Q: I want to sell my all Canadian portion of my portfolio :CSU,CCL.B,BYD.UN,KXS,PBH,NFI,SIS and replace it with similar US stocks.
Please provide mi with possible replacement my Canadian selection
with similar US stocks.
I have already In my US portfolio : TSG,ADBE,SHOP,AMZN,NVDA,SQ,NFLX,MA.
Q: Petrotal is listed on the venture exchange. I understand it is applying to be listed in London. Do you have any further information. How does it look as an investment.
Thank you. PB
Q: Hello 5i,
Can you please comment on Largo Resources (LGO-T). Up near 150% this year including 23% past month. Market cap rapidly expanding towards $2B on volume. Can you share your opinion on the rapid rise and perspective on the strength and quality of LGO and their forward potential. Thanks much as always.
Q: Hi Peter and Ryan, I would like to look at maybe investing in Palladium and or Platinum. Is there a specific company that does just that on our exchange, if not what would be the best way to invest in these two. Thanks, Nick
Q: Could you please comment on ALA.s press release of Sep 26 on their proposed purchase of 50 % of Black swan for $230 million. I was under the impression that ALA was looking to sell non core assets in an effort to reduce dept.
I am confused by spb’s decision to sell equity into the market at market prices, over a period of time. Doesn’t this put a ceiling on the stock? And in fact help drive the price lower? Would seem to be a shorter’s dream.
Q: Gentlemen,
I own RHT (now 0.55%, -19%) on margin account.
I own COV (1%, +50%) GUD (1%, -8%), and 2 US ETF, IBB 1%, XBI 1%, on others none margin accounts.
I have cash (1.5%) to add to the HC sector.
Selling RHT, I will have 2% cash to buy.
I want to buy one US growth stock on H.C space.
Which one you suggest today.
Thanks
Best Regards
Q: What are your two picks for a CDN ETF and two picks for a US ETF that covers financials, industrials, resources (and maybe healthcare?) for a very long term hold?
Q: In the answer to question asked by Richard you state that the 2019 EPS for SIS 2019 is 83 cents.
The company recently announced an estimate of $60M earnings for 2019 with less tha $50M shares outstanding, which is obviously a higher EPS than your est. Is this because the company is referring to EBITDA and you are referring to net earnings?
When we are shown the forward EPS on Morningstar etc..., are they referring to EBITDA or net earnings? Is it really only net earnings that matter? Please explain.
Thanks
John
Q: Some ETFs pay a yield that is not supported only by the combined dividend yield of the holdings. FIE is one example. What contributes to an ETF payout?
Q: TFSA and US listed stocks. Recently you recommended SPY a NYSE stock and various other US listed stocks for a TFSA. Is it not true that US listed stocks are not tax exempt? That there is a withholding tax on dividends? An example would be HOT.UN . XSP is in CDN funds and therefore not subject to tax in a TFSA?
Thanks for clarification if I am wrong.
Q: Like other Semis , SWKS has seen high price volatility in the past year. I hold other Semiconductor companies (foundries) in both taxable and non-taxable accounts. Would appreciate your insight with substance, including for example on:
1. Is SWKS more vulnerable to trade tariff tensions between the China and the US?
2. Does it have a wide enough moat? Wider than most others in the semiconductor ‘space’ ?
3. Does it have valuable patents e.g. in 5G or is it just as vulnerable as Micron has been to intellectual property theft by other countries?
4. Would you continue to hold?
Read Answer
Asked by Danny-boy on September 27, 2018
Q: Good day 5i,
Please may I have your assessment of this company, it’s fundamentals and thoughts on its current low stock price. Is the rate of insider selling here of any reasonable concern? I am also looking at this for a small portfolio position as speculation on possibility of Amazon deciding on DC as its HQ2 locale.