Investment Q&A

Q: Can I please get your thoughts on this company. I see that the founder of TIO Networks is prominently involved so it caught my attention.

Thanks,

Q: I have CSU, KXS, CSCO, QCOM + PHO (small position) IT companies that make 10% of my portfolio. I am planning to increase the IT portion to 15-20% by adding 2-3 more IT companies. Is it OK to increase the IT portion now or wait? Which one should I add, delete or swap (both US and CAN companies)? Can you please rank the above-mentioned companies? I am looking for good companies with top management but not risky small cap companies.

Q: I would like your opinion on this stock. They are starting to get alot of orders for the crystals they make and expanded their production facilities but I don't know about the financials.

Q: Hi 5i team,
I know you have answered this question before, but I cannot find the questions/answers. Which investing books would you recommend for an investor who already has some basic investment knowledge?
Thank you for your collaboration,
Eric

Q: I've been dabbling in the gold sector again lately. How would you rate these three?

Q: Holders have the option of switching to the "floating" rate (90 day t bill) plus 2.6% or staying with the 5 year + 2.6%.
What should be done,, trading at quite a discount, is selling a viable option??

Q: On February 7th, you answered a question from Adam about what to look for in /stock filters. A very important consideration. I'm wondering, though, how specific industries would influence a search. For example, it seems to me a bank might have very different metrics from a railroad or a lumber company.

Q: What do you think of Dollarama at these levels? Thank you

Q: Why has LNR under performed MG for the past year? Would you be buying LNR at these prices for an aggressive investor with 5 year time frame?

Q: I would like your opinion on these tech stocks for my tfsa. tech stocks were suggested by you in my last question - "For some growth, one could add tech names (US or Canadian), if applicable. We note that less than five years is still considered relatively short-term, so we would keep things on the lower risk profile in general."
if u could rank them, or suggest better ones to research that would be great.

k

Q: Please comment on the quarter.

Thanks!

Q: Recently I have been hearing about...on the internet, a lot about liberty checks.
What are liberty checks and why are they happening at this time. It is starting to
look like to me a free government handout. I find it all very confusing.
thanks,
capreol

Q: GE & the DOJ recently reached a $1.5 B settlement related to GE's past accounting practices. My question is should not GE's auditors be punished as well? Further, the investors who bought the stocks at high price by relying on the misleading financial statements are the b biggest victims. Should not they be compensated by the DOJ?

Q: Hi guys:
In my Tfsa , I own Td, parex, ccl . Could you please provide me 3 more names you would buy today to add to my Tfsa.
Thx
Mark.

Q: I like to buy stocks after they miss earnings or otherwise have a powerful move down based on news. Kinaxis and NFI were recent examples and both have bounced nicely. I considered SNC when it first fell at the end of January and did not. With today's news it is back at the low. Much of the analyst talk is about the risk of criminal charges and the ban on Canadian infrastructure contracts that would result. I am wondering if that (criminal) possibility was not a factor at $60 in July? Or how about at $48.65 on Jan 21? If this is a reaction to deferred payments on their Chile mine project I think it looks like a buy. If people are terrified about the possible charges it's a different story. How does 5i look at the significance of the 2 guidance downgrades vs the impact of the overhanging court proceedings? To me it looks like a buy if you think they will get a settlement.

Q: With some "mad money" I bought MEG after Husky walked away looking for a short term trade, not as an investment. After laying on a beach for a week ignoring the market - as much as possible - I am down 6% as I type this question. If it was your $, what would you do?

Q: This company didn’t participate in the recent market bounce, usually not a good sign. Approaching recent lows. Is the market ancipating a weak quarter? When do they report next? Thank-you.

Q: Hi,

What portion of BCEs earnings are derived from television service to the home? I.e. Satellite, Fibe TV, etc.

Thanks,

Gord

Q: I have a capital loss that I want to crystallize in VET, and I was considering buying PPL to maintain sector exposure. I still believe that VET is a company that I would like to hold long term, but I have some capital gains in 2018 towards which I can use this loss to reduce my taxes in my 2019 return.

My concern is that VET could potentially have large gains in the thirty days that I would need to wait in order to crystallize my loss before repurchasing it. My secondary concern is that since VET is paying a substantial dividend (approx. 8.7%), that I might be better off just collecting my dividend and standing pat.

Please let me know what your thoughts would be regarding this idea. Thanks so much!

Q: Hello,

I've noticed that you have been recommending Gilead recently as a value pick in the US. I'm a long term (suffering) holder of this one. What is your thesis on why you are recommending it?