Investment Q&A

Q: Any thoughts on TCDA? Saw a claim that a hedge fund is buying 2M shares.

Q: Good morning,
Can you please comment on new found gold. To me it seems like a no brainers in the junior space. Thoughts?

Seamus

Q: 23 year old starting RRSP. Have made small initial cash contribution and now doing monthly pre-authorized cash contributions, Given long time horizon, small current balance and ongoing monthly contributions, I’m looking for a 100% growth-focussed equity ETF that I can have set up to auto-contribute to on a monthly basis and wonder what you might recommend.
Thanks.
Brian

Q: What do you think of NNO? What do you think of the fundamentals? Is it a buy yet? They seem to have a potentially good product.
Thanks John

Q: After environmental calamities in California and Texas I often think about the financial risk that infrastructure projects have from climate change. In California this seems to be a perennial risk that will return and is predictable, but Texas' cold snap was a good warning that they can happen anywhere.
I also seem to recall that utilities had to swallow some poorly organized derivative risk during the 2008 financial crisis.
Finally: the Biden government appears quite aggressive with its intention to eliminate all GHG related power production.
My question is: for a business that operates with high leverage and large scale projects that are slow to change and long to pay off, and high sensitivity to climatic shock, are these risks reasonably accounted for in their current pricing; is diversification a suitable means of diluting risk (across the sector), and finally are there more US or international choices such as ETFs that you would recommend over a Canadian centric etf (appreciating that the Canadian companies are somewhat international)?

thank you,
Peter

Q: This US cannabis ETF, MSOS, has been performing poorly lately after a big run up. When I look at its portfolio, I see 58.15% cash and then something called "swap pay" items for several companies which are negative numbers such as -8.24%, etc.
What do those negative numbers mean and am I reading the cash % properly? What is going on with this ETF?
Thanks

Q: I currently own TD, RY, BNS and BMO, BLK (US) and would like to keep 2 or 3 as 'core' holdings in the financial services sector, and would like to add a growth stock, either Goeasy or EQ bank or ? Which has the most potential, and which stock(s) could be replaced.

Q: Hi 5i,
Just wanted to get your current thoughts on AT:CA (Acuity Ads).
I see that they have come down quite a bit from recents highs.
Any reason for this?
Would it be a buying opportunity at +/-$16, or wait for it to settle down a bit?
Also, if you could provide any information in the way of a short synopsis on the company that would be wonderful!!
Thanks.

Q: Hi folks,
I am looking at VIACOM - it's down over 50% since March 22nd - can you give me your opinion as to whether it would be a buy at the current price for a long term hold. Doesn't look like anything has really changed fundamentally with the company other than the hedge funds dumping their stocks.
Thanks

Q: On Mar 29th you answered Lindsey’s question
“Why are there companies in the model portfolios that are not rated? If you are recommending them why wouldn't you rate them? “
with
"Some other companies have been added for better sector and market cap diversification within the portfolios.”

This explains why they were added but not why 5i doesn’t rate them. Assuming that you have done some due diligence in making your choice to add these companies to the portfolio why not add those companies to your list of rated stocks?

5i prides itself on unbiased research. Besides the work that is done when selecting a stock for a portfolio, what else is involved in rating a stock?

Q: If one uses Computershare to direct register their securities, how does Computershare make money? Tx.

Q: Management keeps highlighting how much stock they have repurchased. Even on the latest earnings call Mr Goodman made that his last point. When building Paladin Labs did management utilize the same strategy or is GUD following a different path?

Q: Have a 4% position(basically no profit) of PLTR has declined from recent $45 high.You opinion please. Buy more,hold or sell.Thanks for u usual great services & views

Q: Hi, any reason for the decline in the price of this etf since the beginning of the year? Is it a good time to add to my half position? Thanks!

Q: Good Morning, I recently read in the FP that the new CEO of Intel Pat Gelsinger declared that "Intel is back" - Do you think that he can turn things around to participate in the huge demand for chips, and is this the time to invest?
I also know that you are not a huge fan of SPACS, however I am intrigued about investing along side in Bill Ackman's Pershing Square Tontine - thoughts?
With thanks JS

Q: Any thoughts about ARKX, should I buy it soon or wait?

Q: is it possible too short or ultra short the real estate market ? thanks

Q: Hi,
How would you rank the 3 pipeline companies in regards to safety of dividend, revenue growth and dividend growth.
Thank you
Ed

Q: I have a difficult time differentiating what each of these companies do for lawyers and lenders. How much actual overlap/competition is there?
I see there has been a fair bit of public market selling by REAL directors but then some buying late last week. How large is REAL insiders holdings commitment today compared to the last 5I report?
If there is any overlap/competition of services or perhaps synergies would it make sense for DND to acquire REAL if they could swallow it? Is DND, at 2X REAL’s market cap, large enough to acquire REAL?

Thank You
Clarence

Q: Your thoughts on BIDU? Too risky based on China crackdown on internet companies? Or, a buying opportunity as with all storms, this too will pass?

Thanks as always.

Dave