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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: Hello 5i,
I sold off NVDA when valuations exploded and didn’t like all the hype around the stock.
I’m guessing with SQ mentioning crypto-currency the stock will pop today. If anyone can make sense of crypto it’s probably Dorsey with his calm approach to building businesses (I’m still gettting my head around hash 256!)
Even with Dorsey as bench strength for Square should I sell some of this one off and top up ICHR where I’m down about 20%? Or sell ICHR and consolidate my SQ position? Both positions are held in a sheltered account.
Many thanks,
Ps great job yesterday Ryan! I really appreciate your frank approach to investing- it’s great that you don’t pull any punches - so refreshing.
Read Answer Asked by Kat on November 16, 2017
Q: In a recent reply to a question about DR, you concluded with a sentence:
'This makes it tough to have a whole lot of confidence on the potential cash flows.'
Could you please expand on this as it sounds like you are 'forecasting' a future drop in earnings / cash flow? Can you share any evidence you have that would support this view?
Read Answer Asked by Elizabeth on November 16, 2017
Q: If you were to buy one of these today, what would be your preference and why?
Could you please rank them?

Thanks,
Milan
Read Answer Asked by Milan on November 16, 2017
Q: Your comments on the year end & quarter's results for Madalena Energy would be appreciated.Were they good enough to suggest keeping it or bad enough to suggest selling ?They had a hit on 2 wells with total output of 250 b/p/d. Does this make them more viable or does the political climate in Argentina cancel this out?
Read Answer Asked by Dave on November 16, 2017
Q: Good day,

What do you consider to be the top 5-10 undervalued stocks in your coverage universe or in the portfolios right now?

Thanks!

Derek
Read Answer Asked by Derek on November 16, 2017
Q: Hi Peter and team
I have Essential Energy and Xtreme drilling two stocks bought my former broker Should I sell one or both of them I am down over 50 percent on both positions

I would like to take the funds and buy another driller Which one do you recommend
Read Answer Asked by Paul on November 16, 2017
Q: Hi 5i
I am frustrated with AD and am looking at a replacement in an RSP account. Could you give your opinion and rank order for a long term hold of CGX, ECI and ABT. Do you think each will kept in the PF? Thanks for your help.
Gary
Read Answer Asked by Gary on November 16, 2017
Q: Hello 5i, Thanks for your comment on Fiera and Gluskin Sheff , I notice the P/E for Fiera is approx 72 is this correct. Is this a negative for Fiera. The P/E for Gluskin Sheff is approx 12 is this a plus for GS. Could you state the correct P/E and payout ratio for FSZ and GS,
Thanks
Read Answer Asked by Michael on November 16, 2017
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