Investment Q&A

Q: Can I have your opinion on the steep price decline in Baidu & Spotify, is the market reaction overblown ?
Thanks

Q: SHOP, after being down $2.55US is down another $5-$6 after market because of
this article in the Wall Street Journal. It has accused SHOP of drop-shipping.
Is this a major problem for SHOP?
Thanks

https://www.wsj.com/articles/the-mystery-of-the-70-hoodie-thats-all-over-facebook-1526817601

Q: Thoughts on Adobe's move to buy Magento and how this affects Shopify? How does this rate for either stock? Does it affect the long term outlook for Shopify? I would love to add on the dip!

Q: Hi,
My question is: With the swamp that seems to be filling and not draining in the US, and the reported near-deal between BPY.UN/BAM.A (one of their biggest investors is the Qatar Investment Authority) and the Kushners in New York for 666 Fifth Ave., do you see any heightened risks owning BAM.A/BPY.UN? If so, what, if any action should an investor be considering?
Many thanks, Michael

Q: Dear 5i
What's your opinion on AAXN . It has low debt , a solid market and big earnings growth expected over the next several years .
Thanks
Bill C

Q: Been very quiet, any developments? positive or negative..
thanks

Q: Looking to add either TIH or FTT to my Income producing portfolio. Which would you recommend at this time if I was looking for some growth as well ?
Thanks

Q: I have a small position in CFP. I am thinking of adding to this position. The alternative is to initiate a position in WEF. Please compare the two companies both from a balance sheet aspect and from a future growth prospective.

Thanks, Tim.

Q: I would like to get your thoughts/opinion on the company and its management. I know almost everything depends on approval which I understand will be known soon but also can management make this go.

thanks for what you do

Dale

Q: Hello - ACO.x seems like your least favorite utility and you stated that 'Decent earnings growth is expected, but 2018E earnings will still be less than 2012 levels.'
Why are earnings dropping for ACO? What has changed? It was a real favorite in the market for several years.
Thanks for your insights.

Q: Assuming oil prices stay between 70 to 75, which of the following would you recommend first, please arrange in the order of preference for the following criteria :

good management
leverage to the higher sustainable oil price
great assets and net backs
reasonable balance sheet
good Western Canadian price for their oil.

the list which you can add to.

sgy,vet,wcp,cpg,ath,tog,bte,cj,rrx,

thanks
yossi

Q: What is your outlook and recommendation on CRH. Thank you

Q: Gentlemen,
I have a small position on TECK.b (0.8%), and 6% Mat'l sector
Buy more or sell.
Thanks
Best regards

Q: how safe is dividend with price going down. thx

Q: I have a small position in PFE (about 1%), and I am interested in increasing my position to about 2%-2.5% by selling off a similarly-sized position in BAC. My portfolio has about a 10% weighting in financials, while I only have about 4% in health care, which is why I wanted to make the shift. My question is whether I am better off simply topping up my PFE position, or selling PFE as well as BAC, and using the proceeds to buy either JNJ, MRK or GSK. I prefer to stay with larger cap names, and in this particular case, I am looking at US names exclusively. If you have another larger cap US name that may be worth considering, I would be very open to suggestions.

As an aside, I also have a 3% position in GUD which I plan to keep for the longer term.

Thanks so much for your time, and I look forward to your response.

Q: Does the potential reward out weigh the potential risk of buying ACQ at this time, or it's better to wait for better metrics?

Q: What do you think about Vanguard's VGRO ETF as a one stop measure for long term investors?

Q: I have Gud in my TFSA, I want to sell GUD and buy Rht or Agb? And do you prefer rht over agb? Are they good entry level ? Your thought please, thanks always.

Q: Hi

What are your thoughts on GTE?

Thanks

Q: On March 6th you advised caution regarding PTK. Has anything changed thart might cause you to recommend taking a position at this tine?
GUY R