Investment Q&A

Q: I took a position in Ituran Location and Control. I wanted to cross check if I was missing anything here. The company trades at a P/E ratio of 15.8. Based in Israel with sales mainly in Israel, And South America. 80% market share, 3.7% yield. Subscriber growth grew nicely in 2019. Missed three of the last 4 earnings and net income dropped over prior year, but operating cash flow has increased over the prior year. I think this drop in net income explains the share price drop. Insider ownership is high. Roe is good. Iturun owns 46% of a company called BRINGG a logistics platform for businesses with customers that include Walmart, McDonald’s and DoorDash which could be a hidden catalyst. I think I have a winner here... Considering the low valuation, what risks could I be missing?

Q: Could you please compare these two. Which one would you buy today?

Thanks,
Milan

Q: Any idea why Bank of America and JP Morgan are dropping the last several days even after they both reported stellar results - should I be taking my profit out now or hold ?

Q: Your analysis and view of this company hitting new highs and do you see more momentum. Buy,sell or hold?
Thanxs Gary

Q: hi there,

looking for an undervalued US financial to add to my portfolio. I own JPM, WF and PRU. Looking at the financials, this one seems to be growing but trading at a significant discount to its peers. Am i missing something or is there another US insurer you prefer?

Q: This company has one well known Rating Agency at "Strong Buy" and another at "Strong Sell". My December 2019 opening position is down 8%. The wide spread in ratings has me intimidated but still inclined to buy it on the way down.
Can you see something other than Boeing, that could be holding this stock back ?

Q: Would appreciate your analysis and thoughts on Seaspan. Had doubled up and was thinking of selling and putting funds into 2 more US equities. Looking more for growth and capital appreciation but fine with a dividend if possible.
Which 2 would you suggest in any sector and do you think Seaspan's recent news is the reason for the 14% drop in the last month.
Thanks Gary

Q: Hi 5i tesla has had a nice run in the last six months where do you see the company going from here thx Kim

Q: I hold units of ITA and was thinking of switching these to RTN. However BOE represents 19.88% of ITA and its troubles have already affected ITA's price. Given that, would it be better to simply stay with ITA?

Q: Would like your analysis of this small cap with a large dividend and a increase just announced following a recent cut. Curious as I own seaspan and have doubled up and looking to invest 50% into anther shipper. What others would you recommend also.
Thanx Gary

Q: Hi 5i Team,

Beginning of the year, time for portfolio maintenance/tuning operations, my doubts/focus is on these 3 US titles : BIG, CTSH, CHRW.

Would like to know your call (HOLD/SELL) and brief appreciation on these. In SELL cases (if any), could you please provide US market replacement suggestion other than (already owned) : GOOG, SBUX, V, BRK-B, DG, CPRT, KMX.

My portfolio is in registered account, holding period would be 5-10 years, aiming for quality company with good mid-long term growth potential.

Feel free to deduct as many points required.
Thank you for your excellent services,

Q: Can you please comment on earnings ? Good time to initiate a position ?

Q: Could you please explain where the best place for a global or US mutual fund or etf is to be held and why?
Thanks

Q: Can you suggest a unhedged etf for USA market exposure and low volatility and low mer

Q: Could I please have 5 recommendations for investment in Canadian stocks and/or Canadian ETF's focused on the US market. I currently have no investments in the US market in my RRIF. Thanks

Q: Hello, any reason why QCOM share prices have been on the decline over
the past few days? Thanks.

Q: Peter and His Wonder Team
I am confused! DSX is buying back shares on Feb.2nd at $3.30. However in the last 2 weeks the share price keeps gradually falling. Today it is down to $2.86. Can you please give me ideas as to why this may be happening because it does not seem logical! Thank you...

Q: For a long term hold, would you buy this company on the pullback or do you favor any other equivalent company instead? (I am interested by this company because of the tech aspect, but not crazy valuation, although i am very heavy on tech right now)

Q: Hello 5i,
Could give me the growth outlook for these healthcare companies. I realize some are quite small and riskier but just looking for the growth numbers at this point.
Thank you
Dave

Q: Hello Peter et al,
I see you haven't had any questions on BILL.Com yet. I know it is early days but what can you tell me so far?
Thank you
Dave