Investment Q&A

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

Q: Could you comment on the earnings? And would you be comfortable buying this here?

Thank you!

Q: Currently my Cdn REIT holding is CAR.UN. What are your thoughts on ERE.UN as a foreign investment? Do they share management to a degree and could this be a negative?

Q: Hi, thoughts on VEXT:CA?

Q: Thoughts on TRUL?

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

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

Q: Thoughts on VNOM?

Q: How would the Teck Frontier oilsands mile project affect Enbridge or Pembina (if at all) if it is approved or rejected? Thanks!

Q: market cape 500m, Q3 reported cash balance 548m and shareholder equity 851m. With positive earning, why this is not a compelling buy ?

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!

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

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.

Q: hi:
Last week, LSPD ( after a notable uptrend ) just experienced a gap down, and a dramatic 20% collapse in share price .
In the Candlestick world, such a pattern predicts that the decline will continue lower from here.
Do you feel there cause for concern ?
Thankyou

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.

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

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?

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

Q: I see pictures of near empty big Chinese cities on tv. Sales of consumer electronics like smartphones and laptops must've plummeted or any consumer electronics for that matter. This will mean significant misses on the next quarter revenue. Why is the market shraging this off?

Q: Hello, are HXH and HXCN identical? Any idea why HXH is so thinly traded? Would you prefer one over the other if you are only looking for capital gains?
Thank you