skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi there, I've been invested in TSX listed stocks for the last few years. I recently transferred over a small amount (~2%) of my portfolio into USD thinking of buying Slack. This would be my only US holding. My question is, what would be your favourite listed US stock at the current moment if I were not to buy Slack? I am an investor who mainly follows your BE Portfolio with a tilt towards growth (ie: swapped a handful of names and replaced them with GSY, SHOP, LSPD etc).

Also, the market looks like it's been running up lately. Do you think we're possibly going to dip in double digits later this year (similar to last year's dip)? I've been hearing that earnings haven't been that great so far.

Thanks!
Read Answer Asked by Michael on June 24, 2019
Q: In assessing my portfolio weightings, I am wondering if most companies in a given sector should largely be expected to act similarly to events or will the across the board reaction differ from sector to sector? I would expect, for example, to see most REITs drop if interest rates were to rise or most oil companies not do well if the price of oil drops.

But I wonder how "homogeneous" the tech sector is. I currently hold full positions of KXS, SHOP, GIB and CSU. To me, these are all rather different kinds of companies. For example, GIB has a lot of recurring sticky government business, SHOP is growing in the retail sector and KXS is a smaller company selling to worldwide industrial companies. In your experience, would all these stocks be likely to drop (at least to varying degrees) in a tech sell off or are investors a bit more discerning than that? The reason for my question is to help me decide if being a bit overweight in tech is as risky as being overweight in utilities might be as I would expect every company to decline by similar amounts if rates rose.

I would like to add Lightspeed to my holdings but not at the risk of increasing my risk in my overall portfolio.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on June 24, 2019
Q: Hi Team,
How much weight should one place on "short interest" (in terms of # of days to cover) when considering a stock for a position.
Cheers,
Read Answer Asked by Harry on June 24, 2019
Q: As the opportunity arises, I need to lessen my overweight position in SIS. Would SYK be an attractive substitute in a sector that, like SIS, is right for the times as the general population ages and are increasingly in deteriorating physical shape. Is there any other company with these dynamics that I should look at?
Read Answer Asked by Geoffrey on June 24, 2019
Q: Good Morning, Could I have your opinion on SNAP and CLDR for their long term potential? I saw some previous post was very negative about SNAP's future but it had increased stock price more than 3X for the past half year. Is there any fundamental change for SNAP and make it more attractive for long term?

Thanks,

Adam
Read Answer Asked by Adam on June 24, 2019
Q: Imperial oil has posted this on June 21st:
Imperial Oil Limited today announced it has received final acceptance from the Toronto Stock Exchange (TSX) for a normal course issuer bid (NCIB) to repurchase up to five percent of its 764,221,735 outstanding common shares as of June 13, 2019,....
The value of their has not moved much for the last few years. I would like your thoughts about this company.
Read Answer Asked by Serge on June 24, 2019
Q: Hi Team
What do you think about the take over offer? The cynic in me thinks that they let the price fall and then came out with this offer at multi year lows. Who knows want the "true value " is, so many different opinions. With the insiders that put in the offer having 57% of the shares is it not just a slam dunk for them, they can ramrod through anything that they want?
Thanks
Auftar
Read Answer Asked by auftar on June 24, 2019
Q: CVE and MEG are considerably under-performing the energy sector this week, I'm guessing partially due to investors are doing some profit-taking since the TMX just got announced as the market has been hoping for. I have some decent unrealized gain in CVE and MEG, and noticed WCP was down a lot this Monday on unusual high volume, do you think it's a good idea to swap my energy holding from either MEG or CVE into WCP?
Read Answer Asked by yun on June 24, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!