Investment Q&A

Q: ACQ has ticked up but I am still at a 50% loss (registered act). In the interest of getting rid of laggards and an attempt to high grade into quality names currently at discounts...would you cut your losses on this one or hold for recovery

Q: Poor old TH is doing nothing. There drugs seem to be recognized as good. What is wrong ? Do they lack direction. Do they need something new. Are they working on C19 vaccine Should I start accumulating or leave it alone. RAK

Q: In the aging demographics trade, which of the three companies would you buy right now and which would you sell?

What are the valuation and growth projections for PLC and SIS?

Q: Just reading about the new limited resource capital notes (LRCNs) that RBC is issuing to institutional investors at 4.5%. Since these pay interest, they are better for the banks than equity because they can deduct interest payments but not dividends. For investors, dividends are preferable from a tax point of view but I am wondering if banks are going to try and reduce traditional preferrred share offerings and issue more of these LRCNs. This is probably why preferreds have gone up recently. How do you see this playing out?

Q: hi folks:

i have read from several different sources that this will be one of the better and most likely survivors in the US pot biz

quarterly revenues are building and 'things' are looking good

it may be beyond your scope, yet if not, can you add any colour

thanks

Q: Good morning your thoughts on MNR thanks again

Q: Hi
If someone who already has a position in Gold and wants to add to their position from 2% to 10% AT THIS STAGE of Gold's cycle,
what would you suggest? 50/50 split between Junior Golds and Senior Golds (4% each) or asymmetrical buying of more Junior Golds than Senior producers? (Say 5% and 3 %)
Risk tolerance high.
Can add in any of my portfolios.
Question # 2: To one of my previous questions, you mentioned that Big boys moving the money around is 50% of the reason why the stock market is on a tear. (I am paraphrasing your words!)
When will these big boys take a liking for Gold? And how can one identify the smart money's movement into Gold?

Q: I've read the Q & A's on veev and see that it's a name you like longer term. What about the short term? How do you like it at the current price given that it's experienced a nice run in the last month or so. Does it have legs to keep going higher shorter term in your view? I bought some today and it immediately dropped and of course I'm wondering whether I was the last one to join the party. I realize you don't have a crystal ball. Thank you as always.

Jason

Q: After taking several large hits from companies not in your portfolios, I would like to get back on track. Can you please recommend your top 5 companies for growth. Thank you

Q: So if one agrees that a significant US tech exposure in a portfolio seems correct but the Big 5 US mega-techs and their valuations seem scary at the moment, given the recent correction of a stock like Intel, would you recommend that this investor with a 2 to 3 year horizon buy Intel at this level, watch it for a while and see how it settles in, start a partial position, consider other tech companies (such as what?) or continue to build positioning in the Big 5 and not focus on their valuations??? And perhaps a comment from you regarding what you would advise this concerned investor from a safety perspective regarding some of your favourite tech growers that have even higher valuations (Docusign, TTD, Team, etc.) - what is your recomendation and opinion in the context of this question comparing adding to those growthy tech names versus an Intel or a Cisco type tech purchase. I guess in essence I want to know whether you think the extra risk at this time is warranted over that term. Thank you for your anticipated helpful response - Ken

Q: hello
Is there a significant difference in business between these 2 ? Do you find them good buys today and witch would you prefer and why ?
thanks

Q: Nextech NTAR had quite a run today. I noticed they made a request for the stop trade and shortly after that they made an announcement on their pending earnings results. What is your take on the sudden turn around from the past 2 or 3 days.
Thanks John

Q: my question is what is the difference between cef and phys if any and which is a better hold

Q: In the past you were not keen on Mene.
Their last quarter was an all time best. Today I see no news but the sp is up 32% on the TSX and up 62% in the US.
Do you see any news, and are you warming up to Mene ?

Thanks for your help.

Q: PSTH-UN

Can you please give me your opinion on Bill Ackman's new SPAC IPO. In your opinion, is it a good medium/high risk investment?

Q: Hi 5i
I know you like these three companies. Given the present environment how would you rank them for value and for growth over the next two years?
Thanks for all you do

Q: Hello
Looks like the CDZ dividend for July 2020 is going to .074 from .104 the months prior.
Thinking of moving to SCHD for more US exposure and I can use the loss on CDZ for taxes
I thank you for your time.
Sincerely
Mike

Q: With Tesla hitting 4 quarters of profitability along with the other criteria, they are now eligible for consideration to be added into the S&P. I understand the S&P committee meets on a quarterly basis to rebalance the index, and the next meeting is scheduled for the third Friday in September. What is the time frame post the Sept meeting we can expect an announcement to be made that Tesla is to be added.

Q: If you had an all equity global portfolio with a 15% weighting in Canadian stocks, what names would you choose and in what weightings?

I'm assuming it wouldn't make sense to include all the names from one of the 5i portfolios because many of the positions would be very small in the overall portfolio. I understand an etf would make sense here but I like to avoid the energy sector and that's tough to do with liquid Canadian etfs.

Thanks!

Q: Hi Peter, Ryan and Team,

From my readings about RESP, the maximum contribution per child is $50,000. What options are there once we reach that limit? Continue investing in an in-trust trading account ?

Thanks.