Investment Q&A

Q: I hold Eric's Energy Fund (NPP314) in my TFSA and have averaged down multiple times in the past. I understood I was probably catching a falling knife, but I believed in his expertise and was also building a position. Now I am up roughly 20% and believe there is more room for his Fund to run. NPP314 represents about 40% of my energy exposure. Most of the balance is held within my ETF exposures (CDZ, ZWC, etc.).

With the recent creation of Eric's ETF (NNRG), what do you recommend? Should I wait until the ETF has been around for a while (like you recommend for other new ETFs) or should I just switch now? What are the Pros vs Cons (aside from the 2.5% vs 1.5% fee that I see in the May 18/21 question)? Will the holdings be identical? Could you please add NNRG to your data base...thanks.

Thanks for your help...Steve

Q: What are your thoughts on how to invest in the story legalization of marijuana in the USA. I'd like to get in early with a small position in something, and just sit on it for a few years. Perhaps an ETF, or one or two stocks. Thanks.

Q: Hi 5i,

Would it be possible to include the top 3 stocks to purchase in the next month from the "model reports" when you issue the report".

This would save a lot of member questions.

Q: To increase my consumer cyclical sector weighting I want to add either MG or LNR or maybe both. What company would i5Reseach recommend and why. Thanks … Cal

Q: Hi Peter & Ryan,
Are there any ETF's that cover Semiconductors in Canada or the US, which would you prefer .
Thanks
Ivan

Q: I just upgraded to portfolio analytics and one of the suggested is upping my US market exposure plus adding to Healthcare and Industrials. I was looking at the XGI, ZUH, HHL to do this but am open to other suggestions.

Q: Parex news reports. in addition to mentioning the impressive buyback program, have been referring to Columbian riots that have been impacting its ability to distribute its product. I don't anticipate any big insights on Columbian politics but has Parex released any news that might indicate whether the recent declines are more opportunity than "imminent collapse"?

Q: Hi, MX has just broken down below its 200 day moving average. Does that give you any change of heart from your most recent comments? Still a recovery play?

Q: Based on the scanty information in the article you recently printed and the fact that NBLY is very close to an IPO, does this company warrant a starter position when the shares become available lto the public? Do you think a share price of $15.00 )plus or minus) is a fair and relevant price for openers? Apparently many drug store chairs have flourished by biying up smaller chairs, and then get swallowed up by the biggest national chairs for big bucks. Could the same happen to NBLY?

Thanks for your continued help.

Elmer

Q: I sold BCE this morning and now have $61,000 cash in my $112,000 TFSA. I'm 85 years old and like 3 or 4 growth stock suggestions for a 2-3 year time frame. My present holdings are 16% BAM.A (up 43%), 16 % HR.UN (down 20 %), 3% TIXT (up 1%), and 10 % WPM (up 25 %). Thanks for your suggestions.

Q: With 3 children presently in university, meaning the family RESP account is likely to be liquidated over the next 5 years. I am wondering what you general opinion is about asset allocation for the RESP under these circumstances. GICS versus equities ?

Q: From looking @ future Forcasted annual earnings growth over next 1-3 years, I have Data showing around 13% does this fall in line with what you guys see?
Thanks

Q: Could I get your thoughts on the share consolidation and rebranding for Qipt? I have a small position, wondering if it’s worth holding on or moving on.

Thanks.

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