Investment Q&A

Q: I just saw Tesla’s Q4 production and deliveries numbers in an article on Cleantechnica. It looks to me like they were excellent and it sounds from coverage I’ve followed that they’ve maintained and grown numbers that impressed in Q3 and also have solved a number of issues in Q4 that should enable better production outcomes in future quarters.

On the end user side, the cars seem to be crushing the competition - Safety ratings are a step change vs. ICE cars and the performance of model 3 seems to beat luxury competitors or at least match with lower Running costs. Data is showing that they are stealing share from competitors rather than cannabilizing Model S and X sales.

My question for 5i: is this becoming a good company to invest in? I still fear the debt but Mr. Musk says they intend to pay it down substantially in the near future. Me. Musk seems to have settled down and recognized his importance to the company and the importance of his behaviour but I do fear that if something horrible happens to him that the stick gets crushed. What are 5i thoughts given the latest?

Q: This company has gone from $ 3.20 all the way down to $ 1.29 in the past yr. Only has 17 employees . Was recommended by Motly Fools. Is it profitable ? Would you buy it ?

Frank

Q: I am down roughly 50% on GPS & was hanging on for one more quarter. When they reported on December 19th rather than losing .02 as forecast it was .23 loss per share. Most everything else that was reported seemed to the down side too. Rather than totally tank the stock has actually picked up. The only reason i can think of is that there is one big shareholder at 10% & investors are anticipating a possible takeover? I was going to dump it or is it worth hanging in a bit longer.
Thanks

Peter

Q: Hi,
I am down 12% KXS,20% NFI and 20% TOY.
Considering a two year time frame,are these companies a buy,sell or hold?
If they are a hold then at what price would they be a sell or buy?
Thank you.

Q: The price action is quite positive lately, even in a bad market .
Is there insider buying or other activity to account? What does the
balance sheet look like and are they cash flow positive at all?

Q: Hi There,
Can you tell me what the total return for the TSX was for 2018?
Thank You

Q: To date, I have not moved out of RHT yet. It only makes up 1.09% of my overall portfolio. Do you see any sense in holding it?
If not, what are your replacement recommendations for the technology sector? Do you still see CSU as an option?

Many thanks.

Q: Re your answer to Craig on ZUT. Aren't you concerned that the highest % holding they have in their ETF is JE at just under 10%.

That's the only reason I haven't bought into it. Your feelings?

Q: Hi, the listed shares currently make up my portfolio in relatively equal portions. I was wondering--with the $6000 TFSA amount, do any of these names stick out to top up with the full $6k or partial amounts? Alternatively I have been following Savaria SIS and considering initiating a new position? Thanks so much for your guidance.

Q: The Vanadium REDOX storage system is a competitor for intermittent energy generation storage competing with lithium battery storage.
This company has installed systems, has spent the last year acquiring a bankrupt Austrian firm that has working storage systems in Europe since 2000, acquisition of a "nuts and bolts" power management company with existing revenue and a recent spin out of a Vanadium resource in Nevada and is about to introduce an improved battery system with much improved economics.
I have a tiny holding and I am unsure of it's competitive landscape and management ability to execute.
Thank you for your comments.

Q: Would you sell Celgene at this price?

Q: TRP OR PPL for growth and div. increases?? Thanks

Q: This Toronto based company is in early increasing revenue from the Americas and Africa with great several types of technologies-software controlled LED/battery lighting where no electrical grid exists (Hamilton, Ontario to Michigan to Morocco) and an alliance with a company in Kenya to develop solar panel powered WI-Fi hot spots. And an alliance with Telefonica etc. for Latin American off-grid solutions.
Interested in your comments. 2% of my holdings.

Q: Hi foks, Bonne Anne from Quebec. Update & thoughts on Vegas Spec buy on maxar. Decimated in tax loss to $13 and now off the lows. Besides debt,what are the biggest drawbacks to the massive selloff, and do they still have a viable business plan heading into 2019. Thanks as always, jb Piedmont

Q: Obviously Apple is taking a big hit today and will likely continue to struggle for some time. How do you feel the news on Apple will affect Microsoft and Keysight and Canadian stocks such as Constellation Software and Descartes? Thank You.

Q: Recently read John Bogle, "Common Sense Investing"

What are my choices for purchasing the s & p 500 index, please compare MER, do all offer a canadian hedge? and what are the pros and cons of buying it hedged to canadian dollar?

thanks

Ernie

Q: Hi, I have held DRA.UN for about 2 years and done well (30%). This holding continues to trade under it's NAV, and the yield is over 6%. In the past you have classified this trust as "riskier income". What are your current feelings on the future prospects for this trust? Is it time to take the money and run?

Q: Hi,
Can you provide us with a link to a website that provides accurate stock sector classification that we can use in determining our portfolio diversification of stocks?

Q: Would ZWU or ZUT be a better hold for 2019 and beyond?

Q: For a 3 year hold,would you consider this a good stock to purchase?If yes,buy today or wait for the next quarterly report to see how the consolidation of their takeover is progressing?