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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 guys...thanks for the service. Wondering if you can name 2-3 Canadian and U.S. stocks that you feel have been unfairly punished over the past months...that you feel would be very good entry points and may rally quickly...more so a trade rather than a long term investment....thanks.
Read Answer Asked by dan on November 16, 2020
Q: Good morning folks, I would like some food for thought regarding a TFSA. Over time my TFSA has morphed into a Tech account which isn't so bad given recent sector performance. I am generally pleased with overall portfolio balance but feel that some diversification in my TFSA would be advisable. Would you please suggest which sectors (ranked if appropriate) are best held within a TFSA with a bit of colour commentary. Thank you so much for your input. I find the Q&A section truly great brain food. Have a wonderful weekend!
Read Answer Asked by Brian on November 16, 2020
Q: Hi group now that W results are out and the stock has settled down I am still confused they had another blow out quarter but the stock has generally sold off (except for several days of upward momentum. Then on Friday a really bad day (down 13% + on the week ) is the market saying that the arrival of a vaccine is the catalyst for the stock to sell off? seems awful early to be forecasting that consumers are going to leave this on line supplier because the vaccine is a game changer - appreciate your views and recommendation buy sell or hold and why ?
Read Answer Asked by Terence on November 16, 2020
Q: Hi 5iTeam - I was checking Insider holdings for Kinaxis and noticed a net selling total of $64 1/2 million. The CEO increased his holdings in the summer but the CFO's holdings have steadily declined. Other officers hold close to 0 shares and the holdings of the directors are low. First of all is this information accurate and secondly is it a concern. In summary what is the overall insider holding of Kinaxis.
This question does not include options. Thank you.
Read Answer Asked by Rob on November 16, 2020
Q: You mentioned in a answer to a members question that low interest rates make privatization of a company more attractive. Can you name a few companies on the TSX that would be interested in going private? Absolute is one that has been mentioned by 5i over the years. And when a company takes itself private is it usually at a premium to the stock price on the day of announcing a privatization?




Read Answer Asked by Helen on November 16, 2020
Q: I have no oil/gas stocks and would like to add one. Which of these (or other) would you recommend and please indicate why. For a 67 year old with an otherwise balanced portfolio. Thanks again for your experience and sound advise.
Read Answer Asked by Danny-boy on November 16, 2020
Q: I just asked a question about comment/thoughts on an oil/gas stock then I came across your response to a question where you mentioned the 5i couch potato portfolio (is it published elsewhere?). The clean energy ETF has done very well ICLN-Q. Would you recommend it? It has certainly been on a tear. If yes, could it replace the oil/gas component?
Read Answer Asked by Danny-boy on November 16, 2020
Q: Baby boomers,remember the song with the lyrics,"fly me to the moon". NIO began its ascension to the moon in mid year,say June 1 @ US$4.26,to reaching its peak in the morning of Nov 13 @ $54.20(Nov 12 $48.30 ) before a short attack.The notorious & powerful short seller,Citron(whose principal,Andrew Left was reputed to be a part time farmer) striked citing that Tesla's cutting prices of its EV in China a few times will have a negative impact on NIO & assigned a $25 target price.As a result Nio closed at $44.56 down $3.74 with a low of $40.55 on an astounding vol.of 579.1m(vs 3 mo.average of 143.6m),Nio is set to report Q results on Nov17 & good results are expected. Thinking of buying at lower prices.Please comment on the situation & your expert opinion going forward.Txs for u usual great services & views. Looking forward to seeing Peter on BNN on Nov 17
Read Answer Asked by Peter on November 16, 2020
Q: No question on CoStar (CSGP) in the database.

Great Cash Flows, low Cap Ex. Grew Reneues and EPS roughly at 10x in 10 year with only ~2x share count increase. Something good is happening here. However, on P/E basis, it is really expensive.

With Gross Margin at 80% and 20% Net Margin I don't understand why ROE is so low (<10%).

Balance sheet is fine with very little debt. Digitizing conservative industry (real-estate), which appears to have good long term growth opportunities.

Is that a US version of Altus Group? What do you think of the Name?
Read Answer Asked by Jennifer on November 16, 2020
Q: Good morning,
I just completed my annual portfolio review to identify potential tax loss harvesting candidates for the 2020 tax year and given that both KEY and ENB are both underwater, I am considering the option of selling both stocks and repurchasing them in 30 days.
My first question is which stock, stocks or ETF would you recommend I purchase to replace KEY and ENB for the next 30 days before repurchasing both KEY and ENB if that is indeed my best course of action.
My second question is whether or not these two pipeline stocks continue to have a place in an income generating non registered account portfolio or should I simply replace them now with some other income generating stock and if so which one or two stocks would you recommend.
I thank you in advance and look forward to hearing your response.
Francesco
Read Answer Asked by Francesco on November 16, 2020
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