Investment Q&A

Q: Hello 5i Team!
GIL has dropped more that 10% recently. Falling knife? Or, buying opportunity?

Thanks as always

Dave

Q: What stock is most likely to reward investors who want to take advantage of the new 5g technology?

Q: What would your choice be between HBB and ZDB as a core bond holding in a non registered account? What are the differences in the risk profiles?

Q: Good Afternoon,
I don't follow the US market that closely, I'm looking for a handful of safer blue chip dividend payers ? Such as AT&T , perhaps you can list a few other names in various sectors you feel are well managed companies with good yield.
Thank-you

Q: stock has been getting crushed lately, they have no debt, should cash flow a dollar a share, anything i am missing. dave

Q: Do you think this stock has formed a bottom ?? Revenue per room seems to be on a modest uptrend and financial support from Morguard seems to have provided some stability. What is your take ?

Q: FYI ...
I see questions posted about where to park money for short term periods and get a decent rate of interest. GIC's are mentioned but they have minimal rates and fixed terms. Virtual banks like EQ Bank currently offer daily interest at 2.3% with no minimum timeframe and are covered by CDIC (up to $100,000). They also offer GIC's.
https://www.eqbank.ca/personal-banking/features-rates

Q: I have been a die-hard on IBM, holding through the long decline, thinking that the promised turn-around would come. Meanwhile other companies seem to have superseded them in cloud computing. I thought that I could not go too far wrong, since ibm had such a good dividend.. But, I have noticed that the dividend payout has become quite high (0.98) i think. And some have raised the question of the sustainability of the dividend. Especially since their buybacks seem to have occured when the stock price was high and not recently when low. I am thinking finally, because of this, of throwing in the towel on ibm and buy something like Nvidia in it's place. I was wondering whether you thought there was any hope for IBM and also your opinion on the sustainability of the dividend. Thanks as always for the exceptional service.

Q: Would you comment on the viability of this corp. I hold it in my portfolio?

Q: Got a bit of cash to add a new position to my RRSP. Which one of these names do you think has the most growth potential over the next few years? Feel free to suggest other names as well (prefer Canadian) - I currently own TSGI, KXS, and MAXR in this account. Thx.

Q: Hello, i would like to ask your opinion & thoughts or guidance on War Eagle Mining Company. listed on the TSX-V under symbol WAR-X. thank you.

Q: I have to sell one of the following stocks in the immediate future...CCL.B, NFI, SIS, CLS, PHO. Based on their growth potential (1 to 2 years) which stock would you suggest selling.

Q: What companies you would consider as value in your balanced model portfolio ?

Q: I am down 25% on CGNX. Would you recommend holding or replacing with something with a better 24 month outlook? Recommendations?

Q: FLIR reported the other day and the stock popped nicely after suffering a sell off prior. In trading on Friday it barely budged (very reassuring). What did you think of the quarter and its go forward outlook?

Q: DOL seems to be going out of favor with investors as the stock is drifting downward. With the current thesis by many that we are heading towards recession, does it make sense that consumers will "shop" more at a Dollarama when that happens? Would you continue to hold on, add on further weakness or move on to something else? It is currently a 2% (Half) position.
Thanks

Q: Further to your answer on the packaging companies, i have owned all three and done well across the board. I was planning on consolidating my stocks and reducing by one. Several months ago you recommended to drop WPK of the 3. You have rated them slightly differently on this latest question . Can you tell me why - is this a valuation, size or other call? As you can see, i have been dragging my feet on reducing only because i am trying not to sell my winners. I do like CCL.b the best as i can hold it on the us side of my portfolio and collect the dividend in US$.
Thanks as always

Q: Looking at mirroring your beport for a 5-10 year hold. Do you remain comfortable with stock choices? Are you looking at making changes.

Thanks for the service

Q: Due to higher minimum wages, lower Canadian Dollar, fear of trade wars, ,Dollarama has been under pressure. As a result they need to increase prices to restore their profit margins
Do you think markets will react favorably if Dollarama increases their Ceiling price from $4.00 to $5.00 ?

Q: I just read an article about IWO as a potential candidate for trade war protection. It looks solid regardless. Would you recommend for a 65 year old? If yes, should I place in TFSA or RRSP?
Thanks. Dan