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: JPMorgan is predicting a 50% chance of a US recession in the next 2 years. One would likely impact Canadian markets like 2008-9. I started investing in the markets this past April and was up over 6% in a short time until Trump started his tariff tirade and eventual war (plus other contributing factors) and now am down over 8%. It would seem this volatility in the markets will only get worse until it gets better. That said, if I recall correctly, BMO recently came out and predicted a TSX rebound that could hit 17,000 before EOY. I am just trying to figure out should I ride out the storm or jump ship at the next port. Based on your market update, specifically, "Investors should keep in mind this is just one quarter in a journey measured in years.", should one still consider riding out the storm?
Read Answer Asked by Brad on October 22, 2018
Q: ATVI - Milan on October 15 questioned about ATVI and you said it was fine to buy. Also on October 15 there was an article that ATVI along with a joint venture with other companies were going to put 500 Veterans to work. Following that, over the next 2 days the stock dropped over 10%. Your thoughts on this drop.
TEAM - On October 19 John asked a question about the quarterly results, and you indicated you were fine with the results. Over the next 2 days, the stock dropped over 10%. How come?
Would I be better to sell ATVI and TEAM and add it to my holdings of ILMN and SQ? Thanks Dennis.
Read Answer Asked by Dennis on October 22, 2018
Q: My target allocation for International Equity is 20% and is made up of just two ETFs (VE and VEE). Do these two holdings provide adequate and broad enough international exposure or would you recommend any additional (or different) ETFs? How would you recommend splitting the 20% total between these holdings?
Read Answer Asked by Steven on October 20, 2018
Q: In your reply to my previous question you mentioned you thought Reliq Management had misrepresented revenue. My understanding was that the items to be restated comprise part or all of the Accounts Receivable as reported end of March. Is it considered misrepresentation when A/R turn out to not be collectible do to an unexpected non-reimbursement? It doesn't seem as bad or the same as when Nortel was misrepresenting, booking sales in Texas that had not actually occurred. Any detail you can provide on how analysts view these kind of snafus is appreciated.
Read Answer Asked by John on October 19, 2018
Q: I'm considering buying BRE for a TFSA, mainly due to its consistently high Dividend (stable tax-free income). My concern though is that it generally pays out over 3 times what it earns. How can this possibly be sustainable? The way it see it, BRE essentially generates bulk of its revenue from fees (commissions) which can be low risk provided the sales continue growing. Is BRE a good choice for a TFSA at current price?
Read Answer Asked by EDWARD on October 19, 2018
Q: Hi 5i Team
I'm looking for an income stock to hold long term. Please rank these companies in order based on today's prices. Thanks for great service.
Read Answer Asked by Gary on October 19, 2018
Q: Vanadium seems to be the new hot metal, after lithium and cobalt. LGO has done very well, but a new listing, United Battery Metals, UBM, has recently done very well also. Probably just another speculative junior miner. Your comments, please? Thank you.
Read Answer Asked by Kurt W on October 19, 2018
Q: Thank you for the special report on marijuana. I bought in Canopy growth prior to the liberals getting elected on the advice of a friend who assumed they would win and legalized weed...then sold at $15 thinking it was way too overvalued.

I am wanting to invest in a company again, would Aphria not be the safest place to put some money? They actually earn a profit as you detailed, why is it not being valued as high? Is it because they are not really players in the recreational market (yet)? They have the lowest cost and make money, seems like the best play? What am I missing?
Read Answer Asked by Michael on October 19, 2018