Investment Q&A

Q: Hello 5i: Reading your answer today about JNJ and while you like it would maybe pick something else at this time, What would be your suggestions in the US,
Thank you as always. Barbara

Q: Any hope left for PTE at this stage, please?

Q: My TSFA has AQN, ADW-A, CSH.UNIT, CCL-B, ET, OTEX, WCP. Would like to add another energy stock for some growth. What are your thoughts on CNQ or perhaps you have a better name for the space? Should I replace ET and OTEX as they haven’t performed much! Thank you in advance for your excellent insight!

Q: Good afternoon guys:

I am up 35 percent on this name but it’s been on a downslide as of late. Would you average down here or just remain put. Would you ever consider putting this name in one of your portfolios ?
Thank you
Mark

Q: Hydropothecary Corp announced yesterday after the close the Acceleration of the Warrant Expiry Date. The press release reads that they ' elected to exercise their right'. If they have the choice, why would they chose to do so at this time? This company is speculated to be a takeover in the medical marijuana space so would this part of their process to clean up their balance sheet?

Q: How would one make a small investment in the providers of stablecoin or basecoin ?
Thanks for your hard work.

Q: Greetings 5i,

I have been considering adding a position in DWDP, as I view it as an excellent diversified blue chip in the materials sector (which I view as the weakest sector in my portfolio). Moreover, as a fairly young investor (I am 36), I also view their holdings as very appealing long term prospects, as I cannot envision a time when practices like agriculture and chemical manufacturing will not be essential. However, given the impending breakup, I am unsure how to proceed, and would like your advice. Please feel free to deduct as many credits as you see fit.

First, could you provide your overall assessment of DWDP as a buy and hold name for a conservative, long-term portfolio, where neither funds nor proceeds will be needed for the foreseeable future?

Further, would you recommend purchasing the shares as they are now (perhaps a half position to start), or would it be prudent to wait for the breakup to occur, and reassess at that time (I am not in any rush to add to my portfolio, but do not want to miss out on an opportunity either)?

Finally, is it known what will happen to held shares once the breakup occurs (I was unable to find any stated plans in my research)? If not, could you please explain the most likely scenario in your opinion?

Thank you.

Q: Any idea on why they changed the date of theirs earnings release?

Thanks

Q: What are your five favourite stocks? Thanks.

Q: Hi, What would be your top five ir six companies in your portfolios with the best balance sheets and strongest management combined, to me this is an ideal combination for picking stocks, thanks?

Q: Sylogist has been buying back shares in the market. I really don't see a big benefit in this seeing how the stock is already so illiquid, and we are already so late in a cycle. Is it really that hard to spend some of the 30million cash on something accretive where it is more beneficial to be buying back shares? Has the company stated in a conference call what they plan on doing with the cash and if they are looking to deploy it soon?
Thanks.

Q: I understand the WH has authorised only partial bank regulatory reform, with the associated benefits denied to the larger institutions. Could you please comment on the implications of this announcement and provide one or two suggestions. Thanks.

Q: Hello,
I have my accounts with Investorline. I have access to research reports from both S&P Global (quantitative stock reports) and Morningstar Equity Research as part of their service. Are these a good source of information or would you have any red flags that I should be aware of before using these as part of my research?
They also provide analyst ratings and target prices which I always take with a grain of salt. I know in past comments 5i doesn't view these favorably but do these offer any value to investors or should we just ignore these?
Reason I ask is there are always guests on BNN that do not view analysts very favorably for independence and other reasons. After hearing this many times, it gives one pause.
Thanks,
Dan

Q: Hi 5i
I understand I'm comparing apples/potatoes here. For a 3 year horizon which one of these two companies could potentially provide a better returns.
Thank you!

Q: Hi!
About the report card, are the 5 yr revenue growth, 5 yr EPS growth and 5 yr ROE retrospective or prospective calculations and if prospective, how are you arriving at these numbers?
Thanks!

Q: On May 2 on BNN,Peter's TP were GC & TSGI---great results.On May 24,one of Ryan's tp was GC.On May 11 5I prefers TSGI over GC if have to choose,but OK with both.So today I like to ask: Is it better for me to buy both @ these elevated prices or pick one;if the latter,which one?

Q: I am interested is some dividend stock and wonder how you feel about IPL . Any other ideas in this category?

Q: Why is the stock down dramatically as soon as they were listed on the NY exchange?

Q: Greetings 5i,

I currently hold a full position in BCE, and consider it one of my "core" holdings. Moreover, I very much like the prospects of the telecom sector as a whole, given its (at least in theory) ability to hold up well under adverse economic conditions. Thus, I have been considering adding a position in either AT&T or VZ to diversify my geographical exposure to the sector. I have a fairly long time horizon (I am 36), and am in no great rush, but would, nonetheless, greatly appreciate your insight into each as a long-term "core" addition to a generally conservative portfolio.

Thank you.

Q: Do you have an opinion on Enercare? buy sell hold