Investment Q&A

Q: Hello Peter,
I would like your opinion.
I have about a 4% position in Gold and silver stocks and have been planning on doubling towards the end of the month before the seasonal period around Christmas to Chinese new year.
I was also reading today a Bloomberg opinion that calls for an end to the bull run. And the thesis is as follows:
1. The availability of vaccine 2. A republican senate that would put a lid on stimulus spending. 3. A stabilized US dollar perhaps even strengthening. 4. Inflation? Here I may go with a probability more than 50%
Do you think it is appropriate to double position in stock and bullion to 8 percent?
Regards
Rajiv

Q: What is the outlook for a government bailout for Air Canada, and what would the impacts of a deal likely be for investors in your view?

Q: I currently have GSY in my TFSA having purchased it (at your suggestion) when it dropped in March. As a result, I have a significant gain. My question is, might it be time to move this out of the TFSA and into my non-registered account to start taking advantage of its (growing) dividend? In other words, while I still expect above-average growth in this stock and don't think it is now "just" a dividend play, do you think it's hyper-growth days are behind it?

Appreciate your insight.

Paul F.

Q: Hi team,
I noticed that there has been NO insider buying of Argonaut in the last three months.Interesting ,also that the price of gold has been very volatile and trading in a tight range.Lately some gold ,CEO,s were predicting that gold prices could reach 2500$ in 2021. Would insider buying back into AR be a good signal for investors to also load up?
Thank you,
Jean

Q: I tend to buy on noticeable dips. The momentum crowd often seems to do well so I am curious: are you aware of any study that compares performance between the following approaches:
Buy stocks at or close to 52-week highs, vs.
Buy stocks at or close to 52-week lows.

I have tried to do this analysis myself using commonly available “practice accounts”. My what-if scenarios however lack the rigor that you would see in an academic exercise. Also, a question related to the above: when one is reviewing stock charts available at the better sites, are dividends included in the charts that compare baskets of stocks? I have assumed they would be excluded. If my assumption is correct, does that distort performance comparisons in a significant enough manner as to nullify one’s conclusions?

Q: Hi 5i,
Please rank the safety of current dividend payments over the next 3 years for the companies listed below. Assign a 10 for absolutely no chance of a reduction and a 1 for almost certain a reduction will happen in the next 3 years. Although I do not want to influence you on the rankings, I would give the Royal Bank a 10 as an example.

AP.un
ALA
BCE
BIP.un
BPY.un

Please deduct as many credits as you see fit.

Thanks
John

Q: What are your thoughts between these two?

Robert

Q: Hi!
Stocks have increased a lot recently and most of the above are well off their lows with stocks like BEP and BIP almost reaching their high of the year. Would you feel comfortable entering new money into the above names for income/growth or wait for a pullback? I know timing the market is next to impossible but do you see this rising market as sustainable and if one waits will the opportunity to enter still at reasonable prices be missed? Also, what are your thoughts on RDVY. It was not listed as a choice on the drop down list.
Thank you!

Q: My financial sector weighting is low. My only holding is GSY, thanks to 5i. Can you please provide some insight into this US bank. Nice to see Peter once again on market call, adding some lightness and a bit of humor to BNN’s very dry program.

Q: How do you feel about the recent run in the psychedelic therapy industry? Particularly the company Mindmed?

Q: It appears a number of analysts lowered their price on Real as reported in the Globe today https://www.theglobeandmail.com/investing/markets/inside-the-market/article-mondays-analyst-upgrades-and-downgrades-122/

Q: Back in May I asked a question about DXCM. It was in the low $400's then and it has since fallen to the low $300's. Do you know the reason for the decline and what do you think of it now? How "expensive" is it now/would you buy? (I never ended up getting any and am thinking of stepping in now)

Q: Hello -
My goal is 10% precious metals weighting in my portfolio. I am currently 2% GDXJ and 6% CEF. If I want bullion to be 8%, is it necessary to split that up between CEF and PHYS? Or can the remaining 2% be put into the existing CEF?

Thanks.

Q: Given the recent activity in the oil & gas sector what, to your mind, is the probability of an overlooked, oversold, unloved company like Obsidian recovering to even $2.00 within the next 6 months?

Q: Any thoughts?

Q: Hi
Can you please give me your opinion on this stock. Would you continue to hold or can you recommend an alternative. Thanks Clare

Q: Is Toast a competitor. What is the diff between the 2 companies. Should LSPD shareholders be nervous?

Sheldon

Q: Greeting 5i,

Has FFN resumed Div payments for Class A? TD is saying it has resumed @ $0.0458 on Dec 10 but I think that is the preferred shares. What is the NAV currently?

Thanks!

Q: Hi 5i Team - Could you give me an update on the fundamentals of Medgold including available cash and insider ownership. Could you also provide any info you can find on average daily volume - there seems to have been a spike in volume recently but I really don't have any reliable data to indicate whether this is truly a substantial increase or not. Given the price I realize this company is pretty close to being in the 'buy a lottery ticket' category but it did have some success a couple of years ago.
Thanks.
Rob

Q: I would like to crystallize loss in XGD and replace it with two or three good quality gold stocks with growth potential. Appreciate your recommendations.
Thank you