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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hopefully, you can give me guidance regarding these three American companies. With a focus on their future prospects and how they have positioned themselves for growth, would you be cautious about investing in any of them? Which of the 3 seems to have the best opportunity for sustainable growth going forward? Thanks again for your appreciated guidance.
Read Answer Asked by Les on December 03, 2018
Q: Looking to add some US companies to my non-registered portfolio. Can you suggest 5 US companies that you consider to have some Growth and Value. No Tech companies.
Thanks
Read Answer Asked by JOHN on September 18, 2018
Q: My apologies - I forgot to say that I was looking to invest in that thesis with US stocks. I'd like to invest in the thesis that low-mid level income earners are going to start having more income based on a resurgent economy, lower taxes, and a very tight labor market along with reduced immigration. Can you suggest 3-4 companies that would really benefit from this scenario?
Read Answer Asked by Rick on June 05, 2018
Q: Dear 5i
How does the earnings growth look for DIS , NFLX , ATVI , EA and CAT over the next 2 years ? Is the gaming space a good place to be . This seems to be a popular and growing area .
Thanks
Bill C.

Read Answer Asked by Bill on February 13, 2018
Q: Hello,

I realize that you don’t focus on the US market but I have cash to deploy and would appreciate your opinion.
I am looking for 4-5 stocks regardless of sector to buy into this market dip. What would you suggest?

Thank you!
Read Answer Asked by Josette on February 06, 2018
Q: I have virtually no direct exposure to the US market at the moment and wish to rectify that. My risk tolerance is moderate with a minimum hold of 5+ years.
I am considering adding IWO and MTUM to my RRSP plus 2 or 3 other stocks for diversified exposure. What are your thoughts with this strategy and can you provide a couple stock suggestions, your reasoning behind them, and perhaps how best to allocate the funds?
Thanks for the great service.
Read Answer Asked by Ron on January 22, 2018
Q: Given the some of the uncertainties surrounding DIS, including how their new ESPN streaming service will perform, Bob Iger's impending retirement and the stock's poor price momentum of late, do you think it would be reasonable to exchange DIS for PCLN (after its modest pullback) for a very long term hold in the US consumer cyclical portion of my portfolio?
Read Answer Asked by Peter on October 05, 2017
Q: Hi Guys,

Inside my portfolio, my consumer cyclical weighting is over 20%, please rate best to worst;
GIL, MG, BYD.UN, TOY, AYA, CCL & NFI and on the U.S.A. side we have GPC, DIS & HD.
I would like to lower the % to 15%.
thanks,

Jim
Read Answer Asked by jim on June 26, 2017
Q: In response to Robert's question about the loss showing in his Investorline account for DIS, Investorline uses the exchange rate on the day you bought the shares for the cost basis, so it does sometimes seem misleading if you try and track your US purchases in US currency.

Here is BMO's explanation from the Investorline platform:
The Unrealized Gain/Loss is the difference between the current market value of the security and its original cost. Where applicable, the original cost will reflect the exchange rate in effect at the time of the purchase while the market value reflects the current exchange rate. This exchange rate is updated periodically throughout the day and this may cause some slight fluctuations in the market value and unrealized gain/loss.
Read Answer Asked by Jeffrey on February 02, 2017
Q: Hi,

I purchased DIS just over a year ago at $111.58 USD. It closed today at $111.30 USD, showing that I'm down 4.4% in my BMOInvestorline brokerage account.

Math isn't my forte but that unrealized loss doesn't sound accurate to me. Is it somehow a reflection of the currency fluctuations? I don't understand.

Thanks,
Robert
Read Answer Asked by Robert on February 02, 2017
Q: I have held Disney for nearly two years and am down slightly. I am wondering if it is time to move on. Do you see it getting back to its highs of $120 any time soon?
I am looking at the sector rotations and thinking this could be a source of cash especially if you come out with your list of stocks to watch out. The market has been hardly cautious.
Read Answer Asked by Rajiv on November 11, 2016
Q: I know you don't really cover US names but do you know approximately what percent of DIS's revenue comes from ESPN? I haven't watched it but my friends that do/did say it is pretty awful. I'm worried the worst is yet to come for ESPN.

The comments in this reddit thread posted 4 months ago really echoed what I heard from others: https://www.reddit.com/r/television/comments/4lv7hk/espn_has_lost_10_million_subscribers_since_2013/
Read Answer Asked by Max on October 13, 2016
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