Investment Q&A

Q: Good Day,

Edit: I got to the end of this and realize there is a lot to unpack here. My apologies and please forgive the transient nature of my ADD brain. Take however many credits you need.

I really enjoyed Jonathans question and your subsequent answer on Oct 10. Continuing on that thread, I too consider myself primarily a growth investor, and have a fairly high tolerance for risk. However, in contradiction (somewhat) to that, I also Love equities with a DRIP program.

I'm planning on making a significant contribution to my RRSP investment account to hopefully capitalize on some opportunities/ tax loss selling in the end of the year, and enjoying the tax break in April.

1. I think? I have a pretty solid basket of growth names, significantly from 5i recommendations. CALF CLBT CROX MSFT NVDA POWL SMCI TCS TMDX AMZN ASPN HPS LMN TVK VRT. In the growth space, Please provide 6 recommendations (CAD, US) ranked in decreasing order of preference that you would consider beneficial to these. If any of these current positions are in a very attractive place to add, you could suggest that with a why.

2. In the dividend/DRIP space, I have DE CHE.UN ZWT BAM SU PPL. About a month ago, I sold my BEP and BNS and rolled them in to my double up my BAM, which paid off, but am considering a re-buy. Reading the questions lately, you have been big on BNS and TD, but seem to contradict yourselves on it. Often recommending BNS over TD, only to recommend to someone that holds both to cut BNS over TD if only one is to be held. Are they that close in terms of future runway/room to grow/total returns? With my Love of DRIPs, would you give the edge to BNS due to the higher dividend? Could you recommend 3 - 5 options in this space, preferably holdings that would require less than 10K (20K for very high conviction) invested to DRIP a unit. ETFs are OK with low fees and higher Dividend.

3. In Jonathans question you commented on Materials being a great addition to a growth investors portfolio as a semi uncorrelated diversification. I've held LUN and LIF in the past, but with the power demands and resurgence of Nuclear, are there better options out there? Please provide 2-3 dividend paying and up to 5 growth options in this space.

4. Is GOOG a buy here? I fully agree that the impact was way overblown. Is it worth getting into one of the 2x leverage tickers for GOOG if ones conviction is very high? Is there any company you would consider a leveraged holding on? If so, which?

Thanks for everything!!!

James

Q: Please list your top 3 commodity stocks or etfs

Q: I have a position in Lun.ca and considering selling and buying Cs.ca for a 2 to 3 year hold on the premise of a better return. Could you compare these 2 companies and give your thoughts on this strategy? Thanx.

Q: Hi, I'm interested in some oil/mining stocks that have recently plummeted. Do you think there's more room down, and when do you see them rising again? Thank you.

Q: What are your 3 top Copper stocks Canadian or USA?

Q: Can you please advise on the top 5 stocks for people looking for copper exposure in their portfolio? Please order in terms of risk-adjusted long-term returns, factoring in the current stock price. Thank you.

Q: Hi Peter, if I wanted the get some copper exposure which way would be best, through specific stocks or an ETF and do you have any suggestions for both at this time. Thanks

Q: In the current market and beyond, knowing I currently own CS, what would be 1 or 2 good Materials diversification stocks to buy or are the markets currently overvalued ? Is LUN a good example for instance ?

Thanks

Q: Hello Team 5i,
Portfolio tracking indicates i am under weight basic materials in my RRIF. Could you suggest 2 or 3 current top choices. Can be US or International if best.
thanks for years of guidance.
Ralph

Q: I've read a lot about the bullish sentiment on copper pricing. Which Canadian company might you suggest as a copper play?

Q: Gold and silver stocks have not moved with the same velocity as the commodity itself and now appear to offer some of the best value in market. Given the current situation can you recommend 3 or 4 gold or silver stocks that have an operating mine, in a safe jurisdiction and have reasonable "all in sustaining costs" AISC

Q: Hi 5i. Any thoughts on the copper market? What are your favorite copper oriented stocks/etf and why.

Thanks so much!
Gary

Q: What are your best bets foe copper stocks

Q: I am trying to understand what kind of arrangements this company has with Lundin Mining Corp. Is it wholly or partly owned by Lundin. The stock seems to have done well lately but is a person better off holding Lundin stock and get the dividend. Many tnx.

Q: Do you feel that copper stocks are a good investment at this time and if so what would be your top 3 picks. Thank You.

Q: Can you please rank the above material stocks for purchasing right now? Thank you

Q: It appears that copper price is starting an uptrend. What individual stocks or ETFs would you recommend for taking best advantage? Is a precious metal ETF with more than just copper a good idea?

Ok thanks

Q: I have some shares of LUN and they are up 50%. Is it time to take profits or do you think the company has a longer runway. I noticed it has peaked around this price a few times. Where are we in the business cycle and where do materials fit in as they are very cyclical -is that correct? thank you!

Q: Can you please give best advice for purchasing a Copper stock today and also a recommended etf with Copper exposure. Thanks

Q: What is the reason for the big move in Lundin today (Wednesday). Up over 9% and I can’t find any news? Also do you know when it will go ex-dividend. Last dividend I see declared was $.09 on Nov 30