Investment Q&A

Q: There is no doubt carbon energy stocks are out of favour for many reasons, not least of which is the green movement. The future is all leaning toward electric vehicles (which I agree with), but I also realize electricity isn't going to appear out of nowhere. I could be completely wrong, but I don't believe wind and solar will be able to replace fossil fuels anytime soon. It's "very" possible more sustainable energy will appear down the road to replace fossil fuels, but so far I haven't seen a golden goose. I also think the Big Tech Companies are getting away easy when it comes to climate change. They are using a lot of electricity (and producing Co2) to run the steadily growing Data Centers (the Cloud). They claim they are using mostly sustainable energy, but I don't buy it. At work, even small communication rooms need a fair amount of cooling. Also most computer components, phones, etc. are throw away items filling landfills. So this is just an opinion I have today which could change, but wondering what your thoughts are on this?

Q: I am looking at putting some of my unused secured line of credit to work and invest in some dividend paying stocks. For context only, not much leverage about equal to 20% of my current portfolio, over 10 year time horizon and comfortable with the risks.

I am looking to see what companies you would suggest looking at. I keep circling back to companies like car.un or RBC. thank you

Q: Good morning, could you update your thoughts on Spotify. Is it a strong buy right now? I heard someone recently make the case for Netflix tie up again. What do you think of the Joe Rogan deal and the podcast push?

thanks, Mark

Q: I currently have a 2% weight in TCL.A and down 44%. Would it be ok to increase to a 3% weight or wait for another quarter to see how their numbers are?

Thanks

Q: Docebo To Power AWS Training And Certification Offerings... sounds like a great customer win. No financials disclosed but could be material and attract other companies. Do you have an updated view on the company and their outlook? They seem to be doing a lot of things right.

Q: I own both SHOP and LSPD. As LSPD moves beyond services to restaurants into services for other merchants, I am wondering how much overlap there is between there two businesses. Is it advantageous to own both?

Thanks as always.

Q: hi. clearly, the stock markets are highly manipulated now with direct government purchases of stock and bonds, and with central banks manipulating rates to the extreme lower side to force investors into stocks. the markets clearly are out of step with reality on Main Street. do you think this matters anymore, or is the stock market and it's players also post truth now?

Q: I have AEM and KL for gold exposure.I am considering adding RIO for materials exposure.Do you have a preferred choice in the materials sector?

Q: Hi the great team, do you see correction coming Oct. or Nov. this year as usual or it is correcting in the technology sector already?

Q: Hi 5i team,
Could you please recommend ETFs that invest primarily in US small/mid cap biotech, medical equipment/pharma and digital/IT companies? Thanks.

Q: First, I wanted to thank you for your Canadian portfolio suggestions, especially for the balanced and growth ones. I've been very lucky on timing, still I am extremely happy with the service, advices and the gains this year. On another note, I am looking to allocate 10%-15% of my locked-in RSP in either an international or global well managed portfolio composed of small cap and/or mid cap stocks. Looking for intelligent high risk. I have a long time horizon (I am 30 years old). I would prefer actively managed or an ETF you strongly believe in, diversified and with a strong track record. I had MAW150 in mind, but when I look at the top 10 positions individually... They are pretty much all at their all time high and I'm not sure if they have a lot more room for growth ahead this year or next year factoring all the risk that remains. I know it's almost impossible to time the market, but if I can dodge a speculative correction like there was for tech this week, I would be more than happy. All that said, which one(s) would you recommend considering the most for September 2020 based on your expertise.
Thank you again.

Q: What is your opinion on TRIL at this time as a higher risk growth position? 1 year chart looks very impressive and recently had the pop from the Pfizer investment.

Q: What are your thoughts on the news this morning on orcl is it a buy the rumor sell the news stock or a keeper.

Q: Now that AW has reinstated dividends, do you think it has more potential than QSR?

Q: Hi 5i Team - According to my information Shopify has about 120 million shares outstanding. Do you think it is possible or probable that they may do a stock split in order to bring the share price down to a range that might attract new retail investors. Also What is the latest insider holdings information including recent buying and selling activity. Thanks.

Q: Good morning Peter n Team,,
Do you have any news on Tech B.? The stock has risen $1.75 today- what do you think is driving it? Thank you for your input. Rossana.

Q: Since it is my largest losing position eligible for a tax loss sale, contemplating a tax loss sale of NTR but wondering what I could use as a proxy. Suggestions?

Q: Hi group appreciate your views on NKLA - its been on a wild ride over the last week after GM purchased a position now its short sellers attacking it Your views please Buy sell or hold have a half position that is presently down 11%. I am a medium risk investor with a short time frame Thanks

Q: Hi Guys
Could you comment on NWC earnings released Friday.
Thanks! Stuart

Q: Between these 2 companies, which one will i get more dividend from and more growth from in the next 3 to 4 years.