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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: In the lithium field, I have both LI and LAC
My question is two fold, am I better to double up and just own one stock and if so which one would be your choice? I know you recommend having at least 1 per cent of your portfolio in a stock. By selecting one, I’d achieve that
I guess it would also be like owning Linamar and Magna. Do you choose one or does this bring one more diversification?
Read Answer Asked by Dennis on March 13, 2021
Q: Hi Peter,
This is a general question, When looking at valuations specifically, like the EV/Sales, what number is considered the" middle ground" whereby the stock is neither cheap nor expensive?
Second question relating to the same EV/Sales formula, when looking at for example, SHOP, its EV/Sales based on the next twelve months (NTM) revenue is 33.3 while it is at 46,4 when it is based on the last twelve months (LTM) of revenue. I would have to say that the NTM is a better indicator. Am i correct , if so or not, why?

Thanks
Read Answer Asked by ilie on March 13, 2021
Q: Hi Peter and Team
With the expectation that both the Canadian and US markets should do well for the next two years, can you suggest 5 CDN and 5 US stocks to consider for long term purchase in reasonably well balanced registered portfolios (RRIF and TFSA) that now have significant (>15%) cash positions. Thanks for the ongoing support.
Peter
Read Answer Asked by Linda on March 13, 2021
Q: Hello, I've made 12% gains in delta airlines, 60% gains in JP Morgan and 41% gains in Wells Fargo. Do you think there is more upside in those position ? I wan't to get more cash in my margin account and look for more growth quality stocks. What do you recommend I do with those stocks ? Thanks !
Read Answer Asked by jean on March 13, 2021
Q: my granddaughter has an RESP. it holds apple Berkshire Hathaway and face book with a cumulative value of over 100,000 CAD. do I have to file a special form with revenue Canada since its value exceeded $100,000 to its value thanks Richard
Read Answer Asked by richard on March 13, 2021
Q: CEO is leaving after a relatively short stint, they guided down, but were they overly conservative? Yes, they can handle on-line, but these types of sales benefit greatly from the in-person experience, so shouldn't this company be a beneficiary of the re-open trade, regardless of their having guided down?
Your thoughts, please?
Read Answer Asked by Warren on March 12, 2021
Q: Hello 5i team,
On the 5i website, for EIF's company description, it says that they focus on 2 sectors namely aerospace/aviation services and equipment/manufacturing.

As the pandemic wanes, will this company's fortunes improve or is this already factored into the share price(since the share price is close to an all time high)?

Is equipment and manufacturing still in the aerospace/aviation sector, or is it generally in sectors entirely different?

Thank You,
Andrew

Read Answer Asked by Andrew on March 12, 2021
Q: BDT reported earnings a couple of days ago. Although revenue, earnings, EBITA, etc. look good initially, the market certainly does not like the results. Comments such as "the timing of recording the CEWS benefit was a significant factor affecting fourth quarter net income" likely explain some of the market reaction. May I have your perspective on BDT results, please?
Read Answer Asked by Theodore on March 12, 2021
Q: I heard that silver may continue its resurgence in 2021.
What would be your best bet in this space? Stock or ETF.
Could you list two of each?
Thanks
Jeff
Read Answer Asked by JEFF on March 12, 2021
Q: What do the short positions look like on these stocks? Do you see any stocks with possible "unfair" levels of shorting?

Thanks as always.

Dave
Read Answer Asked by David on March 12, 2021
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