skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Got to thank Dan for the reading suggestion...turns out David Dreman has a recent book online "Psychology of Money" at https://pdf.pdfread.net/dl/viewer.html?file=https://pdf.pdfread.net/titleauthor/The%20Psychology%20of%20Money%20Timeless%20Lessons%20on%20Wealth%20Greed%20and%20Happiness%20By%20Morgan%20Housel-pdfread.net.pdf#page=6&zoom=auto,-19,744    It's a good read about Luck and Risk, and more.......Tom
Read Answer Asked by Tom on March 02, 2021
Q: Hi, I was wondering if you could explain inflation and the impact on the economy and companies? Why the US is seeing inflation with the pandemic affecting businesses and jobs. I thought inflation meant growth in the economy. Is this current inflation numbers a blip or expected to last a few years? Do I follow the trend of sector rotation?
Thanks
Read Answer Asked by pietro on March 02, 2021
Q: Hi 5i,
In reviewing my asset allocations, I am underweight in US and International. I am also light on Healthcare, Industrials, and Technology. Are there any companies (top 5) that jump out at you as growth based names that could help with this in terms of a 'two-birds-one-stone' approach?
I have a 10+ year timeline and a high risk tolerance.
Thanks in advance!
Read Answer Asked by Kyle on March 02, 2021
Q: With so much attention on EV’s, questions
related to charging stations - and battery suppliers are becoming more important.

I am looking for a basket of companies in which to invest that 5i believes can benefit from these developments.

As part of this theme I am wondering:
1. Where will people recharge their vehicles?
Will traditional gas stations - including companies like ATD.B and PKI - retrofit some of their gas pumps to charging stations?

2. Who will supply the volume of batteries that are expected to be required? As someone said the other day “ right now Tesla owns the “bakery” ....which gives it a huge competitive advantage over the other potential competitors.

Thanks for your help here.

Read Answer Asked by Donald on March 01, 2021
Q: What would you suggest as a way to gain exposure to Electric Vehicles (EV’s)?

I have electric producers, as a common denominator, but wonder whether direct investment into auto or parts makers, and/or battery components (lithium/graphite) would be worthwhile.

Any suggestions for some small dabbles?
Read Answer Asked by Dano on March 01, 2021
Q: In your reply to a question today about these three companies, you ended with "We would still prefer BIGC." I wonder if you perhaps meant "...still prefer SHOP?" If not, could you elaborate on BIGC's virtues?
Read Answer Asked by David on March 01, 2021
Q: I saw your response to the only question on Cielo from Feb 08 and was wondering if your thoughts had changed in the last couple weeks. The CDIC / CDEV has turned in to an equity investor as of late. I have a lot of respect for Robert McWhirter and his abilities to accurately make no BS calls on stocks and he declared his interest on BNN market call on Friday. I bought a large position on Feb 04 after reading about the company I hope it can rival Xebec.
Thanks Steve
Read Answer Asked by STEVE on March 01, 2021
Q: Hi. I have a question about the target price set out in the company profiles on 5i. Take Karora Resources, for instance: The current target price is between a high of $6.00 and a low of $5.85. I assume this means that analysts think the share price should go to that level. (Actually, am I even correct in that assumption?) What I can't figure out is what is the timeframe for the target price? In other words, when is it thought that KRR shares will hit the $5.85 - $6.00 range?
Read Answer Asked by William on March 01, 2021
Q: Hi Peter/Ryan, I have no US stocks in my TFSA, RSP or Margin Accounts. I was thinking of adding some but not sure in which account it is best for them, or if it matters. How would they affect each one and do you have 1 or 2 suggestions for long term hold for each of them based on where it is better to hold them. Thanks
Read Answer Asked by Nick on March 01, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!