Investment Q&A

Q: With the surge in commodity prices I bought positions in BHP and RIO. My portfolio is well diversified and mainly in value supported by yield. BHP and RIO combined only represent 3.3% of the total portfolio.
What concerns me at this point is the current noise about a potential recession later this year. That could hit metals and minerals fairly hard, particularly if the recession, if it happens, is worldwide. Spending on infrastructure construction as well as the demand for manufactured products could decrease substantially.
My first question is whether you support this scenario of a late 2022 recession. My second, obviously, is whether it's time to trim, sell, or just chill and ride out any downturn in the economy as I generally do. I do like the dividends of both RIO and BHP although they could easily be cut.

Q: What do you suggest in Food , Fertilizer and
Material stocks? I am looking at"beefing" up in those three areas as a protection for the present high inflation.

Q: Hi, Do you think Birchcliff still has room to run yet with the increase in NG? What is 5I opinion of the stock going forward? Thanks

Q: Hello 5i team,

Based on growth of revenue and income and not forgetting the debt level. Which one of these two companies would be better suited for higher inflation rate and starting one's position in.

Thank you

Ed

Q: Can I have your thoughts on this stock? For a 1-3 year period - Hold or Sell? Thank you.

Q: With NG going up, I wonder about NG stocks, which would I5 suggest?

Q: On March 24, 2022 Axcelis Technologies Inc closed at $82.53 US. On April 14, 2022 it closed at $56.43 US. Was there some bad news?

Q: Hello 5i team,

Based on their growth by acquisition and not forgetting the debt level. Which one of these two companies would be better suited for higher inflation rate and starting one's position in.

Thank you

Ed

Q: Hello 5i team,

Based on price level, revenue growth and not forgetting the debt level. Which one of these two companies would be better suited for higher inflation rate and starting one's position in.

Thank you

Ed

Q: How would you rank these tech picks today?

Q: I'm looking for tax-loss proxy suggestions for the above names. Thank you!

Q: BASED ON GROWTH AND OUTLOOK IS THE STORY STILL ON TRACK?

Q: Hi,

Perhaps you can help me with this tax question. Does one have to necessarily include both capital gains and capital losses for the year, and calculate the net gain; or can one pay tax only on items that have capital gain and selectively keep some or all of the capital losses to be applied in later years?
Regards
Rajiv

Q: Has anything changed at Sylogist that may explain its continuing decline?

How would you evaluate its current price in relation to its value?

Q: Hello, is the business profile of NVEI and LSPD the same? If you had to invest in just one of these two names, what would be your choice today? Thank you

Q: Should we buy TWTR now around $46? Almost have 20% profit! Since Elon Musk asking for $54.20!

Q: Is this a screaming buy at current levels? Assuming the large acquisition does not go through or if it does?

Q: I hold this stock and am considering selling to purchase a Canadian natural gas producer. What are your current thoughts on this stock?

Q: Another stock that just came across my radar. Looks like management is executing, pays a dividend and is in a sector which could see continued activity and growth. I realize its thinly traded. Would you pull the trigger on this one?

Q: HI 5i
I have half positions in NVDA ($217) and VEEV. ($194). Which would you add to now? or would you suggest dumping one and re-invest the cash into the other?

Thanks, Greg