Investment Q&A

Q: Hi Peter and Team
Can please rank the following stock first in terms of their risk level and second by their growth prospects
US Stocks: AYX, TEAM, XYL, FLIR, GOOG, ILMN
CA Stocks: TOY, SHOP, LSPD, KXS, GC, GSY, WSP, PBH, ATD.B, TRI, SYS, CAE

Thanks,

Q: 5i Team
I currently own PHN Bond Fund (RBF1110), PHN High Yield Bond Fund (RBF1280) and GICs in my RRSP for the fixed income portion of my portfolio
Would adding a convertible debenture ETF complement the PHN High Yield Bond Fund (RBF1280) or would it be a duplication? The convertible debentures would not exceed 5 % of the total fixed income in the RRSP.
Are there any other Canadian convertible debenture ETFs other than CVD and CXF. Of the two ETFs mentioned, which is your preference?
Is it better to use an ETF for convertible debentures or should I purchase individual company debentures.
Where can I obtain the credit ratings (Moodys/S&P/DBRS) for individual company's convertible debentures.

Thank you for great service.

Q: Hi,
Is the Volaris acquisition significant ? The press release mentions neither the name of the acquired european company nor the cost involved. Any idea what it might be ?

Thank you

Q: What's your opinion on this company, is it a Buy?

Q: For information
Looking at your list of payout ratios, I noticed a 210.13 % payout ratio for Arc resources.
The actual payout ratio dividends + debt is 29%.
I encourage everybody interested in ARC RESOURCES TO GO TO THEIR WEBSITE and download their very informative investors presentation.

Q: Thoughts on this company? I read the financials and it looks like they have a lot of debt? Their ceo seems to have a great track record. Any red flags?

Q: Could you please give your opinion on BRAG after their earnings and Facebook follower numbers. What type of revenue would they get from these numbers? Thanks

Q: I have been trying to diversify my holdings. Tech is one area I have zero investments. I am looking for very long term holding with a dividend income. Can you give your thoughts of Tech Leaders Income. Is there a hold back on the income as these do appear to be all American Teck companies. Thanks

Q: Hi, Could you please put together a few reasons why the stock has pulled back from recent $45 level and now gravitating back towards 52 week lows of $35 - $37. In all your comments, you have all the positives to say about the company and suggested that Toys r'us bankruptcy issues are temporary and amazon being no threat to the company. However, market does not appear to think so. Someone on the BNN also mentioned that Hatchimals are also not selling well. During past 2 years, stock has been lagging from a high of $59 to a low of $35. Expectations of future growth and patience has not exactly helped and some of 5i favorites like, TSGI,TCL.a,SIS continue to test new lows. The point is, captital is not infinite and tough decisions to sell, without waiting too long may provide an opportunity to reallocate capital to 5i names with more clarity and positive momentum. This strategy helped when we liquidated full position in TSGI and 65% each in TCL.a and SIS, over time and used funds for LSPD, RPI.un etc. Does this sound like a fair approach ? With this perspective, is it worthwhile to hold on to TOY while market is saying otherwise ? Thanks

Q: Did your team listen to the Corp
Webinar?? If , what did you think??

Q: Could I get your opinion on Pipestone Energy Corp.? Thank you.

Q: Regarding Peters “Big Swim fundraiser” I like many others have done very well by 5i Research’s sage advice and would very much like to give back. Is it possible to donate shares “in kind” which would be very fitting and tax efficient means of donation.
Thanks 5i for all you have done.
Les

Q: What is your short and long term view on the price of Gold?

Thanks

Q: I have a very small position in TGOD, could you explain how the warrants work and, in your opinion it is a good idea to purchase

Q: Hi, I’am down 5.90% on INE and was thinking of switching to ACI for better growth. I would lose $2000 on the trade, so would like your opinion for a 3+ year hold of ACI. Do you think It would be worth while or too close to call,and may just be spinning my wheels.
Thanks

Q: Hi fellows,
The concept of RealReal is most interesting and promising in the field of consumer cyclicals.
But what are your views of it as a stock for growth ? Would you buy it ? At what level ?

Gratefully yours,
Jacxques

Q: Hello,
I have 10K to put into an FRESP with monthly contributions of $150.
I have about 10 years before accessing it for my kids. What would you suggest a good path would be to grow this? If ETF route which would be your recommendation, Stock route?
Thanks,
Mitchell

Q: Your portfolios list several companies as "C.Cyp." and "C.non-Cyp." What sectors are these as they don't correspond to the sector analysis below.

Q: I am presently holding the first 3 preferred in a non registered account.
BMO is held in a registered account.
Can you kindly analyze the above preferred. Some have decreased in value in the last couple of months. Any idea why this is happening.
Is it time to sell?

Q: UBER had a good run lately. It is higher than the IPO price the first time. I am thinking of adding UBER into my investment portfolio for a mid-term investment. Do you think it is a good idea?
I am also thinking of COST, Google, TTD for a relatively stable RRSP portfolio for a very long term. Is it okay to have all three of them?
Thank you very much.