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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: Hello,

Lyft and Uber will be going public soon, would you recommend purchasing shares after the IPO? Growth has been great for both companies but obviously they are losing a lot of money as they grow.

What is the general strategy for IPOs ie. Lightspeed POS? Should you typically wait for first qtr results before you buy? I considered stocks like FB, MongoDB and could have done quite well. Also I believe that employees have to hold shares for at least 6 mths (not sure of exact timeframe) before they sell so wondering if that would have an impact when insiders with a considerable number of shares are allowed to sell.

Thanks,
Neeraj
Read Answer Asked by Neeraj on March 20, 2019
Q: Hi, Peter which one of these co would you buy today and why? Looking at 2 years time. I own all 3 but would like to keep 2 . Thanks. Alnoor
Read Answer Asked by Alnoor on March 20, 2019
Q: Own VET, down 35% a pure gas/oil producer.
Own SU you describe as a TOTAL Energy investment.
Should I sell my VET at 35% loss and buy SU or add new money to VET and earn 8.15% on it, Raymond James forecast VET 12 month target at 41.00 ???
Your educated guess?
Art
Read Answer Asked by Arthur on March 20, 2019
Q: Does the new digital subscription tax credit apply to our 5i newsletter fees?
Read Answer Asked by Ian on March 20, 2019
Q: Any comments about NPI share offer. For expansion or to clean up balance shret
Read Answer Asked by Mark on March 19, 2019
Q: Mark asked a question today and the stock was not identified. Can you clarify please?

Sheldon
Read Answer Asked by Sheldon on March 19, 2019
Q: Hi 5i. To further transfer from Balanced to Income portfolio, please pick from my top gainers and % gain from which to reduce or sell outright in order from 1st to last or leave alone.
XHC75%, VUN60%, ATD.B35%, ZUH30%, XEF25%, VXC25%, IYT25%.
The proceeds will then be used to top up your income port. and global div. players on pullbacks or as required. Does this make sense? What % cash should I keep in reserve? Thanks
Read Answer Asked by Peter on March 19, 2019
Q: I currently own Slate Office Reit which has not been performing very well and was thinking of selling it and buying Summit industrial income Reit. I am interested in yield and growth and would appreciate your comments on this switch. Also I would appreciate your reasons for your suggestions. Thank you for all you do. Ian
Read Answer Asked by Ian on March 19, 2019
Q: I just read Phil Town's "Rule #1" where he argues, amongst other things that return on equity (aka book value), sales growth, EPS growth, Cash flow and ROIC are the strongest indicators for long term growth. He argues that, ideally we'd invest in companies that have at least 10% growth in each category for each of the past 10 years - a lofty goal to be sure.

Generally, how do you feel about the aforementioned metrics to assess the quality of an invesment. Would you keep them in the same order of priority and would you add any to the mix?

For the record, the only stock I can find that comes close to meeting the 10% increase per year threshold is CSU so maybe there's something to it!

Cam.
Read Answer Asked by Cameron on March 19, 2019
Q: Good morning. I've been riding this loser CHE.UN for some time and have noted your previous comments on same. I think I should sell now and take my lumps. Where should I reinvest in this sector, with dividends and potential for growth. Thanks
Read Answer Asked by alex on March 19, 2019
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