So open text has missed expectations and is down significantly. Is the earnings miss their usual miss that happens regularly with this company or is more going on here. I have usually bought this stock on the dips but the miss was more that just a minor miss this time. Your thoughts.
Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my healthcare sector which is 8% of my current portfolio. Would you add, swap or remove any of them? I am unsure of CRH. My portfolio holdings/thoughts are very similar to your BE Portfolio. Thank you
Q: Alex Ruus on BNN said CLL was too expensive, and he would maybe sell at this point. He's not the first I've heard saying it was very expensive. It seems to me that your position has always been that the top stocks deserve a premium, and I've never read you advise one be sold due to price. Is this a general philosophical belief? Ie., never sell a good stock even if it is overpriced?
Q: Good day 5i, question relates to Badger and the short position. Watched Badger in 2014, and missed the boat by not buying. Now with the Chicken Farmer and others extolling the (negative) virtues of BAD, wondering if it's time to watch again and to pull the buy trigger on another probable dip. So, can you tell me the % of float currently shorted (realize the farmer may have covered and moved on...) as it may give a possible direction.
Q: Can you give me a few names with the safest dividends and yielding over 3.5%? In evaluating dividend safety do you prefer to calculate the payout ratio vs earnings, operating cash flow or free cash flow? If FCF do you average CapEx over a few years or use depreciation as a proxy for stay in business CapEx?
Q: What do you think about IPO now? It was a top pick on BNN last month and it seems to be well capitalized now and have some potential. It is also selling for a cheap valuation when looking at book value. Buyable for speculative money here? Thanks
Q: Hello 5i
When i look at the yield for both VE and ZDM in both Morningstar and in the ETF Newsletter i`m getting significantly different values . The ETF newsletter says Yield while in Morningstar it always gives the 12 month yield . Shouldn't`t the figures be the same ? Isen`t any stated yield generally refer to a 12 month time period ?
Thanks
Bill C.
Q: Please comment on TV results released today after close.Thanks for U normal great services & views.It has been weak lately.What are the catalysts for increase?
I have a question about Anfield Gold Corp. What is the business model of the company. When do you think they will go into production to pour its first gold and silver deposits. Rick Rule is positive on the company because of one successful miner. In addition, he has a big position as he mention on BNN. Do you see it being taken out within the 3-5 years. What is the potential on this mine.
Q: Hi 5i;
!`m wanting to diversify my Portfolio and have ETF investments that include Europe and Asia . !`m considering ZDM which has a 35% Asia component but of that 35% its mostly Japan . So if one is expecting Japans economy to do well then this could be good but other wise the Asia component is in itself not very diversified throughout the rest of Asia .
That being said is Japan a good place to invest in over the next couple years or am i best to go with VE or ZWE for Europe exposure and VEE for Asia exposure separately ?
Thanks
Bill C
Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my Consumer Defensive (Staples - Non Cyclical) sector which is 15% of my current portfolio. Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio. Thank you - my portfolio is now cleaner and easier - sold the losers.
Q: Would you be comfortable with TPK now?and is the dividend safe.
You mentioned before that it might be a takeover target...why do you think this?
Also with a new facility coming online is there so much extra demand for its product or is it gonna be overcapacity?
Would you prefer something else in the space?
Q: 5i ...was wondering if you could explain a little about a company being shorted. Once the stocks value has reached a certain level is the 'heat' then taken off that company or do they continue to hammer it with a 'told you so' attitude. I have made some money on EIF and enjoy the dividend but do not want to watch all evaporate. TY for explaining.