Investment Q&A

Q: Ignoring the risk that come with a Chinese company, how would you currently evaluate BABA's business as a long term investment? I'm interested to hear your thoughts on the business aspects you typically focus on, such as management, earnings growth potential, debt, cash flow, runway etc.? Thanks
Marc

Q: Assuming a deflationary scenario and a continuing low interest rate environment for the next 18-24 months or so, what are your top five sectors and the top three picks within those sectors.
Many thanks for your most helpful advice.
John

Q: Hi
I also hold BEP/UN and AQN. Being that BEPC is at break even now, I am wondering if I should hold it, or switch it out for BLX if BLX has more potential for growth over time. Would you have a different suggestion than BLX? Your thoughts on this would be appreciated!
Thanks for all your hard work - Dawn

Q: Hi 5i,
I'm lucky yo be up 100% in KEY over the past little more than a year in a registered account and based on my buy in price I receive a healthy 12% annual dividend. Although I know it can be thought of as a utility I realize KEY is more properly classed as an Energy stock and I also hold significant weight in ENB and TOU, so paring down Utility/Energy weight would be OK. I'm wondering if KEY's future growth and dividend prospects are strong enough that I ought to just hold on to all of this (so far) very good thing, or if it might be both prudent and rewarding to sell 1/2 and buy into GSY with the proceeds. I hold both CM and BNS but in reasonable weights and mainly for dividend growth, and I wonder if looking for some torque from GSY with the profit I've made in KEY makes sense.
I'd sure appreciate your thoughts. Thanks.
Peter

Q: EQX: hold no gold stocks. Thinking might be a good idea with all the debt. floating around as a hedge against that and inflation. I was thinking of this company; however, concerned about the location of the mines in S.A. - stability? Any comment of location of mines and % of total production - risk - political etc.?

Q: I bought opening positions in these three names a few months ago. I am down on all three and they now each represent less than 1%. I'd like to consolidate by eliminating one. Which one would you sell? Which one of the two remaining ones would you boost with the proceeds today?

Q: Good Morning Peter, Ryan, and 5i Team.
My question is regarding position weightings. I have trimmed TFII once since I have owned it but it continues to run and now represents about 8% of the account it is in. (Thank you so much for the original recommendation) I have owned CSU since $88 (Thanks again) and trimmed it along the way as well. After the last time I trimmed CSU I vowed to never trim it again unless Mark Leonard sells out or the wheels really fall off. How do you approach position weightings when the trend is your friend ? Thank you for your ongoing help. DL

Q: HI folks

JD is getting hit lately ..any cause for concern?
Thank you and have a great summer weekend

Q: What can you tell me about this company. Recent IPO, I think? Does it have potential?
Thkx... JP

Q: Hey Guys,

Right now I'm holding Pintrest inside a "balance/growth" portfolio. I am thinking of switching to Visa (already holding PayPal), thoughts???
Take care
Jim

Q: Hi Team! Can you provide an opinion on this company as an investment?

Q: Hi everyone and thank you for your good service.

I own both stocks. 200 of IUSG and now with the split of NVDA, I own 52 shares.

Both are up 65 % in my portfolio.

Should I sell 100 shares of IUSG to buy 48 shares of NVDA? I had a good experience with stock splitting in the pass with Tesla and I was wondering if it worth the trade.

What do you think?

Martin

Q: Can you please tell me the best book to read to learn about Japanese candles. Thank you. Bob

Q: Do you think that Telus intends to keep a significant holding in TIXT. I realize more secondary offerings could be in the cards and its anyone's guess but just your thoughts would be appreciated, thanks.

Q: Hi Peter
Mullen group results looked good except for the drop in net income due to foreign exchange. There was also an analyst upgrade. Still, the stock dropped by over 4% today. Can you tell why the stock dropped today?

Q: Modest amount of funds in trust for teenagers. Plan to sell Alteryx at small loss. What would you suggest for USD purchase please? I was looking @ VTRS. Not keen on debt levels but will it provide downside protection in this volatile market? Time horizon 1.5 years. Could you also please identify growth oriented names. VEEV already owned. Also ETF ideas to look @ please. Please deduct question credits as appropriate.

Q: Hello,

What are your thoughts on AECON results? Market seems to like it. Being cheaper than WSP is it starting to look more interesting? Thanks.

Regards,

Shyam

Q: Could you compare as an investment between the two. If you were to purchase? Which would you lean towards.
Thanks

Q: Thanks 5i for your valuable inputs. I owe KHC for about past 4 to 5 years and am down about 50%. For a long term hold with appetite for risk would you recommend to hold and ride it out or suggest something better in the same sector.

Thanks as usual

Q: I have done very well with each of these stocks. The news from China is a concern. I know you are not experts in Chinese stocks, but I would like to hear your opinion on whether to sell or hold.