Q: With the Canadian trading so low, do I assume correctly that this would not be a good time to buy US stocks? Does the same assumption apply to hedged investments such as ETFs and CDRs? Thank you.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: What are your top picks in the Canadian energy sector? And why?
Thanks very much
Thanks very much
Q: Thank you for great service.
I am not a gold bug but tend to hold some for downturns in the market/economy. I am up about 20% over 2 years in two mid-cap positions and down up to 60% in three juniors. Appreciating economic growth (or expected growth) is not the only factor impacting gold prices, why are we not seeing gold run in this environment? What factors will influence positive momentum in the coming 1-2 years?
I am not a gold bug but tend to hold some for downturns in the market/economy. I am up about 20% over 2 years in two mid-cap positions and down up to 60% in three juniors. Appreciating economic growth (or expected growth) is not the only factor impacting gold prices, why are we not seeing gold run in this environment? What factors will influence positive momentum in the coming 1-2 years?
Q: The Canadian dollar vs Euro has appreciated quite a bit over the last year +. Can you provide 3 or 4 names that look attractive both from a growth perspective and possible upside with Euro vs Cdn dollar FX in the future.
Q: With the upcoming balance sheet tightening by the fed does it make sense to have dry powder in the event that markets drop again significantly. If one is fully invested what percentage of cash would you usually recommend? Thanks. Shyam
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Bank of Montreal (BMO)
- Canadian Imperial Bank Of Commerce (CM)
- National Bank of Canada (NA)
Q: B of M is trading at a PE of below 8 with a decent yield. Why is trading at a relatively low PE ? Is it more financially exposed to the a recession? Were you you rank it amongst the Cdn banks ?
Thank you
Thank you
Q: I understand from reading the latest report, your confidence in the company has come down considerably. How would you rate your confidence in management to turn things around on the revenue side and do you still consider the stock a good long term hold at these level? I had a full position but the stock has been down a lot in the last 2 years. I see many A ratings in your grade system but an overall B rating concerns me a bit. I am wondering if now is the time to move on to better opportunities? Thank you for your guidance.
Q: Can you address the lack of performance by Topicus?I know it’s venture listed…no analyst coverage….etc etc.Why doesn’t the company recognize this and change that?It supposedly has this great CSU leadership
Q: DND stock is badly broken. It has sold off even further during this tech bounce. Does this reflect a broken company or a mispriced stock?
Thanks.
Thanks.
Q: What are you expecting to see from Nuvei before you would consider adding to your position in the Growth Portfolio. Thanks.
Q: Can you please take a look at GMG Graphene’s recent announcements and add your thoughts on Phase 1 and the market for A/C graphene coating. Please also comment on their partnerships with Rio Tinto, Bosch and Wood. What is the future market potential for Aluminum Graphene batteries? The stock seems to be holding up in this market…what would it take for you guys to be interested in this industry and in this particular small cap stock as well.
PS and thank you on your previous answer on Tantalus Systems(GRID)I will be renewing my subscription with 5i for years to come. Cheers🍺
PS and thank you on your previous answer on Tantalus Systems(GRID)I will be renewing my subscription with 5i for years to come. Cheers🍺
Q: would now be good time to get into fertilizer? Can you recommend one? Thanks again. Dan.
Q: I have a single share of BAMR from the spinoff. Am I able to have a BAMR share journaled (if that's the correct term) to a BAM.a share?
Thanks
Thanks
Q: Hi
What is 5i's take on your first Sentiment Survey - anything surprise you particularly?
Thanks
What is 5i's take on your first Sentiment Survey - anything surprise you particularly?
Thanks
Q: What are your thoughts on capri.
It appears to be trading at 1.2x sales which seems very low.
Could I be missing a red flag somewhere?
Thanks
It appears to be trading at 1.2x sales which seems very low.
Could I be missing a red flag somewhere?
Thanks
Q: What is your view of this company? It has an attractive yield an TD has a buy on it with a medium risk rating.
Q: Hi, you mention short interest from time to time. Using MTTR as an example, you say that short interest is very high at 15%. I assume this is a negative as there are a lot of shorts (or shares short) that want to drive the price down. However, some view this as a positive as any good news can force all the shorts to cover. There are also different views on days to cover. MTTR shows 6 days. Some view higher numbers, such as 10, as positive as it means there could be a sustained rally if the shorts have to spread out their buying over a longer period rather than a quick spike.
What short interest levels and number of days to cover do you view as being positive or negative influences on a stock price?
Thanks
What short interest levels and number of days to cover do you view as being positive or negative influences on a stock price?
Thanks
Q: would appreciate your outlook and comments on biotech firm VERTEX.
are their primary products reletively safe and expected to do well?
Ed
are their primary products reletively safe and expected to do well?
Ed
Q: Hi 5i I have been stopped out of ODV and am questioning a repurchase. I am interested in a pro opinion on their latest results. Thanks for all the valuable input.
Q: Quarter and future looks bright with new credit facility. View on performance and future prospects?