Investment Q&A

Q: The market has been less than enthusiastic about Dye and Durham since the takeover announced a month ago, which looks iffy now there is another rebellion among Canadian legal clients over fee jumps. If the takeover succeeds an article in the Jan.29 Globe projects debt will be 5X EBITDA up from 3X which could bury DND.

5i's assessment of David Berman's piece and the outlook for shares should the takeover be turned down by regulators in Australia, please.

https://www.theglobeandmail.com/investing/markets/inside-the-market/article-investors-have-turned-cold-on-dye-durham-heres-why/

Q: For these ETFs, in the 'Regions - Country Breakdown' they both have 'Asian Developed'. What countries does this include?

Q: Hi Everyone at 5i!!! I am looking to add some income trusts to my retirement portfolio to create some dividend income. What are your thoughts on the following as possible candidates: AD, FRU, and KEY. Cheers, Tamara

Q: Q.

Would you recommend one ETF for a 12 yr+- time frame for my sons RESP?
One that I can add to over time, growth minded, MER friendly with CDN & US exposure taking into consideration US taxation.

Thanks,
Dan

Q: Do you still prefer WElL .ca to QUIPT for an investment today?

Q: Peter; I’ve read your previous answers and am thinking of selling grt.un to buy Nexus. I hold the grt.un in my TFSA with a $80.00 cost. Looking to bump up the income. Thanks.Rod

Q: I am currently down ~42% on both of these having bought them 1 year ago. Are there some better options for me to move into or should I just keep holding on?

Q: Retired, dividend-income investor who usually has ALL of my cash at work. I am currrently sitting on roughly 2.5% cash and am considering topping up the above holdings to achieve my asset allocation targets.

Q#1 = Assuming a diversified portfolio, if I wanted to deploy my remaining minor amount of cash, in what order would you spend it and why?

My view is as follows:
First = PBH and WSP (good value right now = fundamentals and technicals look good, if you ignore the death crosses).
Second = ZRE (should do ok in a rising rate environment?).
Third = XIT (wait until at least the first interest rate increase has happened?).
Last = ADW.A (may need another quarter or two to get past the Covid impact).

Q#2 = or should I continue to sit on this cash if you think there are better opportunities coming in the future. It's not as if this minor amount of $ is going to make a huge impact on future performance.

Thanks...Steve

Q: Which of these, if any, are compelling buys at their current levels?

thanks, Hugh

Q: Of the above mentioned stocks, would you please list in order of first to last which would you recommend today. Also a brief explanation as to why you chose the first and the last. Thanks … Cal

Q: I own 4 of the most popular energy names in this rising market. Question: should I go vertical and put more cash into each name, or, go horizontal and add more names? Really curious here!

Q: Hi 5i; do you think TOU has a high probability of going up in the next week, and if so, by how much?

Q: What is your opinion of ALB now that it's share price has slid almost 15% so far this year? Is it worthwhile as a longer-term (5 year) hold or do you see a better choice? Thanks for the great advice.

Q: Can you give me 3 stocks you believe would earn 10% gain per year that have outdone them selves year after year? Not sure if they exist, thanks

Q: This month end rally maybe linked with buying by fund managers either to be fully invested or by artificially pushing up prices to base their bonuses upon...or short cover rally or new money entering the market...what's your view?

Q: Can you provide a full recap of your thoughts with QIPT's most recent results. Please include future growth and possible market cap targets 3-5yrs forward. thx as always.

Q: When does mrs report next. What's expected and what is needed to move the stock. Apart from the last large contract (up to $200m), has there been anything else of significance reported?

Q: CSTL has doubled their sales force, advanced commercialization of its flagship DecisionDx-Melanoma test, and they acquired Cernostics - an early-stage diagnostic company, plus they have $300 mil in cash. The stock price is off 70% on a company that looks to have sold fundamentals. Could I have your assessment of this being a buy scenario?

Q: You last took a look at this one 5 months ago, and thought at those levels, it could look potentially interesting. Given the shift in market sentiment since then, how do you feel about this now? Far, far less interested?
Thank you as always...

Q: After substantial declines in both stocks and being aware of political risk sentiments, which one of the two would be a better option currently?
Thank you!