Investment Q&A

Q: Would you buy any Cdn REITs at this point...and if yes, what 3 (and in what order) would you buy at current prices.? Thank you as always for your great insight.

Q: What are the prospects of OI glass for a long term hold.

Thanks

Thomas

Q: Your assessment of the prospects for the company? I am almost at break even. Would you add, sell or hold? Thanks

Q: Your comments on Versabank? Is it a buy, sell or hold? How does it compare to eqb which you recently added to one of the model portfolios. Would you sell vbnk to purchase eqb? Thanks

Q: Hi, Could you please share your updated outlook for Tourmaline for 2023 and medium term. Stock price has been lagging the Energy sector, possibly due to steep drop in natural gas prices, for past several weeks. Do you see tide turning any time soon ? Thank You

Q: Hi team
lost some money on CJT
can have another 1-2 years horizon
if I take the loss, what stock in the sector would one replace it with? thanks
Michael

Q: Is Iris Energy Ltd a good investment now or in the near future?

Q: Hi 5i Team,
Wesdome Gold SP tanked after reporting 2022 full year production guidance.
What do you think of this company going forward in 2023?
Would you expect recovery and improvement in production and earnings? Or should I avoid this stock?
Thank you.

Q: Pmet is on a strong upswing. Can you comment on the stock and its prospects go forward. Is it a buy, sell or hold.

Can you compare pmet to ibat. Is ibat a buy, sell or hold. Thanks

Q: I know AEM is one of the most frequently mentioned gold stocks when 5i is asked for a gold stock recommendation. Since October the price of gold has essentially been a straight line up and to the right. I see no insider buying at AEM. What are we missing? They seem to be a non performer!

Q: After recent developments in Ukraine-Russia war, Russia now treating NATO as a direct enemy, so we are are going to see significant escalation in cyber war activities, meaning more money is going to be spend on cyber security. To capitalize on this, I would like to invest in one of these three cybersecurity ETFs. I am leaning towards BUG because it has higher concentration of security names, two other ETFs have many cloud/infrastructure holdings (e.g. Cisco, Cloudflare, etc.) that have little to do with cybersecurity. Yet, BUG is the smallest out of 3 ETFs and it has very high average P/E ratio... Which ETF do you recommend and what's you reasoning for the choice? Thanks.

Q: Wondering…..what would be your recommended route for investment in battery metals … stocks, ETFs ?

Q: Shop has an extremely high churn rate.
That means that they cannot retain their customers.Many businesses try Shopify but throw in the towel after a while as its not customers friendly.
With higher fees the churn rate will even be higher.
Why does nobody see this and you do not mention it either.
This will go the way of Nortel eventually?

Q: with the pull back in CNR, what is a good entry point re: price?
thanks
Michael

Q: Hi team
I have a small position in CAE, under water
time frame of 2 years plus, would one sell, add or hold?
thanks
Michael

Q: I would appreciate an updated opinion on Slate Grocery REIT. Thanks!

Q: I am break even on this stock. Would you add, hold or sell? Why? Thanks

Q: what is a good entry point re: price for wcp for a 1-2 years hold?
thanks
Michael

Q: Hi, Thanks for your conviction and rock solid positive view on the company helping many of us to remain calm when stock was selling off during last quarter of 2022. In more than many ways, stock price has supported your thesis, latest proof being company's ability to increase their prices by 33%. Do you think that last 3 weeks move and specially Today's 11% move in a day was caused by fundamental reasons like this price increase, Deutsche Bank upgrade and market expectation of strong results ? Or, it's the short sellers caught off guard and running for cover ? We know that 5i increased SHOP position recently in the Balanced Portfolio( and we followed suit ), which proved to be a great tactical move !! Has the recent price action influenced your outlook on the company and its stock, for better or worse ? Thank You.

Q: I had BEPC (3%), BAM(1%) and BN(5%), TD(3%) but just sold my BEPC, with the intent to use the proceeds to bump up BAM. Would I be wiser to bump up my TD or would you expect the profiles and forward looking growth/income to be similar? Non-Registered account.
thanks,
Mark