Investment Q&A

Q: The stock has pushed higher recently, is there something worth looking at here?

Q: You last commented on this company in October and at that time you did not view this stock favourably. On November 5th their 3rd quarter financial results were released. Has your view changed - do you think this might be a buy at this point ?

Q: Hi Peter and Gang,
GH's share dropped by more than 10% today, what would you attribute this decline to? Also please comment on this company going forward and whether it is a buy, hold or sell now?
Cheers,

Q: Hi team,

If one were adding to one of these positions with new money today which would you likely favour and why? In your view, which has the most torque to a strong upward market and persisting low interest rates?

Thanks

Q: Hello 5i Team
Is there any news that would cause the drop in the share price yesterday.
Thanks
Claudio

Q: Please advise your thoughts on holding US equities in a tfsa.

Q: Hello 5i,
If you were to choose one today for growth what would it be and why?
Thank you!
Dave

Q: Hi, I have a question about Blackberry. The company seems to have multiple decent software, but the problem seems to be in the sale departement. The newly president is a software sales specialist, and right now he seems to build a new sales team. Do you think he can be the missing part to see high growth sales again for Blackberry ?

Q: Do you think Tech my trade sideways for a while as the valuations may have to catch up? I am overweight Tech still and i am finding it hard to sell some of the stocks that have been good to me. Which sectors might you overweight or lean to now with the news that some vaccines may be out in the next 3-6 months?
Thanks

Q: Hi 5i, please advise on the following:
Q1 - What are the pros and cons of purchasing US ETF on the US exchange (VTI) vs buying on TSX (VUN) other than lower fees?
Q2 - Pros and Cons of buying hedged ETF vs. non-hedged.
Q3 - My daughter has her ESPP in a non-registered plan with a large US company. She is wondering if it makes sense to sell the shares and repurchase from her TFSA. The idea is to pay a smaller capital gains tax now and accrue future gains tax free. Going forward, she would sell each addition (2x/yr) and repurchase from her TFSA within days (assuming each sale generates a gain, the shift in price between sell date and repurchase date is minimal and she has complied with the holding period). Your thoughts?

Thanks very much,
Rosemin

Q: Thanks for the quick answer, in which you say there are 2 analysts covering Leon's with an average target price of $22.50.

When I go to the Company Profile page, it shows 1 analyst with a target of $17.00. Does the data base manager that feeds you your data need to update this? It has been like this for several months.

You also mention a special dividend...when is the date of record to be eligible for this?

Thanks again...Steve

Q: Your thoughts on Adcore please.Thanks.

Q: WPK has been stagnant for a long time. Going forward would you still consider it a HOLD or do you feel there are better names to replace it, e.g, CCL.B, TCL.A, SJ, or any other suggestions?
Thanks

Q: Good day,
I have built my daughter's RRSP with your wise direction. She is up 15 to 25% on BAM;EMA;FTS;L;OTEX;RY; BEP and RBF 1030.(My choice) Wonderful. Thank you. We are down in descending order on ENB;CSH;BCE and MFC.

Overweight in Utilities and Financials but okay with that.

Would you add to the latter group? Add any new ones.

Looking forward to Peter on BBN Tuesday.

Long term 25 years+. Many thanks!

Q: Good day,
I hold BEP.UN;BEPC;BBU;CCL.B;ENB;EMA;H;FTS;CTC; and BAM in a non registered account and thanks to you I have done very well following your Q & A and portfolios. I am down 43% in SU; down 23% in CPD; down 16% in IPL and 6% in POW. Would you add to the winners? Add to the temporary losers or ADD new ones. After today, am tempted to add to SU for sure. Have RRIF and TFSA with pretty balanced sectors. Overall, Overweight in Utilities, Financials and okay with that. Many thanks, Paul

Q: One for the gold bugs . What do you think about Endeavour taking over Terranga ?

Q: Would appreciate your assessment of their Q2 results that were released on 11 Nov. Thanks as always.

Q: I've recently moved 10% of my portfolio into gold/silver miners HL FVI CXB DSV FVL
What's your top five high/medium risk junior miners as I'm not opposed to switching? I'm thinking high grade deposits are most attractive since they will be scooped up first by the majors.

Q: Hello!
Wanting to increase foreign exposure and wondering if now would still be a good time to enter any of these names. Since China appears to have Covid more under control is this a good place to invest especially in consumer discretionary. If entering these names does one wait for pullback or enter now. As well, is it better to go with a mutual fund as opposed to ETFs for international/emerging market exposure?

Q: In Peter's article I saw in the FP or a newspaper somewhere, he mentions perhaps looking at the energy sector.

What are some top Energy names to play a economic upturn, and/or contrarian, beaten up strategy?