Investment Q&A

Q: I’m adding to a partially established portfolio (growth-oriented, long-term). I’m interested both in taking advantage of the recent tech downturn (although not too much, as I’m already somewhat tech-heavy) and in further diversifying. Two questions:

1. I own partial positions in the following securities and am looking to add more. Could you rank them in your order of preference for purchasing now? Any you’d avoid buying now?

WELL, SHOP, ATZ, STC, PHO, ENGH, KXS

2. I’m considering buying positions in the following new securities (not easily comparable, I know), with a view to diversity and growth, as well as US exposure. Could you rank them in order of preference for purchasing now? Any you’d avoid buying now?

BNS, SLF, PLC, MG, LAC, REAL, TFII, NVDA.US, ROKU.US, SQ.US

Thanks for your great work and please feel free to dock me for two questions.

Chris

Q: Looking at the financials for DND, I am having a hard time seeing a clear path to profitability. Is there any insight you can provide?

Thank you for all you do.

Q: Hi,
How would you rank these reits in regards to revenue, distribution security and growth.
Thank you
Ed

Q: Hello Team,
With Visa's DOJ issue, would you stay the course and keep it, switch it for Mastercard to stay in the space or go totally elsewhere?
Thank You,
Barry

Q: Hello
Could you comment on MBCN Q4 earnings?
Thank you.
Stephane

Q: Hi 5i Team, Could we please get your opinion on Cominar current situation/valuation + future perspectives in an eventual post-covid era compares to other REITs ? Thank you,

Q: Can you explain simply how consensus estimates for quarter results are arrived at.
CSIQ with predicted loss of .55 had earnings of .11
Thank you for your thoughtful analysis
Peter

Q: Yesterday, I asked you for recommendations in the silver space and you suggested two silver miners. Does that mean you don't think something like PSLV is a good investment?

Q: Why is Roger's offer for Shaw's class A shares the same as class B even though they trade at different prices?

Q: I have a half position in each of the above stocks.
Would you add to any of them at this level to take them to a full position? Would you sell any of them at this level? I have a five year time frame.

Q: I have some V and quite happy with it. Do you think the news today is material or a good opportunity to pick up more.....or better to see how it plays out....I know this one is hard to answer but you folks are smart!! Thanks for all you do!

Q: Retired, dividend-income investor. A question earlier today has motivated me to finally ask this question....been thinking of it for quite a while. It had to do with potential rising interest rates and your response was that dividend investors should be prepared for a bumpy ride in the short term (my paraphrase of your answer).

I own the above securities and for the most part trim-add around core positions that I hold for the long term. Is it possible to divide the above securities into two camps....one that would be "ok" in a rising interest rate environment and the other that I should consider trimming a bit or maybe selling? I am ok riding things out for the long term and do not normally react to short term volatility.

Thanks for your help....Steve

Q: Hi team, I’ve listed my top holdings each representing approx 4- 5% of my total holdings (RRSP). Looking for your top 5 conviction stocks regardless of industry, sector, size, exchange etc. For a 5 year hold. For each suggestion please include the max weighting you would consider reasonable.

As always, thanks for the insights and keeping us grounded in fact.

Don

Q: i own a small cap stock that habitually sees a trade of 100 or 200 shares in the last hour of trading to bring the closing price down to less than its daily high. If I traded like that I am certain I would be investigated and possibly even demarketed by TD brokers. Why is it that when a firm like Goldman does that (as in my particular stock), its OK? Is there one rule for retail investors and another rule for institutional brokers? Same goes for those houses that trade to walk the price down so they can trade a block. Is that not stock price manipulation?

Q: I recently sold a stock at a loss of a few dollars. If I choose not to claim a loss on this transaction am I allowed to re-purchase the stock inside the 30 day
parameter without penalty?

Q: If one was to buy into The Score is there an advantage one way or the other into buying in the US vs Canadian market? Thnks

Q: Happy Friday. But not happy with my Visa stock down almost 5%. Most unusual. Can't find any news. Could you offer me your expert understanding? Thanks so much.

Q: What did you think of their results? They seem pretty good to me and they do expect 2021 to have better metrics. Like junior oil and gas companies, my skill-set in miners is low so your opinion matters very much to me. Thanks.

Q: Hello 5i, could you please comment on UPST's earnings and whether you would trim a modest holding after the very large jump in the stock price, or hold. Thanks.

Q: Hello 5i
Please comment on Upstarts latest quarter and their prospects going forward.
Thank you
Dave