Investment Q&A

Q: Good morning
We currently own the above US stocks and would like to add 1 or 2 more.
What would you suggest to add to the above list
Thks
Marse

Q: Your perspective on the prospects here would be appreciated.Thanks.

Q: Peter and team
I unfortunately jumped (like many others) part way down the crash in March.
I simply cannot believe another correction is not coming.
What do you recommend as a safe place to park cash and earn at least a bit of interest other than a GIC while waiting.
Also I know you don't have a crystal ball, but what are your thoughts on a correction ahead.
Thanks
Phil

Q: Hi guys,

I was wondering if you could give a few added thoughts on Veeva, prior to their report on Tuesday. You have said that it is one of your favourite US growth stories, and it has undergone a large 2020 rally already, and some recent range bound movement.
Not knowing more that what I have read here and from reviewing charting, it looks like they have gone through periods of surges and plateaus over the years.
Would you expect some manner of growth announcements or earnings surprise on Tuesday that creates a new growth driver, or are you more of the opinion that there will be some developments in the weeks or months ahead?

Thanks in advance.

Q: Good Morning Peter & Team,

Announcement today CGX will be opening some 160+ theaters across Canada. Down over 80% since it's highs in Aug 2017, what are your thoughts of a CGX recovery all things considered as they begin opening up for business?

Thanks for all you do

gm

Q: These seem to be some of your favorite Canadian growth names - very different in terms of sectors, vol and size, however can you please rank them in terms of growth outlook for next 3-4 years to add some torque to a portfolio.
Thank you

Q: In the consumer cyclical space, what are some of your top suggestions for reliable dividend and some growth? I already own LNF:ca.

Q: Hi 5i , Thansk for your great work, I recommend yo to as many people as possible. Your sits has been great for me finicialy.
I purchased $20,000 of Edge point Wealth Management 1801 over 2 years ago, I have not had any postive increases here. I am thinking of selling the fund and moving into something that is more rewarding?
Any suggestions for a replacement? Fund is in my RRSP.

Thanks, P

Q: This morning 5I answered a question from George on REM { Which doesn't appear to be in your drop down list when asking this question } .... 5I pointed out the heavy weighting in NLY and AGNC. As a former NLY shareholder just for giggles I took a look at it. The first thing I saw was the massive 16.35% dividend and my brain asked how the yield could be higher than the sum of it's parts. Then looking further I saw that REM had fallen in price where it would have yielded almost half as much as it does now pre Covid.....This is where I need 5I to " unravel " my logic. It appears to me that Mr. Market is punishing diversification over the make up of it's parts..... In other words by buying the ETF one is getting a discount on it's holdings.... { REM 16.35% , NLY 11.89%, AGNC 10.2% , didn't check the rest of the holdings } I'm pretty sure there is something wrong with my logic thus the question.... Is the ETF discounted to it's parts ? And if so, by how much ?

Q: Alcanna reported this week and showed a profit. What is your opinion of the Q2 results.
Thanks

Q: Hello. I just wanted to get an updated view from you on ESTC. They seem to have an impressive customer base. But the stock doesn't seem to have had a "crazy" run like other tech names. Thank you.

Q: Medical Facilities seems to be attracting some attention with modest price increase and increased volume. Would you throw a bit of fun money at it or wait for it to accelerate.

Q: Thoughts on QIS latest quarter and overall impression of the company in general? Thanks!

Q: IRTC has had a strong move up this year. What is the reason for the recent momentum and is the share price justified at level.

Q: Can you give a general overall picture of Boyd's current financial situation? Is revenue and debt an issue at all? Do their numbers look sustainable? And finally, what do you make of their management?

Q: Hello Ceapro has hit a 52 week high could you comment on the company as to why the increase in valuation and the forward looking path for the company.

Q: Any reason why it has been strong recently?
It's earnings report is still several weeks away

Q: Hi group can you please recommend a stock and an ETF for Cyber Security also a stock and an ETF for semi conductor space thanks for your guidance

Q: I have both BAC & RF both of them are slightly higher than my cost. I would appreciate your opinion if selling both of them and buying SCHW would result in a better growth opportunity.
Thanks

Q: Good morning, Portfolio Analytics suggests we (as elderly seniors) lower our Utility holdings by 6.32%. Currently, we have:
AQN 3.9 %, BEPC 3.5%, BIP.UN 4.6%, H 2.2%, SPB 1.8%. Firstly is there a holding I could eliminate? If not should I just lower the larger percentages? All are in RRIFs.
Second suggestion from Analytics is to lower telecom by 3.54%. Currently have BCE 4.2%, T 3.5% and GOOG 4.2%. T and BCE are in RRIFs. GOOG is in an unregistered account. I have always looked at GOOG as technology sector. Any comments. Thanks for your expertise.
Ted