Investment Q&A

Q: On BNN, Bruce Campbell has recommended this stock several times and talked about helium being very valuable/scarce. What are your feelings on helium in general and AVN specifically?

Q: Hello 5i
Could you please provide me with the best Palladium and Neon play out there please? Please mention why you like the choice. Would it be better to side with Neon
as its supply from Mariupol and Odessa (Ingas and Cryoin) will be affected for a long time...or 37% of Pallidium comes from Russia and that will probably never come back to markets here. Or is there another element in chip manufacturing that you are thinking of?
Thank you
J

Q: I have historically held my investments in mutual funds through a financial advisor. I subscribed to 5i Research approximately 3 years ago and made my first investments in equities and an ETF based primarily upon information obtained from 5i Research. The returns on VGRO ETF and my equities have been 2 to 4 times the gain for my mutual funds. I recently upgraded my subscription to include Portfolio Analytics. Based upon portfolio analytics, my current portfolio is reasonably well balanced with recommendations to add healthcare and industrials as well as some international exposure. I have cash on hand that I want to invest. I will hold my investments for the next 5 to 10 years. I am looking at purchasing some additional equities and an ETF with good growth potential at moderate risk. Please provide top 10 recommendations with rankings for stocks that I should consider adding to my portfolio. Please provide recommendations for top 5 ETFs with rankings that I should consider adding to my portfolio. What is your current view on VGRO? Would you suggest topping up my investment in VGRO?

Q: I need to add to my industrial and health care positions of my portfolio.
I am having a hard time deciding which too add.
Would you rate these for long term holds
I am going to add TIH and would like one more industrial maybe two healthcare names. just alittle concerned that alot of these names have benefited from covid except for stryker but i think it has run up on anticipation of more surgeries coming back

Q: Could you give me an analysis of these two, are either or both buys and which would you choose between the two.
Thank You,
Barry

Q: A great service could please recommend your top 5 helium plays. I think if you look into it you will see a diminishing supply and an increasing demand. In interesting and growing industries microchip production, medicine and outer space. Could you let me know when you will cover this topic.
I currently like Dme, heli and RHC. Dme seems to be way ahead and an Esg type company. Keep up the great work.
Mike

Q: Australia seems uniquely positioned to join and / or lead the green energy wave with both ample green resources and rich mineral deposits.
Whereas electric may have "won" the automotive market, still up for grabs are the heavy industrial applications - trucking, shipping, aviation, steel production....
Reference the Fortesque move into green steel production via green hydrogen.
Do you see any opportunities here, how to participate? When will this put pressure on conventional steel like LIF?

Thanks,

Jim

Q: How would you play the helium shortage?
Carl

Q: As a member for many years, I would like to thank you for the wonderful service you provide to all of us. I have learned so much by reading the daily questions, your responses, and your blogs and updates. Right now in my RRIF, I would like to top up either Trane or Linde on the US side, or TCN on the Canadian side. If you would rank them according to your best estimate for capital growth over the next few years, I would appreciate it. Thank you, Jane N

Q: What would you say are the best ways (say 2) to get exposure to helium?

Q: Writing in Energy & Capital, the author claims that ammonia is the fuel for the future. In addition to potash and nitrogen NTR also produces ammonia. Are there other companies in Canada that produce ammonia for commercial consumption? Thanks.

Q: In light of recent announcements about the potential for a COVID-19 vaccine and given the extreme cold temperature required for the product's storage and transportation, which companies will benefit in terms of providing equipment required and/or logistics for distribution? Is there an opportunity here?

Q: Which of these two companies would you prefer now and why? Thanks for your service!

Q: You had a comment on this company a while ago. What is your opinion today in light of the possible use of hydrogen as a fuel for future large truck applications. Would they be a major player to supply equipment to produce as well as distribute the hydrogen gas.
Thanks
Albert

Q: Can I please get your opinion of Lin. What do you think about the merger between Praxair and Linde? Do you see this as a good long term investment? Would the 15% widtholding of the dividend apply in an RRSP, as I believe they moved their headquarters out of the USA?

Are you as high on Box now as you have been over the last while? Thoughts on recent earnings? I own this in the TFSA. Worth keeping or can you suggest another company, similar sector with more growth potential. Thanks again