Investment Q&A

Q: i agree with stevens question on knight.
i owned 40,000 shares of knight, i have been in since 6.00, now i have only 12,000 shares.i did well but honestly i expected more.
it is unlikely that jonathan goodman will do anything with his 760 million stash in 2017 , he is looking to buy something for almost nothing and what bothers me more than anything, is he raised money 4 times diluted the stock each time and then did nothing with the money and he clearly states it is a stock for your grandkids, so we could be waiting a decade or more and he also says paladin took 19 years to payoff.
my question is do you think maybe you are being too optimistic on this company especially since you have it in 2 portfolios.dave

Q: Knight Therapeutics (GUD) is my largest holding. Each morning, I get up and while doing the usual ten minute standing ab routine to get going, I wonder what Johnathan Goodman is doing. Unlike me, he has about $760M in cash in his pockets and, again unlike me, he seems unwilling to part with it. I completely understand this is a long term investment and I look at it as a form of security for our future but if he were to go out and buy "someone big" with a product line and a sales force, I can't help but dream that this stock will multiply significantly. Can you send him a message and tell him to start doing those ab exercises. He needs to get moving.
Am I being a little impatient and do you see any signs of activity that might be remotely encouraging?
Thanks.

Q: Hi team,
Could you comment on Shopify? How volatile will it for the next 12-24 months? How is the risk? thank you!

Q: Please dissect earnings report released today. There was a significant amount of additional expenses. Is this anything to worry about?

Q: I own both and I am interested in adding to both. Is this a good time to add or should I wait till September?

Q: Your thoughts ion swapping CGX for ECI Or RPI

Q: Any reasons for sharp drop.Is this a good entry point @ this level & why?.Thanks for u normal great services & views

Q: John Heinzl discussed MLP's recently and hinted that they are taxed unfavourably.

I hold BEP in a non registered account, can you help me understand BEP's distributions in particular the effect of ROC ?

Is this good or bad ROC ??

THANKS

Q: Regarding the recent question on Brookfield renewable, it is a TSX-listed company and the distributions are treated as Canadian rather than American for tax treatment.

Q: Thanks for your response to my recent question. I understand some of the short term issues re share performance but I wonder about the Spectra purchase long term. Is the acquisition accretive and the debt load manageable longer term to continue to make ENB an attractive investment?

Q: Hello
Is there a reason the recent options price will be set on the second day after earnings? Thank you
Dave

Q: Pho reporting on May 30.What is your view on its revenue & eps?Please provide analyst's expected revenue & eps,Appreciate u normal great services & views

Q: Would appreciate any concerns you might have over recent insider selling of this stock. I do own it and have done well with the stock but I am inclined to put a stock loss order on the stock. Thanks, Bill

Q: Why would these two companies' SP face so much headwind of last? If I'm to do an average down on just one of them, which one would you prefer? Or I should just sit back and see what's going on with them? Or perhaps just sell them and leave both?

Your insight, as always, is much appreciated.

Q: What are the top 5 in the balanced and growth portfolios to invest right now?

Q: Hello 5i,

In the event of a bear market occurring, please advise what companies in the beport portfolio are considered to be defensive, or more likely to withstand a major share price reduction.

Thanks.

KC

Q: If you could buy one of these stocks today, which would you pick? Long term holds.

Q: You did a portfolio review for me in March and it was very helpful. I sold some losers, still have some stragglers and picked up a few great stocks & ETFs. I am wondering if I should hold CXI until later in the summer, in hopes business picks up or sell it now and buy KXS. I am down 40% in my TFSA and it's hard to sell but I am tired of waiting for good news. Your valued opinion, please. I know that it is no longer in your portfolio.

Q: Hi, I can't decide which financial stock to choose for a half position in my portfolio . For financials I already own full positions of BNS, SLF . (And HR.UN for real estate if you think that is relevant)

Which would you choose and why? Thank you

Q: A friend worked at PEO a few years back and mentioned the stock to me at .30 saying in conversation the CEO - who she had a great respect for - suggested he was building this company to a $10.00 share price. After watching the company, I took an initial position, then added to it when 5i came on board. I am overweight now and it continues to rise. I'm curious why he would pick $10.00, would that be a market cap where bidders would step in, an exit point perhaps? I realize you cant read minds, but after seeing companies built and sold, any thoughts here? What would be the main risks with this company?