Investment Q&A

Q: Hi All. I am interested in transitioning out of Enercare...Looking for your best short-medium term opportunity. quite prepared to buy something that is considered higher risk than ECI and willing to go small cap if you suggest. Thoughts?

Q: Hi Team,
Could you please rank from "best to worst" which account to hold Robo Global Robotics & Automation ETF (ROBO) - my choices are $US cash, $US RRSP, and $US TFSA. Thank you. Michael

Q: QST announced Q1 earnings this morning. Your comments please. Is this a good time to buy? Looks like they might have turned a corner.

Q: Good Morning,

I asked a question a few days ago on sector allocation. Not sure why it was private. I may have checked the wrong box. Its ok to make the question public to help others here.

Anyway I did as you said and trimmed back REIT's and Financials. I purchased some tech. Added to my SVC and started a position in ET. Today I started a position in BCE. I chose BCE over T.

However I am having trouble choosing between AEM, SJ and MX for my materials purchase. Any insight would be great.

Thanks
Jimmy

Q: Good morning 5I.

My question concerns when to sell a stock that is at a loss and move the money to a better holding.

I have ridden some stocks right into the ground. Guestlodgix (GXI) for example 100% loss. On the other hand I have sold losing stocks only to see them have a miraculous recovery. Lumenpulse Inc. (LMP) for example which may have been an exceptional case was bought out right after I sold out.

Fortunately I have very few stocks in a loss position, due to your great service, but wonder should I cut my losses and move on or should I hold on for an eventual recovery? Specifically:

Aritzia (ATZ) down 12% (which in fairness you to told me not to rush into)

Currency Exchange International (CXI) down 20%

Highliner (HLF) down 18%

Stantec (STN) down 5%.

What do you think? Stand pat or fold?

Q: what are your thoughts on the 6.25% preferred shares being offered?

Q: Hi Guys Can I have your comments on PBH
Kind Regards
Stan

Q: Do you have any suggestions or companies on your radar that are in the cybersecuriy and the geonomics space

Q: The company actually earned 16 cents per share for the Q. Because they did a convertible debenture financing, they now have to show fully diluted results as well ( being 8 cents a share) if the debenture is converted. At a conversion price of $8.75, while the share price is now $6.15 that s not likely to happen, and if it does, then the debt level will be greatly reduced. If the conversion gets converted that would only happen if the company's earnings ( or a takeover, buyout) drove up the share price. I think the results were fine. And they would have been better but for the timing of delivery so the 2nd q ought to benefit from this delay.

Q: Hi 5I- I would like to deploy most of my 30% cash in your income fund, but feel better if it was more global in nature. This would form the major part of my fixed income. Could you suggest some global or international div. etf's to compliment your 5I income model. The big US bully bothers me. We are early 70's retirees needing more than bond exposure. Thanks kindly.

Q: I'm looking at the latest financials for Crius. I'm seeing a big drag on cashflows from investments in working capital. It looked similar in the previous Q1, essential this working capital issue is eating up all their operating cash. Further they are "lending" out money at high rates which is draining their investing cashflows. Finally they are borrowing money to pay the distribution. This doesn't look very sustainable to me. Can you help me make sense of this cashflow statement? Where is the actual money? When I look at the adjustments they make to derive distributable cash I don't agree that normalizing out the working capital investment is a good approach, looks like this is just part of the business. What will change as they grow to make this company capable of actually paying this dividend?

Thanks,
Rob P.

Q: Your thoughts on Comcast please.

Q: Real Matters look like a short. growth last year came almost all from acquisitions.trading near 4x revenue for a low margin, no net profit, marginal ebitda+ thin gross margins even after "growing" (doesn't scale well). Does this business do better when rates go down (refinancing) and shrinks when rates go down ? And thus why they recently went public ?

Q: Both companies still an interesting long term buy after "Acasta Announces Acquisition of ECN Capital's Commercial Aviation Business" ? Is this win-win deal?

Q: Hello 5i, any insight you can provide on this US company would be appreciated.
Thank you!!
Dave

Q: U may or may not folllow this us stock, but ur opinion is appreciated. Many thx.

Q: Hi, I recently joined 5i. I see a lot of remarks about full and 1/2 positions. Does a full position mean 5% of your portfolio?

Q: Could you compare these two ETFs for me. I'm trying to figure out what advantages CBO has over ZCS to justify the differences in fees.

Q: Can you please comment on their recent earnings report and long term prospects? I am slightly overweight and underwater. I'd like to see a 13 handle before I trim it back. Do you see that happening this year?
Thanks.

Q: I currently have half positions in these two companies. Can you please comment on the recent earnings reports and long term prospects? Are the dividends safe/could they grow? Time to add?

Thanks,