Investment Q&A

Q: Good Afternoon
Can you recommend any Canadian ETFs that cover the US and Global Technology besides QQQ, hedged and unhedged and preferrably being actively managed with low fees?
Thanks
Ron

Q: I've been waiting for a significant market correction for awhile. I blew it with a 3x U.S. bear ETF at the beginning of 2017. I'm getting itchy again. What U.S. market strategy would you suggest if you felt that a downturn is overdue? I'm not as liquid with my Canadian holdings so I'm only focusing on the U.S. for the time being.

Q: Hello 5i: Is there and indicator (or set) to help identify an eminent bear
market, and if it happens what would be the best step to take to minimize
the downturn of a portfolio
thanks
F

Q: Hi,looking for a good dividend company for 4+years with,
Good Mngmt
Low or manageable debt
A little growth
Could weather a 20%+ market correction
Could you please rank these companies or add one you feel is better. Sector not a issue
Thanks, doing good following your picks. Brad

Q: I bought OSB at 38.18 it is 6 percent of my total portfolio it is dropping quickly right now should I hold or sell. It is a cyclical stock right how does that differ when holding or selling? Thank you

Q: What is your top ranked large U.S. index tracking fund (includes the FANG stocks)
How would you rank the 4 listed ETF’S compared to your top choice?
Thanks once again. RAM

Q: Good Morning 5i Team, I would like to have your opinion on this Company . I am interested in purchasing some shares. Thank you. Catherine

Q: Good Afternoon,
Any thoughts here on AOI? Looks like net cash and receivables due amount to $1.21/share and is trading at $1.17/share. Looks like a good entry point?
Thanks

Q: Dollerama stores are everywhere. They must be reaching a saturation point. I understand that they are trying to move up the value chain and gradually increasing prices. But they also face pressure from the potential tariffs on Chinese goods since the majority of their products are sourced from China. Do you still like this company or is there another retail company that would be a better fit?
thanks in advance.

Q: Hi Peter & Ryan,
Is H&R REIT a buy here? The unit price erodes as the Trust restructures or whatever it is doing. I like the move into US residential, which is why I own it.
I have read elsewhere that the NBV is $25. Do you concur & is it a buy here?
I own a bit (at 20.25) for the income and was thinking of adding. Finally, do you think there is takeover potential here, as I am thinking? Thanks, I appreciate your opinion.
Terry
ps - thanks for your answers to PXT, which I waded into today.

Q: Hi, AMZN and NFLX have always been hard to buy due to expensive valuations. I managed to accumulate AMZN shares, a few months ago when stock dipped due to Mr Trump's rhetoric. NFLX price has dropped after its recent results due to lower subscriber growth and softer guidance. How do you see the thereat of competition from Hulu, Disney and Amazon etc ? Do you think, it's an opportunity to buy/accumulate for a 5 years or longer hold ? Thanks

Q: Hi, could you please provide estimates for Constellation Software earnings expected later this week. There will be no conference calls now on. What are your expectations, based on news flow, since last results ? Thanks

Q: Am thinking of adding to MU(1.6%) or initiating NVDA. Your advice please. Thanks, fooklin

Q: Hi, Why the decline in share value just recently ? I am still up about 25% ex the dividend. Is it time to exit, lighten up, hold or buy more? If you recommend to exit what would you replace it with, with a comparable div. and growth prospects.
Thanks

Q: Hi 5i, thank you for your service , the Q&A alone is worth every dollar.

I have big gains in (NFLX – 8%, NVDA – 8%, FB – 8%, GOOGL – 8%, AMZN – 7%) and I have already sold some of these companies previously but they keep rising! Some may say I have let these ride for too long already BUT… based on the Q&A I get a sense you think all of these “tech” stocks are market leaders and have lots of room for earnings growth, so part of me wants to keep them going as I can see them continuing to rise and rise until of course there is eventually a recession or market crash, but again I think a few years after that event they will still be dominant companies, but please give me a good reason to sell these stocks, because I am struggling to justify selling some of them again. I do not need this money for a min 20 years and do not shy from risk.

Also, I have cash available even if I don't sell anything, any recommendations for 2-3 stocks to finish the portfolio ? TD or BNS or both would be adequate? I don’t have an appetite for an energy/oil company, or mining at this time..
Here are the rest of my stocks (SHOP – 5%, BRK – 5%, XYL – 5%, GSY – 5%,TOY – 5%, SIS – 5%, PBH – 5%, PHO – 4%, KXS – 3%, TSGI – 2.5%, GC – 2.5%, SPOT – 2.5%, RHT – 3%, COV – 3%).

Thank you!
Mike

Q: I am interested in investing in a company that is involved in Esports. Esports had 3 times the viewing audience of Netflix last year and it is skyrocketing in its customer usage around the world. Are there any companies that you are aware of that would be a good entry into this market?

Q: Hello 5i, could you explain the share price drop in Sherritt and also your opinion of the future prospects for the company. Thanks

Q: I mentioned stock valuation for CSU in my previous question. As part of your answer you mentioned that the stock was 30X. I assumed you were talking about the PE ratio but when I checked it was in the 60s. I am new to this and would like to know how you make the stock valuations.

Q: Fedex has maybe(?) bottomed, looks fairly cheap - your thoughts on risk/reward, please. thanks Jim

Q: I'm looking for two etfs - one that covers banks in Nordic countries & one that covers mid cap U S banks. Your comments on these areas would be appreciated as always.
Dave