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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: Hi 5i,
Farmland is an asset class that seems to be drawing greater interest for diversification. Do you follow the sector and have an opinion on companies like Farmland Partners or Gladstone Land?

Thank you!
Read Answer Asked by Greg on April 11, 2022
Q: Hello Team 5i,

I recently sold GUD, my only CDN. or US. Health Care holding. Could you recommend one or more replacements for me? Not sure what your current suggested health Care portfolio weighting should be but that might figure into your response.

I read something recently that indicated that the S&P/TSX Health Care index is down 58% between March 2021 and 2022, might that be correct? If so, would you say this would be a good time to be buying?

Thanks for your wisdom
Read Answer Asked by ralph on April 11, 2022
Q: Thinking of getting back into 1 or 2 real estate companies. Looking at IIP.un and MEQ. Can I have your opinion on these thwo? Are there others you would consider over the next 3 years?

Thank you, Mike
Read Answer Asked by Michael on April 11, 2022
Q: Good morning 5i
Recently someone asked a question about how to manage cyclical stocks in a largely buy and hold portfolio. You said, i believe, that a good strategy is to always hold a certain percentage of cyclical stocks. There have been many questions recently about Tfii. With its rapid fall I have been wondering what percentage should one hold of an individual cyclical stock. Say, for instance, if one used 5 percent as a full position.
Thanks as always for your excellent service
Read Answer Asked by joseph on April 11, 2022
Q: Hi folks...I admit know little on managing gas emissions, carbon tax, etc...but does not Questor specialize in this field??...I see it is in "Growth Portfolio" for awhile...Q3 showed some promise and guessing Q4 results soon....are U still positive on company..and does all announcements by Fed Gov't on "climate change, etc"...potentially benefit Questor....management good?..& who is competitiion...Buy/Hold/Sell.....thanks as always, jb Piedmont QC
Read Answer Asked by John on April 11, 2022
Q: Hello Peter and team,

What is causing Topicus and Gladstone Land Corp to surge today (Friday April 8th) and Lithium Americas to decline when the recent news from USA was very positive on the metal. Thanks very much
Read Answer Asked by umedali on April 11, 2022
Q: Hi 5i,

Looking for additional exposure in the semi-conductor market. I currently already have a 3% weighting in NVDA. I am looking to potential start a position in AMD or INTC.

Your previous answers to questions suggest you favour AMD (after NVDA) given the companies recent execution.

However, INTC seems to be turning a corner with there plans to build new plants in Arizona in the next few years and change in management. Based on its current valuation (cheap compared to AMD) the current tailwinds of 'on shoring' it seems to me a compelling buy compared to AMD.

Your thoughts would be greatly appreciated. Appreciate all you do.
Read Answer Asked by GREGORY on April 11, 2022
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