Investment Q&A

Q: Hi 5i team,

I see QSR will release earning on Apr 22nd and still forecast 1.26B/0.53 EPS for Q1 2020. With the current environment, does this sounds too optimistic? I still hold it but worry that it will have big dig if company misses earnings. Appreciate your input here.

Q: Wondering what would be your favorite gold ideas/stocks over the next year or so which might capitalize on increasing gold prices?

Thanks
Jeff

Q: Good afternoon guys:
Is this name a buy right now ?
Thx
Mark

Q: There was a restructuring of Loblaws/G Weston back a while ago - can you please explain the changes. I held L and received WN shares. Can you please also direct me to the details for calculating ACB related to this. On a related note, what are the prospects for WN in the current environment - should I top up my WN or sell and buy more L?
Thank you.

Q: Your thoughts on BOX going forward? Last quarter was good and new board members have driven this stock back up. Keep holding or move on?
THANK YOU

Q: what is a good enter point

Q: I have small positions in FNV and AEM. I am looking to add another gold company. Would you prefer ABX or NEM and why? Or would you prefer KL over those two and why?
Thanks, Tim.

Q: If one wanted to get exposure to AI and 5G technology, what would you recommend in equity or ETF
GUY

Q: Hello
Safety of dividends and list preferences in order for 2-3 year hold.
Thanks
Jeff

Q: Hello Peter & Team,

I have been patiently holding VMD since the early November 2019 drop expecting this to be a company leaned on during the current pandemic. Today it is up 14%. Is there a reason for this jump? And what are your expectations moving forward?

I did read the article posted earlier today.

Thanks for all you do

gm

Q: Hi Team,
I hold the following stocks in my TFSA: AYX, FB, LSPD, SQ, TTD. Lightspeed is by far my worst performer so far in this group (-50%). I was thinking of possibly "Doubling down" on lightspeed in order to lower my average price, and also with the thought being since its sold off the most in this group, that it may have the highest potential return in a time frame of say a couple yrs. But.. I hold no cash in this account for the most part, so I would have to trim one or 2 of these holdings in order to raise the cash required to buy more LSPD. I am a bit hesitant to do this as I am a firm believer in the other holdings as well. If you were to trim, which would it be from out of the list of stocks given, in order to buy more LSPD? Or would you consider doing this at all given the prospects of the other stocks in this list? Note that I would not have to trim alot from the other ones as LSPD is currently down so much that it wouldn't take too much to double down on it. I am using my TFSA for high growth, and not overly concerned with weightings as long as the holdings are of quality and high growth potential. Thanks for the advice.

Shane.

Q: With the huge amounts of dollars being infused into the economic system by governments around the world are we going to be seeing the reduction of the value of currencies around the globe? Does it make sense at this time to invest in other asset classes such as gold, silver or anything else you can suggest.
And if diversifying into another asset class makes sense, how would one go about buying gold or silver or any other asset class you can suggest.
thanks, Jean

Q: Wanted to ask your thoughts on this name. Keep reading advertising will be impacted but longer term their model seems to hold weight. Being isolated, many hours is spent on various streaming platforms along with web surfing. Also, no one is really focused on the election but I suspect once covid19 has peaked and stabilized it will become a larger focus driving an up take for TTD.

Q: Hi Peter, are any of these at risk in this environment over the next year or alternatively in particularly good shape ? Would you continue to hold them or elimate any ? Thank you.

Q: with a 6+% dividend yield, MAL came up on my screen. would this be a good buy for income? Thanks, Martin

Q: would you consider CNQ to be a buy at its current price of approx $19 cdn.?

Q: Would you please tell me what you know about this company and how to invest in it. Do you think it has possibilities positive possibilities? Thank you. Anne

Q: HI Gentlemen,

I, like most on this board, tend to buy stocks that you put then into your portfolios and sell the stocks when you remove them.
You also seem to instill in us the investment practice not to panic in crazy markets when there is no bid for the equities, for this too shall pass.
So, I was rather surprised in your March 17th email to us suggesting you were going to take MX and CSH.un out of the portfolios.
On march 17th MX was approx 65% lower than it was in the prior month, and the lowest its been in the past 10 years.
On March 17th CSH.UN was approximately 50% lower than it was the prior week.
My question is two fold.
Why did you sell at decade lows when there was ample warning that things were going poorly for these companies? MX was been plummeting more or less since 2018 when it was $100. What took you so long to sell and why at the multi year low?
If you waited this long and the stock had been performing so poorly why did you not revert back to your philosophy on how selling stocks in this type of market might not be the most rational idea.
MX is +30% since it was removed from the portfolio and
CSH.un is +18% approx.
I'm not using 20/20 vision here I am talking about investment philosophy on these 2 issues.

Thanks

Sheldon

Sheldon

Q: Hi, I was wondering what the simplest way to calculate a companies debt (or what ratio you like using) and what you would consider too much debt, and OK debt for a company.

Q: What do you make of the Leagold merger?
Do they have enough money to significantly further their two development projects and two expansion projects.
I hear that Mexico and Brazil have obtained "swap status", whereby Investment in Brazil and Mexico are now, like Canada, considered to be in safe jurisdictions.
If this is accurate, will the "risky-jurisdiction" discount be eliminated and replaced with a safe jurisdiction premium.
Finally, does Frank Giustra hold an interest in the new company.
Thank you