skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: You had recommend these stocks back in March when I had asked for some growth names for 2-3 year old. Unfortunately I did not pull the trigger and Both stocks have run up a fair bit. Is this still a good entry point or perhaps wait for a general market correction for go easy and BOYD. Also thoughts on Spinmaster to initiate a position. Thx
Read Answer Asked by Aleem on August 13, 2019
Q: Hi 5I,

After listening to the call today, it appears that the lowered forecast is due to the capex spending in the US in order to ramp up their business in PA, NJ and 2/4 other jurisdictions would this not be considered a reasonable expenditure to open up a nascent marketplace such as the US?

Do you view the call any differently, and has the business fundamentals changed that much to warrant the beating in the stock. If anything, I am looking at taking another bite at this low valuation.

Your thoughts?
Read Answer Asked by Kelly on August 13, 2019
Q: I have been rebalancing my portfolio over the past six months, reducing financials and energy and increasing utilities, telecoms, and US technologies ( all in companies you have been positive towards). I remain overweight financials, with Canadian Banks and insurers. I do have a very long term horizon, say 25 years, so if history and my nerve holds, my wife and I should have the desired dividend stream and a decent shot a capital gains over time. However, after reading yet another “we’re all gonna die” column from Dave Rosenberg, it made me wonder if I shouldn’t continue my shift and sell down more financials and increase in sectors with strong dividends that might better weather the storms that may or may not be imminent. What are your thoughts?
As always, I value your opinions. Thank. You.
Read Answer Asked by alex on August 13, 2019
Q: I was about to ask about HSE but saw Joseph had asked the exact same question I had... Husky is down over 3x more then other energy names in the last month... I work in the oil patch and while I’ve generally steered clear of the sector, HSE looks like a nice rebound trade to me. I was also thinking of pairing it with short on a name that has maybe outperformed. This would just be a small speculative trade. What are your thoughts? Thanks
Read Answer Asked by Scott on August 13, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!