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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: If you had to put a fair price ( or range ) on the stock today - what would it be? If you want to wait till after the quarter to answer the question that is okay. I don’t trust analysts but I trust you. I am trying to decide at what point I want my average price to be. I have $20,000 in cash to add to my position and the investment now will have very substantial profits in five years which I know the price will be significantly higher than it is now. I am usually NOT in favour of averaging down but I know they will get to the other side intact. Currently my average price is just north of $32, which I thought was good 45 days ago.
Clayton
Read Answer Asked by Clayton on May 19, 2020
Q: Vaccine developers are something like the Klondike goldrush, numerous companies are hoping to discover the vaccine for this virus and that would make them the next Shopify. I read a lot and especially on US sites. A few companies surfaced recently which could possibly be the next gold discovery (vaccine) which are ARCT, NVAX, DVAX, IBIO and GOVX. Do you recognize any of these and think they could be the next big stock winners in providing a vaccine for the epidemic?
Read Answer Asked by Dennis on May 19, 2020
Q: Diversified Royalty DIV is now down close to 50% since March and showing no signs of recovery like many other stocks have in April and May. Can you provide your current assessment of the company and dividend sustainability (now in excess of 12% yield)? Do you recommend I hold or sell it and replace with a more stable dividend stock? Thx - John C
Read Answer Asked by john on May 19, 2020
Q: As I understand Golden Valley (gzz.v) owns 45%, or 5.6 million shares, of Abitibi Royalties (rzz.v). Abitibi has a market cap of c$275 million. That puts Golden Valley's share of Abitibi alone at c$123 million market value. But Golden Valley's market cap is only c$72 million. CEO of Golden Valley is chairman of both boards. Same CFOs. Abitibi is buying back/reducing share count aggressively. What am I missing in these valuations?
Read Answer Asked by Bob on May 19, 2020
Q: Could you please give me your current thoughts on Northern Dynasty Minerals. In August you mentioned that their Pebble project once again has a way forward. They continue to move slowly forward on getting the project permitted. With Alaskas current heavy dependency on oil jobs and revenue in serious decline, mineral projects will become ever more important source of revenue for them.
As always thanks for the great insights and advice.
John
Read Answer Asked by John on May 19, 2020
Q: Re the question the other day about a service similar to 5i but for the USA... would Keystone Financial fit the bill? Not sure if they are conflict-free though, and a bit pricey.
Read Answer Asked by William on May 19, 2020
Q: I would like your opinion on VIAC given that it aims to build on its CBS All Access platform to launch a major new streaming service. It is well priced right now. can you suggest a few other US stocks that are oversold and would be a good entry point.
thanks
Read Answer Asked by Mary on May 19, 2020
Q: Hi. Can you comment on Power Corporation's Q1 results? I am thinking of reducing my weighting on banks by 2% by taking a small tax loss on CM and investing in POW for the dividend and hopefully some decent growth.

I understand that weightings are a personal decision, and refer to the following for context for my position in Financials. I currently have a 9% weighting in CDN banks (TD, BNS,CM); 6% with CDN insurers (SLF, MFC); 2.5% with FSZ, and 4% with GSY. I am up significantly on GSY and am looking to trim it back in the future.
Read Answer Asked by Cory on May 19, 2020
Q: Hi 5i,

I'm concerned with all the sabre rattling leading to a US/China trade war. Of particular concern are American companies that are needing China as the engine for growth. 1. Do you think this is a valid concern? 2. Would you position your portfolio more domestically/defensively for a trade war? 3. What would be some good alternatives to these three companies that are more domestic (or Western) centric for growth?

TIA!
Read Answer Asked by Wayne on May 19, 2020
Q: I currently hold GUARDANT, ALTERYX and ROKU in one account. As a basket they collectively just can’t seem to stay above water. Are you still optimistic on these names or has your opinion changed? Should I remain patient or would you swap any for VEEV?
Read Answer Asked by Marty on May 19, 2020
Q: Every so often I read an article which mentions “bail-in”. I would like you to explain this process and how it would affect an investor from being invested in stocks, banks as well as other companies, to holding cash. I currently have a healthy cash balance and am waiting for the markets to stabilize before I make more investments. Thank you.
Read Answer Asked by Ronald on May 19, 2020
Q: I'm curious your thoughts about converting to USD at this time.

I typically convert my RSP contributions to USD through Norbert's Gambit and buy US ETFs. With the very low dollar I'm wondering if it would be better to buy a similar hedged etf in CAD and then covert it later when (if) the dollar improves. The Canadian portion of my portfolio is held in my TFSA so everything in my RSP would be better in USD to avoid the withholding tax. I don't plan to access the funds in my RSP for 25 - 30 years. Thanks for your help.
Read Answer Asked by Dennis on May 19, 2020
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