Investment Q&A

Q: I have the following companies in my RRSP account - I am looking to replace PG - can you give me some suggestions ? Something with some growth potential and dividend.

Thanks

Q: When was the last time Roku issued new shares and how much? Would you consider them a "shareholder friendly company"?

Thanks

Q: Could you tell us why 12% drop with high volume yesterday ? I did not find any news. Is this a time to buy???
Thanks!

Q: I wrote to you about US utilities on July 20,2020. Included in my question were : AEP (with DUK and SO).
AEP dropped about 4% this morning. I didn’t see any news today that is bad enough to affect the share price that much. All news items are two or more days ago. Do you see anything what caused the price drop? 4% is not trivial for a steady bond proxy.

In particular , would you change or update your answer to my July 20 question please? Thanks.

Q: Avis as a reopening play today?

Q: SAFT seems an excellent dividend and diversification prospect to me. However, is its extremely low P/E indicative of extreme value or a marked lack of interest by investors. What, from your perspective, are SAFT's prospects 5 years out?

Q: Good Morning Peter & Team,

Can you please a recommendation for a U$ ETF with a good dividend, reasonable MER & some growth.

Thanks for all you do

gm

Q: Your views on AMGN. The price is moving in the range between US$230 to US$245. Pays a dividend yielding 2.5% plus and increasing dividend year over year. One bad thing is happening with its new drugs. They are failing and not getting approval. Your views. Should exit the position? What's your choice? Do not own any drug company but own BAX-N as 10% of my portfolio. I run very concentrated portfolio based on individual companies and ignoring sectors.

Q: What is the future of Dupont? The company did acquisitions then merger then sold some business and finally split in three but company never grew? Your suggestions. Should I switch to DOW-N which I got when DWDP (DowDupont) split or APD-N which is betting on new $7-bil Hydrogen plant project?

Q: I already own AAPL, AMD, AMZN, CRWD, J, AND MS.
I was looking at CRM, FB, GOOG and AVGO. I would appreciate your recommendations and am looking at adding 5 companies.

Thank you.

Donna

Q: Hello 5i team,

I'd like to say I enjoy this first class product. The questions obviously are one of the pillars of this service. Offering fantastic insight and vision for all who read.

Looking for confirmation and guidance.
Without specific weights etc is this a sound plan to stick to longterm?

Non registered account is now growing and will be holding CDN stocks.
Former holding was XIC

RRSP is in USD and holds VTI and VXUS
I like the currency diversification and funds. And norberts gambit reduced the cost.
I also pay into an employer matched pension.

TFSA growth stocks in both CDN and USD
I am looking at mid to longterm ETF'S for growth. Without regard to sector etc.
My portfolio is balanced.

My selections are:

SMH
VTWO
BOTZ
MTUM
IWO
QQQJ
ARKK


Could you please rank these in terms of your conviction on success. If one stands out and comes to mind that isn't here please add it.
I would like to add 2 funds.

Thank you very much.

Q: Hello,

Since the last question, insiders have continued to buy, and debt seems to be more manageable now, at least according to TD Bank / ThomsonReuters. I'd be grateful to hear any update in your thinking on this one, half a year later.

On a related note, I've noticed over the years that CFOs tend to buy less than other officers, such as CEOs and Directors. Is it stretching things to assume CFOs are more conservative by nature, and that significant insider buying by a CFO is a slightly stronger indicator than by another officer? Am curious to hear your take.

Please deduct two credits.

Thanks,

Marc.

Q: Could you please comment on the modified Dutch auction? Would the tax implications of participating be any different than an outright sale?

Q: Hi. There seems to be some confusion between a “ gaming “ company and a “ gambling “ ( or betting ) company. For example, EGLX is involved in gaming while WYNN is involved in gambling. Two very different activities. Derek

Q: Hi there please give me your thoughts on ED from a US growth, income and valuation perspective. I believe they are investing increasingly in the renewables sector.

Thanks!

Q: I research info south of the border and have found some small momentum stocks: HITI-CA (High Tide), MILE-Q (Metromile - insurance business), CERC-Q (Cerecor - medical) which the CEO and Senior Officers are from Celgenc and these stocks are fast moving to the upside. Your opinion? I checked and none of them can be found in your search engine. Thanks again.

Q: Recently PZD - the Invesco Cleantech ETF was changed to ERTH - the Invesco MSCI Sustainable Future ETF. PZD almost all Tech and Industrials whereas ERTH has a similar weighting in Industrials but only 13% tech and a big chunk in real estate. I bought PZD years as more of a growth ETF and it doesn't seem like ERTH can really fill it's shoes. Can you recommend another ETF similar to PZD? This would be a 6% weighting in my portfolio.

Thanks

Q: Can you comment on their earnings report yesterday? Did you listen to the call and if so was there anything of interest (good or bad) that came up?

I know weightings are personal, but if you were holding DOCU what kind of weighting would you be looking at.

Thanks so much for the fantastic service and recommendation of DOCU at the beginning of the pandemic!

Q: Merging with SBBP, huge short, waking up. Hold or Sell ? Your assessment. Thanks

Q: I helps Huntsman Corporation for a long while. It has not done much. Any chance of it being taken over? Should I hold or sell? What stock will you buy as a replacement?