Investment Q&A

Q: I currently own WFC but am thinking of trading it for either of V or BAC. Would you have a preference? Secondly, with earning season coming on, if one is thinking of doing some trading is it best to wait for all the dust to settle to make the trades you were going to make without regard to timing the quarterly report? Any trades I would do would be with a view to holding the stock long term.

Appreciate your insight.

Paul F.

Q: How did Maxr finance their acquisition?
Is there a chance that they go to the markets with some sort of financing or are they accumulating debt?
Where do you see Maxr in the future?and your recommendation please.

Q: What is cheaper, Square or Shopify? Which one has the better outlook today?

Q: What would be your opinion of selling the above for tax writ off and when should I do this ie what is the latest date
Thank you
Pat

Q: In considering Vanguard and BMO ETFs for possible investment, my question is about the choices between CDN-hedged and, I guess, "non-hedged" variants of US and foreign ETFs. My impression is that the latter typically offer better returns. But does the risk of random currency exchange fluctation trump that advantage? Many thanks.

Q: Further to the cash balance question of Oct.10, iTrade has a superior product to the cash optimizer 0.25%. It is the Scotia Investment Savings Acct. run by Dynamic, so technically a MF, symbol DYN1300, min $1000 paying 0.95% (same as TD's ISA).
Tangerine often has special temporary deals for large cash amounts to 500K (current one is 2.5% till end Dec.). I don't deal with RBC but you could probably find something competitive with the above rates if you poked a bit.

Q: It is discerning to see the huge drop in price on abnormally huge volume these 2 days despite positive news of increase 2% in distribution.The news today is that it is releasing its results on Nov 13.Did someone smells poor results.It does not have a good record of beating expected EPS Remember that it dropped sharply to around $8.50 before recovery after release of last Q.What are u expectations of upcoming results vs expected.Appreciate u normal great services & views

Q: Please comment on Crius' net customer growth vs. plan.
One report suggests the problem is here.
Thx Frank

Q: I have held these two stocks for several years, primarily for the dividend. The recent 'coup' which replaced the LIQ board, has nothing for the stock. And STB, as you have noted, is mostly doing nothing.Can you suggest two growth stocks that I might consider as replacements? My timeline is up to 10 years. Thanks

Q: Hi 5i team,

What in BE would you add to right now (considering valuation/quality/prospects rather than weightings/sectors)? What looks good?

Thanks!

Q: SCL had a 8% move up today. Any update or information would be appreciated.
Thanks Bill

Q: thank you for your assistance - and appreciate all your time and attention. Could you tell me why MacDonald Dettwiler has not been trading.

Q: Reason for drop? "Crius Energy* (KWH.UN : TSX : $9.34), Net Change: -0.24, % Change: -2.51%, Vol: 221,451
WHY SO CRIUS? LET’S PUT A SMILE ON THAT FACE. Canaccord Genuity Industrial Technologies Analyst Raveel Afzaal has marginally downgraded his outlook on shares of Crius Energy after revising his US:CAD exchange rate assumption to $1.25 from $1.30. While he continues to believe his bullish target is achievable within 12 months, Afzaal expects the shares to trade sideways in the near term as Q3/17 consensus forecasts are potentially revised down, and due to the overhang created by expiry of the shares' lock-up period. This may result in temporary weakness in the share price and provide a better entry point. Afzaal has revising down Q3/17 EBITDA forecast from $29M to $19M; consensus at $30M: Crius Energy is expected to report its Q3/17 results in November (exact date not yet released). The company generated $21M in Adj. EBITDA in Q3/16. Afzaal believes mild weather can result in a $5-7M Y/Y EBITDA decline while gross margin compression can result in another $2-3M EBITDA decline. Afzaal expects USG&E to contribute ~$4-5M in Q3/17 (Q3 is seasonally weak due to its large natural gas portfolio). In the regards to the share lock-up, Afzaal expects 3.8M shares associated with the USG&E acquisition and another ~3.8M associated with the 2016 equity financing to come off lock-up during the Nov '17–Jan '18 time frame. At the end of the day, he says the attractive distribution yield and valuation multiple should provide support to the share price."

Q: Hi peter
I sure am glad kwh only raised their div by 2% could you imagine the market reaction if it was 5 .
Just a little levity
Kind regards
Stan

Q: Crius Energy is getting slammed. Is it a 'great buy' or an 'abandon ship' stock? I don't understand the dividend increases and this stock action.
With appreciation.
Ed

Q: Any news to explain why Cruis is down 6% a day after it increased it's dividend?
Thanks
John

Q: What is happening with KWH? Short attack, downgrade?

Thanks,

Q: It seems like a 9% drop today in share price is a little excessive in response to a fund manager moving on ( at the end of the year). Are there other factors in play here or just an over-reaction?
It seems like a nice buying opportunity. Many thanks for your comments.

Q: What is your view of QCOM stock today. Been holding since oct.2013 down 23% with dividends about breakeven. More litigation this morning. Thinking of taking tax loss while exchange rate is favorable or should i hold ?
Approximately when does tax loss season begins ?
Thanks for the expertise as always !
Denis.

Q: Have done well on IGV. Thinking of adding Blackrock's BST. My portfolio is totally diversified so no big concentrations. What do you think of BSt ?
Thank you Team !