Investment Q&A

Q: I have a recollection that about a month or two ago you suggested a company engaged in artificial intelligence that would be a cheaper alternative to Nvidia. Can you remind me of the name of this company? Thanks.

Q: Hi, would like your thoughts on Stelio. Thank you.

Q: Hello 5i,
Love the new website. you must have put a lot of work into it. Thank you very much for your efforts.
I have been concerned about what is often called the 'housing bubble" in Canada. I am certainly no expert but house prices to rent, to income, per capita gdp and just the general high degree of debt in our country.

Knowing that I am not an expert in this area I don't want to bet too heavily on this fear. So, I think I have found a solution and thought i would run it by you for your commentary.
I don't have a lot of real estate other than my own home. So I am not worried about that, I am going to live here anyway. But, it seems like the Canadian banks would be hit if there was a big drop. I don't know if you know of other industries which would be affected?
Now, I have about ten percent in fixed income and I think all of that is in US funds in a rrif. I thought I might shave off some of the banks and buy my fixed income in Canadian funds. Then I would invest all of my US funds in stocks.

The big problems with this plan, as I see it, are capital gains and especially hold ing my fixed income outside a registered account ( because this is where my banks are, from which I would be raising the money). Of course at todays rates the taxes on the fixed income outside the sheltered accounts wouldn't amount to that much anyway. I know that you speacilise in straight forward questions on stocks but I notice that you sometimes venture further afield and reply to questions of strategy. So, i hope I qualify for this latitude. There may be a few questions in here so take off the points necessary
thanks

Q: In May 2017, you recommended the following stocks for a long term RESP:
BNS, KXS, MX, SIS, PBH and ZCL. With the recent earnings report from ZCL, would you remove it and substitute with another investment? Thanks!

Q: I am hoping that you might have some comments on this US stock. As I see it, It seems to have many of the things you look for - manageable debt (I think), high
5-year dividend growth (including today's announcement), decent sales growth, high return on equity. Do you see it as a buy for the long term?

Appreciate your insight?

Paul F.

Q: Hi David,
I'm looking to add three positions to my business passive account -- i'm up 15% year to date.
I have equal weight in each stock and am looking to add more diversity. A combination of income and growth US or Canadian -- minimum $1 billion market cap.

What would you recommend here.
Thanks,
Raymond

Q: I have owned BRK baby B since 1997. I would appreciate your comments in general, about the latest quarter, and about its long term future. Many thanks.

Q: Please let me know what are the prospects for COV
Thank you

Q: Hello 5i team,
I am up $6,000 on MMM of the the lost value is $15,500. I just bought $5,000 of GS. Should I reduce MMM by $5000 and buy another $5,000 of GS? I have a $600,000 in equities and this GS purchase would bring me up to 20% financials.
thank you
Stanley

Q: hi
What are your thoughts on Alio. When does it report next and how was its last quarter.
thanks
Joe

Q: I bought this stock about 2 weeks ago and it is now down ~15%. I am trying to be disciplined in selling “losers” around the 10% down level (before -10% becomes -30-40% or worse).
But given what I perceive as your positive conviction of FIH, I am considering averaging down in this situation.

So, the question then is buy/sell or hold ....and “why”.

Thanks for your guidance here.

Q: Hi Peter,
I own the etf as well as some of the individual companies such as Canopy Growth, Medreleaf, etc My total weight is 5% (i.e. 1 percent in Canopy etc). I have done well in the short term . These stocks do not have much earnings but are going up on potential. What would you suggest? Take the profits or just sell half for now and put a stop loss on the remaining balance. Also, with oil and gas stocks, is it best to hold on for higher oil prices or simply sell and move on as it has been a while since the oil price has gone up. Thanks very much.

Q: Which might you recommend for a small position in a tfsa and why,using the usual thorough metrics at your disposal? Thanx for the great service.

Q: Hi , this is a follow up on my NORSB question; it is called North State Telecommunications , from High Point North Carolina.
I am thinking of including it in my Income Portfolio as a long term hold.
Let me know your thoughts, thanks
Rick

Q: just a comment that i would like you to publish.
today you took pivot out of your portfolio, i was surprised but i immediately asked you a question and you responded in 5 minutes, saying in your last discussion with management you were uncomfortable or less comfortable, i immediately sold my shares,did not make any money on this one.
my point is for me this is where 5i research shines, as a retail investor i had no clue about pivot, but that one word uncomfortable , and immediately taking it out of your portfolio even with 7 per cent yield, was all i had to know.
thanks again, really fantastic stuff. where else could i get that info, answer— no where. dave

Q: Is there any concern in regards to the NAFTA negotiations for the short and long term outlook of GIL?

Thanks
Paul

Q: I have a question about Grand West Transportation BUS They build 27 to 35 foot buses. Is Flyer competing in this segment or is Grand West a potential take over by Flyer?

Q: Hello,

I purchased this stock at $68 about a year ago. Is there any future potential for this company to get back to these levels? I understand the Alberta oil prices have had an impact but I believe that the falling stock price runs deeper than this. One needs a lot of patience but does that equate to 1 year or 5 years? Should I get out now and look for better opportunities elsewhere. Which stock would be a good replacement for ACQ? Thanks for your assistance.

Q: Hi Peter and Staff
I am aware that you are lukewarm on the stocks so far and I share that concern. I have a family member wanting to invest a small allocation in their portfolio to this industry.
Could you please outline your current valuation and other concerns with the stock prices so far and then indicate and if you were to do an investment in one company in the industry which one and why
Thanks for all you do
Dennis

Q: Hello Folks:
Thank you again for your terrific service!
I am a 71 yr. old investor who has never kept any amount of cash in our accounts.
I feel there may be a serious negative re-evaluation approaching for world
markets; therefore considering moving to a half cash position, as we rely on returns for a good portion of our income. It is a difficult choice as dividend and rising equity prices have been very good since the recession, however nothing remains stagnant.
Our portfolio is primarily large cap US stocks and some quality dividend paying Canadian equities.
As always, I appreciate your point of view and suggestions
Brian