Investment Q&A

Q: I asked this question pasted below but marked it private by mistake. Your propt answer is appreciated and contains valuable onformation. Please share this with the rest of your members and charge me another question for daling with this question again.

Q (Private): H2O Innovation has been trading in the 1.60-1.80 range for about 3 months, what is your opinion of what would drive this company share price higher or is it fully valued here?

Thank you in advance.

This question is private. Only you can view the question & answer.
5i Research Answer:

Looking through the recent numbers we would consider them good. The revenue growth is impressive, and cash flow growth was very good. Earnings were impacted by charges but we would consider cash flow more relevant here. We like the growth in recurring revenue and the backlog. The size difference makes a comparison with PUR difficult, but HEO certainly has some positive qualities, including a strong balance sheet, insider buying and nice growth.

We think the company needs to simply continue what it is doing, grow the top line, sign new contracts and continue to deliver on results. The shares are not cheap given the size of the company, so it is a name that may require a bit of time for the fundamentals to catch up to the valuation.

Q: Hi guys,
Is zcl a buy today? I've heard it's a great company but to expensive.

Q: Doubled my money on TNC, thank you kindly. I do not have PHO,ITC,or GPS. You have advised all as replacements. Could you place them in order of preference please, and explain why.
Thank you
Peter

Q: what is your opinion of bbu.un for a long term hold?

Q: Hi: I have a small portfolio containing Bep.un, Drg.un, and Bns.( just starting out). Can you recommend a couple of stocks and etf's for further diversification. This would be for a medium to long term hold, risk tolerance is medium .
Thanks

Q: I presently have Brookfield Infrastructure and WSP Global at 4% & 2% of my portfolio. Holdings are never allowed to exceed 5% regardless of quality) I would greatly appreciate suggestions on names of a couple of other Canadian company in the same field with international business.
Thank you.

Q: I know the market has run up and may be getting "expensive". However I am wondering if you can recommend three or four mid or large cap Cdn. stocks that are still reasonably valued, excluding oil and gas and financials. I am well diversified so sector choice is not an issue. Thank you, Bill

Q: Good Day to all. I'm 63, retired and have $400,000 to invest. Funds won't be required for 8 years, I have a moderate risk tolerance and would target a 4% dividend return on the portfolio.

In this scenario and with current economic/political environment, do you recommend:

(a) an investor buy your model income portfolio as it is currently reported, or

(b) a different portfolio of stocks and perhaps ETFs and

(c) should such an investment be made today, in whole or in part.

Thank you for your valuable and much appreciated advice.

Ian

Q: Holy Insanity! Who are the crazy gamblers (not investors) buying SNAP Inc at a price/sales ratio of 71 times! A valuation like that makes companies like Shopify and Nvidia seem like a bargain! I don't see anything that resembles a "moat" with this company, especially since Facebook has duplicated all the cool features of Snapchat onto Instagram? Am I missing something here 5i, or is this going to be the easiest SHORT for the next 2 years?

Q: Good Afternoon,

I manage two well diversified portfolios. In each one of them I am missing investment in Canadian Consumer staples that pay a dividend. Could kindly suggest to me a few companies that would be good for long term hold?

Thank you

Paul

Q: could you please compare Mal to Eif with the usual metrics and which would you prefer for a 2 to 3 year hold? Also, will Mal benefit from Trumps increase in military spending? Thanx

Q: In my well diversified portfolio, these are losers. I do not need the cash. Which in your view are not worth holding? I am content to hold on for any possible turnaround.

Q: Given the toppy markets and expectation of higher rates coming soon, where would you put new money with safety of principal and a modest return in mind? Thanks.

Q: Would you consider SW Sierra Wireless a good takeout candidate and if so, what would you watch for other than inside buying? I have noticed that it frequently hits new 52 week highs. Thanks, Bill

Q: Hello 5i
As I watch several investments plumb new lows, it strikes me that things may have turned and I am unaware.

We have seen 5i exit some names that were originally intended for 5 year hold but today I have to say my investment measurements are lacking when it comes to exit signs.
In some cases, I would get out as the stock price breaks the uptrend but have been ignoring this giving some space for volatility.
Given my experience in finding stock prices equal to zero in my portfolio, I would rather buy stocks that go up.
How does an investor distinguish between a stock going to zero versus one that is just doing the volatility dance and on a temporary path to a short lived low price?

I would rather not be found holding companies indicating 40%, 60% and 80% losses going forward.

Your thoughts on this are appreciated.
Thanks
Dave

Q: What is your analysis of the recent results? How is the company doing in terms of debt reduction?

Paul f.

Q: I am down approx 20% in a each of MPVD and PUR. Neither stock seems to be acting very well as of late. Should I remain patient or is it time to move on to greener pastures?

Q: Are you looking into making it easier for members to log in under one site for all 3 memberships.Tks 5i as usual

Q: I bought units in this fund at $10. when it was first offered but it is now trading in the $6.00 area with a very good yield. While I am an income investor, I wonder if I should continue holding or look at some other option like BIP.UN? Many thanks for your thoughts.

Q: Do you foresee that BEP, VNR, AQN or RNW would be impacted by a US BAT tax? Thanks.