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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: May I please I get your updated thoughts on DME? Helium seems to be in a tough spot on the supply side with explosions at the Amur Russian facility (pre-invasion) taking it offline for the rest of the year (possibly longer given the war) and the US BLM Cliffside facility likely to be offline until at least June. Seems like an opportune time to enter production. Do you think the current stock price offers a good entry for a 3-5 year+ hold?
Read Answer Asked by Marco on March 24, 2022
Q: Hi - 2 part question: Over the next year or so, what would be your top selections for US healthcare stocks? Second, what sub sector of US Healthcare do you like the most over next year?
Thank you as always.
Read Answer Asked by Doug on March 24, 2022
Q: If one was to assume the Fed is going to need to be tougher than expected and they will have to be more aggressive (regardless of 5i stance), what sectors can maintain/improve their earnings growth and which could be expected to have the earnings expectations lowered from current levels under that scenario?
Thank you as always!
Read Answer Asked by Doug on March 24, 2022
Q: What are your thoughts on this company? To quote "FCR remains one of a small number of REITs trading at meaningful valuation discounts versus pre-pandemic (P/NAV 74% versus 86%, P/AFFO 16.0x versus 20.0x)" I understand its debt is high but has been reducing it aggressively pre pandemic.
I know you like GRT.UN and CAR.UN, wondering where FCR ranks in relation to these 2.
Read Answer Asked by John on March 24, 2022
Q: Everyone, you suggested a number of micro caps stocks rather than one or two. Recently you have suggested MTLO and PNP. Can you recommend another three? Individually I will invest $1000 each and with the assumption that they could go to zero. Many thanks.
Read Answer Asked by Clayton on March 24, 2022
Q: In reference to having Canadian stock that pay dividends in US$ transferred to the US side of your account. I did this but it didn't work out !! My broker would do a double conversion. They would receive the US funds convert them to CDN$ then back to US$ to put in my US$ account.
Read Answer Asked by Larry M. on March 24, 2022
Q: HI folks.
Happy Spring.
I believe that I once saw your List of Canadian Companies that pay their dividends in US dollars. Would you please send me the link.
I am slowly going to sell off and then rebuy the stocks that I own in Canadian $ ( over the the US $ side of my accounts with existing US $ cash). Is this the best plan in order to avoid FX charges and receive my dividends in US$ ? At what point is it not worth it??
Much thanks
Read Answer Asked by El-ann on March 24, 2022
Q: Greetings:

These three companies have not fared well over the past 12 months and I wonder about company specific issues? If I I look at other companies in the same sectors AW.UN for instance it has done pretty well compared to Restaurant Brands over the same period, and CGI hasn’t performed nearly as poorly as Open Text as another example. Do you see any changes in fundamentals for these three that concern you going forward?

Thanks,
Read Answer Asked by Stephen R. on March 24, 2022
Q: Have some cash in my US $ portfolio and am considering these 6 stocks.

1) Are there any that you would want to buy at this time ? If so, would you consider them primarily to be a shorter time hold to take advantage of near term bounce, or do you see them as having the potential for both short and long term strength ?
2) Of those you would want to buy – if any - could you rank the order in which you would buy and acceptable price range.
As always, thank you .
Read Answer Asked by Alexandra on March 24, 2022
Q: Good afternoon 5i staff, Which asset class or classes are friendly for investors during a recession? For stocks, which sectors are to invest during a recession?

Two railway stocks, CP and CNR, which one do you prefer or should consider to split money equally to buy both of them?

Thanks,

Lin
Read Answer Asked by Lin on March 24, 2022
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