Investment Q&A

Q: In an attempt to incorporate more value stocks into my portfolio, can you please suggest your favorite companies (excluding utilities and financials) that adhere (or come close to) Greenblatt's formula for selecting value stocks (ie. high earnings yield and strong ROC)?

Thanks.

Q: Hi!
With the prospect of higher interest rates on the horizon I'm wondering why this stock is not starting to move higher as higher rates will have a very positive impact on this companies prospects likely?

Q: What do you think of CIBC at this level ($110)? I'm looking for relatively safe income with some growth. Do you see more downside? Thx. Scott

Q: Which stocks in your growth portfolio might be the safest and suffer the least in a major market correction, or a prolonged bear market, thanks?

Q: A recent article in the Globe was citing an RBC analyst as saying it was time to go underweight on tech stocks.
I have the following weightings in my portfolio -
ENGH - 6% ; SYZ, KXS and DSG 4% each.
Do you see any of these as being seriously overvalued? I have very good gains on all and have taken profits on all except KXS as they have moved up.
Any comments are appreciated.

Q: Perhaps Ron, who was considering Russian ETF's could read the book "Red Notice" by Bill Browder to get a handle on how business is done in Russia.

Q: We hold 50% of our portfolio in your stocks from the balanced portfolio - 34% in your income portfolio and 16% in your growth portfolio. Although not all stocks from the three portfolios are in our final portfolio we have done this to have a large part of our income from dividends in cash accounts that when combined with CPP and OAS require only 2% return from the cyclic stocks to give us all the money needed to live the life we require. My question is would we be just as well represented with a complete investment in the balanced portfolio (we are only shy WEF, TECK, MX and MG) than having 35 stocks from the three portfolios. We were rewarded with a return last year only 2% less than the return of the balanced portfolio. I know this is an involved question but we respect your advise so much I felt that it was one we should ask....thanks you....Eugene

Q: Hi team,
It looks like questions are slowing down these days with the volatile markets so I think it is time for me to use another credit. I am a tech guy and read your answers on SPOT with interest. I am tempted to pull the trigger but have been holding back. Years ago, I held Netflix but sold out way too early as the earnings and subscriber metrics were all over the map (look where it is today). The main problem I had with Netflix was that it was paying all these movie/TV companies for access to content. These days it is creating its own movies and TV series and now has some control over it, despite the billions it is spending on it each year.

I have the same issue with SPOT but more so. SPOT has to pay all the musical artists in order to broadcast their songs. How can SPOT overcome the content hurdle like Netflix is doing? I can not see it hiring bands to compose songs and hope the songs become popular.

In your SPOT answers you say it is a sitting duck for NFLX and maybe DIS, AMZN, GOOG, AAPL and others. I was really surprised by the takeover spin as you have never in the past offered that up as a reason for purchase a stock.

I am confused on your buy thesis for SPOT.

Thanks again,
dave

Q: Algonquin Power which I hold looks like on the chart like a set of stairs going to nowhere. Also, Air Canada is not much better. Do you see any hope for these 2 companies in the next 6 months? When I tried to type in the stock symbol it would not allow me to put it in.

Q: Your comments re today's aftermarket acquisition and share issue announcement would be appreciated.

Thanks in advance

Q: What do you think of the acquisition made by SIS?

Q: I ported my Canadian holding of magna shares to the US side of my account. So now my MG shares are in US dollars.

Do I still get the CDN dividend tax credit?

Jean

Q: Hi,

I often read in your commentary that a "...the market cap of XYZ Corp. is simply too small....". With that thought in mind, can you provide some insight as to what is "too small" and at what point (in terms of market cap) that a company escapes the purgatory of being "too small". I ask because I find this somewhat counterintuitive. It would seem to me that a company that is poorly run (but has a larger market cap) can often get more attention than a company that is well run but is much smaller.

Q: Good morning5i team,
I am thinking about buying Amazon, especially following the positive way in which you view it. I am wondering about the timing, though. I noticed on a number of questions recently asking about the best US stocks to buy at the moment, that Amazon is not on that list. With it's recent fall I am a bit surprised by that. Is there something in particular about Amazon at the moment that would prevent you from adding it to such a list?
thanks

Q: This fund will be terminated on April 30, 2018 and delisted from trading on April 26, 2018. Assets will then be sold to and distributed to unitholders. Can you guess whether you think it will more advantageous to wait for distribution or sell into the market assuming your cost is above trading price and above NAV.
Best Regards,
Harold

Q: Have a half position should I increase position hold or sell am down 15%
Do you have a replacement if it is a sell
Thanks

Q: Is this a good time to buy a Russian etf from a valuation perspective? I am thinking of ERUS etf

Q: Can you please give me a list of what type of car parts XTC produces. And how is XTC positioned in the electric vehicle segment? Thank you.

Q: Hello 5I,
Your opinion of TCN please? I am thinking of starting a small position with this company.
Many thanks for your usual expertise,
Jen

Q: HI..what are your thoughts on this company?
Thanks.