Investment Q&A

Q: Do you see PKI as competitors? If so, which one would you own.? If not, would it seem necessary to own both?
Thanks, David

Q: What an interesting approach to my enquiry. I'm currently in the midst of a 30 day free trial and thus far I have posed two questions to your team. The first was answered professionally. The second was met with disdain and an indication that I am "out of credits" and should renew my membership. Fascinating. If anyone of any importance sees this and would like to take action to perhaps answer my second question, which was about GSBD:US, that would be appreciated. Thank you.

Q: Algoma Steel has announced merging with a SPAC at a valuation of 1.9 billion. Could you compare this future valuation to STLC

Q: Good morning team,
With regards to the run up on copper prices over the last year my concerns are about China's warning on the high price and it's possible "clampdown" on the excessive speculation within it's country.For now, the price of copper has been pausing ,but the forces of demand due to expanding economies ought to push prices higher.How could China's "warnings"affect earnings of all copper producers looking at two or three years down the road?

Q: TRP.PR.J is being redeemed at the end of this month. Are there any signs or warnings that a company may be redeeming their preferred shares? I would prefer not to invest in a particular preferred share if it is being redeemed in near future unless redemption is at a premium to current market value.

Q: I have owned blackstone for years and done well with it. Do you think I should take advantage of the run up in the Share price recently and sell it or is the company still fairly valued and poised for continuing its run? My position size is not unreasonably high so not to worry about portfolio weight. Thanks

Q: Hi, Topicus released excellent results, 3 weeks ago and stock touched an all time high of $94.80. However, since then it has been in a continuous downtrend and as of today, lost 20% of its value from the peak. Stock's decline over this period has been relentless and rather systematic. Specially for past 1 week, stock can not seem to hold its open and close lower, every single day, no matter what the rest of technology sector is doing.

Volume, though, has been low, which could imply that sellers are not institutions, rather some retail investors booking their profit, from the free shares received or bought cheaper, during initial listing days.

Your recent comments have also been consistent with this observation and you have expressed your comfort with buying/adding at current levels for long term. So we have done and we hope (with Constellation Software's incredible history, in mind) to do well over next several years.

However, the price action of the stock has been weak and frustrating, to say the least.

It would be really helpful, if you could share any further thoughts or insight.

Thank You

Q: I own this stock because they are the lowest cost gas producer in Canada and I always thought LNG was a no brainer and would get built in B.C. Today only one facility looks like it will be completed and gas seems a lot less attractive without the possibility of LNG. Is it time to move on although gas stocks still seem cheap? This is my only energy stock. THANKYOU

Q: Dear 5i,
Here are the stocks I have left to purchase from your Balanced portfolio, can you please place these in order or how attractive they are at this time for a long-term hold? Also, is QQQ a good starting point for US focus holding in a registered account? Thank you.

Q: I am looking for a US etf with long term growth. This in order to balance out the over-weighted Canadian portfolio of blue chip dividend stocks. This investment is long term, no short term plans for this allocation and do not want dividends for tax efficiency. This question applies to both RRSP and non registered accounts. Could you provide me with 3 suggestions please.

Q: Extendicare is government funded? Do you believe that the government is going to increase patient funding and also aid in funding for construction of new facilities going forward? Would you recommend buying any of these three now? What is your ranking of these three?

Q: Hi, I think 5i intends to cover Topicus with a detailed report soon. Looking forward to that !! How would you rate it, Today compared to Constellation Software's "A". Thanks

Q: Hi Peter & 5i,
Is there any ETF's in Canada or the US that concentrate on Semiconductor Equipment Manufacturers. If so which would you recommend.
Thanks Guys,
Ivan

Q: Hello. What are your top 5 picks in Canada + top 5 picks in the US for capital appreciation over the next 12 months? Any sector etc. Thanks!

Q: Hello 5i teams,
Could you please suggest 3 growth & 3 value companies which has room for upside in next 2 to 3 years hold.
Thx

Q: Your thoughts on the q announced today would be appreciated. What stock would be a good comparable? Thanks guys.

Q: When does the deal close? By when do you think better bids could appear?
(to replace PHO - what do you suggest?)
Also what semi play do you like? Do you like the manufacturers? Do you have a prefered play there?

Thanks
Mark

Q: Hi ,
I hear about Bitcoin, Dogecoin and all sorts of other coins and names. The complication of understanding them kept me on the sidelines, not to mention the wild daily fluctuations. I was wondering if an easier way to get some exposure to Bitcoin, directly or indirectly, would be to buy some shares in Square?
Your thoughts are appreciated.
Thanks

Q: Good morning,

I am considering increasing my international exposure as per portfolio analytics and am stumped between ZDI and PID. Both hold a lot of the same investments. In fact 31 of the ZDI stocks are the same as PID holdings are the same, although not in equal proportion (roughly 44% ZDI to 34% PID - mostly due to fact that the PID strategy is close to equal weight investments). My current positions in both funds are 5% and 3.75%. I am looking at increasing either or combining. I also have a 4.75 % position in QEF which I feel is sufficient since I am not yet convinces ESG is the way to go.

Can I have your thoughts on PID vs ZDI ? Thank you for your valuable input.

Q: Can you comment on QUIS earnings released Tuesday after the close. Do you feel their potential is as good as their projections? Would you complete a position or wait for more concrete results?