Investment Q&A

Q: Greetings to the 5i team:
Would you please provide your analysis, including growth outlook and potential risks, for Great Canadian Gaming (GC) vs People (PEO) for a 5 year plus hold in a TFSA? I love the following comment by Martin Braun in Market Masters and I wonder if it applies to either? "There's a lot of cheap optionality embedded in stocks. In other words, you're not paying for this happening, and you're not paying for that happening; you're paying maybe a teeny little bit for a third thing and maybe a little bit more for a fourth thing happening to the stock. If any of those four things were to happen you'd make good money because the market's not really paying for them."

Thanks,

Q: Hi there, a follow up to my previous question: you suggested IWO and VSS - were there any ETFs listed on the TSX that would be equivalent? Thank you!

Q: I've held Stantec for about 4 years. I'm up about 5% plus the rather low dividend payout. I've held on because not losing money is important, and I appreciate the portfolio diversification it provides. However, I'm feeling increasingly impatient and have been contemplating switching it for Brookfield Asset Management. Is it worth sticking with Stantec? Also, is Brookfield tax efficient in a cash account? I know some of the Brookfield companies have complicated structures.

Thanks for all your help!

Q: I am interested to purchase a full position to each Cogeco and Shaw Communications.
Which one is a better for a long term hold?
Thanks
Ernie

Q: I own AEM and would like to add a dividend paying gold stock. What is your opinion of Cal.to which pays 3.7% with a P/E of 8.5.
Thanks for your time
Bill

Q: This is probably a tough one to call but what do you think about the Canadian $ versus the US$. Is it going up or down and what you you buy VFV or VSP or a combination of both? With thanks, Bill

Q: Hello Team,
Could you rank Amzn, Csco, and msft for growth and safety?
Thank You,
Barry

Q: Hi 5i: Just a comment regarding Steve's question about the availability of insider trading reports by INK Research. I use discount brokerage platforms of a couple of the big banks and often find that diversity to be an advantage over a just a single brokerage approach. The platforms are not all identical and the ones I use have different strengths and weaknesses. One of the advantages of the TD Waterhouse site is that it does make INK insider activity reports available to users of the system, at no extra charge. It might not be enough to make it worth opening up a TDW trading account just for that purpose but if you are interested in broadening your exposure to what is available it is a nice feature to pick up along the way. Hope that may be helpful!

Q: Hi All at 5i! I would like to invest in a broad ETF ( in Canadian dollars) Which covers the US market, and one that covers emerging markets. Could you give me your choices and why. Thank you for all you do especially your hand holding when I am feeling a little unsure of what I am doing. You make my learning curve in the world of investing a little smoother!! Cheers, Tamara

Q: Is there any reason why stock popped yesterday after soft trading for past few weeks ? Thanks

Q: I am retired living off dividend income. I currently own a 1/2 position and just read your summary on hot.un: "Minimal earnings growth is expected in 2018, as most cash flow is paid out as distributions. We would consider it OK as a mid cap income stock."

I was considering filling out my position for income, but based on your lukewarm response, I will hold off. Can you recommend a couple stocks that you are more positive about for a midcap income stock (other than SIS)?
Thanks

Q: How big was is this story for KXS with the Toyota contract?

Thanks

HS

Q: This stock was a top pick of Ryan on his recent appearance on BNN. I am considering starting a position. Do you agree that a 2.5% position would be a good staring point. Thanks.

Q: Hello Peter and Team,
What do you think of Invesque Inc. (HLP.U) as an investment for my portfolio? It seems to have better fundamentals than Chartwell, but it is a lot smaller with a market cap of only $305M. Thank you.

Q: Hi 5i Team,
Are there any unhedged etfs similar to ZQQ, ZUH and ZDJ?
Thanks
Henry

Q: Good day team
I know you previously liked both these gaming stocks but what’s your take on them at these higher prices?
Do they have more gas in the tank?

Thank you!

Q: I have a well diversified portfolio in Canada. I have little direct exposure to the US market but I have about $25k in a US cash account right now. I have about a 5 year horizon when I believe I will have to close this account. I am interested in buying some companies or ETFs that are difficult to cover with my Canadian holdings. Could you please name 3 ETFs/Companies for a fairly conservative but not completely risk averse investor to check out.
Thank you for your invaluable help.

Q: If gold breaks out, can you suggest undervalued stocks with a good growth potential. Thanks as always.

Q: Good Morning,
Bought in 09/17 but it dropped on earnings on nov 1st. Just went thru the news of nov 1st and i find the numbers looked good and the outlook talks about expansion in number of stores. What am i missing ?
Switch to DOL or patience ?
Dollarama is a much better growth and niche market, right ?
Thanks,

Q: Hi Gang,

How accurate would this be, its a clip taken from BNN.

We’ve been keeping a keen eye on the yield curve as it’s the best predictor of an impending recession. While the curve is flattening (short end rising while long end not rising as much) we are but two to three rate rises away from inversion. An inverted yield curve generally leads an actual recession by ~12 months. Based on our calculations we are at least ~18 months away from the next recession.

Thanks
Anthony