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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: I don't have a good feeling about this market. It seems very finicky. In the last month I've lost about half of last years gains. I got out of the pot stocks at the right time and did well, but aside from that, everything else is going bust except for Reliq Health. I'm tempted to sell everything and wait. The dividends don't help when the market is like this. I'm losing thousands per day. Do you have any sage advice when this kind of panic sets in? I only started investing a year ago so I am not used to this constant crash scenario...
Read Answer Asked by John on March 01, 2018
Q: Hi, do you see anything alarming in BOX's recent release?
The market has shaved close to 20% off the stock price today. Would this be a good time to take an initial position (I generally buy in 1/3's for initial positions), assuming it is still a good representative in the cloud space.
I have reviewed the prior questions on this company and it was deemed as favourable in recent comments wrt to the cloud companies.

Cheers,
Steve
Read Answer Asked by Stephen on March 01, 2018
Q: Hi Team, any thoughts of Fortive (FTV) . Is it an industrial or a tech company. Interested for my wife's U.S. TFSA. Thank-you in advance. Sam
Read Answer Asked by sam on March 01, 2018
Q: Howdy Team 5i:

Cruz has been receiving attention over recent months as it continues to expand its reach, especially throughout the Ontario region. Would like your analysis on this small cap company and how you feel about the price increase in Cobalt over the past year and its future prospects..

Thanks
Stan
Read Answer Asked by Stan on March 01, 2018
Q: I have too many question to ever use them up, so please consider this three separate queries. I have a high risk tolerance and follow my portfolio extremely closely. Technology is one of the few sectors performing well recently and I would like your opinion on whether these would be investments or gambles. Are any of these worth a full position (5%) or a half position. Or are there ideas you currently like better.
Thanks for all you do, this service is the reason I'm retired.
Read Answer Asked by Kyle on March 01, 2018
Q: Good morning 5i,
Just a comment / follow-up to Irshad's question re the price of oil and CDN producers today ... I think it's prudent, for those that may be unaware, to point out that while WTI may be priced in the $60's, this is not the price that many CDN producers receive for their oil. We are exporting (95% to USA, who don't need it, but will buy it way cheaper) a bitumen blend called Western Canadian Select, and it's price is way lower, almost as low as his "$29 comment" ... the "differential spread" has never been greater.
Regards, Rod C.
Read Answer Asked by Rod on March 01, 2018
Q: In response to the question about news releases, I have found Stockwatch is very good for that.
Read Answer Asked by Murray on March 01, 2018
Q: It has been almost a year since you commented on this company so I would appreciate it if you provide an update. To be specific, what do you think of their latest results from 22 February (see highlights below)? Many thanks.

Highlights during the First Quarter

Revenue increased 222% to $2.2 million compared to the same period last year. Paid development contracts continued to drive the period over period revenue growth.
Gross margins were 75%, down from 83% in the same period last year. Gross margins continue to reflect strong margins from development contracts and were slightly impacted by lower margin revenue from the Thurso operations.
Adjusted EBITDA(1) reached $460,000. The Company recorded its third consecutive quarter of positive Adjusted EBITDA, a notable improvement from the $556,000 negative Adjusted EBITDA reported for the same period last year.
Achieved positive net income of $96,000. Strong revenues and gross margins resulted in positive net income, a significant change from the net loss of $1.9 million reported for the same period last year.
Cash balance of $10.9 million at quarter-end. The Company finished the quarter with a strong cash position and no debt or warrants outstanding.
Read Answer Asked by karl on March 01, 2018
Q: XNET, CGNX, OLED - These stocks are wake up in the morning stocks to find them down between 10 and 20%. They continue to underperform the market but they all looked wonderful when I bought them. Some I became aware of on BNN and some on your question and answer section - people writing in about them. I was wondering about 2 stocks that have looked great for quite some time being - NTLA and MYOK - your opinion: if I were to sell one of the underperformers listed above (which one above would you suggest) and replace it with NTLA or MYOK which one would you pick or do you have something better to replace it with? I know you do not deal with the US but hopefully you will start a US version up like you started an ETF letter up as a lot of people are always asking about US stocks. Thank you, Dennis
Read Answer Asked by Dennis on March 01, 2018
Q: The latest Liberal budget seems determined to put the nail in the coffin for Canada's economic future.
Some points from the Financial Post: “Declining business investment remains a critical concern for Canada, which is a signal that entrepreneurs, investors and business owners don’t see the country as a hospitable place to do business. From the end of 2014 to the latest quarter with data, the level of (non-residential) business investment in the country declined by 19 per cent, after accounting for inflation. Among a group of 17 industrialized countries, Canada now has the second-lowest level of business investment as a share of GDP.”

Your thoughts?
What is the mood of investors and business owners that you have spoken with?

http://business.financialpost.com/opinion/morneau-delivers-a-budget-in-deep-denial-about-the-dangerous-territory-were-in
Read Answer Asked by Curtis on March 01, 2018