Investment Q&A

Q: Hi,
I hold CNR for over 10 years and its percentage in my Canadian portfolio has grown to more than 10%, Is it time to take some profit and reallocate the proceed to resource sector that is currently under weighted in my portfolio?
Thanks,

Martin

Q: Hello 5i,
May I have your take on Box earnings please?
Crystal ball aside, what are your price, earnings expectations within the next year?
Still a hold? Add more? 2% position currently.

Q: Hi 5i team,
Interested in your thoughts on BOX's Q1/2019 results and guidance. Thinking of easing into a position and would appreciate your comments. Would this be good timing? Thanks,
Martha

Q: Mr. Hodson, in light of your confidence in GUD, which is now at $8.12, would you advise
loading up on the stock if one can do so right now ? GUD issued stock at $10 in the past, so adding more at this time would seem a good deal. Makes sense, or do you have
reservations in this regard ?

Q: What is the Q1 consensus for revenue, ebitda and normalized diluted eps please.

Q: Superior announced today a bought deal offering shares at 5% discount, the deal is to buy NGL Energy partner in the US, the deal is 400 million.
Do you think it worth it to participate on this deal?

Q: What is your gut feeling about LB? It is down more than 5% today and over 8% for the week ahead of their reporting. Buy or Hold

Q: I could not follow Ryan's answer to a question on RUF.UN. Could he please provide details on the Electra's proposal to RUF.UN?

Q: Can you comment on q1 results just released please. What do you think of the stock? Thanks again.

Q: I know it’s not a focus of your research but do you have any opinion on taking a position in Banco Santander for long term hold?

Q: Would there be a better selection than CDZ with regards to an ETF that tracks the so called dividend aristocrats?
Thank you

Q: Can you comment on US stocks L Brand and IFF please?

Thanks,
Adam

Q: What are your thoughts on Roku being a takeover target

Q: Hi team,

I go to the U.S. largely for tech, as you likely know from my questions. I have a small (for me) position in ROKU. I have some profits in TTD that I am now considering using to top up ROKU. There were always a mix of opinions on ROKU but now it seems that analysts are warming up to it. ROKU is moving away from hardware sales and more into platform services or a gateway for over the top services. Some analysts are saying it is gaining a lot of traction, picking up advertising dollars and is currently undervalued.

As an aside, late last week, Citron closed its short position and went long on ROKU. I hate all these guys when they are shorting my stocks but for some reason I don’t find them so bad when they go long. Citron also says that ROKU would make a nice tidy acquisition for NFLX to get into the advertising space where it is now lacking. I have SPOT as well if NFLX goes the musical route but am wondering about your views on the prospects for ROKU from here?

Thanks again,

dave

Q: When you reference future estimated earnings in your responses are you pulling this info from Bloomberg? Do you know of a free resource that provides earnings estimates? Not just next quarter but 1yr or more out.
Thanks,

Q: Can you please analyze versa bank’s quarterly results just issued versus expectations? What do you think of the stock? Thanks

Q: please comment on VIQ 2018 Q1 financials which were released
Tuesday 29th.
Thank you.

Q: What are your thoughts on LYG at prices we are seeing today? I believe this bank is quite undervalued given the recent performance. Thoughts?

Q: Hi, Could you please comment on company's earnings release. Based on this and CEO upbeat outlook, is it worth taking a small position ? Thanks

Q: I own a taxable portfolio that is focused on Canadian stocks that have a track record and plan to grow dividends. Over the last 9 years my portfolio has seen dividend growth of about 6% per year with very low taxes thanks to the Dividend Tax Credit. To get geographic diversification I have looked to the underlying assets and revenues of the companies. So while my portfolio is composed of 100% of Canadian listed stocks - the underlying assets/revenues are about 50% Canadian and 50% US/International. Do you think that this is a reasonable way to look at diversifying geographically - in the event of a weakening CAD should this help CAD returns (and hurt returns if CAD strengthens)??
Thanks