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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: Just a comment...this morning BMO Investorline journaled additional "cash in lieu" to my accounts for the takeover of IPL. I assume this is as a result of the many comments I made and others that the cash portion for our shares seemed very low, about $18.46/share for me. The new amount raises the cash portion to about $19.90/share. Something went wrong on the distribution and this is much more reasonable but I wish I had taken the $20/share cash offer.
Read Answer Asked by Earl on September 29, 2021
Q: Hi 5i,

Just a comment: The short report on LSPD reminds me of a similar short attack on SHOP, at a time when SHOP had attained the lofty heights of around $120 a share and the short report concluded that it couldn't be worth any more than about $60 a share. It is very difficult for investors to have any certainty in the moment but that short thesis on SHOP turned out to be garbage and it is quite possible that this one on LSPD is too.
Read Answer Asked by Lance on September 29, 2021
Q: Good morning
Do you have any thoughts on the company ACV ETFs?
Thks
Marcel
Read Answer Asked by Marcel on September 29, 2021
Q: Greetings 5i team.

Can you please give me your updated opinion on THNK?
I don't see any results for 8/23. When do they report next?
What are the numbers expected?
Do you think the recent Chartwell win will move the needle much on revenue?
I like the space they are occupying in the transition telemedicine going forward. Do you?

Many thanks.
Read Answer Asked by Arthur on September 29, 2021
Q: In the interests of proactively rebalancing my portfolio for the coming year, I'd appreciate your recommendations on the sectors you would be inclined to overweight in 2022...and those you would underweight. On a related note, my tech stocks have now grown to 21% of my total holdings. As a recent retiree - with a solid pension, reasonable risk tolerance, and relatively balanced portfolio - would you be comfortable with that weighting? If not, what would you advise? (As a loyal 5i reader, I'm mindful that portfolio weightings are a personal call.) Thank you.
Read Answer Asked by Maureen on September 29, 2021
Q: Good Morning,
Can I please get a handful of your favourite copper stocks right now?
thanks
Read Answer Asked by Chris on September 29, 2021
Q: Markets are going through a correction the past couple of weeks, particularly today (Tuesday). Tech is being hit hard. Can we have your assessment of the situation and what you see unfolding in the next few months? Do you view this as a buying opportunity or is it too early for this? Can you provide some names that have sold off too much in your opinion and might lead the rebound, when it happens.
Read Answer Asked on September 29, 2021
Q: In my wife's TFSA we ended up with a bunch of Peyto stock that essentially I did not liquidate in 2020 because by the time I accessed the account it was sort of too late. In a fairly typical example where the best investments are the forgotten ones, it has swollen to a major part of that account. What are your thoughts on its run, its current debt and its potential. I will be reducing the holdings due to the position size but I have been reluctant to sell much while it has been on a (volatile) run up.
Read Answer Asked by Graham on September 29, 2021
Q: I own Abbvie already and would like to add another company from the health care sector. What would be your next choice for a long term hold in a dividend focused portfolio? Considering maybe JNJ, PFE, BMY, AMGN, ABT, MRK.
Read Answer Asked by Serei on September 29, 2021