Q: According to RBC, Methanex has had a negative surprise the last 3 qtrs and they estimate a .01 profit , down from .13, 30 days ago. Yesterday they upgraded price target to $50 US with an outperform rating. I purchased a partial position around $40 with helpful guidance from 5i, thank you, and am thinking of adding to my winning position. What do your numbers show for Q3, do you think the stock can do well over the next year or two even if the Energy sector doesn't?
Q: Methanex is trading near the low of the year. is there merit in purchasing MX at the present price? It is the world's largest supplier of methanex and pays a reasonable dividend.
Q: Would this be a good time to buy TD bank ? I have most of the conservative ETF portfolio with some good dividend stocks as well.
enb, ppl, npi, atd.b, aqn,
Q: Over several years Savaria has grown and evolved from a Canadian company to one that now operates internationally. Is Savaria's leadership evolving accordingly? Does 5i feel that Savaria has identified, and is recruiting, new people to join the Board and Senior Management with the necessary experience and skills to help guide the firm in its next stage of growth?
Q: Assuming a decrease in interest rates which government bond funds would you recommend for capital appreciation here and in the US. Greetings, Peter.
Q: In todays' Q&A I've noticed the expression "the market is very weak and in a 'risk off' mode" used at least twice in your answers. Could you please explain what this means and the significance of it for a retail investor?
Q: Currently our health sector portfolio consists of above at 1.5% each. Sector target 10%+/-. Could add to IHI and ZTS. Watch List includes SYK, GH, EXAS, CSLLY, and MPW. Would appreciate your advice on current holdings and filling out sector - either these names or others. Long-term growth goal with focus on medical technology, and diversification within sector.
Q: Have you looked at Liberty Defense Holdings (SCAN)? It is only $30mln market cap and beta testing an interesting security technology. While highly speculative I would assume, is it worth deploying some "speculative" money to?
Thanks.
Commissions on trades are gradually disappearing in the U.S. Do you think Canadian firms will do likewise and what impact will it have on the stock of TMX Group ? And your views on TMX now ?
Q: FYI I saw you thought the US listing might be kept. I was looking over the slides and listening to the presentation. On page 18 it states that neither US or Canada listing will be kept. It will trade in the UK and Dublin only. For myself (depending on the tax implications) this complicates things considerably.
Q: I assume your position on Dorel has not changed ( mid 2018 questions)....No growth, high dept, and now no div. I like several of their brands so was somewhat curious if it might be getting into value play area, Doesn't seem to be the case based on your answers to previous questions.
Q: I am re-balancing our portfolio and find I am sitting on 30K cash which balances out my cash/fixed income portion of my portfolio. My question is what 3 or 4 fixed income or bond ETFs would you suggest I entertain dropping my cash into ?
Q: I currently own TDB900 and 902. Have now read that TD will be using ETFs to purchase their funds like the ones mentioned. I have held these funds for a long time . So I am wondering if it still ok to hold onto TDB900 and 902 since I am uncertain how this will affect those holdings. Is it time to switch the funds for similar ETFs. Any clarification is appreciated. Thanks Paul.