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Investment Q&A

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

Q: Hi team,
I am back to TTD again. I bought a 3% position (small for me) a couple of weeks ago. I was tempted to up it just before earnings but held off as U.S. tech can be very volatile and who knows how the market would react. Well, I guess the market approved as the stock jumped 20% on Friday. Hindsight is a wonderful thing! The U.S. analysts are very positive on the story and see a long runway of growth ahead. I think you guys also like the space but were cautious on perhaps someone like Google taking a serious run at programmatic advertising. What I am reading by the U.S. guys suggest that TTD has a competitive advantage over GOOG, FB, AAPL or MSFT as it is unbiased over what advertising platform it would recommend for a client while the big guys would direct advertising just to their own platforms. Would you agree with this thesis or are you still cautious on TTD from pushback from the big guys? I am thinking of topping up to 6% or so if the price settles down again.
Thanks again,
dave
Read Answer Asked by Dave on February 26, 2018
Q: I'm considering buying a 5% share in CC & would appreciate your input on the company. I'm concerned about the debt which was quite high last year.The debt is $2.6B with a net leveraged ratio of 1.8 times on a trailing 12 months basis. Is this coming down or increasing?
The businesses, all three, seem to be doing quite well.Do you agree?Will there be further share repurchases or is it finished.What is the EPS & the free cash flow based on the US tax reform? Is it a buy or should I pass on it?
Read Answer Asked by Dave on February 26, 2018
Q: Hi,
After the recent correction, US banks recovered (JPM, GS, C, BAC) but other finance sector stocks did not (AMP, MFC, AIG). Will future interest rate hikes will not benefit annuity business? At this pull back could AMP:N a good buy if I have some funds in RRSP to invest this year? I do hold TD:T and USB:N and MFC:T.
Thanks
Read Answer Asked by Piyush on February 26, 2018
Q: Hi 5I, I will appreciate your help in picking the best of intc or csco and or suggesting better choices for safety and growth, and the same for zem or xec.
Many thaks, J.A.P, burlington
Read Answer Asked by Joseph on February 22, 2018
Q: Hey 5i Team,
I know you don't focus on the US but I wondered if you had any insight into the complicated "buyout" Albertsons is trying to do. I own a full stock position and wondered if you would just wait it out till sales goes thru or hold long term. Just seems especially complicated being that Albertsons is private and trying to go public thru buying rite aid.
Thanks
Read Answer Asked by Tyler on February 22, 2018
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