Investment Q&A

Q: hello 5i:
You receive a few kudo's at this time of year (though maybe not enough). It's a wonderful service and I say that having been a subscriber for about 8 years. But one thing I've always noticed: you have some very astute investors in your base. Not just the ones that catch mistakes, or the ones that ask detailed questions, but some that ask very simple and direct questions/comments. So, to you and to your membership, a very Merry Christmas
Paul L

Q: I would like to gain some more exposure into areas outside of Canada and the US, specifically China and India. I think ETF is the way to go. Would you suggest a couple? Any concerns with these areas currently? Would you suggest denominated in C$, US$ or any other currency for diversification?

Thanks, Mike

Q: SPOT has engaged in several acquisitions over the past year. The company seems to be diversified across it's holdings in onsite tech based mineral exploration and SAAS, potential royalties and and more recently investment services. How would you categorize SPOT? and evaluate results from such diverse number of holdings and acquisitions? Considering the recent plateau is now a good stage to grow my holdings?

Q: Good Morning, I am under weight in base material and Consumer defensive. My list of current holding is below. I am looking to put some money in these sectors to bring my sector allocation as suggested by your Portfolio Analytics.
The time period to hold is long term 5 year plus. Growth stocks preferred. Kindly recommend

1. Should I add to current position or if there are better opportunities kindly recommend them
2. If some of these needs to be replaced with better growth stocks , kindly suggest the same

Coca-Cola Company (The)
Dollarama Inc.
Nutrien Ltd.
Primo Water Corporation
Procter & Gamble Company (The)
Sherritt International Corporation
Sherritt International Corporation
The Kraft Heinz Company
Walmart Inc.


Thanks

Q: Great response to Dennis’ Dec 18 question about today’s Tech sector valuations vs. the 2000 Tech bust – one of your finest. I remember it well. I wanted to transfer my 15K Technology mutual fund to something else, but my advisor didn’t think it was a good idea. It eventually shrunk to 2K. Obviously I do my own investing these days.

My question is actually on ARKK. I do like the disruptor make-up of this portfolio. So, besides your above response, I also think that for this reason ARKK is a more solid investment compared to many dot-com stocks 20+ years ago.

However, on the other hand I respect your response to another question that was specific to this ETF. You point out that “The average price/sales ratio of its holdings is 10X, so it needs to be considered very risky.”

Is there any past history on the average P/S that Tech stocks have typically traded at? Or at what approx. ratio would 5i Research feel “more comfortable” in taking a position?

Q: Hello Peter,
For the potential surge in EV stocks in 2022, i am considering investing in rare earths and am trying to decide between Neo Performance in Canada or MP materials in US. Which one do you feel is better for longer term in the EV sector? Also, is there any news on Nuvei for big increase in share price today or is it simply catching up after the short seller report? Thanks very much.

Q: Is Science Applications International Corporation a good buy at this time to add to a portfolio to start a small position? What do you think of the financial ratios for this stock, their history, the industry that they serve, their customer base and insider ownership? Buy, hold or sell? Thanks

Q: Would this mutual fund be a good holding to help diversity in ones portfolio ?

Q: What are your thoughts on Calix?

Q: the stock price of this company has come down ( 70$ to 26$) a lot not far from the ipo. What is your opinion ? Is it investable for the long term or to risky ? Thanks

Q: Thoughts on this US Dividend ETF: DIVB:US?

If it is reasonable can you add it to database so Portfolio Analytics picks it up please?

Q: Good morning, my daughter has $600,000 to invest for a two year period. She is looking for relative safety of principal, but a better return than GIC's or daily interest accounts, thanks?

Q: hello 5i:
as an Income play, with safety of capital most important, and some growth (don't expect much), please rank the above 3 companies. And what's the difference between ACO.X and ACO.Y?
thanks
Paul L

Q: Hi 5i! May I please have your thoughts on Canadian Premium Sands (CPS)? Thank you!

Q: Hello, bit confuse about this sort-of buyback 3 to 4 options , any clues ?

MERRY CHRISTMAS TO A GOOD TEAM

DAN

Q: Hi, looking for a steady income with a little growth.
Which sector looks better to you in the next 4 years , with the expectation of rising interest rates and possibly a correction in the market that I would ride out. Anything else you would consider?
Thanks

Q: What are your best Uranium stocks and your favourite Clean energy stocks. Thank you and a Merry Christmas to you all. Bob

Q: This is a recent ipo, what am I missing? Cheap.

Q: Regarding my Dec.17 question on this company, when I asked earlier for the outlook I meant that of the fundamentals, please provide the 5i view. At a sub 10 P/E for the Non-Voting would this be a buy at $175 compared to competitors?

Q: If you were to add just one more stock to the Technology portion of your growth portfolio. Which of these two would you add and why please? Thanks again.