Investment Q&A

Q: Can you recommend 8-10 small -mid cap USA stocks with high growth potential, good to excellent balance sheets that your team at 5i would own or do own and consider a long term buy. Can be from any sectors. Please exclude the following names, as these are currently already owned: BOX, FLIR, ANET, TEAM, GRUB, LLL, CGNX, ALGN

Q: Yesterday TSGI announced the mandatory conversion of preferred shares to common shares on July 18, 2018. What will be the effect of dilution on the common on this conversion? and do you expect a reduction in the MV of the common shares? Thanks.
Mike

Q: I notice that David Rosenberg will be on Bnn this Friday with Andrew McCreath.
On May 19 He published an article in The Globe & Mail stating that Trumponomics will cause the next recession within the next 12 months.
If he is correct, am I right in assuming that interest rates will then to begin to decline , eventually leading to better prices down the road for the bond proxies?
Could you recomend from your portfolios the best recession proof companies with a history of regularly increasing their dividends?

Q: Howdy Team 5i:
This stock continues to drop, especially over the past few days. It had great success with studies and testing of their product. They continue to set up dealerships around the globe, yet no major news re: serious orders for their product. Is there something about this Company we are missing? Thanks again for your great service. Stan.

Q: Note to Klaus, re CSU.DB:
I recently sold some of the above, directly (I'm with BMO Investorline), at $122 and had no problem whatsoever. This was my second such transaction in the last month, and I've never waited more than 3 days to sell, always at a rate just OVER the going price (didn't really care if they sold or not).
Paul L

Q: Hello 5I Team,

Can I please get your views on OKTA? I like the space they're in and thinking of taking a 3% position.

Thanks

Reg

Q: Hi; May I have your opinion on SMU.UN. Positive article in Globe and Mail. Implies that storage market has robust outlook. Can you comment on balance sheet and dividend. Thanks.

Q: With its geographical diversity, producing both oil and gas, and Brent pricing for about half of its oil production, would you consider Vermilion to be a good (best?) Canadian all-in-one energy producer holding?

Q: What is your outlook for CWB? Thank you.

Q: Hi,
I own CSU DB that I wish to sell. However, I cannot sell these directly but only through my broker (TD). However, my requests to sell these have failed several times. Presume the DB are thinly traded. Presently listed at $ 124.25.
What is your recommendation that may result in a sale. Offer for e.g. $ 115.00 and not as a day order but rather with an open time.
Appreciate your reply. Thanks.
Klaus

Q: With a large portion of VBAL in fixed income why is the dividend only 1.03%. Is this simply due t the ratio of equity to fixed income or does this fund reinvest some
income or dividends within the fund?

Q: Would you endorse a purchase of Daktronics at this level for a long term hold?

Q: I sold Enercare in my RIF and was considering TCL.A . I own CCL.B is therean overlap ? what other income plus moderate growth stock should I consider

Q: Any explanation about the current low price of Fortis (FTS)?

Q: HI Peter,
I asked about Knight in a previous question but I did not get a clear answer. Perhaps, you are tired of answering the same type of questions. The main question from my end is why are analysts not putting pressure on Knight? Normally, with other stocks, there are sells, hold etc but for gud, i don't see alot of press. Please clarify. I understand that cannabis valuations are very high, but when i look at Hydropothecary, they have signed deals in Quebec and basically has a large share going forward, yet this company in comparison to others like Canopy do not get much attention. Canopy is much bigger but does it deserve 7 times the market cap than Hydropothecary? Can you please shed light on this? I wonder if it is the same situation is Organigrams which is finally getting some attention. Lastly, do you feel tech stocks have had a good run (i.e shopify), spotify etc and it is time to take some profits. Thanks again.

Q: Do you have any recommendations for cobalt mining stocks?
nmx, sqm, lac
????
Are you sure....

Q: Hello,
Once a while 5i Research Blog has posted some articles from Mr. Nick Mccallum. I am wondering how is his Sure Dividend track records. Does 5i Research endorse Nick Mccallum’s recommendations. Like most recent one, he give 5 best dividend stocks in S&P 500 (IVZ, AMAT, T, WBA, CAH) to buy. I would like to know your thought for these 5 stocks. To me the wording sounds promotional.
Thanks
Victor

Q: Re: Your 3 portfolios
-Why not list companies in the growth portfolio in alphabetical order as they are in the balanced & income portfolios?
-Why not show the date of the 1st purchase in the since inception return so there is a better idea of the true rate of return?
I don't consider High Artic, Raging River & Trevali as growth stocks as they are tied too closely to commodity prices.Why not replace them with better growth stocks such as Premium Brands, Savaria ,etc?
Your comments please

Q: I am thinking of switching a high fee low performing global mutual fund to a lower fee ETF to try to improve performance while maintaining global exposure for the long term.

Do you have any suggestions?

Doug

Q: Visa isabout my largest holding (about 10%). I have no real concern about V however considering trimming V and adding to Apple or Amazon I don't own. appreciate your advice