Investment Q&A

Q: These two companies have either raised money recently or did a shelf prospectus in anticipation I think of raising money?
Could these two companies be in play to he bought out or are they mainly interested in growing their companies? Which company could be interested in buying them?

Q: Good morning 5i folks. Apparently, I've fallen behind on my financial acronym homework . I guess I need to bone up.
Can you enlighten me as to what constitutes a SPAC ?
Thanks, David

Q: thanks for the recent risk ratings answers for US stocks....I use the information to set my target weights.
and I want to mention this is one thing I struggle with, like how to set target weights for each stock in a portfolio.
yes, I know for a blue chip stock, the weight could be 4 or 5% and for smaller cap stocks, like 2%......but really in setting the target weights, I'm in the dark!!!
with this in mind, perhaps you could keyboard your thoughts on what the process is or key factors are.......anyhow, thanks!......Tom

Q: With the pending vaccine and inoculations to come, just wondering if you may have a lead on a syringe manufacturer? It may be a good investment direction to consider. Thanks
Dennis

Q: After the reorganization of BEP.UN, I hold over 8% (for all 3) in a RRIF.
Is it worth trimming down to 1 or 2 of these and which would be better for long term hold in a RIFF?
The portfolio is otherwise fairly balanced but leaning overweight in financials and solid Dividend payers.
Thanks for the continuing advice!
Peter

Q: Hi Team
BNTX seems to be tanking with lots of positive news for vaccines.
Do you still consider this a good hold until at least year end ?
I hold in registered accounts so cap loss / gain is not an issue.
Thanks, Peter

Q: Are there canadian public companies involved in work from home ?

Q: what is your take on stocks that look good for recovery plays in the US?.....asking this because I read your take on those in Canada.

Q: What are your thought on this company, its market advantage and would you recommend a small position for a long-term hold.

Q: In the past you have noted that CSU is one of the best managed companies in Canada and there can be no argument there. Are they getting tired? In round terms CSU is up 20% in the past 1 year while ENGH is up 100%. Is it time for me to get off the CSU horse which has served me well. What would be your recommended replacement if yes please? Dam Dan

Q: My 27 yo son has just had $36k CAD deposited into his LIRA. His portfolio is reasonably balanced, so don't let sector influence your response. I intend to convert some or all of it into USD using Norberts. I would like to invest in 3 or 4 stocks that in 30 - 35 years will be like investing in Apple 30 years ago. Plse give me some names to consider.

Q: Sandstorm Gold seems to be not performing as well as other royalty firms...
are you aware of any reason for this? Do you have a favorite royalty company?
and what might be your strongest precious metal stock?
Ed in Montreal

Q: I follow your balanced portfolio. I am looking to sell bns for a company that has a good dividend and growth potential. Your suggestions please.
T Steven.

Q: What do you think of Innovation as a new sector? Here is a quote from a white paper published by Ark Funds:

"Based on our analysis presented in this paper, we believe innovation should be considered as a strategic allocation, if not a sub-asset class, in global public equity portfolios, much as emerging markets have evolved during the last 40 years. In our ever-changing world, as industries are disintermediated or displaced, and lifespans of companies shorten, investors should capitalize on alternative sources of growth by rethinking traditional asset allocation. Specifically, we think investors should ask themselves whether they sufficiently have incorporated disruptive innovation into their portfolio construction." From https://arkinv.st/3lJMsrl

Q: Good day. If I have 1000 shares of company ABC, 200 in one account and 800 in another account, can I just sell the 800 in one account, wait the 30 days and then buy back the 800 after the 30 day period? Tx

Q: Hi All,

With the help of 5i research, my portfolio was well diversified and full of strong named well positioned to withstand the pandemic. The two exceptions were small positions in AC (which I fortunately sold half of @ $45/share) and CAE. Would you hold these depressed names in the hopes of a news based pop or move the immaterial amount of capital into stronger names for the next few years? If the latter, any suggested replacement names? (Please feel free to deduct multiple credits here as i rexognize i asked two questions)

Q: Hi Peter and Team
WELL has had a recent big bump on expanding to US news.
Would this be a good time to take some profits ?
(2-3 x gain in last 3 months ?)
Thanks for advice.
Peter

Q: Please advise if it’s a good entry point for Enghouse Systems Limited today. Please provide your thoughts on future earnings ,growth and ability to compete with it’s peers in 3 to 5 years. Do insiders own any of the shares. How did it do in the last 5 years. Is it a good stock for TFSA account.? Thanks as usual for your great input!

Q: Would you know who is in the syndication group / underwriters are for the upcoming IPO of Nuvei?

Thanks
Stephen

Q: I thought I had asked this earlier to day, however haven’t seen a response.

My question relates to the usable life of solar panels and the blades used for generating power via wind. I don’t know of anybody recycling the panels or the big blades. Is there a way to economically recycle or use these things at the end of their usable lives. Or are we setting up our children to find an answer to a mess we created like we have done with radioactive waste.