Investment Q&A

Q: Visa has performed well and is part of the IPAY ETF, a fund that has not the same 'torque' compared to V alone. Would it be preferable to identify quality names in this field like V instead of relying on the fund?
Thanks!

Q: I notice that both companies have only a few directors that own minimal shares in the company. Generally speaking, is this significant in terms of due diligence prior to buying a stock? How would you interpret this?

Q: Can you comment on the purchase today by TRI. Would you call TRI a buy today and how would it hold up during the possible recession on the horizon?

Q: good time to buy ?

Q: Visa vs. Mastercard for a new investment?

Q: Would this be a good time to buy TD bank ? I have most of the conservative ETF portfolio with some good dividend stocks as well.
enb, ppl, npi, atd.b, aqn,

Thanks
Carl

Q: Hi team,

Commissions on trades are gradually disappearing in the U.S. Do you think Canadian firms will do likewise and what impact will it have on the stock of TMX Group ? And your views on TMX now ?

Many thanks,

Jacques, Mtl

Q: What is driving TD’s price down today?
Thank you.

Q: Greetings 5i team,
I understand that the context under which the 5i team will answer questions is critical. A view to SELL a stock in one instance does not necessarily contradict one to BUY given a different set of parameters / assumptions etc. However, a Q/A provided recently concerning FSZ has me scratching my head a bit.

It would seem to me that the answer endorsing SLF over (CIX, IGM and FSZ) was too dismissive of FSZ given that FSZ is in the Income Model Portfolio and a (B+) report was provided 30 May 2019, citing the many positive aspects of FSZ, and a mere nod to the 'generally slower growth asset management industry'. Your comments please?
Thanks as always
Steve

Q: Hi,

I've been watching this stock for a while now, waiting for a bounce or some indication its decline was done. Today was not the day I was looking for (down 9%) following its announcement that it will no longer charge commissions on trades. Down 9% seems a bit much for this news. Thankfully, I don't own any shares - yet.

My research indicates that this company is doing much better than its stock performance...annual growth in each of revenues (CAGR or 10%+), operating and net income (16%+) and equity growth (17%). Cash flow (down about 30% TTM) is about the only concern I can see from its filings. Debt seems manageable and on the low side.

Trading near its 52 wk low, is this actually a good time to step into a quality company? Is its continued decline more a reflection of general concerns about the economy? What's really happening here?

Q: Opinion on Peoples United Financial Inc PBCT - Nasdaq

Q: I have all three in a taxable account, both FSZ and CIX down quite a bit while IGM which I held for a long time with considerable gain. None of them is considerable weighting in my portfolio and I am contemplating between selling all and buying either SLF or MFC or consolidating them to only one. Reading answers to questions it appears that your preference is FSZ. But you also like SLF. I am looking for growth more than dividends, Any suggestions? Thanks

Q: Although MIC is exhibiting good momentum, today's Globe is showing that short sale in MIC represents 22% of the float. Do you think this is a bearish signal or this will support the price due to expected short covering. Would you consider MIC, buy, hold sell? What rating would you give it? Thanks

Q: To the best of your knowledge, is there anything being proposed by either of the two major political parties that would negatively or positively affect HCG?

Q: Good morning 5i,
I am looking for advice on US dollar fixed income possibilities in this particular economic climate. I have some of the two mentionned and wondering whether I should continue holding them? also, what would be a good buy at the moment?
thanks

Q: Now there is talk of negative interest rates eventually coming to Canadian markets. What would be the impact on the banks and financials here?

Q: Am doing very well on these guys and am within proper allocation. Do you see much more upside over the next 12 months or have they reached their peak and will drift lower? Your views on them is much appreciated.
Thx Gary

Q: From the standpoint of a TRI shareholder, what would be more beneficial to TRI? If the LSEG bid for Refinitiv (TRI holds a 45% intertest) goes through, or if the Hong Kong group is successful and forces LSEG to dump its bid for Refintiv?

You insight is much appreciated.

Q: Hello, What are your thoughts on Pershing Square holdings. They seem fairly cheap. I am considering starting a small position. I believe I could purchase it only in the OTC markets in north America (PSHZF). Please correct me if I am wrong. They have now rebounded well after the issues with Valeant and Herbalife..I would appreciate your thoughts. Thanks. Shyam

Q: Recent results seemed more of the same - moderate growth with increasing pressure on margins. Did these results tend to confirm your thesis that things are moving too slowly here and the future seems dull?

Appreciate your insight.

Paul F.