skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I like TOY but am concerned about the following:
1) How vulnerable is TOY's business to low price "knock-offs" being marketed as TOY brands through on-line channels like Amazon, Alibaba, etc.?
2) Do retailers like Amazon & Walmart have the technology to restrict this type of thing, or would they unknowingly be expediting it (and benefitting from it)?
3) How effective is legal action initiated by a company like TOY in defending its intellectual property?
4) Is this vulnerability a "deal breaker" in deciding NOT to buy TOY?
Thank you for your thoughts.
Edward
Read Answer Asked by Edward on June 14, 2019
Q: Hi there, regarding the following you answered today, isn't this exactly the right time to start picking away at real good names that are well managed in the energy sector, specifically higher dividend paying names that have top quality management/board and good balance sheets, that are just being thrown away with the bathwater? Getting paid well to wait after so many years in a down cycle, ie Vermillion, VET. (they performed well in previous down cycle, and have proven themselves).

Is this not what Warren Buffet tells us to do, start adding when no one cares or wants them at all? Especially after four/five years of a down cycle already in the sector!

Income Portfolio Question;
Isn't this the right time to add something like VET to your income portfolio with cash on hand, 2% starting position, considering it seems way better then when you had Crius, KWH.UN, in there as a risky income play?

Even if they cut the dividend in half, it still seems like a good return for the income portfolio, and for them to use the funds to pay down debt, while also supporting their shares, with a normal course issuer bid buying back even more shares?

Thanks!

Q: Peter; Do you think selling all your energy stocks now is a typical “retail” investor panicking at the bottom- conversely is this a contrarian’s dream? Thanks. Rod

Asked by Rodney on June 13, 2019
5I RESEARCH ANSWER:
Probably; we do not think we have seen the 'capitulation' volume where everyone just wants out, but it still 'feels' that way without the volume. Oil is up 3% this morning so it will be interesting to see if anyone cares about the sector. We would still suggest more than a 0% weighting, but don't think an investor needs much of the sector right now.
Read Answer Asked by Hussein on June 14, 2019
Q: Hi 5i team, is it possible for you to list no. of quarter earnings out of 8 beating estimate for all companies in your balance and growth portfolios. Deduct as many credits as it takes.
Read Answer Asked by victor on June 12, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!