Investment Q&A

Q: Peter:
I read with interest your article in this weekends National Post about "screening for stock winners." At the end of your article you concluded that Questor Technology is one of the few stocks that checks "most of the boxes" on your screen. That said I am curious why 5i did not resume coverage on this Company and/or add Questor Technology to the 5i model growth portfolio given its great performance year-to-date?

Q: Have SIS closes the $14.55 financing?Thought it closed last week,but see no news.Please update.Thanks for u usual great services & views

Q: not sure i really get the price of air transat, takeover price of 13.00 at a minimum, stock at 11.60, deal chance about 75% , maybe more, so when announced stock should go to 12.60 discount because of regulatory issues and 6-8 months to close, and this does not take into account any higher bid so why is stock at 11.60. dave

Q: What is your assessment of SYZ? Last earnings were a little light. What does your crystal ball see for the company? It's backed off 10% or so and now has been stuck in a range for a long time.

Q: Both MG and GSY have receded from lofty levels, but are still up considerably. Do you think current prices are good entry levels or would you wait for a further pullback?
Thanks

Q: You mentioned plus to a question as being in the cannabis gummy market. I noticed they had record revenues this past quarter and they are accelerating expiration of their warrants convertible at .69 US—if I understand what I am reading on the company. So my question is is it investible at this time in a TFSA for growth.

Q: I was wondering if I could have your opinion with regards to Marvel and its position in the 5G space.

Thanks
Dave.

Q: Morning
Quick follow up question for clarification
If I hold VFV in a RRSP , will it be subject to the 15% withholding tax?
Holding VGG in a non registered account, is there a way to get this tax back?
Thank you

Q: I was a latecomer to learn about 5iResearch so alot of your stock picks in the model portfolios had grown too high for me to jump in on and put together a proper plan. I was wondering, with so many new stocks coming on the market since 2013, will you be putting together any new model portfolios with lower entry prices for members who were late to the party? You provide a wonderful service and I am enjoying learning from everyone's questions. Thanks so much.

Q: can you recommend any medical companies that you see for the next 5-10 years:
a. show potential good growth.
b. steady with dividends

Q: Good day team,
I'm not sure if this has been asked before but I was wondering if it's better to buy US stocks with Canadian cash or transfer the Canadian cash to US then buy. I have a questrade account and was looking at buying some US options.

Q: You recently provided the short position on chesswood “813,000 shares; 7% of the share float.”
As well it seems the short position question comes up with some regularity.
Can you provide some insight how as an investor I should interpret short positions.
For example I have no idea if chesswoods short position is good, bad or neutral.
Thanks John

Q: Can you give me your future outlook on this company. I looked at one of the metrics which is ROE for the past 10 yrs and looks very good. Will this be greatly affected if there is a slowdown on housing?

Appreciate your comments.

Q: Regarding Sanjay's question about moving a Canadian stock to the U.S. side in order to keep the dividend in U.S. $, is this the only way to go about it? And if one wants to sell the stock later in CDN $, then have it moved back? Or would you just specify the currency on the trade order (or would that incur FEX fees)?

Q: Good morning,
Can you please comment on the effects if any of the Huawei ban and its effect on Verizon, and would you purchase here? Also, see MDT is up today on no apparent news - would you still purchase at these levels?
Please feel free to deduct 2 credits for 2 questions,
Thank you.

Q: You have noted that sector weakness is a factor in the decline in this equity due to long term factors weakening the oil price. Two questions - I) how much of our sector weakness is due to the price differential suffered by Canadian operators from the inability to get their product to world markets, and ii) while in the long run oil pricing may weaken for the reasons stated, the current situation - both short and medium term - appear likely to support the price of oil, perhaps as a minimum, Can you comment please.

Q: Hi, I have opened an RESP account with 5K for initial deposit, and will also be contributing $150 on a monthly basis. I don't plan to do a withdraw from this account for about 10 years. I am new to investment world and am curious on strategy or what would be best to invest in. I am not afraid of risk. Thanks in advance for your advice/opinion.

Q: Canada Goose has been criticized for its use of down, fur and wool by PETA and other sources, and there are lots of questions on the internet about their treatment of animals. Do you consider their transparency standard for ethical sourcing and use of the products "ethical enough" to withstand any public concerns and ad campaigns against it? If so, do you still consider it is a good buy at $65? They are opening 6 new stores this fall so they must feel confident. Thanks for your valued opinion on this.

Q: Hi there, can I please have your take on AKR, RIWI and URL? I'm thinking of taking small positions (1.25% in each name) as part of my microcap portfolio. Can I please have get your thoughts?

Thanks!

Q: Good morning - I have watched CIBC with interest recently as I am a long term investor and have positions with most of the Canadian banks. Earlier this week, analysts were forecasting muted returns for CIBC and indeed this turned out to be accurate. The bank narrowly missed projections and offered a downbeat view of the rest of the year. No surprised there.

What perplexes me is why the shares went up the day before the earnings report then dropped so dramatically yesterday. This, in spite of the fact the news was not unexpected. Yes, growth is going to be modest but who exactly was buying the day before and who was rushing to sell yesterday? Surely it's not small investors like me who are likely more prone to panic but if it's institutional money managers why the rush of selling? Surely they could read the obvious tea leaves. Is this program trading or just one of those mysteries of market life?