Investment Q&A

Q: Hi,
Both of these companies have recently announced stock splits. AAPL for the umpteenth time, TSLA I think for the first time. While I understand the logic behind a stock split, I am curious as to the usual market reaction. With our current electronic trading, does a split still have weight in attracting new buyers because the price point has decreased? I you were to initiate a new position on either of these companies would you do so in advance of the split, or wait until after? Is there a 'usual' response that occurs - such as just before a split prices rise, or they fall just after a split, etc. Any thoughts on this would be most welcome! If you were to start a new position how would you rank these two companies against adding to a current position in MSFT? Thanks, as always, for your hard work and insight.
Dawn

Q: Can you provide the consensus Cargo Jet eps estimates for 2020 and 2021, and if they report in Canadian or US dollars?

Thanks.

John

Q: How was their last quarter?

Q: Would like to create a 2 etf portfolio in the 500k range for my elderly parents, considering VBAL for the TFSA account and VCNS for the unregistered account. They will likely never have a need to access these funds but of course are risk adverse at their age. Thoughts on this approach, better options for ETF's ?

Q: Interested in you opinion of GR Silver Mining. I noticed insider buying and that Fortuna is an active purchaser of their stock. Small and not profitable as yet so I have a small position and but I am considering adding to it.

Q: I have a GIC maturing today in my RRSP. I am looking for an alternative fixed income choice as all GIC rates are now again abysmal. Any suggestions or would it be just as well to take a high dividend yield from one of the Canadian banks, telcos or utilities?

Q: Please comment on earnings of byd.
How did the conference call go for WELL yesterday?

Q: Please provide your thoughts on 2nd quarter earnings and future guidance? Is this still a hold for 5-10 year in a balanced portfolio?

Q: I still own some gold certificate issued by BNS. Would you suggest redemption and put proceed in some physical gold trust or similar, if so, which one. Thanks as always. Fooklin

Q: I am looking to invest sale of a property of approx 350,000. I am a Senior and my goal is to have a income stream at around 5% please suggest some ideas that would meet this goal with as low a risk as possible. some growth is desirable but avoiding downside risk the most important.

Q: Hi, the highest rated industrials you cover are SIS, TFII and WSP (all B+) all of which I own a full position, plus CAE (also B+) which I own a 1/2 position. I'm currently under weight industrials, but not comfortable adding to CAE just yet. Are the other industrials you might recommend that could be B+ or better?
Thanks, Ian

Q: Earlier this year, Norm Rothery [The Stingy Investor] was fairly positive on this co. Since then it's been on a steady slide. Realizing that foreign co's. are not your forte, what do you feel the prospects are for it's recovery?

Q: Can get your top picks for Consumer Defensive, Energy, and Utilities please. CAD or US. And thanks for the great service.

Q: In my question Aug. 10, you responded by saying that you provide analysts' consensus estimates and generally, these are a main factor in stock movements, but 'good' or 'not good' will depend on the actual results. You said you can provide info on whether earnings estimates have been trending higher or lower, or whether earnings expectations are higher or lower than the prior year. Could you provide this trending higher or lower information or whether earnings expectations are higher or lower than the prior year to any questions members submit pertaining to earnings numbers? Most of what I buy is 5i recommended, and so what other people inquire about, I probably own most. Thanks again, Dennis

Q: DHT reported and raised their dividend. Current yield 35%! And SP is only up 3% at the moment after reporting after close yesterday... They paid off a bunch of debt early in Q2, and have many of their ships on charters rather than spot. I'm long on them, and I'm not seeing a reason I shouldn't buy more. What are your thoughts?

Q: Hi guys,

Please rank these three companies (HRL, FDS, DHR) for a half position for a 3 year hold.

thanks

Jim

Jim

Q: Hi,

Looking to add some Gold/Silver/Metals exposure to my portfolio which I do not have any exposure at the moment.
Which ETFs (Canadian or US) would you suggest ?
Any advice on venturing into this sector in the current times ?

Thank you,

Q: Hello 5i Team
Comparing gold sector ETF
In previous Q&A, you stated it is more preferable to purchase Gold Bullion ETF in US$ as the gold trades in US$ (June 30, 2020).
1 – Is it better to purchase Canadian dollar denominated gold miner ETF vs US dollar denominated gold miner ETF?
Comparing the Major gold miner ETF, please compare as follows:
2 - iShares S&P/TSX Global Gold Index (TSE:XGD) vs iShares MSCI Global Gold Miners ETF (NYSE:RING);
3 – iShares S&P/TSX Global Gold Index (TSE:XGD) vs Sprott Gold Miners ETF (NYSE:SGDM); and
4 - Sprott Gold Miners ETF (NYSE:SGDM) vs iShares MSCI Global Gold Miners ETF (NYSE:RING).
I searched the question database and there has been no questions for the two Sprott Gold miner ETF (NYSE:SGDM and NYSE:SGDJ) and for iShares MSCI Global Gold Miners ETF (NYSE:RING).
Thank you

Q: I have $1500 to invest 5 yrs+.
Which 2 or 3 companies would you invest in, preferably something on the riskier side that you foresee to have a great return.
If you can please explain your choices.
Thanks

Q: I'm trying to get a handle on VMD's valuation; the equity has fallen sharply in the face of what appear to be outstanding results and expressions of continuing responsiveness by management with respect to their prospects. Yet the market seems to be pricing the company as a one trick (Covid 19) exploitive pony. Or perhaps not? And is the overhang from prior days and the accompanying critique still valid? Thank you for your consideration.