Investment Q&A

Q: Looking for buys in the upcoming tax loss selling season. Please rank the attached list. Thank you. Greg

Q: Hi, The recent price action for past 2 days has been encouraging, I think. Do you see signs of some short covering or investors jumping back in ? Any insight into if Spruce has already covered their short position ? Should we be prepared for more volatility until results on Nov 4th. Thanks

Q: Hello Peter,
For additional monies for a balanced approach, i was thinking of putting new monies into Nuvei (instead of Shopify), and rest into one of the banks. I already have Topicus. Does this make sense and if so, which bank would be best at current valuation? Fobi AI has had good news releases, yet stock tumbles. Any comments.. Thanks very much.

Q: Would it be a good time to get into the EV market and if so, which ETF would you suggest. Thanks

Q: I want make some changes to my portfolio with the goal of getting closer to your Balanced Equity portfolio. I am overweight in CNR.ca, 10% loss on MFC.CA and have gain of 120% for PIF.CA. What would be your suggested 5 equities to replace these? The rest of the portfolio does not have any Consumer or Tech and CNR is only industrial.
Do you think it makes sense to sell all of PIF.CA?
Thank you for your advice!

Q: How do you confirm positive momentum has been re-established in a stock, to the point of making it buyable?

Q: Hello Folks:
With increasing inflation of grocery bills, do you have suggestions on how to play this situation. I am thinking an ETF representing a bundle of basic food items or individual companies providing inputs such as Agrium?
Thank you brian

Q: Two separate questions on the same theme I guess. First, Can you comment on CAE’s ability to deal with an inflationary environment, especially if interest rates were to rise? Thinking of their balance sheet, “pricing power” and so on, as well as their current P/E versus historic. Second, wondering how XHY might fare in the near term as well? Looking at the last number of years it has held up pretty well considering the yield, but it seems like a fair number of storm clouds gathering on the horizon that make me wonder about defaults etc.
Thank you,

Q: There’s a great deal of commentary lately on the economic impact of energy supply disruptions (China moving energy supply from manufacturing to housing being one example). The continued pressure from the environmental lobby along with probable COP26 commitments might further interfere with the usual flow of commerce. Given the Canadian government’s disdain for the golden goose that is gas and oil, I find I don’t have confidence Western governments will make wise economic decisions. The current situations of the UK and EU are further evidence of very poor energy and economic planning. I realize there’s always something to worry about so is this more noise or do you think the investing horizon may be changing in a material way as governments cede the economic landscape to environmental policy. As the holder of primarily growth stocks with a long view I’m wondering if it’s time to reevaluate my portfolio given the winds of change. Your thoughts please.

Q: Peter and His Wonder Team
MND is selling Cerro Bayo mine and the stock is up. Please give me your current estimate of this company. Does it have any potential upside or a good time to sell ? Thanks...your insights are always helpful!

Q: Hi 5i,
Thinking of selling VXUS and buying VEA, VWO, DIM, DLS in its place to gain wider exposure to international stocks, what do you think of this idea. I will be able to control percentages in various market cap. companies too.

Q: Hi 5iResearch team
I am in the process of doing re-weighting. I know the above etfs. The US bond etf (VGSH) has very low interest yield compared to the CAD ones (XSB, ZCS, and ZCM).

1. Are there other US bond etfs that are similar to the above CAD ones in terms of yield and risk?

2. ZUP is in CAD$ and US$. Can you please recommend two more (CAD or US) etfs that are similar to ZUP in terms of yield and risk?

Thank you for the great service.

Q: From a valuation point of view what is 5i's opinion on beginning a position in this stock at current trading levels given that CWL's stock is already up almost 150% in 2021?

Q: Have some US$. Thoughts on the Zero Coupon product from Pimco.

Q: when does this company report and what are the expected numbers? also with another part of management bailing out, co founder leaving, could this be in anticipation of some bad results pending? thanks....

Q: What's your opinion of CTS and RAY.A? Are they worth considering for a TFSA account, especially RAY.A given its dividend? Thank you.

Q: In a tax free account, between these two, which would you recommend for a long term hold? Or is it a wash?

Thanks.

Q: BEPC is currently down 37% from its 52 week high. For a 3 year hold do you see this as a buy for good capital gain or more of a value trap? Thank you.

Q: Topicus or Shopify over the next 5 years? Or 50/50?

Q: I have a large loss on this one. Should I dump it now? Note it is in my TFSA.