skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: May I please have your thoughts/comments on LICY (Li-Cycle holdings)?

Knowing that it is early days and the related costs for scaling a business such as this are expensive up-front, can you also please comment on:
1). Is there a market for their product?

2). What is their competition doing in comparison?

3). Is it somewhat of a moat business?

4). How long until the up-front costs of establishing the business begin to pay off?

5). What is inside ownership like?

In past questions related to this company you felt that it was too early to consider investing in the company. Do you still feel that way?

If so, at what point does it become a company to invest in? What are the tell-tale numbers that someone should be looking for?

Thank you very much!!
Read Answer Asked by Brian on August 15, 2023
Q: Trying to reduce my number of stock holdings. Have identified these 11 as small positions that can be eliminated. Intending to use the cash to add to stronger holdings. I try not to think of a stock as a "hold". There are lots of high quality names you can invest in that look better than a "hold". If you were doing a portfolio clean up, and held these as roughly 1% positions, are there any that you would be reluctant to sell?
Read Answer Asked by Dan on August 15, 2023
Q: This preferred share is currently yielding 11.3%.
No matter what happens to 5 year government interest rates you are guaranteed 6.25% per annum in the future.
With the dividend tax credit this yield of 11.3 % is approaching close to 15%.

Would you say this is a good buy? Or there are credit issues with the company issuing this preferred share ?
Thanks for your insight
Read Answer Asked by Terry on August 15, 2023
Q: Hi, I'm not sure if my question went through previously, but I was wondering if you could provide more information on the ETF Fund Growth Model Portfolio with respect to proportions of different sectors and different country involvement?
Read Answer Asked by Adam on August 14, 2023
Q: Good day,

I did some rebalancing based on your response to my Feb question. I bought GOOG which paid off, GXE which sort of didn't (yet), and held the rest, and definitely should have listened on LLY and TFII... Wow.

My NVDA took off, and I believe ZWT mostly gained from it and the mega caps as well. NWH.un continues to wallow.

I'm looking to diversify, as I'm heavily concentrated in tech and Energy. Are there any materials that you expect to have a high demand on the horizon? Similar to Uranium/Lithium

Would you take some NVDA gains, and sell ZWT (I hold AMZN, GOOG, NVDA, TSLA separately), Sell NWH, in the current market, and then where in the above sections would would distribute it? Did I miss the boat on TFII and LLY?

I've also held BNS on and off the last 5 years, would you exit that in the current interest market?

Please recommend a couple options in each of a few sectors that you find most compelling right now, thanks.

[Apologies for the disjointed question, the text box on mobile is pretty small]
Read Answer Asked by James on August 14, 2023
Q: Is Well Health Technologies the most manipulated stock in the Canadian market? I use Wealthsimple for several accounts and activated their "stock lending" option where they give you a yield on borrowing your shares. Their example target is 4.5% for shares borrowed. I could see the short attack on Well beginning like clockwork, 1 week before last quarterly release, as my shares were lent out more each day. I started getting 6% yield and that was ok. But that went down more and more with each "short", until I was loaning out all my shares for a measly 0.2%. I contacted the brokerage multiple times and they stated "market demand" and "fluctuations". Clearly 0.2% was not part of the deal and certainly not worth the risk. I obviously canceled this borrowing feature. What is this trickery? They are literally giving away shares to shorters as a means to suppress the share price. This has ONLY occured with Well:ca. How do they get away with it?
Read Answer Asked by Ok on August 14, 2023
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!