Investment Q&A

Q: I've held Cisco for a few years and am disappointed with the results. Given its recent recovery, I would like your thoughts on whether the momentum will continue or is this an opportunity to exit my position.

Q: Which do you think makes a better long term TFSA investment?
Thanks

Q: I would appreciate you opinion on Fire and Flowers recent earnings report.
Thank you

Q: I sold ENB for tax loss purposes. My interest is capital gains and a good dividend. Should I replace the sold holding with ENB, KMI, PPL, or TRP? I like both ENB and TRP but find it hard to choose between the two. What would you recommend among the four and why?

Q: Any comments on this new company with an interesting product (if it works?)

Q: NexTech AR to Uplist to the NEO Exchange was in a news release today. I’m unfamiliar with the NEO Exchange, what does this mean? What do you think of NTAR? How are they financially and do you think their products have potential?
Takes many credits as you feel necessary.
John

Q: For my financial sector I currently hold ZEB and while the monthly dividends are nice on a timely basis, the MER is relatively high. So I am looking at breaking in down into 3 or 4 individual stocks. Would please rank the financial companies listed above for performance. Please include others I may have missed.


Thank you


Steve

Q: would you consider cameco a buy at current price

Q: What do you think of Tamarack Valley Energy's latest acquisition of Clearwater assets?
The market seems to like it as I thought the stock price would drop down to the private placement at 1.15/share.

Thanks

Walt

Q: what do you think of exchanging bdt or are for bad in my balanced equity portfolio?

Q: What’s your take on the recent sale of assets in the amount of $130m
What is your overall view of this company going forward
Thank you

Q: Can you specify why you like Unity Software so much? What is unique about them versus their competitors?

Q: What are your preferred growth industrial stocks in Canada/US in order of preference?
Thanks for your service

Q: Hello 5i. I am an income investor looking to invest in the energy sector. Which would be your preference between Topaz and Keyera right now, and why? Thanks as always for the great service you provide.

Q: What is your view of this company as a small cap growth opportunity in the energy sector? The management team has a track record through various "Spartan" companies over the years, and the company seems to have low debt levels and other decent metrics.
I have stayed away from O&G in recent years but I am considering starting some positions in anticipation of better days ahead.

Q: Hi,

Now that the IPO has come out and the feeding frenzy pushed the stock to approx $71 on day one, it has retraced quite a bit from that one day high but still double the IPO price today (Dec 15). I will wait for this one to settle a bit more in the next several weeks but just curious what you think a fair entry price range would be given they are already profitable vs several other recent IPO's in the same space or other space for that matter? Or should one wait for the outcome of phase 2 and 3 trials before dipping their toes in on this one? I would only initiate a 1/3 position.
I realize the euphoria right now is around covid but longer term they seem to have a unique product/platform that could be applicable elsewhere, ie AbCellera and Invetx Expand Multi-Year Antibody Discovery Collaboration in Animal Health.

Cheers....

Q: I have been holding STLC for a while and pleased with its forward movement ...now the dilemma , when to sell. Is it one to keep for a while as an infrastructure play. Thank you.

Q: Retired, dividend-income investor. I'd like to rebuild my position in Leon's.

When I look at the Fundamentals (P/E, P/BV, P/CF, P/S, ROE, Beta), they all lead me to just buy it at today's current level of roughly $20.

However, when I look at the Technicals, especially when one overlays the 50 mda and the 200 mda, a completely different conclusion is reached. The chart shows that very single time the 50 gets way ahead of the 200 (as it is today), that it retreats a couple of dollars.

This leads me to believe that a better entry point, instead of todays $20 level, is in the $18.00 to $18.50 range. But...doesn't this logic approach "market timing"?

Bill Harris on BNN just gave LNF a very strong endorsement and suggested if all of the stars aligned (my words), that a target of $25-30 was not out of line. He indicated their FCF was bordering on "absurd"...$250-300 million.

Please help me sort through the mire of Fundamentals vs Technicals vs Market timing and point me in the right direction.

Thanks...much appreciated, Steve

Q: Rightly or wrongly, I believe a market downturn is coming with negative rates a possibility. I have raised cash by selling many of my equities. I'm not confident in the health of the corporate bond market but was wondering if you can suggest a government bond fund/ETF (US and/or Canadian government) or other government fixed income strategy that may benefit from negative rates?

Q: Looking to add some above gold/miners to my TFSA. Of the companies listed above please rank strongest to weakest and are there any above that you would add/delete? My RRSP holds FNV (full position). Is it best to hold these companies in Canadian or US in the TFSA?
Please deduct as many points as required.
Thanks, Lexi