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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: Hello 5i,
Do you think Metaverse is a better investable theme compared to Crypto?
Facebook seems to be allocating capital to Metaverse.
Can you suggest some stocks in US or Canada that give exposure to this theme. Can you suggest any ETFs other than META that invest in this theme? Do you think this is best held in a TFSA or NonReg account?

thanks
Read Answer Asked by Ian on October 28, 2021
Q: It seems like a lot of analysts are talking about a resource bull market especially regarding the inflation/stagflation discourse.
Do you feel we are heading into a resource bull market?
And, are there certain sectors you favour - Oil/gas, copper, uranium, food, precious metals?
Finally, are there any stocks within this very broad resource sector that you think is a standout. Please take as many credits as necessary
Much appreciated
Read Answer Asked by treva on October 28, 2021
Q: I need to do some trimming of Lightspeed due to substantial gains since purchase at $20 to $25. I am undecided though as to whether to wait for the quarterly report which I think comes out on Nov.4. I read the estimates in your answer to a recent question, $124 m revenue and loss of $0.18. In your opinion would meeting these estimates provide stability to the stock price. Do you know of any general consensus out there as to whether it will meet, miss or beat estimates. I realize this last question involves some guess work so please feel free to leave it out in your response.
As always many thanks for the great service!
Read Answer Asked by Rob on October 28, 2021
Q: I would like to invest in 2 REITs and am looking for the best potential Total Return. I have been looking at the 4 REITs listed above, but would consider any REIT. What 2 REITs would you suggest at this time? Would you recommend 1 industrial REIT and 1 residential/commercial REIT for diversification? Finally, can you please tell me the percentage of US real estate, if any, in each of the 2 REITs suggested. Thank you!!
Read Answer Asked by Grant on October 28, 2021
Q: Would you please comment on the current use of ai and how it effects stocks ,especially with concentration of wealth.
Read Answer Asked by TERRY on October 28, 2021
Q: Earlier this am you commented on SHOP earnings.

"SHOP reported EPS of 81 cents vs $1.13 expected. Sales were $1.12B vs $1.15B estimates. Gross merchandise value was $41.88B vs $43.43B estimated. It did, as expected, say the commerce market may be impacted by supply chain delays. But it also did say the full year outlook is consistent with prior February assumptions. This is the company's first 'miss' and the stock is down 5% in the pre-market. "

When I saw your comments I had a single malt (just kidding) prepping for a $100+ drop on top of the weakness the stock has had recently.

So at 1015 I mustered up enough courage to look at the stock and to my amazement it was up $80.

I thought i knew something about trading/investing but each day that passes humbles you more and more in this business doesn't it?

Sheldon
Read Answer Asked by Sheldon on October 28, 2021
Q: Could you weigh in on your views of TDOCs Earnings today? They continue to have increasing net losses from stock compensation and amortization expense. But I would think those are temporary. Top line growth is solid and it's an industry leader in the space.

The share price valuation seems unreasonable. It continues to stay barely above pre-covid levels after making a huge acquisition and going through a pandemic with companies looking to add telehealth capabilities to their benefit plans.

What am I missing?

Thanks as always!
Read Answer Asked by TRINA on October 28, 2021
Q: If one has some massive winners (but no offsetting losers) in a non-registered account, do you think it makes any sense to sell such securities this year given the on and off talk about the federal government increasing the capital gains inclusion rate?
Read Answer Asked by Patrick on October 28, 2021
Q: Good Morning,
Two ?s here: I put in a buy on SU before markets opened with a limit 21 cents above yesterdays close. It didn't fill, and now the stock is up about $2.50.
How would you approach putting an order in prior to market opening on this sort of event?
And do you think there is more room to run on the share price based on the quarter, dividend increase and share by back news?
Thanks,
Tim
Read Answer Asked by Tim on October 28, 2021
Q: I would like to exit my brokerage RRSP to a self directed RRSP and I am looking for 4 to 5 Canadian EFT's to provide balanced diversification across sectors, nations, Portfolio Analytics suggests 70 equities/30 fixed income. Other ideas you have to create a balanced diversified ETF RRSP would be appreciated.
Are there any strategies( eg time of year) to make the switch or just do it.
Thank you for your service.
Read Answer Asked by Mike on October 28, 2021
Q: Could you please comment on Suncor's Q3 results and increased dividend. Do you see SU as a long term hold? I have a significant SU position in 2 margin accounts and can't decided at what speed I should be moving these investment dollars to green energy stocks that I would hold forever. Thanks for valuable information!
Read Answer Asked by Grant on October 28, 2021
Q: Hello 5i Team

In a taxable non-registered account denominated in US$ I hold Berkshire Hathaway (BRK-B) as a proxy for the US market in which no dividends are paid.

I would like to complement 20 % of the account value in US government bonds as a hedge against market corrections.

This account has a time horizon of greater than five years before any funds are withdrawn.

Which ETF (I used iShares as the ETF provider) would be most suitable for this account:

3-7 Year Treasury Bonds (IEI) duration = 4.66 years
7-10 Year Treasury Bonds (IEF) duration = 8.01 years
10-20 Year Treasury Bonds (TLH) duration = 14.89 years
20 Year Treasury Bonds (TLT) duration = 19 years

Or should I use a general US Treasury Bond ETF (GOVT) with a duration of 6.79 years.

If the same question is asked and US Government TIPS are utilized in place of US Government regular bonds which of the ETF below would be suitable:

0-5 Year TIPS (STIP) duration = 2.60 years
General TIPS ETF (TIP) duration =7.68 years

Thank you
Read Answer Asked by Stephen on October 28, 2021
Q: I requested some input from Enthusiast Gaming Investor Relations yesterday and here is what they provided:
Re: What is Going On With Your Stock Price?
Inbox

Investor Relations
12:49 AM (8 hours ago)
to me

Hello Chris,

Thank you for your email and valid comments. While we can't comment specifically on the stock price (that is for licensed professionals), we can tell you that the business plan is still very much on track and that over the past year we have been very focused on building a leading gaming, media and entertainment company. In that time, our key operating metrics have all improved, including improving gross margins, subscription growth and direct sales growth, In addition, the company is in a stronger financial position today than a year ago with more cash and less debt on its balance sheet. Finally, we have deployed capital on smart, accretive acquisitions that have strengthened our fan communities while supporting the operating metrics above.

We remain on track to achieve our business plans and have delivered consistent fundamental growth on all of our operating metrics.

Please feel free to reach out any time and we thank you for your ownership and support.
Read Answer Asked by Christopher on October 28, 2021
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