Investment Q&A

Q: I have $100000 us to invest medium risk, 3 years. Where should I be?
Also, what about gold coins as a holding?

Q: RE: The question asked earlier today by David regarding the nice move up with EGLX...
Perhaps this isn't the only reason, but there was an article on the BBC over the weekend reporting how the "interest in e-sports will only grow and grow."

Q: Hi Peter...If you could put on your CRA hat for a minute. I made a metal error this past summer and sold my WSP shares held in a margin account triggering a sizeable capital gain. The same day I rebought the shares. Scotia iTrade has now sent me their tax form but their numbers did not match mine. In essence Scotia raised the adjusted cost base of the shares up by including the new shares with the original shares. It is like I purchased the shares first (raising the ACB) and then sold a portion of the holding. Naturally I am tempted to go with Scotia's numbers because it reduces the tax burden. Do you have any thoughts?
As an aside it would seem one could always raise the ACB by buying shares on margin and then selling the holding after let's say 30 days. (We have to renovate the house in about a year so I will need to sell stocks to raise cash. All stock positions are currently positive thanks in no small measure to you, Ryan and the 5i team). The risk is the share price tanks after I have increased our position and one ends up with a loss instead of a profit. However you have advised us that in regards to rebuying shares after claiming a capital loss that generally the share price doesn't move much over 30 days.
Any thoughts you have would be appreciated,
Jim

Q: Please your thoughts on MMYT

Q: For new money and momentum where would you put new dollars today? Stick with growth names? Oil and gas? Materials? Reopening plays? Other? Please suggest a couple of your favourites for you top two choices

Thanks

Q: Greetings 5i,

What do you think of these 2 companies? Which do you prefer long term and which do you think may possibly see a better move post Covid (shorter term) ? Would you recommend any other companies that may benefit from any enthusiastic return of summer BBQ parties, sports/entertainment events, gatherings, weddings, etc.

Cheers and Cheers!

Q: MXIM Your all around thoughts for the markets they cater to, competition, revenues, earnings, insiders, debt, cash flow, valuation etc... and your thoughts as a buy today.

Thanks

Q: Good morning, would you be able to comment on NovaBay Pharmaceuticals, do you see it as a stock worth picking up, and if you do, at what entry point would you yourself feel comfortable going in? I have been waiting for it to go lower but it seems to have a good bit of strength in the .90-$1.00 range. I was hoping it would dip into the .70s but its not looking like that will happen again soon. Thank you!!

Q: These three companies (among others) are being added to the TSX Composite Index as of March 22. What impact can we expect from their inclusion? Is any one likely to benefit more than the others?

Q: This is a comment to your answer to Steven regarding the mentioned preferred share.
Present dividends is 6.75% minimum of 5.25%
The portfolio has a NAV of $ 19.98 which means that it can withstand about 50% drop of the portfolio before it affects the value of the preferred shares.
You have the option of redeeming your shares at $ 10 on December 2025. that compared to most regular preferred that the option is with the company not the holder.
It has performed much better than many perpetual preferred, that some of them lost half of their value even with interest rates going down.

Could you please explain how this is riskier than the perpetual preferred,

Thanks

Q: CRWD reports after market tomorrow. I hold it in my U$ account. Down 7%, probably paid too much for it. Buying US market is not my forte. In U$ account I hold CRWD, CAE, TIXT, in C$ account VGG and VFV. I have a balanced portfolio with a bit overweight tech.
I am considering selling CRWD on news and looking elsewhere for better opportunities. Would like your opinion . Could I have two or three of your top picks for non Canadian securities.

Roy

Q: Any reason that you are aware of for the drop in SJ today?
Thank You

Q: If it were your money in XBC at a 2.5-5% position today, would you be holding or selling please? If holding, at what point would you sell if it continues to slide? Thanks

Q: I have read your recent positive comments on LIF and am inclined to buy. However, how would you compare it to CIA (fundamentals, outlook ...)?

My thanks.

Q: Retired, dividend-income investor. There is no question I will sell Shaw...anytime someone offers me a 70% premium, I'll take the money and run. I'm just wondering about potential risks. It looks like Rogers-Shaw have tried to structure the deal to hopefully assist the regulator to approve it. Closing is quite a way away...mid next year? Plus there is always the risk of no deal.

1. What would you do? Trim some at various levels, hopefully on the way up to $40? Wait to be taken out....for cash?

2. In other "buy out" situations like this, the stock has approached the "offer" price the day of the announcement. Could you please elaborate on an earlier question as to why the B shares are slow to rise to the offer price of $40.50? At time of typing, they are at $33.

Thanks for your help...much appreciated...Steve

Q: Hi Team, EGLX

Anything on this stock today? Nice move up...

Thanks

Q: rumour exists that flutter may do an IPO in the USA for fan duel holding. how would this benefit existing shareholders of flutter? would flutter shareholders receive shares in the newly listed fan duel? thanks. Richard

Q: This company seems to be expanding a lot. I've heard they have really good products. With long time horizon and high risk tolerance, what do you think about tattooed chef as a long term growth play? And how do you think it compares to beyond meat?

(you can take 2 credits for this if need be :) )

Q: Good morning, I am going to open a TFSA and contribute $50K, could you please make a recommendation around number of investments, and what you would suggest to distribute the funds to, I have a middle of road risk tolerance and was thinking dividend yielding investments with a dividend to mitigate significant downside. TIA

Q: Hi, I recently transferred a roughly 90K pension into a self directed LIRA (for which funds cannot be added to). Would love your recommendations on how you would build this portfolio. Am open to any and all suggestions. I am open to growth, balance and dividends. Thank you!