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Investment Q&A

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

Q: Hi 5i team,
Following my reading of your updated SYZ report. About the strategic partnership with Microsoft that has an end date set in August 2019: when can we expect SYZ to make an announcement if renewed, or renewed with modifications or not renewed (different date?)? What could be the impact of a « no renewal » on revenue, earnings and stock price?
Thank you for your collaboration,
Eric
Read Answer Asked by Eric on February 12, 2019
Q: I have a pretty nice gain on WCN in my TFSA. I am thinking about selling it and buying CP. My main reasoning is that WCN is nearly trading at twice the valuation of CP. WCN is probably less volatile but CP, I think, is forecasted to have greater eps growth in 2019.

What do you think ?

Thanks.

John
Read Answer Asked by john on February 12, 2019
Q: I have CSU, KXS, CSCO, QCOM + PHO (small position) IT companies that make 10% of my portfolio. I am planning to increase the IT portion to 15-20% by adding 2-3 more IT companies. Is it OK to increase the IT portion now or wait? Which one should I add, delete or swap (both US and CAN companies)? Can you please rank the above-mentioned companies? I am looking for good companies with top management but not risky small cap companies.
Read Answer Asked by Dev on February 12, 2019
Q: On February 7th, you answered a question from Adam about what to look for in /stock filters. A very important consideration. I'm wondering, though, how specific industries would influence a search. For example, it seems to me a bank might have very different metrics from a railroad or a lumber company.
Read Answer Asked by Fred on February 12, 2019
Q: I would like your opinion on these tech stocks for my tfsa. tech stocks were suggested by you in my last question - "For some growth, one could add tech names (US or Canadian), if applicable. We note that less than five years is still considered relatively short-term, so we would keep things on the lower risk profile in general."
if u could rank them, or suggest better ones to research that would be great.

k
Read Answer Asked by Karen on February 12, 2019
Q: Recently I have been hearing about...on the internet, a lot about liberty checks.
What are liberty checks and why are they happening at this time. It is starting to
look like to me a free government handout. I find it all very confusing.
thanks,
capreol
Read Answer Asked by Richard on February 12, 2019
Q: GE & the DOJ recently reached a $1.5 B settlement related to GE's past accounting practices. My question is should not GE's auditors be punished as well? Further, the investors who bought the stocks at high price by relying on the misleading financial statements are the b biggest victims. Should not they be compensated by the DOJ?
Read Answer Asked by Liping on February 12, 2019
Q: I like to buy stocks after they miss earnings or otherwise have a powerful move down based on news. Kinaxis and NFI were recent examples and both have bounced nicely. I considered SNC when it first fell at the end of January and did not. With today's news it is back at the low. Much of the analyst talk is about the risk of criminal charges and the ban on Canadian infrastructure contracts that would result. I am wondering if that (criminal) possibility was not a factor at $60 in July? Or how about at $48.65 on Jan 21? If this is a reaction to deferred payments on their Chile mine project I think it looks like a buy. If people are terrified about the possible charges it's a different story. How does 5i look at the significance of the 2 guidance downgrades vs the impact of the overhanging court proceedings? To me it looks like a buy if you think they will get a settlement.
Read Answer Asked by Tim on February 12, 2019
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