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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: Hi folks, waited for tax loss season and bought full position in Knight for my TFSA . What significance, if any, does..."Signed a new exclusive distribution agreement with Gilead for the continued commercialization of AmBisome in Brazil, effective Jan. 1, 2021.", have for Knight. The potentials with Knight seem pretty good...even if they work at a snail's pace. Overall opinion on company into 2021. Thanks as always, jb Piedmont QC
Read Answer Asked by John on January 11, 2021
Q: I'm using your growth portfolio and would like to add some larger cap exposure/hedge using your balanced portfolio. What I'm thinking is to take one position from the balanced portfolio in each sector that your growth portfolio participates at a 5% position. Would you tell me which names you would use from the balanced portfolio and what percent you would suggest?
Read Answer Asked by Gregory on January 11, 2021
Q: Your delightful Jan 8 article,5 themes for 2021, mentions Bepc,a star performer,& Sedg. On Jan 4 ,u mentioned XBC,BEPC & NPI as the 3 growth names in Ren.Energy growth. Is it ok to buy XBC & Bepc after they & the sector has appreciated so much.Thanks for u usual great services & views. All the Best for 2021 & continued great views & services
Read Answer Asked by Peter on January 11, 2021
Q: I would like to add a few positions from your portfolios. I have a relatively short horizon. Can you please:
- list the names in your portfolios that are cross listed between USD and CAD?
- Can you please list them in order of your preference for buying today?
- And to help me not make any mistakes, can you please include the exact tickers in NYSE and TSX?
Read Answer Asked by Mahdi on January 08, 2021
Q: The other day under the CSU newsfeed and story came out about the subsidiary Harris bulking up. Maybe because of Topicus I am paying more attention but: Is this a way for CSU to indicate a further potential spinout? I was thinking of selling some CSU (for reasons you suggested others were earlier today) but then again (if reasoned true) this seems an extraordinary opportunity to let them engineer further upside for the stock owner. Is this a reasonable position to take?
Read Answer Asked by Gerald on January 08, 2021
Q: What 3 cdn stocks in your portfolios provide the best long term value right now. I am growth oriented and would likely just add to exisiting positions.
Read Answer Asked by Jordan on January 08, 2021
Q: Hi 5i Team - Could you provide some fundamentals for Xebec Absorption including P/E, cash on hand and cash flow, debt, insider ownership and anything else you think is particularly important. The stock has risen so quickly that I am not sure whether the fundamentals justify it or it has simply become a 'must own' stock for investors. Do you feel the growth potential is still there. I am having some difficulty trying to decide if I should sell a portion of my holdings or hold on for a longer term.
Thanks.
Read Answer Asked by Rob on January 08, 2021
Q: I was surprised to see you quote ENB as one of your top Canadian dividend picks in a recent question.

I am troubled by the "low" increase in dividend growth this past quarter. Please help me interpret this from a numbers (earnings, cash flow, future growth) point of view that would reassure me that it deserves to be amongst your top Canadian dividend picks.

thanks

Ernie
Read Answer Asked by Ernest on January 07, 2021