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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: Hi Everyone at 5i! Could please list for me 5 companies , of any type, with good valuation, that have a niche or moat and are worth investing in at this point in time. Thank you, Tamara
Read Answer Asked by Tamara on April 23, 2018
Q: My question is about building my etf portfolio. As I'm young and long term oriented, I would like to allocate a higher % to emerging market. Probably around 20%. I have analyzed many EM ETF and I have noticed how different in country allocation, value, sector allocation they are. Would they idea of buying, lets say 4 or 5 EM ETF that would represent that diversity, instead of one, make sense for you?
What would be the down sides? Cost doesn't appear to be one, has I can buy ETF for free, I don't mind the 'complexity' of rebalancing if my EM attribution goes up or down. I understand that EM might goes up or down has a group, but I found difficult to imagine that, in the longer term, an etf with 30% of Chinese shares and high PE and lots of tech, and one with more Indian, Russian and Brazilian shares, with low PE and energy would perform the same. Because I have no idea witch one will out or underperform, I would guess that this diversification would lower volatility and slightly decrease risk among my EM allocation. Feel free to comment this strategy or to challenge me about it.

Read Answer Asked by Olivier on April 23, 2018
Q: Considering the importance of NA natural gas feeding LNG aspiration of the Pacific Northwest, when will ALA start getting some of the respect that it deserves? Please provide 2019 cash flow estimates compared to KEY. Please provide 2018 & 2019 payout ratio based on cash flow.

You can subtract 3 credits for this one.

Thank you
Read Answer Asked by malcolm on April 23, 2018
Q: Could I please have your opinion on the following stocks: American Tower Corp (AMT), Cognex Corp (CGNX), Comcast Corp (CMCSA), Corning Inc (GLW), Qualcomm (QCOM), ServiceNow (NOW), Dowdupont (DWDP)? Regarding Fairfax India Holdings (FFXDF), is this a five year hold, or is it money down the drain? Your recent answer to someone asking about Cognex (CGNX) was that it was out of favour. Can I have more details? Do you think this is the time to be buying gold due to the US's huge debt, and the increasing trade tension between the US and China? Thank you for your input.
Read Answer Asked by Margie on April 23, 2018
Q: Hi,

With respect to cyclicity of markets and sectors, you recently commented that materials is a sector that is "picking up". Briefly, which sectors are "picking up" and which are slowing down and is there a general time frame that these cycles work on?

Thanks.

Cam.
Read Answer Asked by Cameron on April 23, 2018
Q: My local newspaper had an enlightening article on opioid prescriptions to treat chronic pain. The article stated that over 9 million prescriptions were filled "in Ontario alone" during 2015-2016. I found this number astounding considering the population is about 14 million which means one in every three people had this prescribed during that time which was an increase of 500,000 from three years previous to those dates.
Does this not mean Knight's announcement of Health Canada's approval of Probuphine for opioid treatment is a huge event? Why would they announce this after the close on a Friday - it seems like a big deal. What do you think?
Read Answer Asked by Steven on April 23, 2018
Q: Hello! I'm a recent subscriber to 5i and liking what I see so far! I have a favorable view on the tech sector and own CQQQ and BABA. Any thoughts on these names or sector in general? Any other names that might be a good fit (besides Amazon)? I was also thinking VB would be a good way to play the tech and financial sector at the same time. How long has it being in the growth portfolio? Any other suggestions regarding niche banks?
Read Answer Asked by David on April 23, 2018
Q: Could you please name a few monthly high dividend bond etfs the would protect form a down turn in the markets. Both canadian and us.
Read Answer Asked by Tom on April 23, 2018
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