Investment Q&A

Q: I have a 2% position in KRR, and I am debating between doubling my position in KRR to 4% or starting another position in NGD, as I understand it recently entered the TSX S&P Composite Index, which could increase demand for the stock from index funds. I have a 4% position in MMX and 2% in FR to round out my PM exposure. Any thoughts as to which might be a more sensible purchase?

Q: I own the four above.
Please comment on KL and it’s acquisition. That market seems not to like it. Do I use this dip as buying opportunity? I have some room in my gold sector.
I am aiming for a 10% total sector weight as insurance and inflation future inflation hedge. What is the max weighting 5i would be comfortable with, understanding that I am biased in favour of gold over the next 5/7 years? I would be willing to go as high as 20%.
Is my bias “out of line” so so speak in your opinion?
Please take as many credits as needed.
Great work as always, I wish I would have followed 5i and its advice closer in the past and I will in the future.

Q: Hello 5i,
As a follow up to ny precious question concerning MIC.CA:
Shares of MIC:CA are now $44.18 (aquired at $30 CAN). The deal reads $43.50. Should I just sell now or wait to see if a new offer will develope.
Stanley

Q: I have held these companies for about a year and have basically broken even. Being retired now and partly relying on dividend income, would it be a good move to sell these 2 companies and invest in other blue chip dividend payers and forego possible capital appreciation in these stocks. It does seem to me that these 2 companies have languished compared to my other tech exposures. What 3 or 4 dividend payers would you recommend for stable dividend and increases and some growth potential.
Thanks, as always, for your informed input.
Kevin

Q: Do you have a favorite - or2 - in this space? I can tolerant medium risk and would be looking for growth more than income. Thanks
I find the new charts very useful,

Q: Hi,
I've come across a software company that provides integrated tax technology services. It's IPO is very recent, but what surprises me is the number of institutional investors that appear to have taken an interest in it. Does this tell us anything, or is it just a matter of index funds needing to open a position since the recent IPO?
Thanks, as always, for the great service!
Dawn

Q: Ever since CSU announced more detailed info on the spin out, it has dropped
nearly $100. Was there something in that release that investors didn't like?

Thanks

Q: Hi,
When the Topicus shares become available for purchase, do you recommend them as a buy? Or wait and see?
Thanks

Q: What are your thoughts on PXT? It has dropped over 10% the last several days.

Q: I know this company is very small and in the early stages, but what are you thoughts on Numinus? They are in the alternate health care to treat mental illness, addictions, depression.

Q: Presently the family investments are about 80% Cdn stocks and 20% US stocks....excluding defined benefit pensions.
I would like to increase the US stock portfolio to 30% US stocks, using primarily new cash.

What I'm mulling over, pondering is this - what factors should I consider about taking US stock positions in TFSAs?

One that I'm aware of is that there is no recovery of US taxes withheld on US stocks held in a TFSA.

On the other hand, it seems the overall appreciation of US stocks is better than Cdn stocks, especially in certain sectors.

As the investments in the TFSA are to be held for the long-term, I am inclined to do it....take US stocks positions in the TFSAs.

What say you about doing it?.

Much appreciate your thoughts..........Tom

Q: Peter and His Wonder Team
I realize oil and gas are high risk for numerous reasons. However I am wondering if this trust company may be suitable as a contrarian play. Are they stable in the long run. There dividend is almost 30%...which seems impossible? Even if they cut it in half it would be great. Would it be at least a hold for current owners of the stock? Your assessment and comments would be appreciated. Thank you!

Q: What are your best ideas for growth in Canadian small Cap Companies.

Thanks Valter

Q: Hello 5i,
What will happen to my shares of Genworth? Will they just be retained under another name? Will the dividends still hold? As a 74 year old, value, buy and hold, dividend investor, please advise on the path to take concerning Genworth.
Thank you
Stanely

Q: Could I please have your thoughts on this corporation. The share price has fallen a lot this year but looks as if it might be recovering. RBC suggests ATP is reducing debt and buying back common shares.

Q: Any idea on how Manulife is going to do as an income? The dividend is north of 6% now and seems attractive -- any reasons to think they will cut the dividend if COVID gets worse or would have to cut due to problems around that?

Q: I have owned WFC for a very long time. A shareholder class action law suit finally resulted in a small payout. How is this treated? Is it income or does it reduce the cost of my shares? Thank you for your answer, Cheers

Q: Adyen is described in a recent Forbes article about Baillie Gifford, the Scottish asset managers, as a "Global payments platform. Think Paypal and Square in one." Can you comment on its fundamentals and potential? Thanks!

Q: Thin you missed the BPF.UN monthly dividend reinstatement of 0.065 per month beginning in September.
Ex-date was 21 Oct and payment date is 30 Oct.

Q: As MARKET went down and perhaps will continue for few days what a panic investor like me do?SELL, HOLD, OR SELL HALF?