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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: I have the stocks in RRIF and CIX in TFSA.Do you have any news concerning CIX ventures in US and the Canadian taking the debts. Is it a concern my breakeven is 15.50, Gold seem to be climbing well with bank turmoil in US.All this debt will have to be repaid to gov't entities eventually. Can US still avoid a recession with all these problems.Gold has moved quite a lot in last week.What does 5i globe see in the future for gold
Read Answer Asked by Guy on March 21, 2023
Q: Hi, Energy sector has witnessed a sharp sell off last week, with market and decline in Oil prices. Recession worries seem to be growing higher and with ECB sticking to 0.50% rate hike, market seems to be expecting Fed to stay course with its hawkish stance, despite recent turbulence in banking sector. Some large Energy traders are reported to have lightened their positions significantly, early in the week. We as well as most of 5i members are simple retail buy and hold investors and do not have access to advanced tools/money flow and other expertise.

With the recent market backdrop in the sector, and Oil/NG prices flirting with new lows, has your view, in terms of maintaining about 10% weighing in the sector, changed ? Or, do you believe that market concerns are of short term in nature and there is value and a strong case to remain invested in the sector for say, at least 12-24 months ?

Mr. John O'Connell of Davis Rea was on BNN, warning viewers to stay away from the Energy sector, claiming that cost of production of most companies is higher than current prices. (which appears to be a questionable claim). On the other end, there is Mr Eric Nuttal, an expert in the sector with $2 Bln AUM, with completely opposite views.

Thank You
Read Answer Asked by rajeev on March 21, 2023
Q: Please compare these companies in light of a possible recession and the tech and financial sector. Which would be your 1st choice for long term.

Thanks as always and happy to renew my membership again this year.
Read Answer Asked by Jean on March 21, 2023
Q: Can you suggest 5 beaten down, safe financial names with good long term prospects? Please include any relevant US companies that are available as EDRs. Thank-you.
Read Answer Asked by Alex on March 21, 2023
Q: Can you name your top 3 small cap growth Canadian stocks that, suddenly, are now looking very attractive and provide the main catalyst for recommending each. Also, name 3 growth stocks that were recommended as being attractive but no longer make the list and why.
Read Answer Asked on March 21, 2023
Q: Hello - just wondering if you can shine a light on what the Cdn banks do with excess capital? I'm aware our banks are more regulated and conservative than their US counterparts, but given the asset/liability mismatch of SVB holding long treasuries with deposit money - I'm wondering if what Cdn Banks do with their deposits is regulated and what the big 6 are doing with that capital in gerneral. Thanks!
Read Answer Asked by Ben on March 21, 2023
Q: hi folks..hold Digital Turbine..any/much significance to n/r today announcing ..."Flexion and Digital Turbine Announce Strategic Partnership to Unlock Alternative App Distribution and Superior Monetization"....stock bouncing off recent lows but need the experts opinion on news haha...Buy/Hold/Sell...thanks as always, jb Piedmont QC
Read Answer Asked by John on March 20, 2023
Q: My portfolio is getting quite a bit overweighted in certain areas, yet if I rebalance I will be setting myself up for capital gains, would you consider it prudent to accept cg in order to rebalance a portfolio ?
Read Answer Asked by Peter on March 20, 2023
Q: What are the best stocks/ETFs/funds for gold and silver in Canada and USA.
Read Answer Asked by Mirjana on March 20, 2023
Q: Hello 5i Could you comment on your opinion as the the takeover of Yamana. The take over is expected to take place by the end of March /23. There are 2 options 1 is to sell into the market or 2 take the cash and shares in the 2 takeover companies. The price of gold seems to be on the rise. Therefore if a person chose the shares they may rise in value from the takeover date.
Read Answer Asked by Michael on March 20, 2023
Q: Hi team,
I can’t get over why BN is selling off so much. I have listened to their conference calls, scrolled through their investor presentations and letters to investors. The quality hard assets they are owning seem rock solid with steady predictable cash flow. They seem to own the quality hard assets that keep the world going . I like that they are also very in tune as to where the new money is being allocated on a global scale (such as new global investments in green energy ). They really seem like top quality operators and remind me of Berkshire. I don’t see where they are tied to risk with this latest bank crisis that would tie them up to the selloff . They advertise 175 billion of available investment capital. Yet their market cap only shows 61 billion according to my brokerage. It amazes me like a risk asset like bitcoin is being bought up today even thought it’s mostly the crypto banks that are having issues and are most tied to this failure of Svb and such . You would think stocks like Bn and Berkshire should be flocked to as a safe haven but it don’t seem that way. Anyways ; rant over. What am I missing something ? In my eyes for a long term investor this seems like a great time to buy BN shares being almost cut in half from its high? Do you agree?

Shane
Read Answer Asked by Shane on March 20, 2023
Q: Generic question: according to one money manager, a number of stocks are now being priced at “zero” …. clearly not zero , but well below traditional metrics for evaluating stocks.( FRC the most obvious example)

AND also arguing that this has not happened since 2008.

As always I am interested in the 5i perspective, please and thank you.

And can you think of stocks that fall into that category?

Read Answer Asked by Donald on March 20, 2023
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