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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: Peter & Co.,
I am reviewing Vermilion’s operation, financials and dividend in light of the Coronavirus. The virus is still largely an unknown factor in world health and economics. However, the impact on travel and commerce is certainly being felt. Among my concerns is the short/long term impact on energy consumption. Vermilion has 60% of its production in North America and 35% in Europe. Is there any way to evaluate what impact we can might expect on VET over the longer term?
With appreciation, Ed
Read Answer Asked by Ed on February 18, 2020
Q: can I get your view on this co ?
thanks
Margit
Read Answer Asked by margit on February 18, 2020
Q: I just become member today and trying to familiarize with your contents on website.
What portfolio should I consider for TFSA and for my RRSP. I really like your BE portfolio but there are total 25 holdings. Leaving aside portfolio consideration, what would be your opinion/suggestion for me to buy in BE today for my TFSA. If you could suggest at least 7 to 10 holdings as I have all my TFSA contribution in cash (all of my 67 K so far) in Investment account.
Read Answer Asked by Mahendiali on February 18, 2020
Q: Do you believe that PFB could represent a good investment opportunity given the potential structural rise in residential housing construction in the United States?

Can you shed some light on debt, dividend sustainability, insider ownership and others factors that you can think of?

Much appreciated. 
Read Answer Asked by Stéphane on February 18, 2020
Q: Hi 5i team,

I like the big cap Consumer Discretionary names for growth, and with lower beta than the tech names I own. I think the U.S. consumer is still alive and well. There hasn’t been a question on TGT since it issued its earnings warning in mid-January, as SSS were slower than expected over the Xmas season. If I recall, TGT attributed it to softness in toys and electronics, which it brushed off as not being key categories. The stock sold off but is coming back, so I think that warning is now baked in for the Q4 results. Since then, we have the coronavirus and many factories in China are closed. I think TGT sources many products from China. There could be another warning coming from TGT for Q1 on inability to secure product. What do you think of TGT here?

Thanks again for the insight.
Dave
Read Answer Asked by Dave on February 18, 2020
Q: Hello. I’m interested in hearing your take on Simulations Plus (SLP on NASDAQ) with regards to its fundamentals, prospects, valuation, etc. I understand you may not have a lot to say about this lesser known company, but anything would be appreciated. Thanks.
Read Answer Asked by Laxmyharan on February 18, 2020
Q: Have a friend who has 50k in GIC's. No other assets. What etf would you suggest that is a safe - minimal risk (realize no guarantee) and should produce a better rate of return than GIC? Timeframe is 10 years.
Read Answer Asked on February 18, 2020
Q: Your recent report on KXS notes that the expected F2020 revenue growth is 11.1% and a CIBC report forecasts revenue growth of 17% in F2021. Both these estimates are below the expected F2019 revenue growth of 26% and lower than the 22.4% forecasted annual growth rate (to 2022) of the SaaS application market in supply chain management. In such a competitive market, forecasts of declines in revenue growth and forecasted growth which is lower than the market’s growth are not ideal signs and something to monitor. Have you picked up any explanations for the decline in forecasted revenue growth in F2020 and the overall choppiness of revenue growth?
Read Answer Asked by Marc on February 18, 2020
Q: The US is having some issue, China is having major issues affecting world economy and Canada in particular is struggling to resolve transportation (and therefore market) issues.
Do you have a general outlook on where the market is headed and should I be cautious and keep a larger cash balance? If so, when do you anticipate a clearer outlook?
Thank you.
Read Answer Asked by Stephen on February 18, 2020
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