Investment Q&A

Q: hello 5i:
We hold a position in this company, and would like your thoughts on the offer by St. Barbara. Did you have time to take in the investor presentation call? Do you think there'll be a better offer? Was a closing date for the sale given?
thanks
Paul L

Q: Can you comment on the stock and specifically their q1 results please?

Thanks

Q: Any comment on this one?

Q: Hello there,
Any thoughts on MV Oil Trust ? Looks like a huge yield which is the first red flag, any thoughts on this one?
Thanks

Q: Hi Peter & 5i:
Would you be able to explain what the secondary bought deal offering means when the announcement says:
"The Fund will not receive any proceeds from the Offering. Food Services will distribute the net proceeds of the Offering to its long standing shareholders."
Food Services are selling their shares and then going to issue a "special one-time distribution" from the proceeds?
Thanks so much.

Q: You responded to a question May 7
"S&P changed GOOG's classification last year, so this is not a bad question on it. GOOG is now classified as Communication Services."
Why is it under technology in the Portfolio Analysis tool? Will you change the sector in the tool? Or do you consider it as technology?

Q: Hi team,

This is a question on sector risk with changing stock classifications. I saw a question recently where you confirmed that GOOG is now classified as Communications. I believe FB, NFLX and the gamer stocks (ATVI, EA, TTWO) have been moved there as well. I tend to run an overweighting in tech stocks, as you know from my questions. It is higher risk, but I follow things closely. To my mind, GOOG, FB, NFLX and the gamer stocks move with tech sentiment, not with the sentiment, if there is any, on Communications stocks such as Verizon or Comcast. So, how can you assess your risk exposure to a particular sector, tech for example, when these new classifications don’t really change their risk levels and can give one a false sense of comfort that you have not exceeded your desired limit on that sector?

Thanks for the insight.

By the way, congrats on the successful launch of PA. It seems to be getting a lot of positive reviews.

Dave

Q: comments on the quarter please?

Q: I'm a little late to the party on Boyd as it has already had quite the run-up. On a go forward basis would you still recommend initiating a position at these levels?

Thanks

Q: do you consider the share offering that just came out for the company one you would be comfortable taking. Seems to be about 2.00 under the current price.

Q: Peter- In light of the secondary offering where the fund receives no proceeds of it but it goes to the long standing shareholders. Is that the unit holders? Wishful thinking and/or an opportune time cash out re meanyond meat craze?Thanks. Rod

Q: Hi 5i.

I have transitioned from 55 stocks to 25 hybrid (ETF (16) & keeper stocks (9)) 3 months ago, based on 5i Stock & ETF Growth/Balanced portfolios. Sleep better.

Question: Given 'Ya can't time the market', can one successfully/intelligently tweak holdings a bit based on current economic conditions?

Example: Given USA-China trade war risk, move 20% (VEE, VTI, VVL, XEF, AYX) to (ZAG, XBB, CLF, HFR, ENB). If market goes down -2%, swap half back. Another -2%, swap back remaining half; otherwise, do nothing. Do this at most say 3 or 4 times a year.

Am I just kidding myself that ETFs can be used differently than individual stocks?
I did buy more (VVL, VEE) with available cash when they went down -3% (last week) from when I bought them, with little emotion. Just felt 'smart'. Or am I deluding myself?

Thank you for your continued wise advise for 6+ years.

Q: Hello

I am aiming to have about 20% of my equity portfolio in international stocks (ie. not US or Canada). I currently own ZDH (4.3%), ZDM (5.06%), ZEQ (1.87%), ZLD (4.19%) and ZEM (4.15%).

Do these ETFs appear reasonable to you? Do you see any need to change/consolidate, or to reduce MERs? The Portfolio Analyzer recommends VIU, XEF, VEE and XEM. Do you think it is worthwhile replacing my ETFs for the recommended versions?

Also, VEE and XEM do not appear to be as tax efficient as ZEM, or am I missing something?

Thank you for this great service!

Q: Can I have your opinion on Anaplan?
Thank You, Peter

Q: Could you please comment on their results and outlook?

Thanks,
Milan

Q: Would appreciate your assessment of the merits of continuing to hold half-positions in BOX, NVDA, SQ, and SPOT, in search of above-average returns going forward and comfortable with risk. If you were on the sidelines, would you initiate new positions in any of the holdings, or alternatively are there merits in reducing any of these positions today in favour of more attractive risk/return opportunities in the US technology space (and if so, which tech opportunities have captured your recent favour)? Thanks for excellent services rendered.

Q: Why the jump in price today ?

Q: why is AFN down so much after you recommended this.
You still recommend it?

Q: As we know, CJR.B's share price dropped 17 per cent this morning. Should I cut my losses and sell, hold, or buy?

Thank you, Walter

Q: I would like to buy a 5% position in one of these for a one year hold. I am looking for growth mainly, but also want to take risk into account. Which one would you suggest and why? Thank you for your help. Ian