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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 Evening,

I bought Cameco stocks over 5 years ago. At the time, I thought it was a good 'bet' because historically Cameco had reached a high of around $60 per share. I bought in at $22. Despite the passage of time, this stock has stayed around the $10-$12 range. I will admit, this stock was an impulse buy. It was one of those stories where I heard a friend say something and I went ahead and purchased it without doing the proper research. I have elected to hold it because I figure I'm still getting the dividends and I will only lose money if I sell. I am wondering what 5i thinks about holding this stock. Do I hold, or cut my losses and reinvest this money into something else?
Read Answer Asked by Ryan on October 15, 2019
Q: I respect the opinions of Both Eric Nuttal and Joseph Schachter. Eric expresses some optimism that pipeline construction will occur. A Liberal minority is a real possibility. The Greens have said pipeline construction is a no go and Quebec (ie. the Bloc) is antipipeline, as I believe is the NDP. How can any minority government, even one which bought a pipeline ( and who has at best been a soft supporter) get a pipeline built. The positive is that, as you mentioned in a previous answer, some of these stocks are trading at 3-4 times cash flow so their stocks are extremely cheap. With all of that, would it be prudent to wait until late in the year before committing to buying oil stocks and see how things shake out politically? Thanks Bill
Read Answer Asked by Bill on October 15, 2019
Q: Hi Everyone at 5i! Happy Thanksgiving! There are two companies developing cannabis detecting breathalyzers( that I know of) One is Canadian..Sanntek and a larger US company Hound lab....Is there any opportunity to invest in either of these companies at the present time? I have a feeling that they are privately owned. Could you give me some insight and your opinion? Cheers, Tamara
Read Answer Asked by Tamara on October 15, 2019
Q: I currently hold a full position in NFLX. But competitors, like DIS. with stronger balance sheets are or likely to undercut Netflix’s prices. NFLX shares are down in the past three months after falling short of subscriber growth targets in the second quarter. With this change in business circumstances for NFLX, should I continue to hold NFLZ long term or switch to DIS or take a half position in both..........thanks for your take..........Tom
Read Answer Asked by Tom on October 15, 2019
Q: I am wondering how to evaluate a REIT once it has exhibited a run-up like CAR (and others) have done. The yield has dropped to 2.5% - what will make the distribution grow? Is it only via acquisitions and/or property value increases? As they are largely in the apartment space in rent-controlled Ontario can this be seen as a significant sustainable driver or are their recent foreign acquisitions enough to drive significant growth? Industrial based REITs don't have the same constraints so do they have a "better" long term future or does their susceptibility to market cycles put up a cautionary note? All of this makes me wonder why REI, which is in the midst of a property mix turnover hasn't done better given that it is providing additional value to their portfolio with all of their strategic initiatives of converting retail to mixed-used properties.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on October 15, 2019
Q: I saw this news release and would be grateful for an interpretation.
http://investors.algonquinpower.com/File/Index?KeyFile=400290864

If shares are only offered to the public, I suppose that includes institutional investors? Also, I'd be interested to know how the market works in this situation. ie, if supply of shares exceeds demand, will the price keep dropping until they're all sold? It is about 4.6% of their market cap.
I would like to purchase shares and would appreciate guidance on when you would suggest this could be done.
Many thanks.
ps. I very much appreciated your frank article 2 days ago on the financialpost.com
Read Answer Asked by TOM on October 15, 2019
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