Investment Q&A

Q: Hi team,
Just how big is this cloud anyway? Since IBM announced its purchase of Red Hat, it seems every tech stock and their brother claim to be a cloud company. I got several Seeking Alpha emails identifying about 20 or more companies that are now M&A candidates in the cloud. There are too many to list here, but two companies that I follow stood out to me; one that was there and one that was conspicuous by its absence.

I have been following DOCU for awhile. It was on the list. It seems it has a unique electronic signature software/platform that resides on the cloud and that would be an attractive functionality for bigger companies in the future for document authorization. The one that was absent from the list was BOX. I had been in that stock earlier the year but lost interest after erratic earnings. It looks like the risk/reward may be attractive here, but I just don’t see any real competitive advantage that it holds over many other cloud candidates. Earlier this year, you suggested that MSFT could potentially be interested. What sets BOX apart from many other cloud companies and is the outlook for DOCU and/or BOX enhanced or not by the IBM deal?

Thanks again for your thoughts,
dave

Q: Hi guys:

Could you provide me a couple names that have been beaten up so much that it’s time to back up the truck for a 3 to 5 year hold.?

Thanks for your expertise
Mark.

Q: Hello Guys,
Do you have any comments on prometic extension of debt maturities to 2024?
Thanks.

Q: What do you think is the reason for the disappointing results from ALA? I have been holding for a long time and down 40% now!

Thanks for your insights.

Q: Thx. for the quick response.....my son owns it...has a 50% gain....would you recommend to hold, add or sell based on your response "The drop has likely now accounted for the weaker result". You've liked it until recently and even suggested as a good company.
Thanks!

Q: please comment on the result of AOS is it a good buy at this level

Q: ..bought VET because it was supposedly more protected from WCS pricing than either CNQ or SU...but it has fallen more and is now way down. is there anything left in this country to put money into?

Q: Please subtract two question credits if you feel that is correct. First, are REIT"S good to hold in a down market, i.e. bear or recession? I am thinking that ones pertaining to rentals would be? I hold TCN,CAR and IIP in my TFSA. TCN is not doing great and I am worried the future U.S. housing market if the U.S. economy tanks, will be affected by it. thinking of swapping it for PRV ( I like the dividend) or adding more to IIP and CAR instead. Looking for good income.... your thoughts please,
many thanks,
Jen

Q: Hello 5i,
How would Qyld and EOS each be treated in a TFSA?
Dexcom or tandem: which would you choose today? Why?
Goose - is it a buy today?
Many thanks,

Q: Hi,

Which one or two of the below REITs would you recommend to buy based on current valuation and future prospects.

Iron Mountain IRM
Kimco Realty KIM
Brixmor Property Group BRX
KIte realty group KRG

Appreciate it
Ninad

Q: Just a general question about the "market". Do you have an idea about the makeup of the investor population? For example what percentage would be small independent amateur DIY investors like my self? I believe sometimes called retail investors? What percent would be big pension, mutual fund or other advisors or say ETF managers, etc?

I am interested to learn if I am mostly up against professional investors.

And if the market is mostly made up of professional investors I find it even more curious how the market seems to behave. All the ups and downs and seeming panic to euphoria don't seem very professional to me.

Q: Could you deepen your thoughts please. This year, earnings will be close to $1.50 ( 7x earnings). Next year, will be half of that. And the year after, still going lower. How can this be a value buy, what do you see that I don't?
Thanks

Q: Seems that National Instruments (Nati on Nasdaq) does not show up in the company query. Recently, the company share price jumped. Realizing this company is US, could you take a look and see if there is anything that is the source of the rise.

Q: How is the term 'Financial Leverage' calculated? I'm referencing the term as used by Morningstar. I believe that the 5i website uses the term leverage ratio, correct?

Q: Have you guys every considered a "like" or "thumbs up" feature for the answers section? I often see answers I really agree with, and would like to acknowledge and display appreciation.
Thanks for all your great work,
Lee

Q: Why on earth would preferred shares be tumbling so much over the past couple of days? E.g. see ZPR, CPD, HPR etc. It can't be the threat of lower interest rates? Can it? And if so what does that say about the prospects for the economy and the stock market? Or is this an aberration and an opportunity to buy some preferreds?

Q: G&M reporting that the Pres and CEO of Alta Gas sold 22,750 shares on Oct 9 @$21.01
This brought his total ownership down to under 3,000 shares. This should not be legal, given the forthcoming results. Can the OSC not do anything about this?
P.S. Not a case of sour grapes here. I was not a player of ALA. I just find the company's behavior, and this insider sell in particular, inexcusable. How can this sort of thing foster public confidence in our market?

Q: Do you have any reasons why all the Pref share ETFs have dropped by 1.5 % or more today - in an upward market; and why they have all dropped 7% or so this month, almost as much down as the common share market?

Q: Can you tell me why it’s having lower lows recently should I buy more hold or sell Thanks

Q: A do not have a position in Altagas. Would this be an opportunity to buy low? I figure most of the revenues must be long term contracts, so downside should be limited at this point. It would be for my RRSP, for income (long term). Thanks.