Investment Q&A

Q: Two separate questions on the same theme I guess. First, Can you comment on CAE’s ability to deal with an inflationary environment, especially if interest rates were to rise? Thinking of their balance sheet, “pricing power” and so on, as well as their current P/E versus historic. Second, wondering how XHY might fare in the near term as well? Looking at the last number of years it has held up pretty well considering the yield, but it seems like a fair number of storm clouds gathering on the horizon that make me wonder about defaults etc.
Thank you,

Q: There’s a great deal of commentary lately on the economic impact of energy supply disruptions (China moving energy supply from manufacturing to housing being one example). The continued pressure from the environmental lobby along with probable COP26 commitments might further interfere with the usual flow of commerce. Given the Canadian government’s disdain for the golden goose that is gas and oil, I find I don’t have confidence Western governments will make wise economic decisions. The current situations of the UK and EU are further evidence of very poor energy and economic planning. I realize there’s always something to worry about so is this more noise or do you think the investing horizon may be changing in a material way as governments cede the economic landscape to environmental policy. As the holder of primarily growth stocks with a long view I’m wondering if it’s time to reevaluate my portfolio given the winds of change. Your thoughts please.

Q: Peter and His Wonder Team
MND is selling Cerro Bayo mine and the stock is up. Please give me your current estimate of this company. Does it have any potential upside or a good time to sell ? Thanks...your insights are always helpful!

Q: Hi 5i,
Thinking of selling VXUS and buying VEA, VWO, DIM, DLS in its place to gain wider exposure to international stocks, what do you think of this idea. I will be able to control percentages in various market cap. companies too.

Q: Hi 5iResearch team
I am in the process of doing re-weighting. I know the above etfs. The US bond etf (VGSH) has very low interest yield compared to the CAD ones (XSB, ZCS, and ZCM).

1. Are there other US bond etfs that are similar to the above CAD ones in terms of yield and risk?

2. ZUP is in CAD$ and US$. Can you please recommend two more (CAD or US) etfs that are similar to ZUP in terms of yield and risk?

Thank you for the great service.

Q: From a valuation point of view what is 5i's opinion on beginning a position in this stock at current trading levels given that CWL's stock is already up almost 150% in 2021?

Q: Have some US$. Thoughts on the Zero Coupon product from Pimco.

Q: when does this company report and what are the expected numbers? also with another part of management bailing out, co founder leaving, could this be in anticipation of some bad results pending? thanks....

Q: What's your opinion of CTS and RAY.A? Are they worth considering for a TFSA account, especially RAY.A given its dividend? Thank you.

Q: In a tax free account, between these two, which would you recommend for a long term hold? Or is it a wash?

Thanks.

Q: BEPC is currently down 37% from its 52 week high. For a 3 year hold do you see this as a buy for good capital gain or more of a value trap? Thank you.

Q: Topicus or Shopify over the next 5 years? Or 50/50?

Q: I have a large loss on this one. Should I dump it now? Note it is in my TFSA.

Q: I was wondering if you heard any news that would have caused the halt in trading in this stock yesterday? Still in effect this morning.

Thanks

Dave.

Q: your opinion about MCR please.
Why is this company lagging the oil sector?you would think it would move with oil price going up.
Is there a chance it would be a take-over candidate?
are there other companies that you prefer ,like Questor or XBC?

Q: On Harry's question on why is he down a couple hundred bucks when buying a US stock ,if he is buying from a Canadian dollar account it would be due to currency conversion.You can set US dollar accounts so you do not get hit with currency conversions.

Q: I have $10K to invest. Is it better to buy Apple shares directly or should I buy Canadian Depositary Receipts (CDRs). If the stock moves up 10% will CDR also move up by the same %. Apple pays dividends will I also get dividends if holding CDR. Is it safe to buy CDR what happens if it gets delisted?

Thanks for the great service

Q: I've been watching the trading pattern for the last month. Bids and asks change every minute with what appears to be downward pressure. Most of us buy and hold for a decent amount of time. Is this some kind of computer program by large trading houses manipulating the price. If so is this common with all sorts of stocks.

Q: Best energy ETF for a 12-18 month hold?

Q: Please give me some US industrials (large and mid cap) that you like.