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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: Hi 5i,
Last quarter I was considering watching my short-leash holdings like VB and COV for one or two more quarters ... considering the situation today would you carry on down the same path patiently or reconsider as that 1-2 quarters looks like it will be much longer?

Thanks
Mike
Read Answer Asked by mike on April 08, 2020
Q: Hi,

Do you agree that many REITS and utility companies are historically way overvalued considering their lack of growth?
If I was to invest in REITS and utility companies for the next few years, could u pick 2 REITS you like for US and 2 for CDN exposure?
Could you also pick two utility companies you like for US and 2 for CDN exposure?
Read Answer Asked by Graeme on April 08, 2020
Q: I've seen you mention a few times that KXS and DSG are in the logistics business in one form or another. How much do their businesses overlap, and would it be okay to own both and still have a some diversification? Or is it best to stick with one and diversify elsewhere.

I'm largely asking b/c I'm looking for exposure to great Canadian companies (limited opportunities far as I can tell) and these are two that I'm interested in (already own KXS).

Cam.
Read Answer Asked by Cameron on April 08, 2020
Q: With many mines and exploration companies shutting down or partially shutting down do you see a shortage of the supply of precious metals, assuming this is on a global scale. Same question for base metals. Just an opinion is fine since nobody can predict economic and market developments with any degree of certainty, a fact that you recognize and that has been very helpful to me in my investment strategies. And very much appreciated!
Read Answer Asked by Rob on April 08, 2020
Q: Trading at ~$24 a share gives a market cap of roughly 1.45 billion. If they earned 297 million fiscal 2019, that would give a TTM PE of 4.89.
I know their properties are closed right now, but is this not a great buy looking out 2-3 years?
Any comment would be great. Are there any other companies you like that are trading at these ridiculous valuations?
Read Answer Asked by Ken on April 08, 2020
Q: My question on these two companies performance during the past month.
They usually goes up or down together in the past. But the last month or so, POW decline and PWF goes steady and up a little. Any particular rationale for that?
Which one is a better hold in these turbulent times. Thank you
Read Answer Asked by DAVID on April 08, 2020
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