Q: Hi 5i, can I pls have your comments on their year-end results, and the progress of the clean energy division. Also pls comment on their purposed New Physical Vanadium Holding Company, Largo Physical Vanadium Corp. Thx.
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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: After Vermillions purchase what other canadian companies are likely takeover targets?
Q: Any thoughts on this since it tripled upon AMC investing in it with Eric Sprott?
Thanks. Austin
Thanks. Austin
Q: I have positions in the above companies that have grown fairly large and i am looking to trim. I was wondering which of the above stocks has the best outlook over the next 2 to 3 years . If you were going to trim which one of the companies would you trim or would you trim both an equal amount
Q: Any chance there will be access to an archived version of Mr. Hodson's presentation tomorrow? I am unable to attend.
Thank-you,
Cal
Thank-you,
Cal
Q: greetings - I'm thinking of harvesting some NTR gains. Other than the financial sector ( I have RBC, SLF, BAM, GSY, BNS) and energy ( have CNQ, SU, ENB and TU) which Canadian companies do you regard with the strongest conviction these days for long term holds. Dividends are always nice but not a stopper. Thanks for a steady hand on the tiller. Al
Q: Hi 5i!
Usually the CAD gets stronger compared to the USD when oil prices rise. This time around with oil above 100$ the CAD did not really follow suite. It does look like it has started to move up. In the short term( 3 to 5 months) Where do you see the CAD going. Any chance your amazing crystal ball see it going to 85C?
Thank you!
Usually the CAD gets stronger compared to the USD when oil prices rise. This time around with oil above 100$ the CAD did not really follow suite. It does look like it has started to move up. In the short term( 3 to 5 months) Where do you see the CAD going. Any chance your amazing crystal ball see it going to 85C?
Thank you!
Q: Hello,
From your last report update of March 9th the 5i Balanced portfolio is down YTD -7.18%. Mawer's Balanced fund Series A is also down YTD -7.15% as of March 30th (according to Morningstar data). I find the comparison between the 5i balanced portfolio and the Mawer Balanced fund interesting because the Mawer fund has a Canadian bond weighting of ~30%. Given the current market back drop shouldn't balanced funds with a sizable bond weighting provide better down side protection? Or is this mainly due to rising interest rates affecting bond performance?
Thank you,
Glen
From your last report update of March 9th the 5i Balanced portfolio is down YTD -7.18%. Mawer's Balanced fund Series A is also down YTD -7.15% as of March 30th (according to Morningstar data). I find the comparison between the 5i balanced portfolio and the Mawer Balanced fund interesting because the Mawer fund has a Canadian bond weighting of ~30%. Given the current market back drop shouldn't balanced funds with a sizable bond weighting provide better down side protection? Or is this mainly due to rising interest rates affecting bond performance?
Thank you,
Glen
- Visa Inc. (V)
- Brookfield Renewable Partners L.P. (BEP.UN)
- iShares Global Water Index ETF (CWW)
- iShares U.S. Medical Devices ETF (IHI)
- VanEck Vectors Semiconductor ETF (SMH)
Q: Could you please rate the following stocks and ETFs for total return over the next 5 years:
BAM.A
BEP.UN
CWW
SMH
V
IHI
How about E (excellent), VG (very good), G (good), F (forget it)?!
Thanks.
BAM.A
BEP.UN
CWW
SMH
V
IHI
How about E (excellent), VG (very good), G (good), F (forget it)?!
Thanks.
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Microsoft Corporation (MSFT)
- Nasdaq Inc. (NDAQ)
- Chipotle Mexican Grill Inc. (CMG)
- Nike Inc. (NKE)
- Berkshire Hathaway Inc. (BRK.B)
- Airbnb Inc. (ABNB)
- Merck & Co (MRK.21)
- Mastercard Inc 1.000% Notes due 2029 (MA.29A)
Q: I am considering positions in the attached companies. Are current prices good entry points and are there any of these companies you would not purchase today?
Q: Hi Peter, can you please provide your view on the Ninepoint Energy Fund? I think it is managed by a former Sprott PM unless I'm mistaken.
Thanks,
Chris
Thanks,
Chris
Q: Going forward for the rest of this year, what sectors do you think will do best in terms of growth and can out perform the broad market?
- Global X S&P 500 Index Corporate Class ETF (HXS)
- iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
- Vanguard S&P 500 Index ETF (VFV)
Q: Hi 5i.
Thanks for your continuing great service.
