Investment Q&A

Q: Hi All at 5i!!
I was thinking of starting a small initial investment in TIH. What are your thoughts about it as a long term hold??
Cheers,
Tamara

Q: Would you recommend using investment money to help pay off a line of credit? That money would be coming from a tfsa. If so, from the list provided, please list the top 5 stocks in order that you would sell?

APPLE and MSFT would be sold at a loss.

Thanks for everything

Q: I already own ENGH and was wondering how much confidence you have in it going forward? Would you hold for a few years or sell and why? Thank you.

Q: So disappointed in Aritzia…I actually called ,,visited a few stores in the US …all seemed awesome…busy..full price.Staff at each were very positive..Now as I bought recently I’m down near 20%.Stay put?When/ how will we get a sign next in terms of things improving inventory wise?

Q: Heading into earning season, what would be your top 10 Canadian dividend picks?

Q: could I have your thoughts on ANSS at this time and price please.

Q: Q1: What 3 to 5 stocks if added would work well with the existing 17 stocks below?

Q2: Are there any already in this list that you would say (like Jack Armstrong) "Get that garbage out of here" or are they all okay?

AAPL, ABCL, AMD, APPS, ATZ, COST, CRWD, DDOG, DOO, ECN, GOOG, GSY, NVDA, SHOP, TD, TOI, WELL

Q: Hi Guys
Comparing the 2 Companies, Telus is about 5 x bigger in MCAP. I was surprised to see QBR.B had about 618 million in FCF LTM, which was about the same as Telus at 622 million if my numbers are correct. Telus is about 2x as expensive on Forward P/E.
Yahoo shows Telus having next 5year growth at 17.8% per annum, verses QBR.B at only 5.15%.
Total Debt/EBITDA is actually higher at Telus from what i see at 5.2x Verses QBR.B at 4.0x
How do you view these to companies when comparing them. Is it strictly the poor future growth of QBR.B and the smaller size that makes it unattractive ?
Thanks Gord

Q: Your advices to hold on to the above stocks for January bounce is correct so far. When will the bounce normally ends? When it ends,is it time to sell OR should ask the question then? Well had a huge increase of 15 94% to $3.71 today.Please comment as I cannot find any news. Thanks for U usual great services & views

Q: Any idea why the big move in WELL over the past week?

Q: What is your view of GEHC, the recent spinoff from GE, in terms of its growth prospects? Who are its major competitors and where would you generally rank GEHC among the competition? Thanks

Q: Will you please give your opinion of undervalued stocks in the industrial and consumer discretionary sectors (with good dividends). Also, related ETF's would be appreciated. Thank you for your great service.

Q: I am converting my TFSA to a dividend with some growth portfolio to reduce volatility and hopefully get more sleep. I want to start with 2 etfs to establish diversity. I like DGRC and VGG. I plan to set and forget the etfs once I reach the desired weighting. Do you think this is a good pairing of dividend growers? Can you comment on the somewhat lower average daily volumes of the etfs? Would including CDZ add value? Thank you

Q: Do you have any updated information on this stock and what are your views on it.

Q: Any thoughts to offer on Vln-t. Looks pretty depressed .

Q: What is your recovery outlook for these etfs and how would you rank for new money in non-regsection of portfolio that is diversified?

Q: In a previous question you recommended ZSP be held in a RRSP so as to avoid the US withholding tax on dividends. Does the same tax rule apply to a RESP? If not & there is a US withholding tax on dividends, is it still worth holding ZSP in a RESP. Thanks … Cal

Q: I previously sent this question (I thought) but I may have been timed out.

I have been involved in a few spinoffs over the past few years (Constellation, BAM x 2) with some to come (Danaher, Constellation). Generally, spin-offs are seen as profitable events but I am not sure of the best way to manage the outcome.

My problem is that the spinoff usually leaves me with a small number of shares of the new company. Given that these new enterprises usually do very well (I think this is a valid generalization) I have been reluctant to sell them. I see my options as: Buy more prior to the spin off as this provides for the greatest returns and leave me with 2 reasonable sized holdings; buy more of the new company after the split to bring it to a reasonable level in my portfolio; sell the shares despite the cost and re-invest in the original company to bring that value back to its original amount; or just leave as is.

in your experience, is one option better than the other in the long term? The sticking point for me is that I expect both companies to outperform due to the split but that may be a poor assumption.

Appreciate your insight.

Paul F.

Q: The market seems to like the news but I would appreciate your views on their just released Q1 results. I realize that they still came in at a loss but that was solely attributable to an increase in operating costs (specifically R&D and a ramp up of its US sales force in advance of the release of SavvyWire). I remain surprised that we're still trading below their recent financing level. Thanks as always.

Q: Which of these two do see having the most growth potential over the next 3-5 years?
Thanks