Investment Q&A

Q: My Real Estate holdings, aside from a paid off home, are DIR.UN (39% of real estate holdings; up 46%), GRT.UN (13%; 11.7%), SMU.UN (16.5%; 9.5%) and TCN (31.5%; 28%).

My longer term holdings have been DIR and TCN. Following 5i's emphasis upon Industrials as a current favourable sector and comments that Industrial REITs are fewer in number (eg WPT's recent buy out by Blackstone) and therefore more valuable, plus a TD analyst comments on the possibility of an SMU buy out, I bought GRT and SMU.

However, in a general intent to streamline my overall portfolio to fewer and 'best quality' holdings, how would you suggest I amalgamate these holdings to maintain subsector and geographic coverage with projected best return? Which is the least desirable holding(s) that I might sell?

Q: Save for its operating in Brasil, EBR seems, on the face of it, to have reasonably good prospects. However, what is the true status of the dividend and do you believe the debt level is reasonable? Thanks!

Q: Hi 5i, Thank you for your balanced answers.
Can you give your opinion on Ree Automotive Holding Inc, listed as REE on Nasdaq. I have some stock and they are currently 50% negative. Can you advise, if i should continue to hold.

Q: With the recent news about them having a unit to per form dialysis at home would this company be ok to invest small amount 125 shares US for future growth Tks 5i

Q: What is your opinion of NET's last quarter? They seem to be making good progress.
Thankyou.

Q: Cloud MD appears to have good growth according to some reports, but, the share price has kept going down. What is the outlook for this company in 2 to 3 years? Is the current price a hold, sell or buy?

Q: Good morning 5i,
I'd like to put some funds into healthcare for a what expect to be 3 to 5 years. Currently, HHL will provide around 8.6% per annum income, but capital gain potential seems limited. DHT.UN meanwhile is currently yielding 2.4% but the analysts I have access to appear optimistic for future share price growth.
I definitely like the HHL income (which I would reinvest in the name quarterly) but wonder if, in your opinion based on current available info, whether or not it would be overly risky to lock down some DHT.UN at current levels instead. I guess an earnings report or two from DHT.UN illustrating how 2021 has gone so far might be helpful in looking ahead, but I'm not aware of any ...?
Thanks for your thoughts.
Peter

Q: In my grandchildren RESP I currently own IWO and VRO. I would like to add a third ETF, which would be better VGG or ZQQ? Money not needed for 12 years. At what $ amount would you start to invest in individual stocks?
Thanks

Q: Hi Peter, Ryan, and Team,

We need to increase our Telecom exposure in our non-registered account. Is Telus investable today for a long-term hold, or should we wait for a pullback? Alternatively, since we also need to increase our US exposure, would you be OK with VOX (or similar ETF) instead of T, or would tax consequences make VOX or another US-based ETF a poor choice in an unregistered account? As always, thanks for your valued advice.

Q: What are your thoughts on initiating a long term position in Guardant at these levels? Thanks

Q: Hello 5i Team
Please rate the above growth stocks for their potential stock price appreciation in the next 2 years.
Thanks

Q: Hi gang, what do you make of their report yesterday. ? BDGI going forward how would you rate this co? Buy , sell, or hold ? Thanks
Alnoor

Q: Hi,

The quarterly results looked great to me.

Could you please share your brief overview?

Thanks,

Q: At present my only position in materials is a 2.5 % weight in FNV, and am looking at adding one position. I am considering one of these 4. I have heard that Lun had some issues in Chile and am a bit concerned that Teck.B might have a bit of a drag from coal being out of favour with ESG considerations;. Do you think these concerns are meaningful? In any event, of the 4, which one would you want to choose, and why? Thanks for your excellent service.

Q: Hi, Biden made some comments at climate accord about revisiting Line 5 decision which apparently resulted in weakness in ENB’s share price. I thought Line 5 had been put to bed. Could you please provide some context as to potential seriousness to ENB. Thanks.

Q: Can you please comment on earnings

Q: My question involves a Co. which has doubled in value and pays a 4% dividend.

Example Paid $5. per share with 4% dividend. Now Co. worth $10. so dividend
rate is now 8%.

Hold or sell the Co.? What is your rational on long term holds where the dividend effectively doubles with the doubling of the fmv of the stock?

Q: I found this in the CIBC today's report on BOS. Could this be the reason of the 15%+ pop today? If so, do the Americans know that BOS, in spite of its name - Air Boss of America - is a Canadian company"? Under buy American first, how can BOS be considered a potential vendor? Nevertheless, here is the quote:

"BOS has been named one of three vendors selected to bid on a U.S.
government surgical gown contract. This notice of intent from the U.S. government reinforces our view that BOS has proven to be a key supplier for PPE (personal protective equipment) and there remains strong demand for medical supplies given the need to stockpile inventory. We rate BOS as Outperformer with a C$55 price target."

Just wonder?

Q: Your thoughts on scy. Do U see material change with the news out of Nevada? Thank you.

Q: Peter; How does one know when the “ generalists “ sector are buying the oil and gas sector? Thanks. Rod