I am trying to find a way to hold US stocks without being subject to US Estate Tax or the need for T1135 tracking.
Are CDRs on US stocks subject to US Estate Tax?
Are CDRs on US stocks subject to T1135 reporting?
Are there other vehicles, besides selected Canadian- company-managed ETFs, that enable ownership of US stocks without exposure to US Estate Tax or T1135 exposure?
Which Canadian companies managing US stock EFTs are not subject to these issues?
Are the Canadian branches of US companies that manage US stock EFTs deemed by CRA to be US or Canadian?
Any additional comments or suggestions that you may have on these topics would be greatly appreciated.
Please deduct as many question credits as appropriate.
Many thanks !
Thanks for your continuing great service.
I am trying to find a way to hold US stocks without being subject to US Estate Tax or the need for T1135 tracking.
Are CDRs on US stocks subject to US Estate Tax?
Are CDRs on US stocks subject to T1135 reporting?
Are there other vehicles, besides selected Canadian- company-managed ETFs, that enable ownership of US stocks without exposure to US Estate Tax or T1135 exposure?
Which Canadian companies managing US stock EFTs are not subject to these issues?
Are the Canadian branches of US companies that manage US stock EFTs deemed by CRA to be US or Canadian?
Any additional comments or suggestions that you may have on these topics would be greatly appreciated.
Please deduct as many question credits as appropriate.
Many thanks !
- Bragg Gaming Group Inc. (BRAG)
- Enthusiast Gaming Holdings Inc. (EGLX)
- PENN Entertainment Inc. (PENN)
Q: Hi 5i Team - I hold shares in Enthusiast Gaming. Besides continuing to hold I would like to add another stock in the same space. I am looking to add Brag and Penn. Do you have a preference over these two. Also do have any other recommendations in the gaming and/or e-sports space, especially in the small and mid caps. Thanks.
Q: Your opinions please on Vitalhub following their latest quarter.
Thank you
Thank you
Q: Hello,
Have the earning been consistent and are they still on there long term growth plan.
If positive, would it be good to add to one's position since the yield seem to be solid.
Thank you
Ed
Have the earning been consistent and are they still on there long term growth plan.
If positive, would it be good to add to one's position since the yield seem to be solid.
Thank you
Ed
- iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
- Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF (VSS)
- Templeton Global Smaller Companies Fund A (TML737)
- iShares Core S&P Small-Cap ETF (IJR)
Q: This fund which was a great fund years ago will shortly be converted into a lower MER fund which I appreciate. However, this got me to look closer at recent performance which I don't think has been very good. I am considering switching it to something else. Can you recommend an ETF or another fund that would be a good replacement. We don't have a lot of foreign exposure other than this fund and a Mawer fund (MAW102) but we are otherwise very diversified in individual stocks.
Q: Hi Team,
It looks like the US aiming at "information network war" would these two company benefit ?
Your thought is highly appreciated !
Thanks as always,
Tak
It looks like the US aiming at "information network war" would these two company benefit ?
Your thought is highly appreciated !
Thanks as always,
Tak
Q: Hi, Richards Packaging stock has been weak for several months and price decline has not abated, despite relatively decent results, recently. Could you assign the reasons for negative sentiment. Based on your last assessment, valuation seems to have come to down to a reasonable level, but stock does not show any traction. Is it worth holding for income - 2.75% dividend yield, or you see further downside risk (price) ? We are retired, with a large holding, about 6.5%, even after price deterioration, with an ACB of about $40. Thanks
- Diamond Estates Wines & Spirits Inc. (DWS)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- NIO Inc. American depositary shares each representing one Class A (NIO)
Q: Hi Peter and Staff
In my consumer discretionary basket the above 3 are "in the red". I have hung on to some losers far too long and have sold some that I wish I had not.
I have no problem in owing a basket of stocks in a sector if warranted. However that approach also means I can sell some and add to others without their position being "too large"
Assuming I would be adding to one or more of HD, DOO,DOL,LNF or MG which order would you add to and which if any of the above 3 would you not sell to add to any of those listed.
Thanks for all you do
Dennis
In my consumer discretionary basket the above 3 are "in the red". I have hung on to some losers far too long and have sold some that I wish I had not.
I have no problem in owing a basket of stocks in a sector if warranted. However that approach also means I can sell some and add to others without their position being "too large"
Assuming I would be adding to one or more of HD, DOO,DOL,LNF or MG which order would you add to and which if any of the above 3 would you not sell to add to any of those listed.
Thanks for all you do
Dennis