Investment Q&A

Q: Hi 5i,
In a recent question on Apple’s new privacy policy on iOS, you said that FB will be impacted as it is an App on the iphone, but GOOG is largely unaffected as most of its ad revenue is derived from its search engine. In another question, you mentioned that GOOG is also implementing similar changes to its Android system. With the big guns tightening their privacy settings, will the smaller players, such as MGNI and AT, see a significant drag on their revenues? MGNI and AT are off big time but it may be more the market backdrop.
Thanks again.

Q: what is your thinking about MAL as the airline industry is recovering.
Can you tell if the have also contracts in the defense industry?
What is their market position and management situation?
Between AC and MAL,which would you choose and why?
Can you think of any better candidates in the airline industry?

Q: Any figures available of Canada's total imports & exports of crude oil & to & from which countries?
Thanks

Q: Hi 5i, what do you think of all the offerings of Starlight Capital, Toronto please?

Q: what would be your top picks in the following sectors: uranium, Agriculture. defense and cyber security?

Q: Hi the great team, what will happen to oil stock price if oil price drops to $85?

Q: thoughts on the quarterplease?

Thx

Q: Hello!
Can you please describe this company and how it is tied to Russia. Do you see it as a buy, hold or sell and why?
Thank you!

Q: I have a small position in each of the above listed ETFs. I believe one must be invested in more than just North America but, I am concerned with the Geopolitical situation in Russia (re Ukraine) and China (re Taiwan). Additionally, these ETFs have been down lately and I'm thinking of selling them. What percentage of each ETF is invested in Russia/China? What would you recommend to replace these ETFs in order to exclude or have minimal exposure to Russia/China?

Thanks!

Q: Microsoft’s LinkedIn acquiring Oribi…. Oribi sounds very similar to AcuityAds’ Illumin. What are your thoughts? Looks interesting for the fate and future of Acuity.

Q: May you provide an update on LAZ ? Has been brutally punished as of late. Would you be a buyer, and how compelling, if at all, do you find it ?

Q: Hi, What are your thoughts on BRK.b? I think having seen several market cycles, they are well prepared for for higher interest rates and a high inflation environment. Would you think the current price is attractive at$317 US? What are your thoughts? Thanks.

Shyam

Q: Hi,
Do you think either of these ETFs would represent an opportunistic or speculative play on Russia right now or would you be perhaps more prudent and steer clear. Thank you. Michael

Q: Would you hold on to Nubeva as a relatively small, speculative investment?

Q: Please clarify..., when I call up GOOG @ $23 and NVDA $24 Canadian. Are the Canadian listed companies here investible and appreciate your clarification? Thanks!

Q: What's lit a fire under the renewables all of a sudden? The market has suddenly fallen in love with them again? Is this a temporary fling or likely to last?

Q: Morning,
Best vehicle to park cash today. Criteria: safety.
Thanks.

Q: Hi,

With stock prices much depressed I have concerns that some unprofitable growth companies will have a hard time raising sufficient cash to fund operations; at least without massive dilution.

My question is two part:
1. What is (are?) the best metrics to assess profitability of a company (net margins, cash flow, etc)?
2. From your Canadian list of companies which do you see as the most needy to raise cash within the next 6-12 months in order to continue to fund operations.

Thanks,

Cam

Q: Retired, dividend-income investor.

I just flushed a legacy mutual fund that was planned to be merged into a different MF. I didn't like the new MF asset allocation. I plan to top up some of my existing ETFs and stock holdings to my maximum comfort level re: asset allocation, then (if needed) add an additional ETF to complement the portfolio.

Q#1 = I own CDZ and ZLB. For a conservative, long term, core ETF what guideline would you use for maximum asset allocation? I currently am at 7-8% each for the equity portion of my portfolio.. Is it reasonable to stretch this to 10% each? When I look at the top 10 holdings in CDZ and ZLB, there is no overlap at all.

Q#2 = I also own LIFE and ZWC, both covered call ETFs...total exposure is 11% of my equities. What maximum exposure to CC would you recommed? I seem to recall a question a while back that you suggested 10 or 15% was reasonable.

Q#3 = depending on your above answers, I may need an additional ETF with the following attributes for a long term holding = conservative, dividend >3%, Canadian holdings (ok to have some foreign). holdings should hit as many of the 11 sectors as possible and if possible, little overlap with the top 10 contained in CDZ or ZLB.

Thanks for your help...much appreciated...Steve

Q: Would you be a buyer of Viatris after the 22% drop today?