Investment Q&A

Q: BANK OF MONTREAL 1.81% NON CUM 5YR RT RST CL B PFD SER 25
BMO.PR.Q:
Thank you for your response to my question on the above. Would you kindly clarify: in August 2021, does the issuer BMO simply roll the investor over into something like this without the explicit written consent of the investor? If the issuer gives you back your cash, does the issuer give you back the face value it originally sold at (in this case C$25) or does the issuer simply give you the current market value if the then value is much lower? This was issued at C$25 and trades much lower.
Thank you for clarification. I am lost on these rate-reset animals. (Also , would your office support please reinstate the facility whereby you used to send me an email that my question is answered? Thanks.

Q: Did TOY's conference call shed light on how they will manage the Toys R' Us bankrupcty? Thanks.

Q: Insider buying of note ?

Q: UR fell 40% Friday on news of the CEO leaving. They also seem to be struggling to get the financing in order. A while ago you suggested that at lower levels it might become interesting.. what is your opinion given the recent news?

Cheers

Q: Your insight please on whether PFG.us suits a conservative investor, interested in dividend growth. Asset managers have many challenges. What is your opinion of the business model of PFG? Is it profitably sustainable or is it an American AGF.ca?

Q: In late January Tim Cook came to Toronto for his first ever visit to Canada as Apple CEO to advocate for a focus on coding education for children. He also sat in the lower bowl of the ACC, not a box, to watch the Leafs in a very low key appearance. As part of his trip I understand he also visited the Shopify offices. Why would such a high profile individual make such an under the radar stop at 'Canada's tech darling'? Is there anything to read into here? Your thoughts please.

Q: Hi Peter and team,
This is a company that will soon go for FDA trials for a medical device which will attempt to measure non invasively the extent of heart disease a person has. Its early days I know, but sounds quite unique. Can you give me your take on this company for a very small initial purchase. Gerry

Q: Hello 5i,
Could I have your current assessment of Wayfair. They have lots of cash and seem to be investing heavily in future growth. I already own Amazon and find W intriguing.
Thanks
Dave

Q: Hi 5I.

I'm looking for ETFs that are comparable to ZWH and ZWE..
I have these in my RRSP now and would like similar ETFs for my TFSA for more diversification or these are diversified enough?

Thanks

Q: Hello 5I, thanks for your great information.
I am probably not looking in the right place but I seek to find some of your thoughts about blockchain technology and where you think an investment could be made in this field.
Regards Bob

Q: Hi can you give me your opinion of their latest results is it safe to add a bit more here is the div ok

Q: Hi 5i,

Why does Teck trade at much cheaper P/E multiple when compared to HBM (for example)?

Thanks!

Q: BANK OF MONTREAL 1.81% NON CUM 5YR RT RST CL B PFD SER 25
BMO.PR.Q
How do rate reset like THIS horrible thing work? How does value react to interest rate changes? Specifically, is the above security, which is down substantially, worth keeping now that it has already lost much value? OR are the funds better deployed elsewhere if one is conservative and looking for Canadian dollar income, preferably dividend?

Q: Hello,
Any reason for the 5% drop yesterday for TECK? Is this a good entry point?

Thanks.

Q: Good day,

For a long-term horizon including dividends into retirement (about 10 years away), what level of investments in banks, Canadian and foreign, would you consider to be the maximum for an otherwise diversified portfolio? My only foreign bank is ING.

Thanks for the help!

Derek

Q: My portfolio is weak in the medical/healthcare space. I have CSH/SIA (full position when combined), NVO (US, 1/2 position), SIS ( 1/2 position) and GUD (1/4 position). I would like to increase exposure in the sector by the equivalent of about 2 positions. Would you recommend I add to existing stocks or are there others you think I should consider (either Cdn or US is fine for this sector)?

My situation: Retiring in about 2 years and living off investment income. Fortunately we have enough savings that unless I am either foolish or really unlucky, I expect to be "OK".

Thanks for your help. I am doing much better with returns since I started my subscription to your service.

Q: Please let me know your thoughts on MSI's earnings.
Thanks.

Q: any news of value on the cc that you can share? Thx

Q: can you comment on this company?

Q: Hi 5i! What is your take on the weakness after what seemed to be good Q4 results. Could it be the results were already priced in? Disappointing 2018 guidance? Multiple contraction? General market conditions?
Thank you!