skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: I was wondering if you could expand on exactly what it is Tricon does. Apparently, their new deal will mean that they are primarily in the rental home business. Does this mean that they own thousands of actual stand-alone houses that they rent for the long term and earn rental and perhaps management fees on? Are these houses rent to own or does the term "house" also mean apartment buildings and/or condos? Is there a comparable Candian company that would help me to understand their business model better or is large scale home rental more applicable only to the US?

Paul F.
Read Answer Asked by Paul on March 01, 2017
Q: Hi 5i,
The after hours trading (Feb 28th) on SRPT was ugly following their report. A big miss on expectations but they were expected to lose money and I can’t tell what the expectations themselves might have been based on. I know you may not be overly familiar, as it is a US stock, but can you help size it up? I'm wondering if it is real trouble or maybe an over-reaction opportunity once things settle down a bit. Thanks!
Read Answer Asked by Lance on March 01, 2017
Q: I read your review of 2/23/17 which explains the financial fundamentals; ergo, would you consider this a good, safe, long-term buy & hold? I am thinking of buying for my wife's account. She currently holds FTS in one of her accounts. This would, by comparison, be a small holding vs the size of her total portfolios.
Read Answer Asked by James on March 01, 2017
Q: Do you foresee that BEP, VNR, AQN or RNW would be impacted by a US BAT tax? Thanks.
Read Answer Asked by Gary on March 01, 2017
Q: We have been waiting and waiting for a turn around in the Oil & Gas Equipment Svcs space for awhile but no real traction has happened yet. The company keeps indicating they are seeing positive activity and pricing trends but each quarter the results don't reflect their assessment. They are now saying H1 2017 is a transition period leading to better times in H2 2017. What is your assessment of CFW's risk of running out of money or experiencing a negative credit event (i.e CCAA / Chapter 11) due to a lack of a turnaround in the Oil & Gas Equipment Svcs space and why?
Read Answer Asked by Ryan on March 01, 2017
Q: TD represents 6% BNS 4% and CM 2% of my portfolio with no other banks.
I am considering switching BNS and CM to RY or should I go with ZBK for direct exposure to the US. Objective is growth. Should i increase my financial exposure? Add insurance Co or stick with banks?
Read Answer Asked by JR on March 01, 2017
Q: Hello 5i team,
Your article on hedging for a market downturn is quite timely; thank you.
A 5% or 10% correction is not too worrisome as it could be recovered in a relatively short period of time.
I do not foresee a "black swan" event; do you? In my opinion, the current steepness of the yield curve does not signal the eventuality of such an event.
Regards,
Antoine
Read Answer Asked by Antoine on March 01, 2017
Q: Hi,
I have a few thousand dollars to put into something looking for high potential growth. I have many years I can wait, don't need income (but all drips available are being utilized). Without considering portfolio weightings which of these would you consider to have the most upside? I'm totally ok with risk, as I have the well balanced, safer part of my portfolio in place. If not any of these could you offer a few other names please. If you like the names I've listed could you rank them in order of preference for high growth?

Thanks!
Read Answer Asked by david on March 01, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!