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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: I have owned a few perpetual preferreds for quite a few years. Now that interest rates are going up, some of them (particularly the ones with Canadian Utilities) have been declining. I should have sold them earlier this year but did not. What do you think perpetual preferreds will do in the coming year?
Read Answer Asked by Maria on March 30, 2022
Q: Hi 5i Team - Besides companies such as Tesla and the large auto companies, are there any smaller auto companies that may have some upside in the EV space. Any geographic location is fine. Thanks.
Read Answer Asked by Rob on March 30, 2022
Q: What is Norbert’s Gambit? I have read about it but don't fully understand it.

Would you recommend an inexperienced investor use this to buy US stocks?

Thank you.
Read Answer Asked by Ross on March 30, 2022
Q: Hi Peter and Staff

In my basket of TECH, I have many losers that you have been high on(not your fault).

I have regretted selling "losers" that recovered sharply and sat on some that the opportunity cost turned out to high.

Are there any in the list above that the risk/reward of hanging on justifies not selling to top up positions in SHOP,TOI and/or CRWD that are also down.

Which order would you sell from the sell list and which order would you buy from the 3 buys

Thanks for all you do

Dennis
Read Answer Asked by Dennis on March 30, 2022
Q: I have $ 300 K US to invest . Can you suggest safe investments that would be covered by CDIC. My time frame is 1-3 years. Thanks
Read Answer Asked by Ronald on March 30, 2022
Q: HI,

Do you think its time to get back to tech stocks? I already own CSU. If so, can u rank the CDN teck stocks (CTS, DSG, XIT, ZQQ, KXS, LSPD, Shop) based on reliable growth and manageable volatility? if you have better ideas please include them.
Read Answer Asked by Graeme on March 30, 2022
Q: Hi,
TD has just issued an offer for convertible debentures on AFN, and I'd be interested in your opinion of it. The shares themselves have improved lately and seem to be attracting some interest. Whether that's due to the overall situation within the Agri area or something else, I wouldn't presume to know. The conversion rate seems generous, but then again - I don't have a lot of experience in rating convertible debentures. Any thoughts or suggestions are most welcome - whether good or bad, happy to listen!
Thanks,
Dawn
Read Answer Asked by Dawn on March 30, 2022
Q: Hi Peter and Staff

Visa has done well in the period of ownership but has stalled over the last couple of years....."Experts" seem to be divided somewhat on the returns to expect in the future.

In my financial basket V is a larger position than ECN and TSU but lower than BAM.A.

What do you feel about the future expectations of Visa in particular and how would you rank the 4 stocks future returns

Thanks for all you do

Dennis
Read Answer Asked by Dennis on March 30, 2022
Q: Hi Peter, Ryan, and Team,

Another question about Nutrien......The following is an excerpt from a recent Morningstar report on NTR:

"While the market likely overvalues the fertilizer business' outlook, we
think investors undervalue the lithium business, which will generate the majority of future profits."

What is your view on the above statement?

Your recent answer to another member that used a baseball analogy was interesting, so would it be correct to say that NTR is not a 'buy and hold forever' type of stock?

Also, what would be your top picks for lithium stocks (any country), and Canadian ETFs that have substantial lithium exposure?

Thanks in advance for your insight.
Read Answer Asked by Jerry on March 30, 2022
Q: Regarding shorting stock….
What is the typical fee to short/borrow stock.
Is there a maximum timeframe to hold short positions.
Is there a float % of shares that shorters can hold.
Is there a total maximum number of shares that are available to be shorted.
Thank you
Read Answer Asked by JACK on March 30, 2022
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