Investment Q&A

Q: Hello 5i
Recently you replied to a question regarding covered calls. You said you like high volatility companies for this strategy. In other places you said that you do not tend to write calls on core holdings. Just wondering what stocks you currently prefer for this strategy, that are not, or maybe, your core holdings
thanks

Q: How many years do you think it will take for CAE’s stock price to move back to its previous $40 high. Thanks … Cal

Q: A key agenda item in the Canadian visit of Chancellor Olaf Schulz is that Canada become a long-term (electrolysis-based) hydrogen supplier to Germany. I am surprised that this news has had little effect on NXH. (Although actual deliveries will not be for a decade or more, this is a strong long-term positive sign.) Any ideas why NXH stock price isn't reacting? Thanks!

Q: Between GH and INMD which one would you pick for long term growth, and why?

Q: Aurinia Pharma is having a patent concern along with slow sales that’s brought the the stock price down from the 30s to 8 dollars. What do you think about Aurinia and it’s prospects. Is it a buy hold or sell.

Q: Hi 5i. I am wondering if you can clear something up about the proposed takeover of Yamana by Gold Fields. The terms of the sale are that each Yamana share will be replaced by 0.6 Gold Fields shares. Immediately prior to the announcement on May 31, 2022, Gold Fields ADSs were trading at USD $12.20, but slumped immediately and closed at USD $8.66 on August 19th, a drop of 29%. At the time of the takeover announcement, the premium to Yamana's value was stated to be 33.8%. Now, given current share prices, I make it out to be only 9%. I can see nothing in the press releases to indicate the purchase price is adjustable, so isn't this deal now much worse for Yamana shareholders than initially proposed?

There was talk of Gold Fields' shareholders rejecting the deal because it was too rich, but I think now it would be Yamana's shareholders who should be turning it down. Any insight?

Q: Hello 5i could you explain the high volume an the steep price drop in Manulife today

Q: What would you consider good entry points for the attached stocks.

Thanks
Tim

Q: follow up to my previous question. what do you think the odds of the deal getting approved

Q: What do you realistically think would be a good price to buy Google considering the volatility in the markets these days? Under $110?

Q: now that the link deal is accepted, what should this mean for stock performance. market conditions aside what upward push should it have (if any)?

Q: From readings, it seems the preference is to withdraw funds from a RRIF or LIF later in the year rather than at the start of the year. Me, wondering what are the reasons for this. Do you have any thoughts on this?........Thanks for your insights........Tom

Q: Hello 5i, I read an article in the Edmonton Journal Aug 17/22 by Chris Varcoe titled Alberta Left out as Natural Gas Demand soars. In my opinion Canada has mainly one customer for its oil which is the US which since oil was discovered in Canada have been buying Canadian oil for half price of the world market price per barrel. Could you explain what is the discrepancy of what US companies get for there natural gas as well as world price and what Canadian natural Gas producers receive and why.

Q: Hi

Hoping to reduce the number of etfs in our RRSP accounts.

Is there a need to have both EQL and EQRR?
Is there a need to have both IYW and METV?
Is there a need to have ZDI and XEH?

Thank you and any other suggestions are most well.

Thank you

Mike

Q: My question is regarding selling my XHC and purchasing XLV in my RSP. I have 414 shares of XHC and understand the cost of currency change .I have initiated a position in XLV by selling VIG when it moves beyond 10% of our portfolio and started wondering whether I should consolidate to XLV. Our other healthcare stock is WELL. I would appreciate your comments. Thank you.

Q: Hi 5i,

I have small positions in each of these three travel businesses. I was thinking of selling one to add to the other two, in an effort to be more efficient in my holdings. Would this be a good idea or would the diversification of holding all three be worthwhile?

If selling one, which would be your choice and why? I know you have recommended BKNG in the past but I sometimes wonder whether the other two have a stronger moat?

Growth investor with a long-term time frame.

Thank you, Doris

Q: Hi 5i, Can I get your take on these 3 companies - current valuation, growth prospects, balance sheet…? I currently hold ILMN. Should I add to ILMN or diversify in the diagnostics/research field by adding TMO or A, and if so, which if the two would you prefer? Growth investor with a long-term time frame.
Thank you, Doris

Q: Hi Peter & Team:

Your thought on the above REIT if i am going to buy now. From most favourable to least. Secondly your comment on the drop of distribution on INO.UN. Thank you

Q: Hi 5I. I am a small time investor looking to provide income for my wife if I should pass before her. Looking for monthly income to replace Gov. pensions. Can you suggest 2 or 3 ETF's or shares with monthly income. I would appreciate your input. Love your site
Thank you

Q: I'm looking to increase the dividends in my portfolio and wonder if there is an ETF that you would recommend for dividends?

thanks as always,
Paula