Investment Q&A

Q: Hey Peter & Team,
Interesting day in the market. Sizable drops across the board and around the world. I am sure there are some that will look to this as "the" excuse to panic and sell thinking a big correction is sure to follow. From what I can tell, this is not a bubble market such as the Mortgage Crisis or .COM tumble. Fundamentals seem strong in the solid companies, and unless you are invested in risky might-go-way-up-might-go-way-down companies everything will be fine.

Have you and your team come up with any thoughts on what's going on? Should we be concerned about what effect the beervirus (coronavisrus) fears might have on our investments? Or do you see this as the normal week-to-week month-to-month ups and downs that self directed investors such as ourselves should continue learning how to be comfortable with.

Thanks for all you do

gm

Q: I'm thinking of choosing a managed mutual fund for my exposure to the precious metals sector due to all the risks associated with this sector.
What mutual fund would be your favorite for this volatile sector. It seems reasonable to me to pay an MER for a really good manager, when returns can very a much as 40% some years.
Thanks Gord

Q: Fortuna Silver apparently in also interested in gold deposits.
Would appreciate any information you have on this company.
Thanks Gary

Q: Hold a position in them on the american exchange and have moved up 25% recently. What is your opinion and analysis of them now as compared to your thoughts back in Nov. 2019.
Thanx Gary

Q: Have had this on my watch-list for awhile now and would love your analysis as an alternative to pot in general and do you think it has the ability to get back to its high of $140 or was it just the pot hype that drove it there.
Thanx Gary

Q: Would you have any info on this very small alternative energy co. that I came across recently. Any little bit would be appreciated.
Thanx Gary

Q: Just curious if you have any info and insight into this top pick on BNN last week from Hollis wealth.
Thanx Gary

Q: I have some extra money to put to work and am looking at a 3 to 5 year time frame. From a total return prospective, please rank the above companies. Please add any helpful comments.
Much appreciated as usual. RAM

Q: A friend who I advise on investing is curious about this company which is new to me. It is American but may I have 5i's thoughts?

Thanks

Kim

Q: I am thinking of buying this company as a long term hold.
I am tendering my cineplex and using the proceeds.
What are your thoughts?

Q: Would you be able to provide me with any info on insider trading over the past three or four monhs in NFI, TOY and SJ. Also the percentage of insider holdings for each company. Thank you.

Q: Do holdings in excess of $100M in AQN require reporting on CRA form 1135 ?

Q: I bought this stock you had covered positively. I am up around 170% thank you! I am uncertain whether to sell some or all? Do you think there may be more growth in this stock? Thank you

Q: Do you know if there will be a new ticker symbol for
CanadaLife ? or will it trade s GWO?

Thanks

Q: LSPD punished on Monday. A China based virus seems an unlikely catalyst for the 7 % decline on a day when not much moved so significantly. Simple profit taking after the run up or has something changed? Is it a stronger buy on Tuesday than it was Friday or do you monitor now for lost momentum?

Q: In a response to Maureen today you listed Artis as one of two picks for a reit with a dividend over 3.5%. With all the reits out there, most of which pay well over 3.5%, why Artis? Would you please explain your reasons.
Thank-you

Q: Just a correction to your answer to dan regarding stocks that could benefit from the corona virus situation... you suggested Atlantic Power (ATP). I believe you meant Alpha Pro Tech (APT), maker of safety gear, incl. masks.

Q: Could I get your opinion on Generation Mining. No questions posted to 5i as of yet. Proven Mgmt team targeting Palladium near the Marathon.

Q: in my balanced/growth oriented TFSA with 12 stocks, the above 4 are each between 1% to 1 1/2 % of my total portfolio. I have some cash to deploy. Suggestions for where to top up ?
Thanks as always.

Q: I have some consumer disc and staples stocks, but I am looking for a few USD with some momentum. Could you suggest a five or more, best to last that I can explore? Many thanks for all you do.