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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: This one is for Peter, since I understand hedge funds were once your bailiwick?

I know little-to-nothing about hedge funds and how they operate, so watching these huge swings happening on the markets lately and people covering shorts (whatever that means) ... I'm very curiously concerned about the overall impact this will have on the markets? Does the common sense investor bail out of Nasdaq stocks, for instance, for the moment, until everything settles down? There is no rhyme or reason to what is happening with many stocks and it would be horrible to be caught in the crossfire just for being at the wrong place at the wrong time.

I would appreciate Peter's perspective re: how to handle the US part of the portfolio at the moment.

Thanks, as always, for your great advice!

Read Answer Asked by Sylvia on January 27, 2021
Q: I am really not following the US market --but I would like to take a look at 3 or 4 of so called green energy producers in the US.
Can you make some suggestions ?--Been a subscriber for many years and glad of it
Thanks
Peter
Read Answer Asked by peter on January 27, 2021
Q: Good afternoon 5i,

As a more conservative investor but looking for growth. Volatility no problem and some risk ok.
I don't view these in the same light. 22 year time frame.
I have anchored my portfolio TFSA / RRSP with ETF'S.
VTI, QQQ, XIT, VEE
The TSX are blue-chip dividend stocks for added
stability and ATD.B, BAM.A, GSY, KXS
Could you please rate my prospective ETF'S. Which would you invest in for this time frame and much needed boost for my portfolio. Or one that I missed?

ARKK, SKYY, CLOU, SOXX, SMH, QQQJ

Thank you very much.
Read Answer Asked by Greg on January 27, 2021
Q: What do you think of Good Year tires? How are they valued versus peers (and what metrics are best?) and are there any alternative better tire companies in the US or Canada?

Electric cars burn through tires way faster than regular cars - everyone seems to be thinking about EV companies and the batteries - what do you think of the long-term tire play?
Read Answer Asked by Max on January 27, 2021
Q: In researching the recent Gamestop madness, I have read that many of the shorts will expire on Friday. Given that the shorting hedge funds have been doubling down on their positions:
https://www.wsj.com/articles/citadel-point72-to-invest-2-75-billion-into-melvin-capital-management-11611604340
is there any possibility that there is a cascading effect of hedge funds potentially getting liquidated? I know that speculating in this matter is akin to mental gymnastics, but I think that the GME holders are here to prove a point about the shady dealings on Wall Street. Is it possible that a showdown between greedy hedge funds and Robinhood/Reddit millenials leads to a wider market shock?
Read Answer Asked by Jasper on January 27, 2021
Q: Hi, my respected 5i team
What are your interpretations of its earing report today? What are the reasons behind the almost 7% price drop?
I think this stock will probably benefit from the global economic recovery after Covid. What are your opinions about it?
I have been watching this stock and been waiting for an entry point to buy, plan to hold it a year or two. Do you think the price here is attractive or at what price range you think is a good entry point?

Thanks in advance!
Read Answer Asked by Jane on January 27, 2021
Q: Can you please compare and contrast BFT (Paysafe) and Nuvei? I have started to see a lot of buzz on BFT ahead of it's transaction and wonder if you would consider it a buy? Picking between BFT and Nuvei would you favour one or the other? The numbers seem impressive. Who are their other competitors and what is the potential total addressable market?

Thanks!
Read Answer Asked by Tim on January 26, 2021
Q: With copper prices rising, I am starting to wonder about when recycling of copper will become more profitable than mining. A copper-porphyry geologist friend mentioned $4 CA being the price when it is more economical to recycle copper than mine it. Are there copper recycling companies in Canada or elsewhere that you are aware of and that you may recommend?

Thanks,
Ellen
Read Answer Asked by Ellen on January 26, 2021
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