Investment Q&A

Q: Hi folks, few months since Q on Bird Construction. Can U please give your thoughts on company/stock and holding for the long term. Would U rate buy/hold/sell. Thanks as always, jb

Q: This is a very small cap company. Trades at about 50 CENTS. What can you tell me about this company ?
Many thanks !

Q: What would be solid and safe ETF`s for fixed income? Looking at 5-10 years timeframe.
Thanks
Kevin

Q: This is ugly. I asked you on several times about selling my Financials in both Canada and US (was up 40% on average)) you advised against this? (In hindsight your advise wasquestionable - Question I have now is should I sell some higher risk stocks in different sectors and load up even more on Canadian +American banks . I know you cannot be right all the time but this turned out to be a major miss for me. I still cautiously valve your opinion. Thanks

Q: ROE for AW.UN? TD Webbroker shows ROE +20.89. MorningStar shows ROE +21.54, roughly the same. 5i 's Company "Financial site" shows ROE -15.21. What gives?

Q: Bloom Energy: This is a new company having an innovative type of fuel cell technology. Has some powerful backers and great customers. Was not able to pull up this company in your database..possibly because it is recently listed in NYSe. Can you tell me thoughts on this.and take a look at their financials
..I think this could be a disruptor...Thanks again. Great Webinar as usual.

Q: Hi, you had a comment on AT&T late July and I was wondering, with recent weakness, what the fundamentals look like for this company now. Do you see long term value here? If you think this is a stock with limited prospects going forward, do you have another US income stock (any sector) that might make for a better replacement? Many thanks. Michael

Q: what is the trading symbol for the spin-off co. from altars

Q: I bought PATK not very long ago because I like the mgmt, they have a good history of compounding capital, and they have made some nice acquisitions, Also good fundamentals. However my timing was pretty bad and its dropped 25% since then due to trade war concerns, US economy concerns and the motorhome/rv sector getting beaten up since people don't buy recreational vehicles if the economy struggles. I planned on holding through at least this quarter to see if good earnings could set it above the sector headwinds. It reported great earnings and beat on many metrics, popped 6% this morning, now oddly is down 3%. That concerns me. Should I get out of PATK, do you think the head winds will be too much for this sector? So far its looking like no matter how positive things are with the company, the sector will just beat PATK down with the rest of the RV stocks.

Q: Dear 5i,

Is it time to move on or this dog has real potential? Don't mind keeping it for another 2-3 years if it is actually going to deliver. It is a small position but I don't want to lose more than what I have already (down 72%) with the 14% decline today.

Thank You for the help!

Q: LLG along with NMX and ECS have been dropping like a rock for the last few months. What is you take on these mining stocks? My understanding is that lithium ion batteries require graphite, lithium and cobalt. Demand should be increasing, put prices for the commodities seem to be weak. Any insights would be appreciated.

Q: Would now be a good time to buy bank preferred shares?

Q: I am considering adding alaris royalty , Descartes systems or ats to my portofolio, what are your thoughts, I know you have recommended these in the past . brenda

Q: Your top picks for companies with no debt?

Q: tfii continues to get hammered even on a good day like today, is this a sell, volume is substantial,excellent earnings,i am close to letting it go. dave

Q: After a correction like we’ve seen the last week, where do you see as the best place to put money? I didn’t sell anything during the pullback. I have a long time to wait, and am ok with risk. Would you recommend long term value stocks (such as dividend aristocrats, banks, utilities etc.) or more fluctuating stocks (such as tech, pot, faang etc)? Where do you see the better bounce back? I use all available drips.

Q: can you comment on the result of NVCR is it a good buy on this level

Q: I have held Goldcorp for several years. After the recent quarter is there a reason to continue holding or just throw n the towel. Thanks as always , Frank

Q: TMX Group looks pretty attractive on a few valuation metrics and its balance sheet looks pretty strong as well. How quickly can a poor market influence TMX's eps expectations? Are its earnings pretty much insulated from a poor market, or can a poor market knock down its earnings expectations, 10%, 20%, 30%??

Thanks.

John

Q: Hi, wrt Q&A on 'Asked by Wes on October 25, 2018', can you pls add this stock to your db/coverage. I did a 'Company' search and it was not in the db. I'd like to see/review their 'key ratios' that you provide.
Further, they had continued good growth in their 3rd quarter results ie Record Revenue and Net Income, can you comment further on this please? Similar results were seen for the 1st and 2nd quarters as well but the stock has lost a bit of ground in the last 1-3 months. ...though still up on the year. Could just be profit taking?
Would it be ideal to take an initial 1/3 position in this stock at this time? Or does it just warrant a watch during the current (market) downtrend?

Thanks,
Steve