Investment Q&A

Q: Recent article in the Van.Sun states that big tech could bail out long-suffering value investor citing 2 examples. 1)Google invested US$450m in ADT resulting in a more than 60% increase for ADT. 2)Amazon is rumored to be in talks with Simon Property leading to a 10% rise for the latter. On Aug 28 it was reported that MSFT & WMT are jointly bidding for the US assets of Tit Tok. And a source says that it will have positive impact on PINS. Please indentify potential candidates(value stocks,smaller tech like Pins etc) for big tech with short comments.Txs for u usual great services & views

Q: Thoughts on NTDOY, NBIX and SNPS?

Q: Peter; I have some extra cash to ad to either BNS or ENB. I’m up on BNS but down ENB . Thanks. Rod

Q: After reading a previous question about Bam.a and which account to place it. You suggested TFSA or non-registered where it is a growth name. I’m wondering of the 3 accounts I have regular cash (non-registered), TFSA, RRSP. What types of stocks does your team suggest should go into which account generally?
I was under assumption that a non-registered taxable account would be a good place for High Div stocks, not growth stories. There by eligible dividends be tax free and low capital gains to be actually taxed. Or is growth stocks good for there too because of claiming any possible losses?
Thank you for your clarification

Q: Do you see recent acquisitions as being positive for EXN longer term. Is Eric Sprott still involved in the company? Thanks for the good work. Gaston

Q: Hi 5i team,
I want to add gold bullion as an asset class in my portfolio. What's the difference between KILO and PHYS? Which one do you prefer and the reasons behind? Is this asset class best be inside non registered account or inside RRSP/RRIF account?
Thanks.

Q: Hello
As reported today on Globe and Mail Nutrien had the highest increase in short selling at 72.5%.
Do you still recommend this stock and what are your views on NTR going forward?
Thanks

Q: Hi, would this stock be a good way to speculate on bitcoin for a canadian investor instead of the gbtc etf which is american. thx.

Q: Dear Peter and Ryan.

Can you please provide comment on KNR? I am considering a small position after the great ER.

Thank you for your advice.
Yiwen

Q: Wanting to buy a company in this sector.
Do you think its a good idea?
What would your two top choices be?

Thanks

Q: this stock has had a huge run lately (TER, TerrAscend). It is underfollowed. Your thoughts please. Thanks

Q: ZM had a big 1/4 and is surging after hours; any recommendation on continuing to hold vs trimming vs selling ? Any thoughts on a new target for ZM ? Thank you.

Q: I have a very overweight position in Bam.a .I would like to diversity into other Canadian or US names as I think think near term for Brookfield will be at least challenged given their real estate exposure and the sentiment around that.What are a few of my the highest conviction US names you would favour?

Q: In your opinion which company would provide the best return over the next 5 years if Biden becomes president and the Democrats take over both houses?

Q: My question relates to Warren Buffet's purchase of 5 major Japanese trading companies.

If one likes to mirror Buffet's buys, in your opinion, would you be inclined to follow him into this move?
I believe none of these are traded on USA exchanges.
So if you like the move, is there an ETF that you would suggest in order to participate in this move of his?

Q: Hi, I know this is an american stocks, but what do you think of LLY? How "expensive" is the stock in general and vs peers? Would you say it is a buy/goes it look like it has good growth?

Q: Since July 2020 Lowes is pulling ahead of Home Depot, at least on the price chart. Is it time to sell HD for LOW or buy LOW in addition to HD?......HD current weight in US portfolio is 3.5%...and I know there would be a duplication if owning both but I can live with it......Thanks......Tom

Q: What is your thoughts on Vornado Realty Trust as a long-term buy? Boutique NYC real estate firm currently valued at 55% of 52 week high. Long-term, NYC real estate always finds a way to come back. Thoughts?

Q: Looking to add BAM.A and SHOP to the porffolio, which would you add first for a youngish investor in a TFSA? Is BAM.A going to be in the dog house for years to come? Does SHOP still have a long runway or have new investors largely missed the boat? Should one wait for a pull back on SHOP before stepping in? Also, considering the added cost of currency conversion, is there any reason to choose QQQ over HXS for in a TFSA? HXS is smaller, but is that much of an issue for retail investors? Please deduct credits as you see fit.
Thanks

Q: has anyone ever done a study that shows whether owning dual-share class companies fares better or worse than single-class? I can't seem to make up my mind on which, if any is better.

On the one hand, it is very democratic that all shareholders have an equal vote, but I can't help but think this leads to short-term quarter-by-quarter pursuits by management that may not benefit the long-term health of a company.

On the other hand, a concentration of voting rights by a small minority of shareholders could disregard the interests of subordinate holders yet allow for better strategic longer-term planning without having to worry about a populist revolt.

Do professional investors prefer one structure vs another?
Do you favour one over the other in general or does it have to be case-by-case?