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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: My holdings in these two companies have grown substantially even though I recently sold a bit of NPI. Given that I think the sector has a very strong future, I am loathe to sell too much even though you'd say I am still overweight the sector (13%, not including other utilities like FTS).

Does it make sense to move some of my holdings into AQN, or would you really prefer to advise me not to let the holdings in this sector get too big?

Thanks for all your help.
Read Answer Asked by David on January 12, 2021
Q: I'm now seeing many many people on different social media platforms, including very young people, talking about day trading, leverage, how much money they made on this or another stock. It reminds me very much of the tech bubble when, overnight, everyone became a stock market investor and guru. Are you seeing any of this and is it going to float prices higher do you think?
Read Answer Asked by Rick on January 12, 2021
Q: Myself and my 21 yo daughter have been building a balanced portfolio following your recommendations. Thanks to your service this has been an incredible learning experience for her and profitable to boot! Right now we are trying to decide between PINS NVDA and AMZN to add to her TFSA (We are also adding TT at this time and are balanced across market sectors). Just wonder which you would prefer at this time for potential long long term growth.
Read Answer Asked by Paul on January 12, 2021
Q: Hi group as i understand this is supposed to be a seasonally good time for gold /silver stock however am becoming increasingly concerned about its poor performance in the last couple of weeks. (today is another bad day and it about to break a key support level of just over $1800. Seems like Bitcoin is cutting into golds/silver market? . Presently I have 20 % of my portfolio in gold. AEM.GLD, GDXJ, GDX, MAG, WDO, EQX,SIL, USA (a)What is your outlook overall for gold? (b) should I trim some of my positions if so which ones (c) Is Bitcoin a serious competitor /replacing gold as a safe haven . As always your guidance is much appreciated
Read Answer Asked by Terence on January 12, 2021
Q: Hi, This is a list of potential momentum companies that you had suggested to another member. When I go into the 5i profile for each one, they all have negative P/E's except BKNG.
Am I reading this correctly - are they all losing money?
Read Answer Asked by Maria on January 12, 2021
Q: Given the thesis's that has recently been discussed in Seeking Alpha and in the Globe, as well as NFI's high market share/strong relationships, and the guidance provided in today's Investor Presentation, I would think that the stock has the potential to rise greater than the 52 week high of $33.94 in the near future. The main driver is the move to Zero Emission Buses (ZEB), in part aided by infrastructure spending/subsidies, from traditional buses.

NFI had been trading at $59.00 in February of 2018. At that time the Fiscal 2017 Performance was Revenue: US $2.38B, Adjusted EBITDA: US $318.0M and Return on Sales: 13.4%. That was prior to their acquiring Alexander Dennis.

NFI had their "Virtual Investor Day" this morning; which would have been a greater catalyst than the Seeking Alpha article. I watched the investor day video
https://www.nfigroup.com/investor-relations/investor-day-2021/ this evening, during which NFI:
- reaffirmed its financial guidance for 2020, including Adjusted EBITDA of $145 million to $155 million;
- announced its financial guidance for 2021, including Adjusted EBITDA range of $220 million to $240 million, representing a potential improvement of over 50% from 2020 expectations; and
- announced longer-term targets for 2025, including Adjusted EBITDA of $400 million to $450 million and a Return on Invested Capital ("ROIC") target above 12%.

Given the above, as well as the state of today's markets as it relates to renewables and EV's do you think that we might see NFI trading at or near $60 in the next year?

Thanks for the great work you do!!!

Cory
Read Answer Asked by Cory on January 12, 2021
Q: Could you please comment on the business combination of Advent Technologies Inc and AMCI Acquisition Corp. It looks like a SPAC deal in the fuel cell and hydrogen technology sector.

Thank you
Raj

Read Answer Asked by Raj on January 12, 2021
Q: Hello 5i. Could you advise if there are US and/or international tax implications for Canadian residents from owning a well-diversified international ETF such as XEQT or VEQT, in a non-registered Canadian account? For example, roughly 47% of XEQT is made up from, in part, an ETF that's traded on the NYSE: ITOT.

Thanks as always for your help and advice.
Read Answer Asked by Thomas on January 12, 2021
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