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: I read your last comment on QST’s qtr. Despite the large loss, cash did not fall at all. Was this simply due to asset write offs (non cash)? Also do you know how much the company benefited from the US PPP or Canada’s wags subsidy? I’m just try to find out how the company was able to burn through effectively no cash through an aweful qtr and just wondering if it is sustainable or reasonable to assume that going forward? Thanks
Read Answer Asked by Scott on August 10, 2020
Q: Analysts (TD) are predicting that SPB will go to positive earnings (0.33/sh) on Q3 , would you agree ?, and if the prediction becomes true , would the share price go up ?, or this earnings prediction is already baked in the actual price ? You said ( on June 24) that SPB is good mostly for income, does it mean that the dividend can be considered secured ?.
Read Answer Asked by Alejandro (Alex) on August 10, 2020
Q: I took your recommendation, three weeks ago, to switch to CNQ from SU, as I sold my SU (tax loss harvesting), with the plan to re-buy SU (and sell CNQ) after 30 days. So far, this is working out, as my CNQ position is up 9%, and SU has fallen a bit further, since these trades. With the 30-day period ending in about a week, I am reconsidering things, and would like your input. I am a long-term buy & hold investor, and have always liked SU (essentially created a business out of nothing, that has prospered remarkably over the decades, current headwinds--green opposition, pipeline constraints, demand collapse, etc--notwithstanding). BUT, how would you compare and contrast the LONG-TERM prospects for SU versus CNQ, now that I'm faced with another decision-- should I just keep my CNQ position (with very early "success"), or should I stick with Plan A, and go back to a SU position (overall, we're talking about SU or CNQ being ~1.5% of my portfolio, and oil & gas overall ~3.5% of my equity portfolio, 2/3 Canadian 1/3 foreign). And please provide a rationale for your answer.
Ted
Read Answer Asked by Ted on August 10, 2020
Q: hello 5i:
recent discussion on Factor Investing on your Questions board. this item probably should be in the Blog section (not sure how many use it), so publish if you wish or think it adds value to the ETF discussion. Material is dated, but I have invested a portion of our portfolio in the suggestion, on this article in Seeking Alpha:
https://seekingalpha.com/article/4275985-beating-market-factor-etfs-simple-approach
thanks and hope this helps someone
Paul L
Read Answer Asked by Paul on August 10, 2020
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!