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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: Hello
I have observed that insurance rates are growing up by a step above general inflation. Which public companies in Canada are the most involved with property, and casualty insurance, and where this is their main business. I think there are a couple years of healthy returns where all premiums go up in unison. What is your best picksÉ
Thank you
Read Answer Asked by francois on February 11, 2020
Q: Hello
I want to have your insight on the following stocks and would you a buyer with the market volatility
1. BDX. Is it a good entry point and do you see the stock bounding back to the upside?
2. ZTS
3. BYD

Thank you
Read Answer Asked by Kristelle on February 11, 2020
Q: I’m curious as to why MCR is selling off today. There was news today that the estimated cost of the TMX line has nearly doubled. With macro’s spread being reimbursable (one of the few with out a cap from my understanding), wouldn’t this be very positive? (Ie. macro stands to make more then original contract estimates). Is this not one of the cheapest stocks on the Canadian stock exchange based on p/e? Thanks
Read Answer Asked by Scott on February 11, 2020
Q: Q: Hello Gentlemen,
I hold 5.8% of TRP and 4.2% of ENB in my portfolios. Long term TRP has underperformed both PPL and ENB. I consider selling half of TRP (in RIFF) and use the proceeds to take a position in PPL.
Your opinion please.
Thank you,
Werner
Read Answer Asked by Werner on February 11, 2020
Q: Hi 5i,

What do you think of this company? When I first heard about it and the IPO I laughed. and laughed hard. Fast forward 6 months later and a lot of reading, I'm beginning to think there might be a business behind this. I almost equate it to an Apple or Tesla: premium product with a potential cult-like following? What are your thoughts on the company and the business?

TIA!
Read Answer Asked by Wayne on February 11, 2020
Q: In answer to Nick on Feb 7 about the topic of "company share splitting", I thought the practice in the past had to do with a lower share price making it easier for the small investor to buy 50 or 100 share "board lots". Now with the ease and ability of buying even 1 share, the board lot issue has all but disappeared. Not sure...just my recollection....Steve
Read Answer Asked by Stephen on February 11, 2020
Q: Hi Peter

Yesterday Horizon launched HULC and HXCN total return ETF's. Will appreciate your expert opinion on them against available ETF options from other providers.
Read Answer Asked by S on February 11, 2020
Q: Peter, it looks like skies are clear for this stock, but I'd be interested in your opinion. Raymond James forecasts a one year double on this stock "on the back of positive news concerning the TULSA- PRO [prostate cancer treatment which provides non-chemo, non-radiation ablation of affected tissue], starting with the technology’s US FDA clearance last August and then announcing its first US sales a few weeks later, moving the company from a clinical development company to a commercial-stage company."

Also, the company recently paid off all remaining debt with CIBC.

So... what do you see as potential hurdles for this one.
Read Answer Asked by David on February 11, 2020
Q: I have held Chartwell for several years. I bought it because I thought as a leader in an industry with incredibly favourable demographics, there would be natural built-in growth drivers. I have concluded that the fact that they have not been able to capitalize on this inherent growth bias can only be attributable to the quality of it's management team. If this is not the case, what is the explanation for their under-performance relative to the rest of the market over the past several years? Also, can you see any possible share price catalysts in the near future that may influence my decision to bail or not....thanks...Glenn
Read Answer Asked by Glenn on February 11, 2020
Q: I have a general question on the Energy sector. To state the obvious this has been a very weak sector to invest. More recently, we had Jim Cramer come out and say investing in energy stocks is no longer attractive and fund flows are coming out of them as it does not "look good" to have these stocks in a fund. The extreme opposite is a well known Canadian manager who touts 2020 is the start of a new bull market in energy. However, when looking at performance of this fund it has a negative compound over 10 years and since inception.

I like taking a contrarian view, and can be patient, however, I am going back and forth on this but continue to side more with the view of Cramer as you can almost "feel" the shift in sentiment away from energy.

What are your views, and is it worthwhile to have any exposure here?
Read Answer Asked by David on February 11, 2020
Q: Dear 5i
I'm looking to add a higher growth stock in my TFSA and was wondering which of the following will do better in terms of earnings over the next 1-2 years ......CAE , WSP or BYD .
I was also debating between TEAM and NOW for the TFSA as US possibilities . I would appreciate your thoughts .
Thanks
Bill C
Read Answer Asked by Bill on February 11, 2020
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