Investment Q&A

Q: Descartes and Intrinsyc are to release their quarterly earnings reports later today. Could you please advise as to analysts' expectations.

Thank you, Peter

Q: I'm looking for a us growth stock for my us account. Something that is maybe under appreciate or over looked so far. Maybe in the semi conductor space but not limited to it, that doesn't have sky high p/e. Suggestions?

Q: Hi 5i,
Could you give me your opinion as to which of ZCL or XTC you would view as best value today. Looking for long term growth. Thanks

Q: I recently bought approx. 3% in each of the above corps. The first 3 are sharply down, the other 3 sharply up. Should I sell the losers and trade up the winners or just hang on.
Thanks for great service. Alex.

Q: Hi Peter et al
I’m overweight in the technology sector due to significant growth (20% of portfolio) and am thinking of trimming. I currently have ENGH, CSU, AAPL, NVDA and GOOG in fairly equal weighting. I’m not sure whether to sell one of these outright, or just trim one or two back. I’d appreciate your thoughts. With the proceeds, I am considering adding CGNX to my Industrials, which currently includes SIS, WSP and NFI. Do you think CGNX would be a good addition, or can you suggest another CDN or U.S. stock to add in this sector? Thanks so much!

Q: Please provide your opinion on the elusive VersaBank and its cult following.

Thank you

Q: Are you able to provide a bit more in-depth analysis on this company. Looks to me it should be a lot higher. With CST transaction coming up in April... Why is this still not trading with rest of market. Ignoring the sector underperform overall.. this should be a bit ahead of the pack.

Q: Could you please give me your analysis of Parex' results just announced today. Thank you.

Q: What do you think of this company and their latest earnings.

Q: Would you kindly give your recommendation between these two companies?

Thanks, Bryan

Q: do you think the valuation has gotten to high that it might be time to switch into something else

Q: What do you think of this preferred share issue? Does it pay a cash dividend? What are the risks? Royal Bank of Canada (Ry.PR.J) Non-Cumulative, 5-Year Rate Reset Preferred Shares Series BD.

Q: Have you and the team spent any time on the lithium space. Specifically small cap high growth opportunities. I've heard of lix for management. Lac, and a highly promoted one on bnn xmg for a new process. Your thoughts

Q: I got into these two at inopportune times and am down nearly 30% on each. Is it worth hanging on to Potash until the merger with Agrium is complete? For DH, is it worth waiting to see if a bid materializes? Or, is it just time to move on?
Len

Q: just a comment about your comments. I am in the real estate business and affordability is not always the driving force in prices. It is demand from offshore money, investors, both locally and from abroad. In Toronto, there is a lot of money that can afford these investments and a collapse in the housing market would mostly hurt the working people who if they had to sell or refinancing would be stressed. If investors have lots of money, they are investing with the risks. they do not need these investments to pay for their own food and accommodation. I have worked through the housing price correction in 1974,1989,2001, 2008 and it was brutal for some people but an opportunity for investors with money. Now we have the additional overseas money which even at 5-10% is paying up for real estate in an already tight housing supply market. Who would want to sell and have no place to live. There may be a correction in Toronto but the investment fundamentals have to change. Keep waiting.....

Q: thoughts on earnings

Q: Can you give me your thoughts on Randgold, please?

Many thanks.

Q: Buy, sell or hold Baytex Energy? Tx

Q: This is not a question but just an appreciation of what 5i has done for me and my family. I used to have a wealth MGMT company take care of my funds, but 4 years ago I found 5i. I started small with 5i to test the waters vs. my very expensive wealth advisors (2.5% fee plus 25% of profits over the TSX). In 4 years, my TFSA is up 226%; one of my other portfolios is up 102% in the same period. In 3 years my children's RESP is up 39% and in one year since I transferred all my other accounts I am up 20% in my RRSP; and my largest account is up 19%. The returns are so much higher than my fund managers ever did. In many of my accounts I have not sold any stocks in 2 years, not all have worked out, but my returns have. Just wanted to say a huge thank you.

Q: I wanted to ask about Discovery Air, but the "ask a question" interface doesn't recognize either the symbol or the name - not sure this is how this is supposed to work. I believe that, in a previous iteration of this interface, 'DA.A' was recognized and searchable as such.

In any case, today's press release from Clairvest <http://www.marketwired.com/press-release/clairvest-update-on-its-investment-in-discovery-air-inc-tsx-cvg-2201427.htm> announces their intention to purchase (at a substantial discount) all the common shares not already owned by them or their affiliates. Supposing this occurs, does this devalue the convertible debentures, or do the debs effectively become a kind of private debt? Put another way, could this actually be good for the security of the debentures?

Edit/share (or not) as you see fit.