Investment Q&A

Q: Hi 5i:
What do you think about Assure at this point? I have been patient with a small position despite the suggestion just to sell and move on to something untroubled, just to see what would happen and because it actually seemed like it had an interesting business. The problems they had seem to be getting resolved. The share price has been relatively stable for a while now with the odd uptick recently. Is there enough going on there to justify my continuing to hold or would you still say no reason to stick around? Thanks!

Q: Hi 5iR Team, The idiosyncratic reasoning of stock analysts never ceases to amaze me. In January TD raised SPB to an Action List Buy, their highest BUY rating for a stock. Meanwhile 5iR sells SPB? Confounding.....
In an event my question is on FAP and CHE. Over the last 25yrs I have owned both of these companies from time to time for income and modest growth. They have always managed to accomplish that goal for me. At this time they are trading at or near their lows for quite some time.
What are 5iR's current thoughts on these stocks?
Thanks Team. Cheers, Chris

Q: Hi team,

What is your take on their recent acquisition of Visual Compliance / eCustoms Business? Is it very accretive or just in line with their prior acquisitions? I recall their purchase of Macropoint in 2017 was around $200 mil so this one is a larger acquisition monetary wise I think.
In your opinion, has Macropoint worked out as expected...or are there still better things to come from that integration?
Should we expect similar performance with this new acquisition (over time)?

I have held this company as an overweight position for 10+ years and it has done very well for me...thx! It seems to be a 'steady eddie' type stock for the most part...albeit expensive at times based on PE numbers...but sometimes you have to pay up for those types of companies.

Keep up the great teamwork!!

Cheers,
SteveMc

Q: With revenue guidance released today missing expectations, would you still be comfortable with this? I noticed the stock was still a suggestion on another question this morning, but wasn't sure if that came before or after guidance was provided.

Q: I have BLX now has been going now where in two years, would you recommend switching to AQN or NPI?


PS … PG& E filed for bankruptcy today

Q: Chesswood has done me well since the Dec correction. Are you aware of any reasons for this.
Thanks
John

Q: I have no gold stocks and gold stocks have gone very high,conservatively which stock
should I BUY? kL has gone very high and I am finding very hard to buy at this price.

Q: Hi 5iResearch Team,
Just wondering what impact would the slow down in China's economy have on NVDA. Your thoughts on this and the company as whole going forward, would be much appreciated.
Cheers,

Q: Hi team,

My foreign exposure is held in VTI 14% of my portfolio, VEU 9% ( these two are my largest holdings) and SPOT 3.75%. Everything else is held in canadian stocks and etf's.

Since VEU also holds some canadian would you still hold this or look for one that doesn't have any cnd holdinds?

Second, is there one etf that does the same job has VIT and VEU combined?

Tks,
Rino

Q: I sold ARX for a tax loss in late Dec, and put the funds in SIS.
30 days later, part of me wants to buy the ARX back because it was a stable company with a good balance sheet, and because I took the loss.
I look to 5D for sober thought: is ARX a good buy at this price, or should I just count my losses and not double down?

Q: Any good investments that u could give me for my TFSA for 2019. I own the following:
in my TFSA:. CAE, COV ,EIF, QQQ, IRDM, KXS, PPL, SYZ, WSP. . I just turned 80. Ernie, Thx.

Q: Good Morning 5i, Anything to add or any comment regarding the news around the resignation of HOT President this morning? Thanks
Rob

Q: Hi 5I
Is it too late to get into CAR.un for an RRSP account for 40 year old
Thanks
K

Q: Hello 5i
I hold REI.UN,CAR.UN, & HR.UN each at about 2% of holdings in my accounts. Sold D.UN for tax losses. Would like to increase my REIT exposure to about 10%. I consider BPY.UN and DRG.UN as additions.
Do you consider the five as reasonable choices or would you recommend that I look elsewhere? Is this a good time to increase my allocation this sector?
Thank you,
Werner

Q: I have some extra cash to deploy for US growth stocks, how would you rank these when it comes to the best opportnity for purchase right now?

Thanks,

Q: as you know square received a significant downgrade today, last week it had an upgrade.
what i do not understand in todays downgrade he talks negatively about them getting a bank license, i thought this is a positive.
what is your opinion of this downgrade, do you agree.
dave

Q: Hi 5i Team,
My allocation for TSGI is 6.5% instead of 2.29% as per 5i Balanced model. Would you recommend 4% Sell of TSGI at 49% loss and buy KXS, or COV or TOY, PHO or SIS or something else for faster recovery. Much Thanks in advance for your valuable advice.

Q: Hi

I have about $45000 invested in TD bank, AQN, Northland Power, BEP.UN, SIS, TOS3,and IPL. I have another $45000 I want to invest in long term (5 to 20 years), safe investments that I don't have to worry about, as I don't like checking my stocks everyday. I like dividend growth companies. I want to Invest in TDB972 but with my account set up with CIBC Investors Edge, I can only invest in other TDB mutual funds. Looking into changing this. I was also thinking of putting more money into AQN, SIS, and buying some BNS stocks. Do you think in the long term that these are good choices? Also, what do you think of TDB972? Should I try and change my account parameters to invest in this, or are there other better options with TDB mutual funds? I am open to hear about other good mutual funds to invest in that you think are good, sound, long term investments. Thanks

Q: I would like some recommendations on some companies or ETF's that you like now and going forward. I'm looking for growth as I have a 20year+ time frame and low aversion to risk. I currently hold in my TFSA: CJR.B (down about 5%, should I hold or sell some/all off? -heaviest weighting of portfolio currently), GS, BNS, CPH, CR, KXS, NIF, SIS. Would like to add more companies to TFSA for some more sector diversification and can add to RRSP as well - possibly a growth ETF with US/International exposure? Would appreciate your input, thanks very much.

Q: I initiated a position in both of these companies (<2%) at the beginning of January and am down 7% on NVDA and up 15% in SQ. Both have been under considerable down pressure recently. Would you continue to hold or liquidate at until the dust settles.
Thanks Kindly.