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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: Good morning,

It looks like NVDIA posted excellent results - would like your take on the results and also your advice for someone who wants to start a position. Do you think it is wise to invest now or wait a little, and what would be a good entry price? The markets seem a little jittery as of late.

Thank you!
Read Answer Asked by Loretta on August 19, 2021
Q: Hi 5i,
do you think AQN, BEP.UN, BEPC, BLX and NPI might experience some tax loss selling pressure for the remainder of 2021?
Can you rate them in order of purchase preference with #1 being the most favoured for an income portfolio.

thanks
Read Answer Asked by Ian on August 19, 2021
Q: I had 2506 shares of BPY.UN before the merger.
Now I have 228 shares of BAM.A and 164 shares of BPYP.PR.A. The value of these two spinoffs is about $40,000 less then the 2506 shares of BPY.UN. Why is this?

Also should I sell those latter two as they only comprise 0.55% and 0.18% of the portfolio or combine the two and add to BAM.A.
Does this also mean I am reduced in real estate as a result of the merger?
Thanks Please deduct as many credits as needed.
Jeff
Read Answer Asked by JEFF on August 19, 2021
Q: Big bounce today on no news! (?) I've owned this since joining 5i. It has gone in and out of market favour but I've always enjoyed the dividend. I've been picking up dividend stocks for the last year and done well but I am not expecting a lot of growth from them from here. SYZ should get some decent growth and the yield is healthy. I like the SaaS field and this being tied to government work - which seems a way to get some beta away from the market business cycle. Does it really fit this bill? Yield makes me patient how do you see it over all?

TIA
Read Answer Asked by Gerald on August 19, 2021
Q: I recently submitted a question about possibly under-levered reits, and was surprised to receive an answer about "cheap" reits. To my mind these are quite different concepts.
Read Answer Asked by Peter on August 19, 2021
Q: can you list the companies of Brookfield in order of best to least likely to invest in and comments on BAMR and BAM if worth investing in and if so which one first?
Read Answer Asked by Gary on August 19, 2021
Q: BHP recently reported good results but also signalled it is getting out of gas and oil. The share price has dropped substantially and I'm wondering if you can shed some light on this reality. I hold it as an ADR and am wondering if i am entitled to the shares of Woodside that are supposed to be compensation for its exit of oil and gas.
Read Answer Asked by Donald on August 19, 2021
Q: These debentures are being called. If it's the intent to convert to the common shares, is it better to sell the debentures and buy the common shares. If held until Sep 9, the company converting to shares at 95% on the 20 day avg sounds like ending up with less common shares. Which way would work best?
Read Answer Asked by Ian on August 19, 2021
Q: I've just started to look into GUD and I'm trying to understand why the shares have been trading down since 2017. From what I can see, earnings and revenue have been climbing, they've beaten EPS estimates the last 5 quarters, insiders are buying, the company is buying back shares, management has a good track record....what is the bull thesis or what am I missing?
Read Answer Asked by Marc on August 19, 2021
Q: Hi,
I was looking at taking a position in UCTT.(Ultra Clean)
I believe the earnings were fine with a beat on both revenue and EPS including raised guidance,
The stock is trading at $41.31 currently. Looking at some of its financial metrics & estimates , this stock is trading at 1x NTM revenue. I would consider this stock extremely cheap currently.
Would you agree with my understanding and is there anything else you could add?
Thanks
Read Answer Asked by ilie on August 19, 2021
Q: Further to my Aug. 18 question, you replied net income for the quarter was $2.1 B and all numbers in the billions. Understandable since if you read the bottom part of their news release it presents the numbers but fails to change an earlier heading, what I'm taking as a typo. CEO states in the body "Net income of $2 million and $5 million for the three and six months ended were higher than the comparative periods due to..."

So it's $2 million vs a $1 million loss last year. I know it's unaudited, but do you ever see this kind of error? Link: https://www.5iresearch.ca/company/tsx/BAMR

Is the reason you selected TSU over BAMR for the growth portfolio simply because the latter is new?
Read Answer Asked by Jeff on August 19, 2021
Q: The genome space seems to have taken a hit and I'd like to add some to my portfolio. Can you give me 3 to 5 Canadian or US stocks going forward that you believe have the highest potential of gains( I realise this would also be subject to the most risk) for a 5 plus year hold.

Also 3 to 5 stocks from Canada or US that you feel should be held for long term exposure.

Thank you.

Read Answer Asked by Richard on August 19, 2021
Q: In terms of starting and building out a large position in a new stock, how do you proceed? As a professional portfolio manager, is there a certain method or strategy you followed? What metrics did you look at in making your decision? Split the purchase into 2-4 chunks? I know its probably more of an art than an exact science but could you shed some insight into how you did it? For example, if I wanted to build a 3% position or had $50k allocated to MAGT, how would you scale in after its had its recent run. Thanks for your insight!
Read Answer Asked by Keith on August 19, 2021
Q: Good morning, I noted your recent response re. Canadian tech stocks, where you were asked to rate the quality of some of the leading Canadian stocks. I hold KXS (up approx. 200%) and OTEX (up 100%) in my TFSA. I also hold some of the other top choices but I do not hold MAGT or NVEI and only a small amount of TOI. Based on your ratings, I'm wondering if I should sell KXS and OTEX and use the proceeds to buy the other 3?
Read Answer Asked by Rod on August 19, 2021
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