Investment Q&A

Q: All the renewable stocks other than BEP.UN are getting beaten up today. Any news that I missed. Could it be Tax loss selling since the sector is one of the few that has done poorly this year?

Q: Could you comment on Skeena Resources please? Do you recommend it as a buy? I understand that Franco-Nevada is participating in some financing; so, this is always a good sign.

Q: Please rank these 3 from perspective of someone soon to be retired. Need income; a degree of safety and hopefully some growth (dividend and value)

Thanks,

Q: I have been impressed on how this “ growth by acquisition “ stock has held up , especially in comparison to other such stocks ( I own EGLX which am keeping), and based on your report and growth portfolio inclusion, have decided to buy some after my 2022 TFSA contribution. Any company specific reasons why the stock has held up? Thanks.

Derek

Q: Hello 5i,
My investments have grown nicely in 2021: thank you!
I’ve categorized the above assets into three buckets:
Technology: nvda,kxs,toi,csu =12.8%

Communication: goog,apps,kind =6.5% (goog is 5%)
Consumer discretionary: appl,shop,lspd =8% (lspd=<1)
Total= 27%
Please comment on outlay and provide ideas for improvement. Am I being too cute with my categorization buckets?
Many thanks for your opinion.

Q: When will the takeover of Pretium Resources by Newcrest be completed roughly, please? I want the capital gains to be in 2022.

Q: To my surprise, Simply Wall Street lists the Canada &#127464;&#127462; Pension Plan as having the second largest position in Sportsradar. While conceptually compelling, is SRAD a good speculative choice for the intermediate to long term?

Q: what is the difference between WCS and WTI . What Canadian oil companies would receive WCS instead of WTI?

Q: What are your thoughts on the downward pressure on the stock? Could you provide an approximate price to buy in? Thanks. Rick

Q: Good Morning 5i,

I’ve been offered a DCPP with my employer and I have to select the funds to allocate contributions to.

Available are the typical Canada, US, EAFE low cost indexes as well as the Mawer Global Equity Fund (with a heavily discount MER). In your opinion would it be best to spread out my contributions to create a passive global index strategy or is it better to go with Mawer Global Equity? What do you do if you were me?

Also, if you were to spread it amongst the geographic indexes, what would the the suggested breakdown between the different countries?

Thanks for your time!

Q: The CFO at AcuityAds just bought 23,000 shares. I know you don't like averaging down but, with $1.50 in cash on the balance sheet, isn't it time to buy this company? What is your long term outlook on AT for patient buy-and-hold investors?

Q: could I get an updated opinion on this company, for a US$ RRIF 2-3 yr hold?
Thanks

Q: Hi, I have ACN and VRSN on my watchlist and am wondering what your thoughts are on these two tech stocks, which you would prefer and why. There are no previous questions on VRSN but ACN has gotten favourable comments from you in the past.
I have some tech stocks that have gotten pummelled lately (ie. DOCU) and am thinking these might provide some growth over the years without the same volatility as some others.
Thanks for your insights,
Doris

Q: Hi team,

Could you please provide your thoughts on the relative valuation of this company currently and if you believe their business prospects are still solid long term?

Thank you

Q: Hi, I have owned Intel for many years but lately it has been a disappointment, I sold half my position last year and purchased AMD which has done well. What's your advice, should I sell INTC and purchase SOXX or NVDA or continue to hold it, looking for the best growth prospects.

Thx

Q: In your opinion how much of the inflation/interest rate fear is already reflected in the market. What is the best advice to feel better about this shift if growth stocks are a good part of a portfolio.
Thank you for the hand holding that you all do.
Peter

Q: I have read in your Q&A that AW.UN.CA has non-eligible dividends and is best in a registered account. By that do you mean both TFSA and RRSP? I'm interested in starting a position in my TFSA. Thank you.

Q: With the merger with Agnico pending, I can sell KL for tax loss and buy back after the merger. What is the next exdivident date for KL and do you anticipate that the price will be lower after the merger? Thanks for all you do, Cheers, Geoff

Q: Unsure if this comment will be allowed.
My 10 year old money had some savings he wouldn't need for 18 months so he set up a GIC at Oaken Financial. Business as usual until his birthday this weekend. Oaken sent out a birthday card with a $5 gift card. In this day of form letters of thank you for your business, I'm impressed. Personal touch from an institution.

Q: Hi 5i
I thought I had a handle on the Mutual Fund Changes occurring currently but seems not.

Talking about the availability of some mutual Funds...........Banks preferring to not make available products from other firms..........so Advisors don't have to learn about them as KYC Rules require.

Here's the thing. I just tried to buy (add to current) BMO Small Cap Fund (BMO31136) through BMO Investorline and find I am no longer able to do so because of these changes.

I am getting the sense there are changes going on that are not positive for investors despite the desire of the Regulator.

Can you point me to an article/ information or tell me what's going on with Mutual Fund availability? As I try to deploy capital today and cannot, it does not feel positive to this investor.

Thanks
Dave