Investment Q&A

Q: Good day,
Thanks for all of your insight lately during this market volitility. Im looking at putting some new money to work in a TFSA, with no regard to sectors or diversification, what two or three companies would you be a buyer of today? Thanks

Q: I’d like to invest in companies with excellent balance sheets, a clear catalyst for growth, and which are trading at a discount to their historic valuation. I’m hoping you can provide a list of stocks, both domestic & foreign, that meet these criteria. Are there any sectors or countries with an abundance of such companies right now? If so, please suggest some appropriate ETFs. Thanks very much.

Q: Where can I get AECO gas prices pls. Tx

Q: CPH has been really beaten up lately. What do you think is the reason.
Do you view this as a good buying opportunity?
Do you think that GUD is interested in this company?
...........thank you

Q: Any ideas why Nobilis is popping today?

Q: Hi, THO had a nice jump on the sale news. Is there an upside potential from this point on?
Aside from company news, what are your thoughts about the sector?

Q: Hi 5i

What do you think of K-bro as an investment now? Thank you.

Q: SAP vs PBH.
Which company has the best:
- Management
- Balance sheet
- Dividend growth
- Potential for capital gains
- Current valuationPBH i
- Overall business
Do you have a gut feel which would do better during a recession?

Thanks.
Jim

Q: In a previous question you suggested that WBA could possibly be a good short. That sort of threw me because I thought of it a safe defensive stock not unlike a loblaw, shoppers kind of stock. I have held it about 7years now at probably a triple. Would you think it is fairly valued. (not likely due to the short recommendation) Would you sell all or a portion. And if yes could you recommend a US replacement. Thank you as always

Q: Is there a way to trade Samsung on the New York stock exchange or an etf with a heavy Samsung weighing.

The new Samsung S9 is superior in every way over the iPhone and has the potential to disrupt apples dominance of the smart phone market.

Q: On Sept 20, SIS forecasted:
- 2018 Revenue of $285m & EBITDA of $44-45m
- 2019 Revenue of $400m & EBITDA of $60-62m

Today, SIS is forecasting...yup you guessed it... EXACTLY THE SAME.

Frustrating price action, but maybe a good thing. I'm trying to figure out if, like KXS, when their outlook hasn't changed, is this a fantastic buying opportunity or should we temper the 3-5 year timeframe enthusiasm somewhat given the macro environment.

Q: What would your advice be relative to exceeding a theoretical 5% limit for blue chip Canadian companies which have been beaten down by simply market sentiment in a lot of cases? I'm thinking of increasing my holdings of some of those I have listed. I realize I can buy CDZ but have a slight preference for individual companies.

Thanks

Q: Morning boys:
What can I say , another great show from hodsen on market call . Looking forward to his sidekick soon. For a long term retail investor like myself, 5i is the go to service .
Thanks guys,
Mark

Q: Is there a particular reason for VET's jump today in the light of record low oils prices?
Thanks

Q: I have a long time to wait on investments and don’t have much interest in trading, as I prefer value investing.
1)I’m still up 30% on Nvidia, with a long term in mind. Do you think it’s better to sell out now and buy back later, or do you see enough growth and value coming to make it better to just sit on and wait?

2)I’m trying to build the core of my portfolio around long term holdings in strong dividend payers (with a bias towards aristocrats) and use all drips available, and even proxy drips through my broker when I need to. Could you give me your top 1-3 dividend payers for each Sector (with a bias towards dividend growth and safety/ aristocrats).
Also, I’ve read lots of articles that state that dividend investing on average out performs the market by a few% per year, just without most of the wild swings. Do you agree?
Hopefully my rambling makes sense...
Thanks

Q: This is not a question, just comment.
So nice to see Peter on BNN's show today. I subscribed to 5i for some time. I made some money but also lost on certain stocks. But that is expected in equity market. It is different from bonds or treasury bills that ensure you won't lose the principal. I listened to Peter's webinar on how to pick stocks and made notes. I read it again and again to remind myself not to make stupid mistakes again. For Peter and 5i staff's advice I want to express my gratitude. Other 5i members' valuable input and ideas are also highly appreciated.
In bad time, it is hard to be an optimistic investor, but it is a very important attitude to get through corrections or depression. We have seen the 'safe' bank stocks go down to an incredible level before and go up again. Understand one's own risk tolerance and 'do your homework' is a must. I also look at other resources though they have different views and sometimes confusing. There is also an element of luck when I sell a stock at a high price and then it drops a lot on the next day. Cheer up, things will change although we do not know when.
Cindy

Q: Please comment on NVDA earning release, is it a good entry point or wait till late
November or December ?
If I make tax loss transaction in my investment account and buy back the same stock in my TFSA account ( within allowable limit ) would I be penalized ?

Thanks a lot for your expert opinion.

Q: I would like your view on siyata as a speculative buy. What is their debt situation, is it manageable? Is their technology viable and saleable?

Q: Good Day,
With these companies taking huge hits lately isn’t this the time to be greedy when others are fearful? Do these companies deserve full positions with a long term outlook?
Thx

Q: Hi,

For a 2 year hold, which would you recommend in order of preference?

Thank you.

Larry