Investment Q&A

Q: Howdy - Why didn't Warren buy some Stanley instead of Bank of America? Too small? So for exposure to US financials in the form of a sorta bank isn't MS better positioned than most with no loan default concerns and great exposure to wealth management (high net worth concentration?) Decent divi too. Why no 5i love for MS - is it the symbol of the stock matching what most associate with something horrible? Bothers me. Fondly, Ken

Q: What do you make of the short report on NKLA?
https://hindenburgresearch.com/nikola/

Looks pretty compelling - obviously that is the point they want it to go down - but do you know much about the Hindenberg Research (other than they couldn't not have picked a better name for a short seller)?

Q: Hello 5i team,
Which one do you prefer GOOG or AMZN for a long term hold (no worries about day to day variations)? And why? Does your conviction vary based on investment horizon or the results of the November election?
Thank you for your collaboration, Eric

Q: I have owned BIP on the US side of my RSP for some time. A few months ago there was a spin off and I received a number of shares of BIPC. The dividend is the same. My question is should I sell all my BIP and then buy BIPC. In your opinion will BIPC have a better chance of capital appreciation because of it's corporate structure?

Thanks Ken

Q: What caused the massive jump on Friday, earnings?

Sheldon

Q: Both GH and ILMN are held in diversified US Portfolio, with weightings of 2.36% and 2,22% respectively. I bought both with initial positions with the intention of adding on other positive future factors. After reading recent Q&A for these two companies, should I own both or just one and if just one, which one?.....thanks....Tom

Q: hi, the PE on KXS is around 142 according to one source today. is this correct? historically, what PE ratio would a high growth company with positive earnings be?

Q: Hello 5i team,
I need to crystallize some losses to neutralize some 2020 capital gains: which would you sell first (in what order)? ACQ, CXI, MX, NFI, XTC? I am reluctant to sell : ACQ right now because of its excellent momentum. ACQ seemed to be turning things around before COVID, and they seem to be doing the right things again right now. Also reluctant to sell MX and NFI because they are slowly grinding higher and having good cyclical upside potential. If I sell CXI, I would feel like selling at the bottom, I would prefer to wait to see its performance when international travel reopens a little bit more (hopefully) in 2021. That leaves XTC, but I need a little more selling than only XTC. May be only a partial sale, but each only account for 1% to 1,5% of my total portfolio.
Thank you for your collaboration, Eric

Q: Hi Peter and Staff

I realize it will be dead money for awhile - if I top up a losing position in CAE and don’t need to draw on the funds for 5-10 years , are you confident it will be a good move long term?

Thanks for all you do
Dennis

Q: Hi the great team, recently a drop of technology companies stock prices may be attributed to profit taking or else. Do you suggest doing same action ? If yes, when and how?

Q: hello 5i
I own GreenPower but not Tesla. But am I right to say that since GP started trading in the US, it seems to trade in lock step with Tesla ? IMO, still quite different companies, with GP focused in US and increasing government and state subsidies. Still, if it is going to trade like Tesla, then I would be more tempted to reduce my position. Your opinion please...
thanks

Q: Good day guys ,
This might be a silly question , that being said I own shares in Canadian dollars , would u advise to transfer the shares to the south of the border side ?
Also when will 5 i be represented on market call again .. it’s been awhile .
Thx
Mark

Q: Hi,
Much like all tech stocks, shopify has also come under selling pressure recently. Is it still a buy at the current level?

Thanks

Q: Have a loss in REAL. What are your thoughts on selling it and replacing it with WELL. Do you see equal growth potential for both companies?
Thanks. Peter

Q: Notice recent move on PTQ, ,largely, I assume on takeover/merger with company in southeastern U.S. Does management have experience and background in growth by acquisition strategies? and do insiders own much of this small cap ? Thanks, Bill

Q: Have held NWC for a few years as one my major consumer staple holdings. Am now wanting to deploy more resources to this sector and want an opinion on this (WN.PR.A) perpetual preferred issue - similar type of sector and I would think limited volatility (March notwithstanding). With very low interest rates, is there a major concern of redemption? Thanks for your help and support, Bill

Q: Hello,
I have been holding Laurentien Bank for a few years thinking it was 'cheap' as it was trading below book value. It's done terribly should I hold/sell any recommendations on an alternative holding for the long term.

Q: Hello Team,
What is your opinion on EMP.A, following todays earnings release and their future expansion plans.What does the Safeway integration disclose about the Managements ability to deliver; do you detect any shortcomings?
Andrew

Q: Please suggest a few ETF or actively managed funds for growth over 15 years.

Also, if the horizon is 15 years, will emerging markets like India/ China do better than mature markets.

Q: Hi, Please comment on expectations for this week earnings of Adobe and Herman.
Thank you