Investment Q&A

Q: Could you please comment on Enwave’s potential following the announcement of the sale of the three large scale machines they sold to the Green Organic Dutchman on Tuesday. Has this improved your outlook of the company and it’s prospects going forward.

Q: Dear Sirs,
Looking for your opinion on the most recent Cargojet 5.75% April/2025 debentures- looks to be priced at a higher spread than their last issuance ?
Thank you for your insights.

Q: I have 2% position of SYZ in my portfolio and with this stock failed to gain any traction, and also dropping almost daily (I'm down 10% so far overall), would it be advisable to just sell it for a small loss and move on? Your recommendation is much appreciated.

Q: Kindly don't charge me for this question as trying to correct a potential error.
The insider situation shows that there have been $15mil in net sales not buys as suggested in your last commentary on this stock.
Per TD Insider report 3-27-19

Q: When filing your income tax return and you have to declare stocks sold in a particular tax year from an open account ( T5008) the CRA requests the Adjusted Cost Base for those stocks/sales. Can I as an individual calculate the ACB or do I have to have my financial institution provide it? If I can calculate it what backup material do I have to provide?

Q: IRTC has plunged today.. what has caused this?

Thanks,
Susan

Q: Any news or information Village Farms which would account for a nearly 30% drop in stock over the past few trading sessions? I realize the sector is volatile but this wildly out of character for VFF.

Q: What do you think about the Etf’s ZEF and EMLC at this time. If you had to pick one, which would it be or both.
Thanks

Q: Hi 5i,
I would appreciate your thoughts on these two CDN listed ETF's that employ two different methods for creating a US Low Volatility ETF.
ZLU uses individual stock Beta and XMU optimizes for minimum portfolio Variance.
ZLU reconstitutes/rebalances once per year and XMU does it twice per year.
ZLU trading volumes appear higher than XMU but, XMU underlying US ETF is very high and high market value.
ZLU holdings are 103 and ZMU is 215.
MER's are about the same for both at approx. 0.33
I intend to use these in my RRSP and TFSA and trade them based on monthly trends.
ZLU holds the stock directly so there may be some saving in an RRSP. XMU holds the underlying US ETF for exposure.
Which one would you buy for a RRSP/TFSA?
Can you suggest alternatives that might be better for US Low Volatility sold on a CDN exchange?

thanks

Q: Is NKE still attractive as a medium-long term buy after the pullback? Seems like they are still doing well in China in spite over all the trade issues going on.

Q: What is the record like for Veritas on these types of calls ? i.e.: sell the banks.

All the best for your launch today !

Q: Bought this one the same time I bought NFI last January: made huge pkg. acquisition and took on a lot of debt - so, stock got killed - was doing well up until then. Noticed not increasing dividend annually - maybe paying down debt., which is fine. Added to it recently to hold 2000 SHS - small % of my portfolio. Comments please.

Q: can you give us your thoughts on KEYS as related to 5G and its position in the supply chain and growth prospects? Thanks as ever

Q: Curious to hear your thoughts on starting a position in Markel (about a 3% position). The stock has got beaten up lately and from what I've read some of this weakness seems to be from the Equities they hold being down with the rest of the market when they reported earnings last. Many of these have recovered well. It looks like a good US stock for a TFSA because it doesn't pay a dividend. Planning to hold for 15+ years.

Q: Please comment on their earnings. Do you think it can reach its previous high's

Q: Would make research easier if you had a section about fixed income instead of grouping with dividend securities.
Why not ?
Thanks !

Q: CLIQ( 2.0%) NFI(2.2%) TCL.A(2.4%) WEF(2.7%) I am in a loss position in these 4 stocks and have some cash and wondered if I should top all of these stocks to a 3% weight ? All of these stock are held in a RRSP account and have 20 years before retirement.
Thanks

Q: Owned this one for a long time in my RIF: down a lot, cut dividend, I guess a lot of debt. and project west coast USA still not complete. Should I hold and/or add to my position?

Q: What is your take on buying VEQT ETF? Do you see the potential of growth as the ETF is opened recently, or it is risky? thanks.

Q: Hello 5i,
I am not very bullish on the Canadian economy considering the provincial and federal politics and lack of leadership in regards to the Energy and now Agricultural Industry.
So I am thinking of splitting my portfolio up into 3 categories, Growth Stocks, Dividend Paying Stocks and ETF's for global and sector diversification. ZLU & ZWH for US low volatility and Dividend, CDZ for Canadian Dividend and VGRO & XWD for global diversification and growth. Your thoughts or recommendations would be appreciated.
Thanks,
SF