Investment Q&A

Q: Hi Peter, pls comment on 3Q earnings and guidance for Fairfax, thank you.

Q: I know 5i doesn't time markets but w the Feds raising rates, China tariff wars, business and world slowdown, US elections - when would 5i recommend to invest & what 3 US stocks and 3 Canadian do u like bests?

Q: If it is going to happen at all......do you think Husky is likely to make a further offer for Meg before year end.

Q: Is this a safe bank i am thinking of opening a gic for $500000. Their gic rates are higher then the big banks.

Q: Which of the above would buy today for a long-term hold in a growth-oriented portfolio?

Q: Would you see a switch from NFI to GDI as worthwhile right now for a growth-oriented portfolio? Also considering TFII.

Q: AX.UN dropped around $1.50 after 3rd quarter results and a release from the company on Nov 1 which stated it will be cutting its payout ratio by about 53%. A part of that release stated under the heading "Overview of New Initiatives:
...The REIT will immediately focus on repurchasing its units through its existing normal course issuer bid (the NCIB) to capitalize on the current trading price, which is presently at a significant discount to its NAV. The REIT has sufficient liquidity to execute the NCIB and intends to continue with the repurchase of units in the future to the extent that the REIT's significant discount to NAV persists...further on it says as a result of the improved balance sheet and the increase in retained cash flow from the revised distribution, the REIT will have the ability to repurchase units...

To me this feels a bit shady in that it announces an initiative that will result in the stock taking a hit and then they are going to buy back the stock at the lower price.

A couple of questions:
1. Will the shareholders have the option to keep their stocks and not sell in a buyback?
2. If you owned a fair amount of stocks in this REIT, would you hold or sell?

Thanks,

Paul

Q: In August, 2018 when HDI was trading at over $17, you were not too excited about it. Since the stock has declined about 30%, is it buyable now even though construction business might be facing some headwinds?

Q: Stock seems to be hanging around. What are your thoughts on this company.

Thanks

Gigi

Q: What is the dividend payout ratio? Is it sustainable?
Safe long term play?
Thanks

Q: After todays announced results and slowing SSS do you think that the growth story is broken or would you continue to hold?

Q: Any reason for the large drop in AX.un today? Is it time to add or bailout? If Bailout what would you suggest as replacement?

Thanks

Q: I'm getting weary waiting for this stock to:
A- give a dividend increase
B- appreciate in price.

Either I move on (recommend something) or I hold. Help me on this decision.
Greg

Q: Hello 5i,
I've been looking at Fortinet for a while now. It's had pulled back a lot with the market and an apparent miss on earnings.
Can you comment on this companies prospects and are there others in this space you would prefer?
Thanks
Dave

Q: Can you please advise for the big drop in PKI? I will appreciate any comments on their recent reporting of results.
Thanks

Q: I saw my Q and one other today. The response to both was that you had comments in today's Q&A. When I search I only find the same two questions for today.

Q: Can you please provide your opinion on this one? Hold or sell?
Thanks as always...

Q: Is there any news/reason for the harsh drop in today’s price on FTNT? Is this an opportunity to buy?

Q: Good Morning 5i
WEED/Constellation deal completed and a Fundamental Change news release today. Market sort of ho hum on information which is I guess expected as news is old. Anything in the document that peaks an interest.
Thanks for taking a look!

Q: The stock is down about 20% today. What was the reason? Thank you.