Investment Q&A

Q: Hi 5i Team - Does Lightspeed have the fundamentals and resources to survive a continued short attack, Secondly do you have any concerns regarding its business model going forward. Thirdly from what I have read and heard many restaurants are struggling to hire enough staff to continue operating on a full schedule even though indoor dining is now allowed in many jurisdictions with vaccination passports. As a result some are reverting to takeout only. Since Lightspeed serves the hospitality industry, is this a concern?

I have a relatively large position in lightspeed and need to trim. The question is how much. Your response to the above questions will help me with my decision making.

Thanks again for the excellent service and Happy Thanksgiving to all!

Rob

Q: I am looking to shift some of my portfolio from the oil & gas sector to the renewable energy sector. Can you please recommend some possible companies/investment opportunities to consider?

Q: Hi 5i
For a 3 year hold which one will be most rewarding :
NIO, Ford Motors, Rivian (unlisted as of today), Please can you share you opinion
medium risk, I do like what Rivian is doing.
Thanks

Q: currently own KL @ $61,80 - am planning to sell for tax loss.
better to replace with AEM immediately or wait for 30 days and repurchase KL? ( am I correct in assuming that the price of gold could rise and if I waited
this could cost me.)

Q: Do foreign companies held in American Depository's qualify for drips? For eg, I hold BP PLC ADR (in a registered act) and it pays out but does not reinvest. Is this a brokerage issue?

Q: Hi!

I'm sitting on some large gains in the energy sector. Given the cyclicality of the sector how should we go about trimming our holdings? Should we just maintain our sector allocation and trim if and when it gets too big? Its taken a long time for energy to come back since 2014 so I don't want to sell too early, but any unforeseen event can hurt prices quickly. Do you think we are still in the early stages of the energy/commodity bull market? I read they tend to run in 5 year cycles.

Thanks,
Jason

Q: I know you like ADT.B as a company and its management but the stock hasn't done much over the past couple of years. At some point does the lack of share price growth warrant removal from the portfolio?

Savaria is another one, and despite all the potential for a reopening trade Air Canada isn't 'taking off'. Do you think these two should be considered for replacement with something else that can provide better growth?

Please deduct credits accordingly.

Q: what are your thoughts about investing in bitcoin?
I know its very volatile,but with the huge amount of debt created sounds like an option.
would this be a good inflations hedge?or would you prefer gold?
If I invest in USD in this fund or a US company are there consequences with filing in the US?
This so called W8 form?

Q: I know this is a bit out of your focus area, but I have a small position in a small UK company called Focusrite. Have you got any opinion, Buy Hold or Sell?

Q: I just read that Q4 IPO is on again. To me it seems that the company is operating in a fantastic market space, provided it can exploit all the segments. Do you think it has the potential or am I being over optimistic? Are there any other companies operating in this area? Thanks for your input.

Q: There is quite a rush of IPOs coming on the market. Can you please rank the potential of these IPOs and any financial details you may have
Q4 Corp
D2L Corp
Propel Holdings
Share through

Thanks

Q: Is there another good Canadian-listed ETF similar to VGG? I need another one or two so I don’t exceed exposure in a single ETF. Anything based on the S&P is not ideal as I already have a fair bit of technology exposure.

Thanks.

Q: Hi 5i with the recent pull back is DND a buy as I have only a 1/2 position; or should I stay away and wait for better momentum?

Q: Regarding Sun Life's dental purchase how do you view this. If I go back to Peter Lynch it seems almost to be diworsifying but I have no clue.

Q: Regarding Robert's question this morning about withholding taxes on foreign dividends:
It is my understanding that there are no withholding taxes on the dividends of companies headquartered in the U.K.
I have never had taxes withheld on my U.K. holdings (BTI, BP, AZN). RIO plc is also headquartered in the U.K.

This is a very informative website:
www.dividend.com/dividend-education/everything-investors-need-to-know-about-foreign-dividend-stocks/

Q: I need to increase the healthcare allocation in my portfolio. I am considering MDT, DGX,and CVS as, I think, together they provide a good balance of strong fundamentals, yield and some growth. Do you agree, and do you have any other (non-pharma) suggestions.
Many Thanks
John

Q: Your Portfolio Analyzer tells me that I need more 'Healthcare" since I only have UNH and Well. Can you suggest an addition?

It also noted that I have zero consumer defensive. Can you suggest two for this sector.

A further note was being over weight in Canada.

Thanks again! Dan

Q: Hello, About ten days ago, shortly after the merger news, 5i was indifferent between the two stocks. Is this still the case, or do you have a preference?

Secondly, if you choose AEM, I already hold it at a 30% loss, but continue to like it, more so after the news. My crystalized cap gains for the year and scant available losses(kudos to 5i for their part in that) have me considering buying KL and selling AEM. Do you see any timing or other issues with that approach from an investment point of view? If so, would you advise to stick to the traditional sell AEM and buy back 30 days later approach if still liking it?
Thanks,
Tim

Q: Any particular reason Toi has been a bit weak of late?

Q: Hello Team,
I am over weight with SHOP at the moment and very small LSPD holding. Would you recommend selling some SHOP and buy LSPD to balance? or Am I increasing the risk by doing that?
Thanks!