: With Biden to sign XL ppl stoppage, which companies should I stay away from or does someone like ENB benefit?What do you see as the fallout from this?

Q: With Biden apparently going to cancel the XL pipeline, what do you think will be the impact on the company and is has most of this already impacted the share price?
Geoff

Q: These two companies appear regularly when you mention companies that are "cheap" with good growth prospects. Of the two, which is "cheaper" and which would you expect to have more stock price appreciation in the next 12-24 months?

Also, GSY is up 10% today - is that due to their sale of Paybright to Affirm? Seems overdone if so...

Q: Could you please give your perspective on gold vs silver vs Bitcoin. Could please also give a couple large, medium and small cap silver stocks that would be good growth investments if silver continues to break out.

Q: Your answer to Costa about how to handle GoEasy (or any stock) after a double or triple is one of the reasons why I subscribe to 5i. Thanks for your clarity.

Q: Hi,
Outside of the growth portfolio (I own most already), what are your top 3 Canadian growth stocks at this time and why.
Thanks for all you do.

Q: Can you update your opinion on Fiserv? I’ve owned PYPL since the spin out from EBAY and wonder whether I should just stay with a leader (albeit expensive) or add FISV. Opportunity or value trap while people judge the FDC acquisition? Thanks

Q: Hello Peter,

I’ve held this company since the Split in 2018. Since that time the share price has been less than my cost, that is until just lately. Based on its performance, does it remain in the BP for sector balance, or do you feel it has been consolidating for the last 3 years and has room to run?

Q: In making a comparison of the discount Canadian dollar store, Dollarama with the American equivalent, Dollar General, one has to be impressed with Dollar General. DG has more than 17,000 stores compared to 1300 for DOL and DG is opening more than 1,000 new stores each year. The performance and execution of DG has been steady and in an upward direction while DOL has been much more choppy. In addition it seems like DG has found a way to improve its on line presence with digital coupons and other measures while DOL has on line case sales only. It would make sense that if DG wanted to expand beyond its borders, DOL would make an excellent target.
Can you please provide your opinion as to which company you would favour regardless of country of origin and if you believe DOL would be a possible acquisition target for DG? Thanks for your on going great service.

Q: Hi 5i,

I am new in the Canadian market and want to learn more the behavior of Canadian stocks. I found those Canadian stocks both traded in US and Canada behave very good price momentum. KXS is not listed company in US. However, I have found there is a KXSCF (OTC traded in USD), does it usually trade actively for such cases. I have a feeling that the reason it dropped due to the company is not listed in US market. Do you agree that we should invest for those companies traded in both US and Canada market, they will behave much better with more volume transactions and better price momentum. Many thanks and kindly advise.

Q: It appears that while U like DOO,it is not one of U top 5 favourities.On Jan 15 it reached a new H of $89.18 & closed @ $87.91 up $5.61(6%).Are there any news to cause this beautiful rise besides Doo & its can-Am vehicles won the Dakar Rally 4 years in a row taking the top 11? Would u buy or add here? places.Txs for u usual great services & views

Q: For the fixed income portion of the portfolio, do you have any recommendations / suggestions (ETF, private fund, mutual fund, specific bonds). Realistically, hoping for a return between 3 and 6%. I am ok to take some risk. Looking for a decent risk/reward investment. Long term hold.