Investment Q&A

Q: This name came up last week. I was interested in it but didn’t buy it because I was worried that smart TVs would make the Roku devices unnecessary. Is that not a concern? I see that Roku also now sells smart TVs so perhaps that’s the answer. Also, how does one know when a stock like this has become over valued? How much run way do you see in this name for future appreciation? Thanks as always.

Jason

Q: "We are excited to see the addition of South Arturo to the Company's production profile, which is expected to positively affect our fourth quarter", stated Ewan Downie, President & CEO. "We continue to advance multiple improvements at Mercedes aimed at increasing production and reducing costs. Ongoing permitting initiatives at the Cove and Hardrock projects provide a peer-best organic growth profile that is further complemented by a portfolio of high-potential exploration-stage assets".
Question - Do you think PG is actually ready to start producing in a more meaningful way or is the above message just "more potential" noise? This company seems to have many interesting projects yet its share price does nothing. What do you think?

Q: I can't find any news release on BUS about their 3rd quarter results. Can you look at it and give me your opinion of this co. Thanks for your great service. H.

Q: Could you please comment on continuing to hold PINS? I'm at a loss currently but it is in registered account so no tax benefit of selling. Revenue growth looks intact but not sure about valuation/cash flow metrics.

Q: I am seeing Buy ratings if not top picks on Boeing and wonder what 5i thinks about it. My question is whether or not you think most of the downside is priced in? What could cause a plunge (another accident obviously) but would a huge lawsuit against the company be something that isn't priced in? I have to think a leg up will occur when the Max 8 lifts off again. Please advise if you would buy and whether you agree with the thoughts above.

Q: Do you expect any more consolidation in this sector in the next year? Would either of these names be a target?

Thank you
Donna

Q: Hello,

Looking for recommendations of tech and ‘toll’ companies that pay a good, well covered dividend of >3% from cash flows, low debt. Obviously, SYZ and the telecos fit depending on how you look at debt.

Any recommendations either in Canada or the US?

Thanks!

Derek

Q: Good Afternoon,
I currently hold some TSGI shares in my TFSA and with the recent rally I'm almost back to even ( I know not a great investment strategy trying to break even). With the concern of increased regulatory risk around the takeover I am considering selling and jumping into QSR? According to the charts looks like support is in the $86 range and could turn around and challenge the recent high of around $106? If it breaks this could run to $128 technically speaking. The name looks interesting with Burger King and Popeye's, not so much Tim Horton's. Thoughts on this as a trade? Or perhaps sell TSGI and get into IPL or ENB, ENB looks like it's breaking out?
Thank-you

Q: I have a small position in ccl.b and am considering switching it for atd.b for a 2 to 3 year hold . Good move? Which would you prefer and why? Thank you.

Q: I sold my PBH in the mid 90s, and am wondering if I should buy it back now, or is QSR a better buy today. I would it hold fit or a few years. Which do you prefer today, and why?

Q: Do you fine people feel that BEP.un could be an acquirer of INE should BEP's valuation continue to defy gravity thanks to climate change hysteria and trendy SRI mandates?

Thank you 5i - deduct 2 credits if you would like to take some time with this answer.

Q: I know you have liked this stock in the past. It has been relatively flat over the last year (bouncing up and down) How do you feel about it now and going forward? Is there a better risk/reward trade off in the space?

Thanks!

Q: How do you think on CSCOs latest's earnings,? Would you start a position on it today when the price dipped a lot? Thanks!

Q: I currently do not have any REITs in my portfolio and was looking to start a position in HR or REI (or other). Can I get your thoughts on these as well as suggestions for other REITs? Thanks.

Q: Please advise on NFI. Big disappointment this qtr. What is outlook for future. Should I be selling?
Thanks
Terry

Q: Can you comment about this US drug Co. developing immuno-medicines for Cancer.

Q: Hi Team,

Could you tell us why TTD has been up more than $35 in a week? I didn't see any news after the earnings report. Do you think it's still a good hold here or trim ?

Thanks!

Q: When do they report? Are there any expectations?

Q: I would like to add either SU or CNQ to a well diversified income portfolio.
Which company would you purchase and why.

Q: Hi 5i team,

Back to AMRN. I thought they hit a home run yesterday with a unanimous (16 to 0) vote of the Advisory Committee to approve an expanded label use of Vascepa for treating various heart-related conditions, which should give them access to a much larger patient population base. However, the market is not so sure as the response is very muted at least so far today, and that may change. I took a small position to manage risk as I expected a big move one way or the other. I recognize this still has to go to the full FDA in a few weeks, but I understand that the FDA seldom overturns a strong endorsement of the AdCom. Am I missing something here in the muted market response?

Thanks again.
Dave