Investment Q&A

Q: I hold a position in XBC that was roughly 2% at purchase, but has dropped by roughly 40% (meaning the position is closer to 1% now). I still believe that this company could return to a better valuation, but that I have an opportunity to crystallize a loss before that time. I would like to purchase a placeholder investment in the same space which XBC operates, and I already have a position in CMC that I am not quite ready to increase (even though it is up nicely since my initial purchase). Is there any other company that you might suggest as a candidate to act as a placeholder for thirty days before I purchase XBC once again, after the loss can be crystallized? Conversely, would you feel that a strong argument could be made that even attempting to crystallize a loss in this position would introduce undue risk to a portfolio? Any insight would be much appreciated, as always. Thanks so much, and I look forward to your response.

Q: HI Team

I hold a small position in Brookfield Infrastructure Partners (BIP.un) and I would like your opinion on two questions.

What is your take on the long-term prospects of BIP.un if the Inter Pipleline takeover goes through? Will it be a negative or positive long-term impact if such a large deal happens?

Also, was BIP.un ethical in using total return swaps to avoid the minimum 10% holding disclosure rule? This seems like an underhanded way to gain control of Inter Pipeline.

Thanks

George

Q: Hi Guys....great service. Looking for an undervalued stock that you think could have a big rebound in the next 6 months to 1 year...do you have a few on your radar?(US or Canada)….thinking of something at least mid-cap....thx

Q: Your thoughts on this ipo. Thanks

Q: Potential ? Buy ? Your comments, please. Thanks

Q: Any thoughts on why LIT has been so strong lately ?

Many Thanks

Greg

Q: LNF is held in a portfolio whose mandate is income and capital preservation. There are a total of 12 equity positions. LNF seems to have some concerns about imported furniture and recently had a small downgrade from an analyst. I am wondering about switching to, say, TRI. Would such a switch be good, this portfolio with its mandate. Thank you for your excellent service.

Q: When financial aids due to pandemic shut down measures end do you expect market downdraft? In Canada the CERB will end on Sept 25, 2021. Not sure when the U.S. financial aids will end though.

Q: you recently suggested soxq as a reasonable investment in the semi space.
I looked at their listing and noticed that they are currently averaging less than 30,000 daily transactions. As you mentioned, their charges for both the balance of the year(zero) and only .17 points for the future seem to make this an attractive etf to invest in. Does the low amount of daily transactions affect your outlook.
Ed in Montreal

Q: Hi Everyone at 5i! Hope you are enjoying your summer so far! I am looking for a little advice. I hold Riocan in my RRSP and having ridden it up and down, I am now back to breaking even . As you gaze into your crystal ball, what do you think it’s future prospects will be ? I suspect that interest rates will climb and adversely effect the stock price. Any suggestions for a replacement REIT? Or conservative dividend paying alternative suitable for an RRSP. Cheers, Tamara

Q: What are your current thoughts on Clean Energy Fuels? Also, who would be the best Canadian equivalent and how do they compare? Thanks

Q: Due to the global rubber shortage, I'm thinking it might be a decent time to enter this segment. I'd appreciate your opinion on this, and also your suggestion on which of these three companies you would suggest the most. Thanks.

Q: I find inside buying is potentially worthwhile evidence of future prospects of a company. Just a hunch, but I am not sure inside buying or selling can tell me much about gold companies, especially not with the more established companies. Gold does seem quite out of favour, and so I think it would be worthwhile to park some of my idle cash (I am 25% cash, because I just am not finding too many bargains) in one or two large cap and small cap companies: The chart and divy of Yamana looks intriguing. Can you suggest any up and coming junior miners?

Q: If a person was looking for income only with a lesser amount of capital gains what are your thoughts on these candidates for 20 % of an overall portfolio ?

Q: I do not have technology shares in my RRSP. I'm well covered in energy, financials, utilities, transportation, tel coms and an ETF US equities. There are quite a few techno companies out there. For a long term investment, any suggestions and why.

Q: I do not have the knowledge to properly evaluate the potential success of most bio-pharma company product and its marketability. Nonetheless, some bio-pharmas seem financially viable. Can you comment on BPMC:us and SAGE:us or suggest superior options? THANK YOU

Q: I am hearing more rumblings these days about Newlox Gold, their outlook looks to have improved quite a bit since you gave your last analysis in January, is it something you would consider buying at this stage? TIA

Q: Looking to add one of the above to my TFSA. PVT has been having a difficult time since the IPO and wondering about their prospects going forward. Which would you prefer? Thanks

Q: this company nim.ca has had much higher share prices in years gone by. Now that its processing ore for a company again , is there a possibility that the stock may reach these prices again?

Q: Long time watcher of PBL. It's pulled back a little from its high. Does it's current valuation make it a little more attractive in your opinion or is it still expensive compared to its own historical levels? Do you like it as part of a long-term hold in a growth portfolio?