Investment Q&A

Q: Hello 5i
I own all of the companies noted. I'm wondering if there is excessive overlap here and if I should sell one or more in an effort to reduce overall holdings?
Thanks
Dave

Q: Can you please name a US company best positioned to provide AI, preferably one with a dividend, even a modest one.

Thanks

Q: Hi 5i Team - Could you provide the names of 5 or 6 companies which you think have potential for good growth but are still in relatively early stages of development and are still pretty much unknown to the investment world. I am looking for companies with manageable levels of debt or no debt at all. Sector and market cap are not a factor. Thank you.

Q: Dear sirs,

Could you please comment on the trajectory of the share price, as the decline has been mostly unabated from it's high of $48. Is this a revaluation on the multiple ?
Your thoughts are appreciated.
Thank you.

Q: Hi 5i Team,

Today analyst at Oppenheimer issues a report which commented a very bearish take on Amarin
Corp stock , arguing it will fall to 7.00 within 18 months due to higher cost in sale. This resulted a 15% drop at time of writing.

I am holding this stock for a few months , should I hold , sell or buy more?

What is your take? Are you still positive on this stock?

Thank you for your professional advice and assistance as always.







arguing

Q: Hi Peter and Staff

Which sectors would they be in if on TSX?

Thanks for all you do
Dennis

Q: I see you are not liking PIF lately. At what price do you think it gets more interesting again?

TIA

Q: What are the chances these two marry up??

Q: Can you please comment on the investing rationale whether positive or negative for these companies. Has your outlook changed from your previous comments on these companies.

Q: What are your thoughts on their recent earnings? Thanks

Q: It has been a while since there was a question on Martinrea. The latest numbers seem fine. Do you have a comment on the company and the global auto sector?
Thanks

Q: Greetings 5i,

I will be adding the following ETFs / Mutual Funds to my portfolio over time in order to round out my sector and geographic imbalances. Could you please suggest the prefered account to hold each of these in. RRSP, TFSA, or Regular Trading Account.

VXC, MAW108, ZWU, QQQ, VEE, ZCH, EWL, REET, ZDI, ZWE

Cheers!

Q: In your answer yesterday to Michael regarding economy as a whole you said .... The keys are interest rates and earnings. Interest rates are now moving lower, and earnings growth should be decent next year, after slower growth (tax cut comparisons with 2018 and trade wars) in 2019. We would consider it fairly valued. There is a lot of money sloshing around, and the economy is good. There are also far fewer stocks than in past cycles, due to buybacks and merger activity. While a 5% to 10% correction would not surprise us, we are not overly worried about a 2008 market-type scenario.
While true I have been noticing more and more layoffs in the news lately and was wondering at what point this has an impact.
CN. 3000 laid off
Alberta Innovate lays off 125 of 650 employees
U of C 250 laid off
13000 predicted layoffs in the oilfield coming
200 lost jobs in Kelowna Tolko mill
More mills in BC closing

Q: I have some USD funds to invest. I would appreciate your best suggestions for 3-4 medium or large companies to keep for a long time (with or without dividends, sector not important).

Q: I understand there are tax benefits to donating stock (that has appreciated) to charity. Can you tell me, is the actual ownership of the stock transferred (which I assume means the charity would need a brokerage account) or can the brokerage sell the stock and send the proceeds to the charity? I'm considering a small charity, which likely does not have a brokerage account. Thanks.

Q: If you were starting a portfolio today, what 5 stocks would you purchase right now on valuation and price.

Q: This question is related to my question submitted yesterday on tax loss selling.

I was aware of the article in the blog section related to this topic and had already read it. The information I was looking for was which, of this long list of companies, do you consider the best options to purchase during the season.

Also, I did not intend that initial question to be private; I do not believe I marked it in this way, and I am fine with you posting the answer publically.

Thanks in advance.

DON

Q: Hi, I sent a question, a day or two ago about MSI, if it got lost in transit. I had sought your opinion to start a 2% position at current levels, as we wish to own a company in the sector ( do not own PEO). MSI has made some some recent good US acquisitions and appears to have a solid growth trajectory, besides paying a decent dividend. It peeked our interest when we noticed it among your favourites for 5i portfolio, in one of recent posts. Thank You

Q: Thoughts on PD:US, BOMN, NEWR, SRG:US and CWEB?

Q: A first question on this Discovery, which has a fairly stale chart over five years. However, they have some significantly subscribed to channels including Discovery, Animal Planet, TLC and HGTV. With Apple, Amazon, Netflix and Disney vying for space and content, how would you rate DISCK as a takeover target? With a $15B market cap, I know APPL and AMZN could afford it, what about the others?

Thanks.