Q: Nemaska punched shareholders in the gut with the pricing of their offering yesterday. What is your view on this, and what potential do you see now with the financing?
Q: Was considering a position in Equinix. I’ve read that the company lowered it’s Adjusted Funds From Operations (AFFO). Would you say this is reflected in the stocks chart. I understand that AFFO is typically used for Reits. Would you look at Equinix as a tech stock or a reit? Would it be a good time to buy, do you think they have a good future, do they have a good moat?
Most recent edition of the altantic suggests that Disney is going to initiate 'disneyflix' and basically have all thier titles available for immediate streaming
The kicker being they would also add new content as it becomes available (Star Wars black panther etc)
There would be no delay in release and 'opening weekend' box office would be a thing of the past
They essentially are blowing up the cinema business for the long term 'annuity type' revenue of the Netflix model
Curious your thoughts and If thier Is any value ciniplex's real estate or other assets
Q: Your thoughts on GE - is it time to get back in ? The stock has been on the rise the last couple of months. Looking to add to my RRSP account - pays a nice dividend.
Thanks
Q: Home builders have been punished as of late. Please give me your thoughts on the group. Would you pick up this etf today? Please provide your rationale( buy sell hold)
Thx
Karim
Q: Of my bond holdings representing 5% of my portfolio and want to increase to 10%; I'm wondering if anyone listed that I should eliminate/increase in this market environment. Would appreciate any other suggestions. Thanks.
Q: Are structured notes just another way for Wall Street/ Bay Street to separate investors from their money or are they really useful? That is, do the benefits outweigh the costs?
Q: Hello 5i Team,
Thanks for your great calls on MU-Micron (up 6% in pre-market today) in one of your responses to members' questions & PHO-Photon.
Please let me know your opinions :
WWE recent increased 28% in three days due to new deal with FOX: buy more, sell or hold
OXY: buy to replace EQNR-Equinor ADR (New name of STATOIL) - we bought in November(up over 35%) in our US- RRSP account. Reason for switch for same growth, OXY has no dividend tax withholding and lesser currency fluctuation.
RMBS-Rambus: buy, hold or sell.
Thank you for the great work.
Q: I recently asked: "f had $500,000 invested in the Income Portfolio balanced exactly as it was in 2017, how much money would I have earned in 2017?"
Your answer was "The income portfolio returned 9.28% in 2017; so $500,000 at the start of the year would have earned $46,400. Note our portfolio returns do not include commission, so your actual return would be slightly less than this depending on your commission charges to buy/sell.'
y follow up question- Does that figure of $46,400 include the dividend pay out, or just the appreciation of the portfolio?