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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: Good morning. I currently have positions with MFC, SLF and GWO but GWO was a recent purchase just to see how it performed against the other two which I have held for many years. Based on some of my research it appears that Sunlife manages better through pullbacks and downturns historically however if I were also looking at Dividend Yields, currently MFC and GWO are higher. However I try to look at:
1. Growth rate ( ie EPS growth);
2. Dividend Yield Growth and;
3. Forward Valuation
as best as possible when I look at a company. I don't want or believe I need all three and would appreciate your input as to how you would rank them based on the three criteria I've noted.
Thanks,
Kevin
Read Answer Asked by Kevin on February 17, 2021
Q: What gold mining companies are attractive judged by their NAV?
Read Answer Asked by James on February 17, 2021
Q: What are your thoughts on BL earnings. Stock is down 15%. Is it still buy, hold or sell. I still hold half position and sold half last week due to run-up. I am still up 30% should I continue to hold, buyback half position, or sell.

Thanks for the great service
Read Answer Asked by Hector on February 17, 2021
Q: I own these 2 majors and I'm up 15-20% on them so far. My question is that many people are now talking about value stocks and that energy and financials are good plays. It seems like a lot of people believe energy might be entering a multi year bull market (Eric Nutall!). I've traded these over the last few years since they always seem to pop and then go back down with political climate or economic sensitivity. How do you know if this time is different? I don't want to sell too early, but I don't think $100 oil is coming back.

Thanks,
Jason
Read Answer Asked by Jason on February 17, 2021
Q: I like the concept of HCAL; investing in Canadian banks with a little extra torque and a higher dividend yield than any of the banks. Is it fine as a long-term hold? I know many of the leveraged ETF's are not suitable for long-term but understand the structure of this one is different. Can you please explain the difference between this and the double and triple levered ETF's.
Do you recommend HCAL for long-term bank exposure.
Read Answer Asked by Robert on February 17, 2021
Q: Could you provide your assessment of this company. I understand this is an Israeli company involved in plant proteins. Is it worth investing in this company. Also, why is this down 15% today? Thanks
Read Answer Asked by satish on February 17, 2021
Q: I hold both these companies.

Mastercard has been pretty flat for the last 12 months. Do you see things picking up significantly for them when people start booking tickets for flights, hotels, concerts and Disney Land or will papal process more of these payments as well. PayPal has grown to a size in my portfolio that I wouldn't want to add to it. I know Mastercard isn't a "weed" but can't decide if it's a "flower" that could use some water ;)

Would you add to Mastercard (or maybe start a position in Visa) today or look for something else? (In the payments space I also have a full position in SQ)

....PayPal passed Mastercard in market cap today. (mind blown emoji)

Cheers
Read Answer Asked by Dennis on February 17, 2021
Q: Hi Guys
Since i have joined i5reaserch, i have n\been extremely 100% satisfied.
I feel that i have learned so much about the stock market being with your company the last 2 years. I would like to join the portfolio analytics for the $390.00 per year starting when my recent membership expires please. I have several accounts to be viewed my personal TFSA account, my personal margin account, my personal RRSP account and i have an RRSP account that is managed by a financial advisor at TD investing. Thank you so much guys looking foward to have these account reviewed by your team in the next few months. EXCELLENT JOB.
Read Answer Asked by wilson on February 17, 2021
Q: Hi,
This is more a big picture question.
For several decades the concept of "Inter-market Analysis" had high "currency" value. Simplistically summarized thus: Stocks go up and bonds go down. Inflation goes up so does Gold. US goes down and Emerging markets go up etc.,
That idea seems to be dead now. It appears that having a long and short position even within sectors seems to be popular. Or the correlation exists still but with different asset classes. For eg., inflation and Bitcoin are now linearly correlated!
Or Bitcoin and Gold are negatively correlated! (Bitcoin hit another record today>50 k and Gold went down below 1800$!!)
Should one really forget about fundamentals and enroll in classes for Options trading strategy?
Read Answer Asked by Savalai on February 17, 2021
Q: I am looking at these 3 companies for long term income with some growth in my RRIF. Which one would you choice?
Thanks Roy
Read Answer Asked by Roy on February 17, 2021
Q: Hi 5i, BNGO
This company is not currently in your data base. I am considering a 1/2 or 1/4 position is this genomics company and would like your opinion on 2- 3 year hold.
Is this a company you would have any interested in at the current price. Why/why not.
Any suggestions for similar strong candidates in this space.
Thx
Jim
Read Answer Asked by jim on February 17, 2021
Q: Hello 5i,

I have enough money to open a new 1% position in a portfolio that is intentionally a little overweight in tech, but otherwise well-diversified. I currently don't have any pureplay cybersecurity companies or any pureplay fintech/payments companies (although I do own MELI, STNE and SE). Which of these two sectors would you invest in first. I was thinking CRWD for cybersecurity and SQ or PYPL for fintech/payments.

Thanks
Read Answer Asked by Lee on February 17, 2021
Q: Trying to get closer to 30 stocks in portfolio from 42. Which one from communication and one from consumer cyclical might you sell first? Thanks
Read Answer Asked by Neil on February 17, 2021
Q: Hi 5i
Its my understanding that Cannacord Research has come out with a report ranking using $55 WTI and SGY is the #1 FCF company of 'all public oil and gas companies in Canada for 2021'. It seems like the right time to be acquiring this Surge. Also, do you conside them to be a takeout target and who might be interested? Thanks
Read Answer Asked by Gordon on February 17, 2021
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