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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: Good morning could you tell me if there are any ESG ETFs on the market yet and if so are their any you would recommend thanks
Read Answer Asked by Greg on June 18, 2020
Q: Thought your subscribers should know that yesterday, TD made a significant upgrade to their target for BOS (from $18 to $25). Their rationale was as follows:" We believe that opportunities related to the COVID-19 pandemic and recently created AirBoss Defense Group subsidiary are not currently factored into the AirBoss share price."

And their potential upside scenario is much more optimistic. "Should AirBoss' Rubber Solutions segment trade in line with its Hexpol comparable, and its Defense Group subsidiary achieve our upside scenario revenue in 2023 while trading at 10.0x forward EBITDA, we believe that the stock could be valued at $50.00- $55.00/share by the end of 2022. Considering this upside supports our view that the current share price undervalues the long-term potential opportunity."

Keep up the great work.
Read Answer Asked by karl on June 18, 2020
Q: I gave SIM another quarter and I have to ask the question again. Any comments on their latest quarter. I'm down 75% and I don't like their frequent share dilution. Also revenue from previous year is being replaced with revenue with a higher margin but overall the revenue is not growing much. Would you give them another quarter or two or move on? The amount of money is really insignificant at this time.
Read Answer Asked by Earl on June 18, 2020
Q: I am considering starting a new position in REAL and wanted to know if you believe now is an appropriate time to initiate given the recent run-up in stock price. My primary concern is growth and I am interested to know whether you feel the stock is fairly valued or over vlaued at current levels. Do you feel the company can continue to grow / increase profits with the current economic backdrop. Thank you.
Read Answer Asked by jonathan on June 18, 2020
Q: I have a follow up question on NKLA (thanks for the very quick response by the way).

Just wondering how you would interpret the fact that the there is such a divergence between the at the money put and call prIces. For example, at $65 strike, July call last traded at $7.20 while put traded at $31.20. Is option market telling you something quite different than stock market? Is such divergence from put-call parity common?

Thx,

Steven

Read Answer Asked by Steven on June 18, 2020
Q: Hi 5i, if you could explain what it means the following: I own PAAS, and I also have this stock (PAASF):

Description: RTS PAN AMERN SILVER CORP EXP 2/22/2029 CNTNGNT VALU RT
Symbol: PAASF
Quantity: 4,086
Average Cost: 0.0000 USD
Market Price: 0.00 USD
Book Value: 0.00
Market Value: 0.00
Change $: 0.00
Change %: 0.00

I used to own Rio Alto which was merged with Tahoe, and Tahoe was bought by PAAS, Does PAASF had any value? when I try to trade it shows up at $ 0.60.

Thanks
Read Answer Asked by Fernando on June 18, 2020
Q: Will the new arrangement SHOP has with WMT hurt it's business with AMZN? and why?

Steven Roach was speaking yesterday and says that he feels that with what the fed actions are and have been he sees the US$ retracing by 35% in the future. Do you agree and why? Also, what do you reccommend 5i readers do if they have substantial money invested in US equities?

Thanks

Sheldon
Read Answer Asked by Sheldon on June 18, 2020
Q: Hi, folks

What would be 2-3 picks to help diversify this portfolio?

Thanks,
Robert
Read Answer Asked by Robert on June 18, 2020
Q: Hi 5i Team,

I've held B2 Gold for a long time (like 10 or 12 years) and I am sitting on a 110% gain. It's 1.3% of my total equity portfolio and precious metals and PM equities are about 14% of my total investments today. I'm considering selling my BTO and shifting that over to an existing 2.3% position in FNV that I've also held for a long time to bring that up to 3.6%. I'm also wondering if I should continue to diversify into other possible big gainers like WDO or if I should move this money into other names I already own. I'm curious what you think the best move here is?

For information purposes, my Precious Metals positions include:
- 2.65% AEM (held for years)
- 2.4% PHYS (held for years)
- 2.3% FNV (held for years)
- 1.3% BTO (held for years)
- 1.2% KL (held for years)
- 1.1% FVL (added last Thursday)
- 0.9% WM
- 1.0% MAG
- 1.0% SIL

I'm bullish on precious metals and stocks given the monetization of basically everything and therefore have let this part of the portfolio run past the 10% weighting Iimit I used to have but I'm thinking that this sector should probably not be more than 15% of the portfolio and definitely not 20% of the portfolio.
Read Answer Asked by Marc on June 18, 2020
Q: What would be your top 3 stock selections in the large cap medical device space for long term capital appreciation. Thank-you.
Read Answer Asked by Albert on June 18, 2020
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