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Investment Q&A

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

Q: I realize that I have a poor understanding of how to value "pre-sales" biotech companies such as TR. How is a quantitative value placed on them - I assume it is based somehow on the potential market share of the company in the specific area they are developing drugs for, as well as the size of that market and the risk of getting product to commercial trade. But this seems all very subjective. For example, TRIL has traded all over the map, the value can seem to double or be cut in half based on some combination of risk profile vs. potential. For the average retail investor, how does one go about trying to value these companies, or is is better to wait until sales start to happen and then try to value to company on sales projection? Other examples could be PLI, or one I'm still trying to forget from years past, ISA. I'm wondering if these types of companies have a place in a responsible portfolio even one is "high growth" oriented?
Read Answer Asked by Kel on February 06, 2017
Q: I am very interested in making a long term investment in the growth of gaming.Can you please provide some of your best investment ideas in this space. I know you like Nvidia but do you have a preference among the other companies that trade in either the us or Canada.ie ttwo etc.Is there an etf to buy that holds a number of these types of companies?
Thanks for the many many profitable trades!!!
Read Answer Asked by Thomas on February 06, 2017
Q: Hi there Bought a bit more of SYZ after what I thought were excellent quarterly results. Since then share price has been dropping steadily. Other than inside selling any other idea why this might be occurring? Another question I pondered about was how an insider sold 500000 shares in a couple days when the stock is so lightly traded. Do you think that was a single block trade - a prearranged transaction?

Thanks

Stuart
Read Answer Asked by Stuart on February 06, 2017
Q: Hi 5i: I split my investing between a number of different portfolios. One is a dividend reinvesting portfolio focused on dividend growers - all Canadian at the moment. My holdings consist of the usual suspects, big companies covering banks, telecoms, pipes, and utilities. I added a small position in Crius a few days ago, but I want to diversify some more. Any suggestions? I have no industrials, bio/health, consumer or info tech. I could include US stocks if necessary. If you would make a few suggestions I would appreciate it. Many thanks.
Read Answer Asked by Roland on February 06, 2017
Q: Hi,,

I know this company would not be on your radar given the small size. That said, could you provide commentary on the potential prospects for this company and the balance sheet. I understand they have cash and growing revenues. Is there insider ownership? Any further insights would be appreciated.

Thanks
Read Answer Asked by Greg on February 06, 2017
Q: Hi 5i: Re Gildan. I just logged on to ask about Gildan's drop today and I've read your response to the earlier Gildan question. I was concerned that Gildan was very exposed to a Trump attack, given that they changed their minds about buying American Apparel's US manufacturing facilities, and only bought rights to the brand. The news item I read on RBC Direct described the large layoffs in California and notes that Gildan employs thousands outside the US. The American Apparels "brand" is all about "American . . . .". Seems to me Gildan is very vulnerable; one might even say "asking for it"!. What do you think?



Read Answer Asked by Roland on February 06, 2017
Q: Hello Folks:
We hold US industrial stocks such as Cummins, GE, UTX, BA, CVX etc.
It appears likely the incoming U.S. administration will prioritize infrastructure spending. Do you feel this will be the case, and if so, have you some large cap stocks I could consider?
Thank You For Everything
brian
Read Answer Asked by Brian on February 06, 2017
Q: Yesterday BNN guest suggested TRP.PR.K to use as a saving account as it is a reset with a minimum 4.5% reset or better. For those of us with excess cash do you recommend using this security as an alternate to a MMF?

QQQX was pointed out to me as an interesting CEF with a 7.1% yield as well as some very interesting growth oriented holdings. What do you think about this CEF?

With thanks

Sheldon
Read Answer Asked by Sheldon on February 06, 2017
Q: I'm starting to question why I should keep holding-on to "Peyto" for its 4.7% dividend. Natural gas lost of lot of ground and Equity Clock shows that seasonally it goes much lower during the end of summer. What concerns me the most is this: Could PeyTo be impacted by Trump's BAT? GameHost has a 5% dividend. If what I want is income and insulation from the Trump's trade war, is that a smart switch?
Read Answer Asked by Matt on February 06, 2017
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