Investment Q&A

Q: I see IGM came out with earnings they looked good. What do you think of them? Is this a good divvy stock for the upcoming cycle?

Q: FNV, KL and AEM appear to be your current favorites in the gold sector based on recent responses. (Feel free to correct this.)
I have AEM and am trying to decide whether to add a bit more or sell it and get something else. The risk-reward calculus of FNV as a royalty co looks pretty attractive. Would you switch? Which of the three is your favourite overall?
Thanks!

Q: Hello 5i team, I own shares in Sun Trust and in light of recent merger I would appreciate your view on deal/new company and sector going forward (regional banks) Thanks Mike

Q: Back in the glory days of PHM, CXR, VRX etc I feel like everyone was looking for "doubles". Expectations seem more modest (pot stocks excepted) these days but I am wondering if 5i could highlight 3 stocks in Canada and 3 in the US that have the fundamentals to suggest a possible double in 2019/2020? If you have time, a few words on the expected catalyst for each as to why the runway is long? Deduct credits as required to provide a full reply please.

Q: This co wants to buy my shares for 12.54 a share.Should I SELL or keep shares.Also ,why are they doing this'
tnx u.

Q: I own MRE and up about 15% and was thinking about selling with all the noise regarding peek auto, electrification etc...on the other hand it is cheap on P/E basis. What do you think? Also do you provide moving averages as part of your reports on the stocks you cover?

Q: Do you see Gluskin Sheff recovering any time soon. Is this a good time to buy?

Q: I bought this etf when it launched October 2017. Even though the volume has been frightening low, I'm comfortable with the channel it trades in, and I like the income. With shrinking global growth and debt concerns can this etf survive or should I sell now while the unit price is near the top of its channel?

Q: Do you think the dividend is secure? Hoping this one may bounce back a bit.

Q: Hi 5i,
looking for health care related stocks (other than Drug companies) that pay a dividend and are good for a 10 yr hold. Please rank them in order of reference.
Thanks,
Earl

Q: In response to Dave and his question regarding The Stars Group you used a phrase that you have sometimes used before; i.e. "The relentless selling may indicate something more". Perhaps you could elaborate. On the face of it you seem to suggest some investors have information not generally available to the rest of us and I'm not sure that's what you meant.
Thanks
Mike

Q: Could you please comment on todays earnings report. Dipping price after hours.
Would you buy here?
Thanks Peter

Q: Hi guys,
What do you think.of SIA as a long term hold or would you prefer Chartwell or maybe a U.S. type company instead.
Thank You.
John.

Q: I have held pho for about a year and thinking of selling pho and buying nvda as they are down the same thus increasing the quality of my semi conductor exposure. Also I have made a lot of money from csu and kxs and have sold them and bought a small exposure to msft for the same reason. Does this make sense to you....thanks for the great service

Q: What is the estimated Rev & Eps of the above 3 companies. More important,what is 5I's opinions.Thanks for u usual great services & views

Q: Do you have the next reporting date for COVALON?

Q: I think I send you a question last Friday and still haven't heard back from you. Just in case you never received it I will ask again.
Question: Is their a website that you could refer us to in order to determine the various financial reporting dates for all various companies on the TSX.Thanks.

Q: The ETF income portfolio shows this at 11.29 % dividend. Yahoo shows 6.15 %. Please confirm.
Thanks

Q: I have been going through the Dividend Q&A to compile a list but I think I'll just ask the question.....What are some of your preferred Canadian companies that currently have a dividend yield of 4%+ and also have some growth potential? I will leave it to your discretion whether its Top 10 list or other. thanks again... John C.

Q: WINA Can you help me understand Winmark Corp. Its a US company but its franchises are in Canada and the US. One if its franchises is PlayitAgainSports which im familiar with. Its got impressive chart performance over all time periods. Rev growth is slow but pretty steady, crazy high gross margin (im guessing due to it being a franchise and receiving fees), low div but raised yearly, nice EPS, and extremely low share count which has only gone down since inception. The performance is impressive but its very hard to value due to it having weird fundamentals from what I can see in Morningstar, hoping you can explain. Here's what I don't get. Negative book value the last 5 years, no free cash flow for 2017, and for the last 3 years its showing nothing for ROE and ROIC. Thoughts on Winmark as an investment?