Investment Q&A

Q: What is your outlook for kinaxis

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Read Answer Asked by william on April 20, 2022

• Broadcom Inc. (AVGO)
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• QUALCOMM Incorporated (QCOM)
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• Open Text Corporation (OTEX)
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• Nuvei Corporation Subordinate Voting Shares (NVEI)
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Q: hello 5i:
2 questions.
Question 1: we hold OTEX and are considering selling and replacing with NVEI. What is a reason, or reasons, we should NOT do this, as overall you are in favour of such a move (your recent posts).

Question 2:
AVGO vs QCOM; which do you like and why?

thanks
Paul L

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Read Answer Asked by Paul on April 20, 2022

Q: during a recession, could you give me your opinion as to the sectors which are most defensive. some eg. would be appreciated thanks

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Read Answer Asked by terrance on April 20, 2022

• ADF Group Inc. Subordinate Voting Shares (DRX)
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Q: They released yr end numbers last week. I would appreciate your comments. I think their numbers will get better over the year with their newer higher margin contracts and material automation upgrades kicking in by June. Pays a dividend while waiting. Lots of bridges and their commercial construction projects are across all of the US and Canada

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Read Answer Asked by Murray on April 20, 2022

• Firm Capital Mortgage Investment Corporation (FC)
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Q: Good afternoon. For income - your thoughts on Firm Capital Mortgage Investment Corp please. Thanks,

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Read Answer Asked by Dave on April 20, 2022

Q: Mastercraft marine holdings. Interested in this company can you provide your opinion? Thanks
John

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Read Answer Asked by John on April 20, 2022

• Berkshire Grey Inc. (BGRY)
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Q: I find this AI and Robotic space interesting, and I am impressed recent results. Looking at taking on a small entry position. Can you give me your thoughts on this company? Thanks John

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Read Answer Asked by John on April 20, 2022

• iShares Residential and Multisector Real Estate ETF (REZ)
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• Pacer Industrial Real Estate ETF (INDS)
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Q: I’m wondering if there are any Canadian and/or US listed sector specific REIT etfs for multi-family, residential, and industrial only (no office or retail)? Thanks

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Read Answer Asked by Scott on April 20, 2022

• Chevron Corporation (CVX)
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• Hess Corporation (HES)
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• Exxon Mobil Corporation (XOM)
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• Antero Resources Corporation (AR)
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• Cheniere Energy Inc. (LNG)
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Q: The Canadian energy sector is doing fantastically well. ( Especially mid cap companies like Whitecap). I have some American money I would like to invest and would appreciate, if possible, some suggestions of both American oil and natural gas companies that you think might have considerable upside as we move forward in 2022/2023. Thanks as always for your insight and support.

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Read Answer Asked by Les on April 20, 2022

• Cenovus Energy Inc. (CVE)
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• Peyto Exploration & Development Corp. (PEY)
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• Whitecap Resources Inc. (WCP)
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• Birchcliff Energy Ltd. (BIR)
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• Enerplus Corporation (ERF)
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• Surge Energy Inc. (SGY)
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• High Arctic Energy Services Inc. (HWO)
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• Gear Energy Ltd. (GXE)
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Q: Hi,
BIR, WCP, PEY, CVE, GXE, & ERF have significant gains in my portfolio.
SGY, and HWO on the other hand have laggard in this sector.
I would like your guidance if I should sell any of these at this time or hold. If hold for now, what should I watch out for?

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Read Answer Asked by Harpinder on April 20, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Hi team,

Do you see Shopify in the same boat at Netflix where they will see subscriber losses and see the stock crushed?

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Read Answer Asked by David on April 20, 2022

• Netflix Inc. (NFLX)
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Q: If Netflix is down 25% at the open of trading, isn’t this an amazing buying opportunity for long term investors? Seems to me the causes for concern are only temporary and not part of a long term trend. Am I missing something?

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Read Answer Asked by Curtis on April 20, 2022

• Endeavor Group Holdings Inc. Class A (EDR)
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Q: Can you provide your thoughts on this company and on its fundamentals.

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Read Answer Asked by Paul on April 20, 2022

• Estee Lauder Companies Inc. (The) (EL)
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Q: Is this a good entry point for EL? Or is there something going on in the background that is dragging the stock down?

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Read Answer Asked by Jacques on April 20, 2022

• Miscellaneous (MISC)
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Q: Hi Team,
Looking backwards with 20/20 hindsight vision…buying oil stocks at bottom basement levels a couple years ago is looking like it was the opportunity of generation with some names nearing 10x bagger levels off bottom and still climbing. I missed this opportunity . My question is today …are there any specific names or sectors that you see as if we bought today , that we might be looking back in 5yrs with the same type of view thankful that we bought in today? Please list your best ideas. Thanks!
Shane

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Read Answer Asked by Shane on April 20, 2022

• Orca Energy Group Inc. (ORC.B)
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• Saturn Oil & Gas Inc. (SOIL)
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Q: will soil and orc.b good buy / bet in small cape energy ? if not , what will be the better buy ? also will bur a good bet ? thanks

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Read Answer Asked by c c on April 20, 2022

• iShares Japan Fundamental Index ETF (CAD-Hedged) Common Class (CJP)
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• WisdomTree Japan Hedged Equity Fund (DXJ)
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• iShares MSCI Japan ETF (EWJ)
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Q: With Japanese Yen is at 20 years low. I am interested to buy Japanese ETFs. Do you have any recommendations and should I hedged or not hedged?

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Read Answer Asked by Ernie on April 20, 2022

Q: Thank you for the interesting report concerning the increased insider buying in recent months.

Is there any data to suggest that a company which has insider buying will perform better than other companies ? If so, can you provide a link ?

Thank you !

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Read Answer Asked by laurent on April 20, 2022

• Chimera Investment Corporation (CIM)
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Q: Hi Peter
This stock is now at a year low .
Are there concerns it may cut its dividend
is there a reason why it is dropping like this

Thank you

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Read Answer Asked by Howard on April 20, 2022

Q: What is your outlook on the us-can $ exchange rate over the next 3 months

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Read Answer Asked by william on April 20, 2022