Investment Q&A

Q: Can you please provide your perspective of Amerigo and its most recent results. Also, electrification is real. However, infrastructure is lagging significantly to support. In a 9 inning game, what inning are we in with Copper Demand & Electrification?

Q: Your comment on the earnings please?

Thanks

Q: Peter; If this smells like,looks like and act likes capitulation- do you think it is ? Thanks. Rod

Q: Hi guys, are you able to give your assessment of this company. How do you like its future prospects and valuation? (assuming Oil stays @ $100) thx

Q: thoughts on the quarter?

Thx

Q: Good morning
I would appreciate 5i's thoughts on investing in D2L.
Does 5i have concerns on the company's governance in that CEO John Baker is also Board Chair (vs the preferred model of separating the two roles), had a loan from D2L that was repaid at the time of the IPO, and (I assume) controls decision making through the multi-voting shares.
Thank you for your comments.
Edward

Q: Thoughts on the quarter results?

Thx

Q: Your comments on earnings, please (if not already posted). Do these change your "slow growth" theory? Thanks, Jim

Q: Hello 5I,
I was wondering if I sell the US stock AMD and then buy the Canadian CDR version of AMD stock will I get to claim the loss? They are technically different stocks ?

Thanks

Q: Rogers' ambition to purchase Shaw may have the side-effect of more-than-doubling Quebecor's wireless footprint. Assuming this occurs, does QBR.B become more attractive as an investment, or does the prospect of even more debt outweigh this windfall growth? In this connection, it's interesting that the company has already paid for substantial 5G spectrum.

Q: Good morning

Thinking of selling MG in my cash account and replacing it with ATZ.

I can use the capital loss, to off set the gains on my energy I am sold.

Does this make sense?

Thanks

Mike

Q: Hello 5i
I know that a managemnt team must manage a covered call fund so it is not a passive ETF. Is 0.72% too high an MER to pay for a covered call ETF such as ZWH? This seems more like payment for a mutual fund.
Thank you
Stanley

Q: Hi! I am wondering where you feel opportunities in the market exist. When oil was negative very few advisors were pounding the table to buy. It seems now looking back it was a no brainer and seems so foolish that I wasn't loading up on these bargains. Will we look back and say why didn't we buy high growth tech? Or, is it beaten up renewables/bond funds you favour if adding new money? Where do the opportunities lie based on current geopolitical risks and risk of recession/stagflation?

Q: Do you have any rate reset prefs that you think are worthwhile here? Thanks

Q: thoughts on the quarter please?

Q: What are your thoughts on Carbon Capture ETF from Ninpoint for the long term >5 yrs? Do you think it would serve as a portfolio diversified? Or do you think the market would disappear if the conservatives gain power?

Q: I have a small percentage in each of these companies, I would like to add to some or all can you tell me in order of preference you would suggest I add them.
Thanks, Dorothy

Q: You have this company in your growth portfolio at $94 . What are the chances it will return to that level any time soon?

Q: Is there any indication that MEG will institute a dividend?

Q: I have a question about portfolio allocation for a pre-retirement investor. I have 5 years before retirement, and when retired, I will have to rely on my investments only as I have no public sector or corporate pensions. While my current investments seem sufficient for retirement, I am concerned about inflation and bear markets, so portfolio allocation is very important to me.

My current sector allocation is 10% energy, 10% health, 20% financials, 10% industrials, 15% tech, 5% telecom, 5% utilities, 5% materials, 5% consumer staples, 10% consumer discretionary, 5% real estate.
My geo allocation is 33% Canada, 60% USA, 5% developed, 2% developing. I currently have about 25% in cash that will be moved to short-term bonds when interest rates stabilize.

Do you consider this sector and geo allocation reasonable? What allocation would you recommend for a typical pre-retirement investor with a relatively low tolerance to risk?