Investment Q&A

Q: Do you know, or can you estimate, what portion of the Income Portfolio's yield qualifies as eligible dividends?
Also, are you aware of any income-focused ETFs where the distribution is mostly (65%+, say) eligible dividend?

Q: Can you explain what the financial derivatives are all about and why RME took a loss of 1.4M on derivatives in the recent quarter. What does it really mean in plain English?

Q: Bought CGNX on the high. What is the best way to deal with a stock that reverses like this? Are the fundmentals good? What caused CGNX to fall out of grace? When does one pack it up and say I should move on? Thanks for all your support as always,
Mark

Q: Could you please give a review of the latest quarter and your opinion going forward on this company.

Q: What is your take on the recent proposed deal in Australia?

Q: Hi 5i! FRII shares don't seem to be reacting well to their last earnings report. I would appreciate your opinion on the company going forward, in light of the recent earnings release.
Many thanks!

Q: Hello Peter & 5i team,
Our family owns Microsoft, Intel in our portfolio. Ceva reported earning yesterday & lost 12% in stock price. Your thought on this company is very much appreciated. Thank you!

No debt, small cap, 88% owned by institutions, biggest risks-loosing key employees, R&D funding from Israeli government and Middle Eastern turmoils.
From: Wall Street Journal-CEVA, Inc. engages in the provision of signal processing internet protocol. It operates through the following geographical segments: United States, Europe and Middle East, and Asia Pacific. Its products include digital signal processing cores, connectivity platforms, and development environment. The company was founded on November 22, 1999 and is headquartered in Mountain View, CA.

Q: Fiera had a loss of .01/ share but adjusted earnings of .24/ share. What the heck does that mean? How can those both be true?
Thanks

Q: Your opinions on JTR please.

Q: Hi 5i,

I would like to buy one of these ETF's for income within a TFSA.
Could you comment on them and provide your preference in order.

I'm leaning towards MFT for the large distribution.

Q: I understand that Alaris wrote off the debt on the two companies but has it accounted for the original preferreds? In other words, are there still more write-offs possible for these two companies or have they really cleared the deck?

Thanks
Peter

Q: In light of CIBC's recently-released report that pot sales could reach $6.5B, which could top spirits' revenue, by 2020, what would your top three picks be and are they presently overvalued?
Thank you.

Q: Good Morning Peter, Ryan, and Team,
One of my portfolios closely tracks the Balanced Equity Portfolio holdings. However I have substituted STN for WSP thinking that STN will get it going at some point. Also I have split the allocation to energy producers between WCP and PEY so that I have light oil as well as gas exposure. I would appreciate your expert opinion of these substitutions. Thank you very much. DL

Q: Hi folks,can please get your opinion on naming of Jeremy Rabe Ceo of Aimia. Appears he was successful as head of Premier Loyalty program in Latin America/Mexico and choice of Mittleman activists. Premier has airplane connections with AeroMexico & Sky partnerships,which includes Westjet in roundabout way. Stock now more investable?? Thanks as always, jb

Q: What do you think of buying one or two of these companies and holding for 2 years? I own very little oil/gas. What would be your top picks of my choices or any others you'd recommend?

Q: Do you think that Airboss continues to its comeback, please. How do you feel about the recent results?

Q: Hi there,
I am an investor who generally does not like single company risk so i often end up with small groupings of stocks in the same line of business. Hence I owned these three in the packaging business for a fairly long period of time and done well in all three. Can you explain to me which of these business is likely to do better going forward and if you had to drop one which would it be. (i am thinking Winpak)

Thanks for all you do.

Q: Hi Peter and Ryan,

Pls comment on ESIO quarterly earnings and outlook, the stock looks cheap and the earning looked good, but the share price with a big swing and reversed to drop as much as 7% (recovered a bit at time of typing).

Thanks for your help.

Q: what is the best way to keep your cash and get highiest interest as of today, , thanks

Q: Hi guys, could you please give your opinion on this name. Is it a buy, hold or sell.

Thanks.