Investment Q&A

Q: EMR.us (Emerson Electric, NYSE)
1. Do you see growth in revenue, and ROE ?
2. Is EMR a dividend grower?
3. After the pullbacks after Oct 2018 , is EMR good value?
4. Most financial sites leave PEG as blank. Yahoo Finance (not always reliable) is the only one I saw that reported PEG (at 1.45).
5. I hold EMR in a registered retirement account; it is in a conservative retirement fund. I take massive risks on my other accounts, but on the registered account I am interested in growth, ROE not too far from 20 ; PEG not TOO far from 1.0 --- and feel 2 or 3 the above would be adequate reasons to continue holding EXCEPT IF YOU HAVE BETTER IDEAS.
6. RBC downgraded EMR today; yesterday Credit Swisse upgraded. Analyst ratings are a not deciding factor, but I do look at them notwithstanding the migraines they cause.
7. Is EMR worth keeping or could one do better elsewhere?

Q: You were asked a question the other day (the answer was the companies listed above) which I would like to ask again with one important difference: If you could only pick 5 stocks for growth today, the key words being growth, five and today, what would they be? The time frame is one year and RISK IS a factor. Thank you.

Q: Back in October you discussed SQ and TEAM as US growth stocks worth a look. Any update to these and/or alternatives given the changed environment since then?

Q: Would be interested in your detailed prognosis for Chemtrade over 2019

Thanks

Q: I am down 40% on this one. Should I buy more or ....

Q: Hi 5i:
For this year’s contribution to the grandkids (4&3) RESP I’m considering adding TOY or SIS. One reason I’m leaning towards TOY is that they are always watching PAW Patrol.
I know you look favorable on both companies. Which company would you go with?
Thank you as always for your advice.

Q: Currently, which one would you choose.
Thank you

Q: Happy new year Team
I am looking for three trading ideas for each the US and Canadian markets. No sector or risk considerations. Just to benefit from the market recovery. Normally it's not my style but I intend to watch their performance very closely hoping to recover some of my losses in the recent downturn.
Thank you
Raouf

Q: Can you recommend a lower yielding, but higher growth dividend ETF?
Tks

Q: Having 150K in cash that will want to investment.

1. how many stocks should be in the portfolio?
2. based on the number stocks, then that establishes what a full position or half ?
3. how many sector should be included?

any other items to consider?

Thank Ed

Q: Hi 5i
I would like to know your evaluation on RACE?

Q: Hi,
Both these gold companies are having production and political issues.
Should I consolidate sell one to buy the other one, or do you have a couple of recommendations in the gold sector to replace them.
Thank you
Ed

Q: is there a way to buy The Keg on its own?

Q: I want to buy these stocks in my RRSP account for a 5 years hold. Please comment on the financial of these stocks. Why is QSR down in recent few days while the market is rising so much. Why is Warren Buffett interested in this stock . Thanks a lot .

Q: Kraken was up a fair bit today. I read some ambiguous, difficult to understand news story about a notice of takeover. Could you explain it more clearly in your usual professional fashion if possible?

Q: Comment and a question; About 40 years ago I was junior eng. on a non-starting LNG export project from Canada's Prince Rupert area to Japan. In the evaluation stage LNG was compared to methanol as a vehicle to transport methane (natural gas) to market and I heard that Japan would not import methanol due to its solubility in water and toxicity to fish as this was deemed too risky to a major source of food for Japan. I appreciate that there are methanol markets where this is not a consideration and that methanol is only one component of diverse energy and petchem supply. However, could you or your members or Public Affairs at Methanex add any relevant info on this subject.
I have no investment in Metanex. Private or public is OK.

Thanks for your insight, as always.
Cyril

Q: Hello 5i team,

I have 1/2 position in each of the names listed above in a TFSA and have funds to top up two of them to full positions. Objective is growth with long time frame and OK with risk.
Which two would you recommend and why?

Thanks and Happy New Year!

Q: Hi, I assume this might be common among your readers. I have had 2 kinds of promo calls. One fellow calls periodically, offers a name, but no follow up, so it does not bother me.
The other call I received about a year ago there was a boiler pot operation going on in the States, calls were from NYC. Over the course of several calls, I got to know the fellow at some level. Their company was paid to elevate the stock price of various companies. So they had a system where they established a databank of customers. The deal was they would give out the tip and they knew how widespread the information was . You had to buy at the level. you received the information They would monitor your compliance by watching the block trades going thru . Of course, the price lifted as expected since their database was buying...then at some point outside people watching the technical indicators would see the stock rise and also buy in. The company would then give a call when to sell and sure enough it was like letting air out of a balloon since the stock rise was all based on hype and not quality. I never engaged this fellow beyond trying to find out how it worked since for me it is immoral . Some poor person is left buying high and getting stuck with valueless paper. I don't know if this is helpful.

Q: Hello again,
Further to my most recent Question, I just went into the Forums now and there is already a forum for Tax and FX strategies and some address Norbert's Gambit. Perhaps Youssef and others might want to engage in the forum and see if people can or will update FX strategies for them and the rest of us.
I am as guilty as anyone, but it is disappointing how little the Forums are used. I never thought to check them before posting when that is the first thing I should have done.
Cheers,
Mike

Q: Mike Rose (founder and CEO) has been buying TOU stock often during most down turns in the price over past months. What is your opinion of his continued buying of TOU stock? Sincere interest or merely a stunt to halt the slide? Other suggestions? Thanks.