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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good Morning,
I am considering adding this preferred share ETF for tax efficient income returns and to potentially cushion the portfolio a bit if (when) there is a downturn in equity markets. I do not hold any other fixed income. How will preferred shares perform in a downturn assuming interest rates may go up for a year or 2 more and then back down during a economic slowdown.
Read Answer Asked by Kyle on September 28, 2018
Q: I sold BDI at a sizable loss years ago and fully appreciate how extremely cyclical this companies earnings are, for good or bad. Waiting patiently for an opportunity to catch a high beta cyclical upswing in the companies earnings. Can you advice as to how to approach this investment thesis? Start building a position now even thought its early or wait till there is clearly an upswing in earnings while trying to avoid false starts? I cant help but think that after years of terrible government policy there is blood in the streets now.
Read Answer Asked by Joel on September 28, 2018
Q: I have had for years. If I sell, can you recommend a replacement? Thoughts?
Read Answer Asked by Danny-boy on September 28, 2018
Q: As a follow up to cory's question:
What would qualify as a good ROE?
Assuming cash flow is FCF what would qualify as a good number?
What should I look at in assessing management?
Where can I get accurate figures on Insider ownership?
Read Answer Asked by hal on September 28, 2018
Q: Do you ever cover any non-listed corps involved in Real Estate, or offer any opinions on pre-construction Real Estate (Commencial and Residential ) opportunites?

There are many "private" construction deals available but there are very few tools to help the average Joe separate the wheat from the chaff?
Read Answer Asked by Kevin on September 28, 2018
Q: I want to sell my all Canadian portion of my portfolio :CSU,CCL.B,BYD.UN,KXS,PBH,NFI,SIS and replace it with similar US stocks.
Please provide mi with possible replacement my Canadian selection
with similar US stocks.
I have already In my US portfolio : TSG,ADBE,SHOP,AMZN,NVDA,SQ,NFLX,MA.

Thanks Andrew
Read Answer Asked by Andrzej on September 28, 2018
Q: Hello 5i,
Can you please comment on Largo Resources (LGO-T). Up near 150% this year including 23% past month. Market cap rapidly expanding towards $2B on volume. Can you share your opinion on the rapid rise and perspective on the strength and quality of LGO and their forward potential. Thanks much as always.
Read Answer Asked by Maury on September 28, 2018
Q: Your thoughts on this healthcare etf. Do you have a preferred?
what would you focus on for a healthcare etf?

Thanks
Read Answer Asked by Mark on September 28, 2018
Q: Gentlemen,
I own RHT (now 0.55%, -19%) on margin account.
I own COV (1%, +50%) GUD (1%, -8%), and 2 US ETF, IBB 1%, XBI 1%, on others none margin accounts.
I have cash (1.5%) to add to the HC sector.
Selling RHT, I will have 2% cash to buy.
I want to buy one US growth stock on H.C space.
Which one you suggest today.
Thanks
Best Regards
Read Answer Asked by Djamel on September 27, 2018
Q: What are your two picks for a CDN ETF and two picks for a US ETF that covers financials, industrials, resources (and maybe healthcare?) for a very long term hold?
Read Answer Asked by Graeme on September 27, 2018
Q: In the answer to question asked by Richard you state that the 2019 EPS for SIS 2019 is 83 cents.
The company recently announced an estimate of $60M earnings for 2019 with less tha $50M shares outstanding, which is obviously a higher EPS than your est. Is this because the company is referring to EBITDA and you are referring to net earnings?
When we are shown the forward EPS on Morningstar etc..., are they referring to EBITDA or net earnings? Is it really only net earnings that matter? Please explain.
Thanks
John
Read Answer Asked by john on September 27, 2018
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