Investment Q&A

Q: After a nice run, do you think it is a good time to take profits on Western Forest Products and move on or do you think there is still material upside from here? I don't typically sell stocks just because they have gone up but I feel like this name is more prone to pullbacks after big runs.

Q: I would appreciate your opinion on the trades Iwas considering selling rsi,cae,aqn buy mg with the proceeds. Sell trp buy cnr. Sell sis,spb buy mg
Thanks for your help

Q: Hi.
The list of stocks make’s up my overall portfolio. Last month, during the sell off, my portfolio was down ~40% and started recovering slightly and lost steam again since late last week.
I don’t have any intentions to sell in the short term and I will prefer to hold for minimum the next 3-5 years.
Looking at the list of my holdings, do you feel there is any stock that should not be there?
Thanks,

Q: SLX Hi what do you think about this etf for exposure to steel/recovering economy. Too late? Thanks Bill.

Q: I own CP, but given CP's Competing Bid TODAY for KSU......should I also BUY CN (down 8%) or sell CP and buy KSU?
Thanks!

Q: Hi, Peter
do you think ABNB is a buy Today for a 5 years hold?
thanks.

selina

Q: Thoughts on the new Ether etfs.

Thanks
Mark

Q: Hello,
I am looking at the equipment manufacturers and auto industry as possible directions for new investments. The above names are ones I have been considering but am interested in knowing what you think about heavy equipment versus automotive and within those categories, what you think might be the better choices.

Many thanks,
V

Q: Hello 5i
Could I have your current assessment of UNFI please? The last question was 2019.
Thank you!
Dave

Q: Bionano Genomics has been giving mixed messages. Their field looks promising, yet the stock price keeps falling. Street consensus shows a strong buy. Should I hold or sell. Thanks for the excellent service and a ton of good advice.

Q: Hi, My respected 5i team
Could you pls comment on the fundamentals of LPX? Is it a good quality company to own?
It is safe to buy at this moment and hold for couple of years?

Thanks in advance!

Q: Which do you see having better upside and safety for the next 2 to 3 years and why? Thank you.

Q: Which of these two would you prefer?
Thank you.

Q: I currently have a 4% (total portfolio) position in ARKK in my TFSA. Down some 4.5%. Considering replacing it with equal positions in two other US techs, possibly PINS and NVDA. I already hold GOOG, CROWD, ADOBE, MSFT and AMZN.
1) Would you hold the course with ARKK?
2) If not, which two US techs would you replace it with today?

And on an unrelated topic, I own (and am exceedingly happy with) EGLX. Like GOOG, it is considered to be in the Communications sector. For my portfolio purposes, I would like to assign all or part of EGLX to consumer cyclical. Does this make sense?
Thanks.
Maureen

Q: I have a considerable position in AQN and a small position in BEP.UN. In examing the one-year performance of the three companies I calculate that AQN's stock price is flat, BEP.UN is up about 40% and NPI is up about 45%. Would you recommend selling the laggard, AQN, and investing the proceeds into one or both of NPI and BEP.UN. Also is there a company in this sector that you would prefer over these three?
With appreciation,
Ed

Q: Appreciate any comment you can provide on this junior energy company, Pieridae Energy Limited. Of interest are management ability, financial stability, historical and future performance and any other metrics that stand out.

Thank you in advance for this, and for significant investment help over the past 5 years.

Cyril

Q: The CAPE ratio (Cyclically adjusted price-to-earnings ratio) of the S&P 500 presently rests over 36X compared to its historical average which is much, much lower. What future influences can you see to affect its measure going forward other than a market pullback?

Q: are there manufacturers of mini nuclear plants that could be good to get into ?

Q: Your opinion please on Unity Software, buy, sell or hold? Cheers

Q: K92 Mining has a very successful gold mine in Papau New Guinea ! They expect to issue a detailed expansion of their next project in the second half of 2021 and hope to achieve ASC of less than $400 per ounce by 2024 with a doubling of production.
ABX just settled a dispute with the country and K92 responded positively. The company has no Debt and more than $60,000,000 in cash. The CEO has a successful history of buying out other miners in the past and is surveying the market for opportunities in other countries such as nearby Australia. Meanwhile the expansion is fully funded out of cash flow.
This stock has gone up on average at least 100% each year over the last five years.
My investment is for estate purposes and is a high percentage of my portfolio.
Comment?