Investment Q&A

Q: Hello your thoughts please on Montauk Renewables MNTK

Q: I really like the look of a company like JXN in a rising interest rate environment though its suspiciously miniscule P/E has me a bit mystified. Can you comment or suggest similar alternatives?

Q: Can you please put these in order for me. From best to least best. Thank you

Q: Hi, TRP and ENB had a bad day with both stocks declining 2.5%, by close. There was no specific news for either company. Oil was weak today and price dropped about $2.50-$3, during course of the day.
My understanding is that movement in oil prices has no direct impact on these stocks, in a meaningful way. XEG, on the other hand was down just less than 1%. Was TRP/ENB drop unusual ? Thanks

Q: Hi. could you please rank these REITs in order of safest business model during a recession and relative security of distribution. Thanks.

Q: What is the main difference between the dividend of BIPC and BIP.UN? Is it that the BIPC dividend is an eligible dividend, therefore qualifies for the dividend tax credit, and the dividend from BIP.UN comes to the unitholder as regular income?

Q: ECN is looking like a buy at this level. Would you sell CAE to buy ECN with no tax consequences as holdings are in an RRSP Thanks as always. Frank

Q: What should one do now with this chip sales ban to China?sell asap or hold?

Q: Hi, I own some HYLD and see that it has dropped more than 10% over the last 2 weeks. It now yields over 13% based on the last payout. Do you think the payout is safe given it's holdings? Also, Would this be a good time to average down? Thanks.

Q: Our enbridge monthly bill just came in-- up about 100%. Will this have an impact on stock eps, stock value, future price, future dividends?

Q: Hello 5I,
I am down 40% and 30% respectively on these two semi stocks. Do I ride is out or take the loss and move into another tech stock?

Thanks

Q: The TSX solidly outperformed the SPX from early 1999 to early 2009 and the SPX solidly outperformed the TSX from then until early 2020 and we’ve been chopping around since.

Is it time for the TSX to outperform the SPX again, for at least a few years? Is this essentially a question of how strong will tech be going forward?

I noticed that during the TSX outperformance from 1999 to 2009 oil went from $11 to $140. So maybe it’s also a question of where oil is going.

Q: Novo Resources seems to be well-positioned after selling its New Found Gold stake and retiring its Sprott obligations with the proceeds. The treasury
also looks to be in good shape to facilitate moving ahead with development
of some of the massive Pilbara land holdings as well as other endeavours.
Could you please give your outlook for the company, including a ballpark
estimate for the carrying costs of the big land package in Australia? Thank you.

Q: What are your thoughts on index funds and if you were to buy a few which ones would it be, following the Canadian and US exchanges?

Thanks

Q: Hi Team,
What's your take on CRWD earnings? It appears that they beat expectations, as well as raised guidance. I am reading some PT increases...yet the stock is falling? Thanks

Shane.

Q: Can you comment on the announced exchange offering.

Q: Your views about the company in this weak market and inflationary period.
Thanks

Q: Could I have your thoughts on JWEL please? Do expansion opportunities into the US (purchase of Nutrawise) change your previous coolness on the stock at all?

Are there other stocks in the sector you prefer?

Q: Hi 5i,

Following Eric Nuttall's appearance on Market Call on March 4th this year, I invested roughly equal amounts in the above six oil and gas companies on March 7th. (Coincidentally, another 5i member posted questions about the exact same six companies that day.). As of yesterday's close, the results have been a mixed bag, ranging from TOU up 52% to TVE down 25%. Overall, though, up about 6% (not counting dividends).

My investing style is generally to buy and hold quality companies for the long-term, while this oil and gas play was intended to be a bit more of speculative. What is your current opinion of these six companies? Would it be wise to sell any now?

Q: I am looking for advice on how to handle the small cap growth stocks in my TFSA. I find it more difficult to sell a stock rather than to buy it as either greed or ignorance or dismissal of all the relative facts get it in the way. For example , I rode EGLX all the way to nearly $10.00 only to watch it fall to its present price of my initial cost of around $ 1.90. The market was strong, it recently listed in the US, ; things were great but then they weren’t. I need some non emotional, logical tools with which to make selling price decisions on these more volatile stocks. A suggestion of some technical measurements for these types of stocks would be helpful.

I have considered a stop loss formula of say a certain % increase would trigger a certain % stop loss order. For example at a 50% increase I would implement a sell order at 10% below current price or a 100% increase ( to be so lucky again) would trigger a sell order of 20 %. Being human I would probably kick myself if watching a 100% gain ( actually only 80% if I used this formula )go on to a 150 % gain, only to be stopped out at a much lower price !

Thanks
Derek