Investment Q&A

Q: What portion of FHI distribution is return of capital? What would be your order of choice among LIFE; FHI; and HHL ?

Q: Hi

The Globe and Mail mentioned potential Cloud investment ideas today. CLOU-Q, WCLD-Q, SKYY and a new Canadian name DATA-T. I currently own Microsoft which gives me some Cloud exposure. I am wondering what your opinion would be to invest in this space?

Kim

Q: Would FSLY and NET benefit from the present and future growth in IOT or is there little connection between them?
Thanks

Q: Could you please comment on their outlook and balance sheet? How safe is dividend?

Thanks,
Milan

Q: Can you comment on any recent insider buying or selling for GUD. E.g. has the CEO bought any large chunks? I am curious if there has been some insider purchasing/selling either before or after the shelf filing. If there has been buying, what do you think are the odds that there might be an acquisition in the works. I bought GUD at $5 and am trying to decide whether to hold, sell, or top up. Because everything else in my portfolio has done so well this year (all fantastic 5i suggestions), GUD has decreased to 1.3% of total holdings.

Q: I recently purchased Qualcomm as it seems to be a frequent recommendation of 5i's.
I'm around the break even point at this time due to its decline on Friday after news came out about Apple making its own chips, replacing those of Qualcomm.
This represents about 11% of their revenue.
Do you still recommend holding the stock or switch to something like Nvidia?

Q: QCOM took a big hit Friday. Do you still like QCOM after Apple's plans to develop its own Iphone modem chip? What percentage of QCOM's business is tied to Apple?
Best,
Don

Q: I have owned GUD for a very long time. I currently have 22,000 shares with a break even cost at 5.35. With Knight to be removed from the TSX by the end of the year what would your advice be?

Q: I am looking at reducing the number of holdings that I currently have. Please rate the sell order you would have for the above companies

Q: I plan on adding to the following positions within my TFSA. What would be your order of buying?

Q: Hi guys. Would you be able to tell me your ratings on these medical stocks for growth and risk please. It would be a 3 year time frame minimum. Thks again for the great job you do.

Q: Peter and Team:
I realize that preferred shares are not high on your agenda, however,
I would appreciate whatever you could offer as an explanation. The CWB pr.d trades near or above the issue price while the others trade
at a steep discount. I realize it is a minimum rate reset, but there
must be other factors which influence such a disparity in price. Thanks,
Ben.

Q: We are 100% fully of the view that a great company is going to be a good investment, long term, despite whatever the market does.
Re your response above to Antonio.

Thank you, I have over the few years of reading your answers taken this idea to heart and am now much more comfortable with market or company moves.. I sleep well at night and have avoided some emotional market mistakes as a result.
So thank you again and good holiday to everyone.
Peter

Q: I have the above U.S. tech companies thanks to your help.
Medtronics hasn't done much in the past year - should I hang on to it?
Am wondering about purchasing VEEV or Unity Software.
If I were to add to the above positions, in what order would you do this?
Thank you so much for all your valuable help!
Margaret

Q: Could you please recommend 10 US and 10 Canadian stocks which have a good upside potential of approximately 50% increase in stock value during next 6 months

Q: The takeover date is fast approaching and based on the current stock price, it doesn't look like the market is anticipating a higher offer in spite of minority shareholder opposition. Question -- Shares of GC are being held in a registered Employee Share Plan. In addition to receiving the proxy to vote for/against the deal, there is also a form included with the proxy to tender shares at the $39 price that is date sensitive. If shares are tended at the $39 price and then a higher price is later offered, will the shareholder that tendered the shares at $39 still receive the higher offer? The employee would prefer to vote against the $39 in anticipation of a higher offer but would not want to be in the position of being stuck with the shares by not tendering them on the form sent with the proxy. Than you.

Q: Hello 5i
I’ve owned LHX for almost two years. I’m getting impatient and wondering if you would endorse a move to TT for more growth? Or any others in the same space.
Thank you
Dave

Q: Not sure if my question was sent a moment ago so will repeat.
I tried to buy this recently at $47.00 but missed out as it rose quickly to $80.00 . Today it is back down almost to my desired price. What caused this equally rapid price reversal ? Would you buy today if it hits $47.00 again or pass?
Always appreciate your advice.
John

Q: I am trying to look under the hood of the Emerge ark etfs(EAGB,EARK,EAAI,EAUT,EAFT) and I am finding it tough to analyze all of the companies that these etfs hold. In your opinion which one of those five etfs would best represent the combination of all five. Tnx for your great work.

Q: Hi team,
Grateful for your views on these two stocks.
BJ seems a good competitor to Costco, more risky, more growth ? Is it likely that SONOS be an acquisition target for GOOG, AMZN, or AAPL ?

Best greetings for the season,

JD IDS