Investment Q&A

Q: Hi Group any thoughts on why the Canadian forest industry stocks are all up significantly over the last mth . Considering housing starts / virus concerns any idea why . I hold WEF / Canfor both are up significantly but are still way off their highs should I sell at a loss into the rally or? - your thought's/direction is appreciated

Q: What would be your favourite Telehealth stock in Canada.

Thanks Valter

Q: We are managing the assets of my elderly parents. They have $1.5 M cash in a Canadian interest account. We are wanting to diversify and put some of this into a US interest account of some type, thinking the USD will gain over the next couple of years. Do you have any ideas of how to do this that will avoid the usual 2.5-3% currency conversion? Is the an ETF they could purchase that will basically give them US cash, or something else that you are aware of? Thanks for any advice you can provide.

Q: ASR just reported a quarter with what looks like decent earnings and superior cash flow. Pls. comment on the company’s fundamentals and outlook.
Thanks, Hugh

Q: I am interested in investing in an ultra violet light company - sterilization product. Can you recommend any companies that have a good track record? Thank you for providing this service.

Q: What is your opinion on Cerner these days? Is VEEV a competitor?

Q: This question is on Gamehost not the health care stock gaurdent. Is it possible to correct this in your data base so that it is easier to sort the questions or at least spell out the name in your answer when you see that the wrong GH is displayed.
We hold Gamehost In a Lif account that generates enough income so no stocks will need to be sold for many years. Is there any point to continue to hold this stock (I know the market doesn't care what we paid for it) or is it best to move on? Thank you.
M

Q: Hi 5i team,

Between WMT and COST, which one is your choice for a 3 years hold? Why?
Would you buy at the current valuation? Thanks.

Q: Hello
The Bank of Canada Target Rate is set at .25% until the Fourth Quarter of 2021.
However, I also noted that the forecast for the 5 year Government of Canada bond is different as follows:
Q2 2020......54%
Q3 2020.......63%
Q4 2020........75%
Q1 2021.........98%
Is it possible to have a gradual increase in the 5 year bond rate while the Bank rate is kept static at .25% ??
Thanks

Q: What equities in Canada or USA do you consider cheap with great balance sheets.

Q: Are you rethinking your position on Air Canada with the news about a possible downgrade in its credit rating.

Q: Greetings

Can you tell me a bit about this company. Nice 1 year chart, I like the business model, and may like it even more within the next year...

Hope everyone at 5i is well.

Q: Hi Team,
This husky prefer is reset, how often they reset the rate and is it worth to hold this one? Your comment is highly appreciated.
Thanks as always,
Tak

Q: A cure is a non-technical term so we need to be careful. Not to beat a dead horse (too much anyways)...Gilead is not offering a "cure" to Covid-19. Their drug was used as a treatment on USA patient 1 in Washington State, a young man who the doctors feared was dying from Covid-19. After receiving the injection he recovered almost immediately and was discharged from the hospital a few days later. Gilead's drug was entered into FDA trials and was shown to be effective for 30% of the people. While this percentage seems small the drug was considered so effective all the people on the placebo were put on the drug. Society is looking for a vaccine which will prevent people from getting Covid-19. This will likely prove more of a challenge to the health industry. Vaccines sometimes offer long term immunity but sometimes the immunity dies out - that is why we need Tetanus booster shots every 10 years or so. Dr. Fauci is on record as feeling a vaccine is "doable" by January 2021.
Publish if you feel this is useful.
Jim

Q: Wondering if you could update your thoughts on this company. The one year chart is somewhat dismal, but might this be a good entry?

Q: SHELL apparently just cut its dividend for the first time since WW-II. Do you know if there are any rumblings about other big firms in the sector doing the same?
Many thanks in advance.

Q: What do you think of COPA as a bounce back candidate in the next year?

Q: Can I please have your thoughts and analysis of this company's recently announced earnings. Would you consider it a buy at this price. Thank You.

Q: Received some BIPC shares from my holding in BIP.un. At the beginning both were equivalent in $ but now the spread is between $3 and $4. Although both are in my TSFA, should a consolidated all in BIPC before the spread get bigger?

Q: Hello, on several occasions you have suggested PHYS as a tool to invest in gold bullion. I see that there are two versions of PHYS, one is CA and the other is US. Which one would you recommend in a non registered account? Thanks, Gervais