Investment Q&A

Q: thoughts on the flutter quarter please?

Q: I hold BYD, DOO, and MG and am considering DOL, ATZ, LNF. I want to stay with a total of 3 consumer cyclicals in my portfolio so would you suggest selling any of the current 3 and purchasing any of the other 3 for safe growth?

Thanks, Lyle

Q: hi I got in at20.00 Should I iake my lumps and get out or hang in there . Thanks in advance.. C,ifft

Q: Peter; with the huge volume the last few days do you think the Redditt crowd is involved- if not is it really just from the BNN a mention then? Thanks. Rod

Q: Good morning team!
I compared a managed portfolio by pro advisor from a large institution versus one that I managed myself with 5i team Q/A plus few smaller newsletters & Bloomberg daily news thru my Fibe TV package with Bell (I hold BCE in my portfolio)
Kudo to your team: triple the return. Thank you!
My two questions today:
Investment group: Limited partnership Versus Incorporated (we are small not yet having 5+1 employees to be active CCPC) pro and con
I hold a bit of ENB at low cost (double down each time it dropping, trim a bit when it pops) & IPL at very low cost 12 ish. Your thought on selling IPL and buying PPL. This will the pipelines combo that we hold ENB & PPL.

Thank you!

Q: The differential between BEP.UN and BEPC is down to a reasonable 7.8%. But between BIP.UN and BIPC the differential is very high 23.7%.
Can you explain the reason for this discrepancy. I believe this would be an ideal time to sell BIPC and use the proceeds to buy BIP.UN. Do you agree.
Thanks for your great service.
Steve

Q: Why did WFG dive by 6.46% yesterday? I know many forest product stocks were down quite a bit yesterday, but not that much, I don't think. Is this about former OSB holders dumping their newly acquired WFG shares, or is there something else also going on?

Q: Good day,

I was wondering if there is a good (free) source that publishes the expected future (i.e., next) date of earnings reports? If not, is it something you could add to your company profiles without much work on your end?

Thanks!

Steve

Q: Greetings and thanks for all that you do in helping retail investors.

3 or more questions here so deduct as many credits as needed.

What would 5i think of CMX? Looks like they have interest in a nickel operation as well as copper and gold. This came on my radar as a member of a group I share ideas with saw it possibly in a financial post article. All the same I would appreciate your opinion on CMX for a small speculative battery material/commodity play. What to be careful of and what to be hopeful for. Risks ect.

Also while we are on the topic of battery materials I would be interested in 5is general opinion of the sector? I have seen various sources stating battery materials are in short supply and are expected to be a major issue as we move to greater adoption of E-VEHICLEs. Further, what companies do you like for battery materials?

Lastly, I currently hold a 1.75% position in NOU which I think should do ok but would like 5i honest opinion here as well. Ill be hanging on to this for 3-5 years all the same.

Cheers and thanks for the insights.

Q: How do you rate this company now.

Q: There are a lot of emerging market etf choices. What do you think of DVYE for income, diversification and less volatility?
VEE comes up a lot in your questions but do you have a favorite?
Thank you.

Q: If you held a small position of HOM.UN:CA would you be replacing it with something else or continue to hold it?

Q: Just read an interesting article on Owlet Baby Care. Seems like the stock is positioned for high growth in the coming years? Could I get your opinion on the company? Thanks.

Q: Hello,

Are there any Ag Tech Canadian companies you like? Can you rank them by growth prospects?

Thank you.

Q: Hi 5i gang,

What are your current favorites for the reopening trade? I know this is not a new theme, just looking for stocks that are still are reasonably priced.

Thx

Q: I am currently underweight in bank stocks... about 8 percent of my equity portfolio. I'd like to increase them... to what % do you recommend? I currently own RY, TD and SLF. Would you just add to these to bring them up to the new weighting or would you add other banks and if so what?

Q: Hi!
I have small positions in the above noted stocks and am wondering if you feel they are all worth keeping?
Thanks, QIS,KVT CTZ AYX RTX

Ian

Q: Good Day,
Previously, you recommended that I consider purchasing ZDI in order to add international exposure to my portfolio. According to the portfolio tool, I still only have about 4.5% international exposure (the tool recommends 35%). I'm just wondering if you would still recommend purchasing ZDI in order to build international exposure?

Regards,

Q: Hi,

Thinking of dropping a 5% stake in a REIT`S. I see you hold ZRE in the income portfolio. There are two others that with US exposure(PHR) and CGR is a global reit.

Since I am overweight CND stocks does it make sense to go with either PHR or CGR.

This will be held in a LIRA account and I am aware there could be withholding taxes if I go with PHR or CGR.

Thoughts?

Thank you

Rino

Q: I currently hold STC, CSU, SHOP, KXS and OTEX as tech in a well-diversified portfolio. I am thinking of selling OTEX in order to get more long term growth. I want to maintain my diversification in tech but also don't want to add on significantly more risk. I was thinking of adding one of LSPD, CRWD or U.

You have mentioned in the past LSPD and SHOP could be seen as similar. I could use a US-based investment so does it boil down to CRWD or U? Or, given my parameters, just stay the course or is there another equity you think may fit better?

Appreciate the insight.

Paul F.