Investment Q&A

Q: Hi Peter
Can you explain why the stock has dropped like a rock after the release of its quarterly numbers

Howard

Q: Would this be a good time to add to my position --I have 400 shares --Cost $88 Can

Q: When does it report please


Sheldon

Q: Good morning

Would you have some insight or thoughts on what the hedges that CPG and PXT have in place that will impact revenues in the first quarter, and beyond?

Thanks

Q: What is your overall opinion on ICE Intercontinental Exchange. What do you think of their acquisition of Black Knight. Do you think there will be a higher demand to trade commodities and won't this benefit ICE? Do you have a rough percentage breakdown of where they they make the most of their revenues from? Thanks

Q: Good morning! I'd appreciate your thoughts on this logistics/freight forwarder, as well as Kuehne + Nagel, as potential three- year holds for both income and growth. Thank you as always!

Q: ITP being taken over at $40.50.Proxy deposit date was May 9 with voting on May 11.Today it closed at $39.13-0.52,with the news today it was going to open an office in the UK, maybe with the blessings of the acquirer. Are there any reasons for the drop? Surprised to find such an event before meeting & voting tomorrow. Do u think that the deal will complete? Is it time to sell now instead of waiting for completion? Txs for u usual great services & views

Q: I am looking at expanding my holdings of small

cap higher paying dividend stocks which currently

consist of EIF, AD.UN,and SPB.

Please provide 3 additional names ( 5% plus

yield ) which would

be of interest. A comment on each company’s

strengths/weaknesses would be appreciated.

Thanks. Derek

Q: Peter,

I look at the S & P 500 index as the gold standard for performance measurement. It has been my theory that any portfolio performance should be compared to this index first. Do you agree?

For diversification purposes please list your top 5 indexes & associated ETF codes that you feel would be relevant whenever looking at an equity portfolio. This can be anywhere in the world. { Fixed Income I strictly take a ladder approach.} I would be interested in ones with a lower correlation , if that is realistic. It may not be.

Thank you

Paul

Q: If you had a bit of money today to buy a small basket of 5 stocks you consider to have the most potential for growth in the next four to five years, what would you buy?

Q: Hello 5i,
I am looking for income and found these two. I am up with BAC and PRMW and would sell these and buy ICHR and IEP. I know there is no comparison but would be fine with the change for income. I am 76 with a good pension and a balanced portfolio value investor in all sectors. I also have covered call ETF's ZWC, ZWE, ZWH, ZWT, HDIV AND HYLD. The other forty-two stocks are blue chip equities in all 11 sectors with ten ETF's doing well with ZAG to balance it all. I am not using the principal and reinvesting excess dividends and using some for travel. Is there a downside to selling BAC and PRMW and buying ICHR and IEP or is that too excessive with the covered call ETF's now in play? Please take as many credits as needed.
Stanley

Q: Fidelity ZERO Large Cap Index Fund (FNILX) Would this index fund be a buy in your opinion, or something else instead?

Thank you.

Q: Hello 5i

Could I have your current thoughts on CGNX please ?
Are increasing costs and inventory an issue (considering recent price action) or more likely just general market malaise / sell on news ?

Would adding to an existing holding seem premature at this stage ?

Thanks

Q: Hi Peter
I have read alternative investments as a way diversify the portfolio beyond stocks and bonds.
There appears to be many types of alternative investments and complicated too.
If one were to invest in alternative investments, do you have any recommendations on how to approach such investments?
Are there any ETFs in this space that simplifies the investment approach?
My purpose is for income with a bit of ongoing growth.

Q: Hi 5i,

Amongst other pricey cybersecurity companies, CHKP seems very reasonably valued. It it 'cheap for a reason', or is it a solid stock to pick up now?

Also, do you still like RPD after its recent report?

Is there anything else (besides CRWD) that you prefer in this space?

TIA!

Q: Hi 5i,

regarding PTF. Can you explain why Penderfund just doesn't offer this as a mutual fund like their other offerings? Can you please provide any comparable stocks like this worth looking at? You mentioned fees are high but can you please state what they are?

Q: I would like your opinion of Spartan Delta. Do you think their debt is a concern and does this company keep up with its ~$2 Billion peers in the energy sector? If not, who do you favour?

Q: Hi 5i Team - Can you provide an update on Rubellite` Energy, its fundamentals, insider ownership, drilling prospects and overall growth potential. Thanks.

Q: Could you comment on transalta's first quarter results. What was it's cash flow/free cash flow per share. What are the cash flow/earnings per share estimates for the entire year. How do these compare to other companies in this sector.

Q: Hello 5i
While interested in making a little extra money , I have also wanted to keep my life simple, so I have concentrated on selling covered call options and puts. Because of the crazy recent markets, though, i have been looking at other strategies. For instance the bull put strategy looks interesting. Wondering whether you think it is worth while for an average investor to put much into these other strategies

Thanks as always for your help