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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: You had a comment on this company a while ago. What is your opinion today in light of the possible use of hydrogen as a fuel for future large truck applications. Would they be a major player to supply equipment to produce as well as distribute the hydrogen gas.
Thanks
Albert
Read Answer Asked by ALBERT on August 20, 2020
Q: Greetings 5i,

I have no luck sometimes having stepped into BTO last week with a 1% position ... What are your thoughts NOW? What would you replace it with? Most larger Metals companies have run a bit and it feels like I'm chasing. Would you consider ABX or look to a Jr?

Cheers!
Read Answer Asked by Duane on August 20, 2020
Q: What do you think are the prospects for dbox the entertainment company has suffered from their link to cinemas. Last week they announced a deal with what seems to be a major gaming Company which seems like a huge opportunity. I had wanted to buy into the growing gaming industry. What do you think of their prospects and when will this new link show up in their numbers. Do you like this also as a gaming play. I was already in and averaged in at .09 on the news. Thank you for your valued assistance. Mike
Read Answer Asked by mike on August 20, 2020
Q: Hi team,
I was looking at adding to my position in Veev. However, to do that I would be looking at trimming either twlo or Now. Would this be advisable? How would you compare Veev to the other 2 as far as long term growth prospects? Note my positions in both twlo and now are approx 50% larger than my position in Veev . Thank You
Read Answer Asked by Shane on August 20, 2020
Q: Can you give me a couple cyclical names in both US and Canada that you think look interesting here? Thanks
Read Answer Asked by Martin on August 19, 2020
Q: These are my biggest losers across my accounts. What are their prospects? Are any worth keeping, or is just time to move on? I don’t mind some risk, but don’t want to hold the hopeless ones any longer.
Len
Read Answer Asked by Leonard on August 19, 2020
Q: Safehold realty (SAFE) was a top pick of real estate expert Michelle Wearing recently. Can I get your opinion on this relatively new stock and your opinion on their business model. She likened it to a hundred year bond, yet if they can achieve their goal of increasing the distribution at twice the rate of inflation that is obviously better than a bond, safety comparisons aside.

As a US REIT the majority of the distribution is return of capital. Am I correct that this would be the same tax treatment as a Canadian Reit, lowering my adjusted cost base. And how would the remainder of the distribution be taxed?
Finally what do you think of their major shareholder getting management fees, while many don’t like those sort of arrangements I have owned some similar companies where it has worked out well for me..
Geoff
Read Answer Asked by Geoff on August 19, 2020
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