Investment Q&A

Q: MX has dropped this week after reporting earnings and there seems to be long term support around the 37-41 level. Is now a good time to get in? I am patient and don't mind collecting the dividend until the price recovers.

Thank you.

Q: I'm interested in investing in any North American companies that would benefit from the 5G network infrastructure that is being put in place in the world. I'm thinking of companies that would build 5G networks but it could also be companies that would benefit from 5G. Can you please list your top 3 choices? Thanks.

Q: Hello Peter,

Being a relatively long term member, I have greatly benefited from having my portfolio mimic the 5i Balanced portfolio and a selection from the 5i Growth Stocks. I have not yet sold out of WCP and switched to SU. Before I do, I was wondering you thoughts on taking the WCP proceeds and adding to MX instead? I am growing impatient waiting for an Energy turnaround and MX seems to trade like one anyway, but I like the fundamentals more. I already have a full position in ENB. Some commentators on CNBC (i.e. Cramer) is of the opinion that millennial fund manager hate fossil fuels, so oil stocks may be in the doldrums for a long time, or worse broken stocks forever. Of course, this could very well be a bottom when everyone "hates" this group.

As always, thanks for the continued great service!
Angelo

Q: Peter; This may sound a bit jaded but in the last 1-2 weeks DIR.UN has been trading upwards - closing at $14.15 today- now a new issue at $13.65- is there any way to see if the firms doing the issue are also short the stock? Thanks. Rod.

Q: Hi 5i,

If you had to choose between CCL and GUD for a 3-5 year hold which one would you go with?

Thanks as always,
Jon

Q: What do you think of a Chinese ETF as a Contrarian play at this point in time for a long term investor? Which ETF would you suggest to do this?

Q: Good morning team i wanted to hear your opinion on the recent downgrade Thanks

Q: Do you think that Vermillion's dividend is safe if oil and gas prices hold steady, or fall by a small amount? Approximately how much do you think that oil or gas would need to fall in price for VET to need to need to cut its dividend?

Thanks,
Ishay Friedman

Q: KNT is all time high, is it expensive or still a buy at this level? what do you think of gold price going forward? Thanks

Q: Seems like the renewable energy area has a future. Could get your top 6 stocks that you would purchase for growth and dividend? Which would be most affected if interest rates were to gradually rise? Thanks for the great service. Would like to stay in the cdn market, but a top us one or two would be appreciated.

Q: Do you have any thoughts on Everspin Tech. MRAM

Q: Good afternoon,
Your thoughts on CRWD and ZS would be appreciated.
Would you be a buyer of either of these companies today?
Do you have other preferences in this sub sector?
Thank you,
Patrick

Q: What's with the "second wind" of TRI?

Last year I bought TRI around $88 and sold it in 11/2019 for a loss after it seemed to have lost its momentum. It's now up 20% since (up $18). What's with this "second wind"?. TRI was a sleepy blue chip for years and woke up in 2019 for its "first wind". Is this stock still worth chasing for momentum investors like myself?

Love to have your take.

Q: ECN is up more YTD than anything on my watch list, easily outpacing the tech stocks, and another 4% today. What is driving this momentum and would you buy this stock after such a rapid rise?

Q: appreciate your thoughts on ebit
ed in montreal

Q: Hi,

May I get your opinion on FM?

Thanks

Q: Hello 5i team,
MX paid US$414 million in 2018 to buy back just over 6 million shares. What is 5i's view of management doing this near the highest the shares have traded over a multi-year period? Does 5i feel that MX's large Venture Capital shareholder exerted undue influence to make this happen?
Finally, what is 5i's view of taking a partial position in MX at this time?
Thank you. Edward

Q: Hi Peter, Ryan, and Team,

Most recently, Peter, you're quoted in the StockChase website as follows:

"They have done nothing but disappoint for the last couple of quarters. He kept it because the valuation changed and no one expects anything from this company. He is going to give it a couple more quarters."

Two even more negative sentiments were recently expressed on the same website:

"Their competitors have an electric bus and NFI is struggling with that transition away from fossil fuel buses. A value trap."

"He would not be a buyer today because there is a pending transition to electric buses. Municipalities are holding back until they become more main-stream. Wait one to two years to see larger orders."

We're down 45.7% in a TFSA, and wondering if 5i agrees that the electric bus situation is hurting NFI, and what to do in a couple of quarters if 5i drops it.

Thanks for your insight.

Q: considering taking a position in AD but not that 1 of their investments (Kinney) is not currently paying distributions, should that deter one from investing in the Group?

Thanks

Q: You previously suggested that IWO-- which is an ETF that holds small-cap U.S. securities with a "growth" tilt-- would be suitable to hold within an RSP. What about a portfolio that also holds VSS, which is the Vanguard FTSE All World Ex-US Small-Cap ETF-- would this also be suitable to hold within an RSP? or is there a similar type of ETF (ex-US small-cap) that is more suitable to hold within an RSP? (The goal here is to hold two complementary small-cap ETFs that trade in U.S. dollars within an RSP, one that focuses on U.S. stocks, the other on non-U.S. international small-cap companies.)

Ted