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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: Hello Peter,
When Brookfield first indicated that they were going to spin off the asset management unit, the stock popped alot, but then subsided. Now, the spinoff is more certain as opposed to just mentioning it, why is the stock not behaving as it did when the first announcement was made? Please provide your view. Given USA is still delaying its legalization of marijuana, I was deciding on Weed or Hut mining given both are volatile. What would make sense ? Thanks very much
Read Answer Asked by umedali on August 19, 2022
Q: this is my mix of companies. which would you cull and what do you recommend to replace?
Read Answer Asked by Mark on August 19, 2022
Q: With the Canadian trading so low, do I assume correctly that this would not be a good time to buy US stocks? Does the same assumption apply to hedged investments such as ETFs and CDRs? Thank you.
Read Answer Asked by Dennis on August 19, 2022
Q: Thank you for great service.

I am not a gold bug but tend to hold some for downturns in the market/economy. I am up about 20% over 2 years in two mid-cap positions and down up to 60% in three juniors. Appreciating economic growth (or expected growth) is not the only factor impacting gold prices, why are we not seeing gold run in this environment? What factors will influence positive momentum in the coming 1-2 years?
Read Answer Asked by Danny on August 19, 2022
Q: The Canadian dollar vs Euro has appreciated quite a bit over the last year +. Can you provide 3 or 4 names that look attractive both from a growth perspective and possible upside with Euro vs Cdn dollar FX in the future.
Read Answer Asked by Chris on August 19, 2022
Q: With the upcoming balance sheet tightening by the fed does it make sense to have dry powder in the event that markets drop again significantly. If one is fully invested what percentage of cash would you usually recommend? Thanks. Shyam
Read Answer Asked by Shyam on August 19, 2022
Q: B of M is trading at a PE of below 8 with a decent yield. Why is trading at a relatively low PE ? Is it more financially exposed to the a recession? Were you you rank it amongst the Cdn banks ?

Thank you
Read Answer Asked by Mario on August 18, 2022
Q: I understand from reading the latest report, your confidence in the company has come down considerably. How would you rate your confidence in management to turn things around on the revenue side and do you still consider the stock a good long term hold at these level? I had a full position but the stock has been down a lot in the last 2 years. I see many A ratings in your grade system but an overall B rating concerns me a bit. I am wondering if now is the time to move on to better opportunities? Thank you for your guidance.
Read Answer Asked by Pierre on August 18, 2022
Q: Can you please take a look at GMG Graphene’s recent announcements and add your thoughts on Phase 1 and the market for A/C graphene coating. Please also comment on their partnerships with Rio Tinto, Bosch and Wood. What is the future market potential for Aluminum Graphene batteries? The stock seems to be holding up in this market…what would it take for you guys to be interested in this industry and in this particular small cap stock as well.

PS and thank you on your previous answer on Tantalus Systems(GRID)I will be renewing my subscription with 5i for years to come. Cheers🍺
Read Answer Asked by James on August 18, 2022
Q: Hi

What is 5i's take on your first Sentiment Survey - anything surprise you particularly?

Thanks
Read Answer Asked by mike on August 18, 2022
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