Investment Q&A

Q: Peter; Any reason natural gas is off about .45cents this am ? Thanks. Rod

Q: Please provide comments on PLTR quarterly results. Would you consider purchasing a 1/4 position if you only have a 1/2 position right now and you holding period is >5years?

Q: Continues to drift lower. Would you be buyers? I suspect there are some further tax loss selling going on.

Q: Can you comment MAGT's latest earning please?

Thanks

Q: Hello 5i Team

I currently hold a Canada Real Return Bond (Canada Dec-21) in a RRSP account which matures December 01, 2021.

I would like to maintain my current exposure to Real Return Bonds, however from experience I find it very difficult to purchase Real Return Bonds from my discount broker.

I am looking at the following current Real Return Bond ETF:

XRB – MER = 0.39 % – Effective Duration 15.26 year – YTM 1.83 %

ZRR – MER = 0.28 % – Effective Duration 15.91 year – YTM 1.65 %

Three newer ETFs based on the US short term TIPS are as follows:

BMO Short-Term US TIPS Index ETF (Hedged Units) [ZTIP.F] – MER = 0.17 % – Effective Duration 2.65 year – YTM 0.24 %

iShares 0-5 Year TIPS Bond Index ETF (CAD-Hedged) [XSTH] – MER = 0.15 % – Effective Duration 2.60 years – YTM 0.23 %

Mackenzie US TIPS Index ETF (CAD-Hedged) [QTIP] – MER = 0.17 % – Effective Duration 8.05 year – YTM 1.13 %

Which ETF would be a suitable replacement for my Canadian $ Real Return Bond maturing on December 01, 2021?

Thank you

Q: I have two smaller positions (about 1% each) in Gildan and Manulife, and I am considering consolidating them into a position in Apple (would be roughly 2.3% of total portfolio). I believe I still have room to add to my technology weighting, as I am around 12% currently, and I still have decent exposure to both consumer discretionary (roughly 10%) and financials (roughly 19%). Would such a switch be reasonable, or do you feel a more compelling argument could be made for consolidating around either GIL or MFC?

Q: I read your answer on DND this morning and you noted they missed EPS expectations.

I was trying to figure that out after the earnings were released yesterday but it seems pretty muddy to me with the shares, debentures, diluted eps/non diluted etc. The EPS expected on the TD site was 21cents and if you take shares outstanding (listed on TD at 68.1m) I get 32cents EPS on income of 22.1m.

So to break that down what did you see as the expected EPS and on what basis was it?

Also I cannot find any information on the debentures (other than the amount raised and the nominal denomination) and at what rate/level they are convertible. Do you have that information?

Q: Hi 5i
I have been unsuccessful in my search to find the release date for HWX 3rd Qtr results. Are you able to provide it? Thanks

Q: Hello,
I thought Nvei's results were very good. Why is the stock tumbling? Would you add at this time to Nuvei for full position of 5 percent? What are your thoughts on ATS automation and Trisura and Auto Canada for longer term? Also with big push on EVs, would it be a good time to buy NFI? Thank you for the service.

Q: Hello 5I,

I am interested in taking a position in Tecsys, but i am concerned about the low

daily trading volume, and the liquiity. what are the reasons for that? low public float? Big insider ownership, or large institutional ownership?

Would it be a worry for a new investor?

Thanks

Stephen

Q: What are your thoughts on the Paypal quarter? I believe I've seen from other questions that you hold their stock. The drop today seems excessive but I'm curious what you think.

Cheers

Q: Hello 5i Team
Please comment on AMD deal with FB and PayPal earnings also their deal with Amazon going forward.
Thanks for all the guidance each and every day when reading the Q&A .

Q: Hi 5i
1. What is your opinion on PYPL earnings and future?

Does this company hold any/much interest to you..why/why not?
With the current drop in share price what would be decent entry point? Would you add to existing position,hold or exit?

2. With reference to a previous question on NUVEI, what would you consider good entry point for this stock given current price drop.

Thx
Jim

Q: Is a Canadian company like Abcellera, that trades only on a U.S. exchange, considered foreign property?

Q: SJ is dropping drastically today, do you know why?
Also, years ago you referred to SJ as a Rip Van Winkle stock. Are you still feeling that way, or is out of favour? If you recommend to buy more, up to 1/2 a position, what target price do you think makes it worthwhile?

Q: How significant is the delay in filing the financial statements?

Thanks

Q: When it comes to small caps I have never been a believer in " The market has priced in " or " The market looks ahead " .... I am a firm believer in ..... " The market is herded by the loudest barking dog " .... For example REAL makes money , has money in the bank, missed earnings by a penny and got crushed .... The " dog " got very loud.....This brings me to AND who in two years with a 14% annual growth rate is getting close to tripling in price .....It's a bricks and mortar type of company which appeals to me .....But AND is a small cap that has had a run ..... Please give me your opinion of a current valuation for the stock ? { stock price and a good entry point } And more importantly a speculation on what that damn "dog " might do should they miss earnings estimates by 4%-10% ? { stock price } .... Which with the world's current supply chain issues is certainly possible .... For example new truck drivers are in short supply these days ..... I realize I am asking you to make an educated guess but I trust your guessing a lot more than mine ......I am having a tough time assessing this particular small cap's volatility potential which is how I assess the position size I take .....Also please provide the next earnings report day ? ..... Thanks for your great service .....

Q: Hello,

Can you please comment on VUZI? Would you purchase this stock at current levels?

Thanks

Q: I was looking into crypto and was considering 65% ETHX.B and 35% BTCQ over buying ETC which is 70/30 Bitcoin/ Eth.
Wondering your thoughts as this would be a five year hold and a 5% position. I would also look at an Alt Coin ETF are you aware of any in Canada or USA?

Q: Annually I review my portfolio following a great book I read years ago, called "Master Your Retirement" by Douglas V. Nelson. One calculation I perform is to calculate the average beta for my entire portfolio.

I hold these two legacy funds. I haven't been able to find their beta for a number of years. The last data I had was 1.00 for RBF1018 and 0.40 for CIG50217. Can you check your search engines for anything more recent...thanks.

I also hold Eric's Nine Point Energy ETF (NNRG). I can't find a beta for it either. As a proxy I used the beta for XEG (2.33). Do you have anything better...thanks.

Thanks for your help...Steve