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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good Morning Peter & Team,

Because of personal rules, I was forced to sell CGNX today when it dipped below -10% capital loss in my portfolio. I now have a chunk of U$ cash sitting in my acct and was wondering if you had any suggestions?

My current US Portfolio has
- Visa
- Wells Fargo
- Time Warner
- BP

Thanks for all you do

gm
Read Answer Asked by Gord on March 29, 2018
Q: KXS had a media day yesterday, do you know if they did an update on the contract with Toyota? To me that is likely a "company maker" deal. I have been after them for an update (since the deal was announced two months ago) but their IR department seems to think that is some sort of "state secret" and just read off a scripted non answer that said absolutely nothing when I contacted them.

Do you by any chance have more information to share on the Toyota deal? Thanks.
Read Answer Asked by Victor on March 29, 2018
Q: Hello 5i,
In the recent sell off I sold enbridge for a tax loss and bought Algonquin as a replacement, thinking to sell it and buy enbridge again after thirty days. But, I have been thinking about keeping Algonquin in place of Endbridge. This because of possibly growing problems with pipelines and also the postive outlook for cleaner energy with Algonquin. I have been wondering, though, whether the absence of pipelines would be a big negative point for my utilities sector. So, I guess the question is whether clean energy utilities like Algonquin and Bep can replace the pipelines without too much loss in the utilities sector of one's portfolio?
Read Answer Asked by joseph on March 29, 2018
Q: Hi All at 5i! With the tech market taking a bit of a hit and the DPO of Spotify coming out on Tuesday, should I wait to buy some or get in right at the opening bell? I am waffling here because I have never bought IPOs before and have heard that they can start strong, only to lose value within a few day or weeks. Spotify is a DPO, a bit of a different beast. If it were you ( with your cloudy crystal ball handy) how would you handle this?Buy the first day ,wait a while or gradually trickle in? This is for a long term hold and not quick profit. Thank you for your help and have a great long weekend.!



Read Answer Asked by Tamara on March 28, 2018
Q: I am not understanding why NFLX would be caught up in the tech slide. It's more of a media than a tech stock, no? In any case, these large cap techs with high valuations seem to be suffering disproportionately. I am down considerably from the highs but still up nicely on both of these and am seriously considering getting out now. Do you think that would be a mistake?
Read Answer Asked by John on March 28, 2018
Q: I assume that the recent weakness in TSGI is primarily due to the increased volatility in the US markets. But today they released a good NR as they prepare to launch into the second most populace nation on earth. Time to add to the position?

Thanks as always.

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Sugal & Damani Group and The Stars Group Inc. today announced that PokerStars.IN will be available to customers across a majority of Indian states beginning on April 17.

Sachiko Gaming Pvt Ltd, a Sugal & Damani Group company that focuses on games of skill, will operate PokerStars.IN with The Stars Group licensing its brand and providing certain support services.

PokerStars.IN will be available on desktop and mobile to a majority of the age-qualified, adult Indian population and will offer online poker to players in Indian Rupees in a number of skill game formats, including No-Limit Hold'em and Omaha variants. PokerStars.IN will also host localized versions of branded series and events, such as the Sunday Million and World Championship of Online Poker (WCOOP).

"The popularity of poker in India is growing and we are excited to build the market with the support of the global leader in online poker," said Kamlesh Vijay, Chief Executive Officer of Sugal & Damani Group.

"Pokerstars has helped to make poker one of the most popular skill-based games in the world and we look forward to Sachiko Gaming introducing the brand into the Indian market," said Rafi Ashkenazi, Chief Executive Officer of The Stars Group.

PokerStars.IN will offer industry-leading responsible gaming, player protection and fraud detection mechanisms to help ensure the integrity of games and the safety of players. In line with local regulations, players residing in Indian states which do not permit participation in real money skill games will be prevented from playing.


Read Answer Asked by karl on March 28, 2018
Q: If you were me: fully weighted in technology, and had been watching SHOP for quite some time hoping for a pull back entry point, and having owned ENGH for several years, would you sell ENGH to buy SHOP, given that the pull back is "harsh" because of the short report, and that the valuation of ENGH is quite high (40X?). Or sell half and buy half? I am trying to get a sense of the opportunity to buy SHOP ... and not sure how short attacks work, in the short and long term. I know you have said that "shorts" don't give up easily or quickly.
Read Answer Asked by Gordon on March 28, 2018
Q: Do you have any info / opinion for this companies IPO for March 26?
Read Answer Asked by Darryl on March 28, 2018
Q: This cobalt company in Vancouver. Any information positive or negative about them? There was an article about them in the Financial Post
Read Answer Asked by David on March 28, 2018
Q: Good Morning. I have US $ that I would like to invest. Would you please provide me with your top 5, any sector, growth but not too risky companies?
Thank you.
Cathy
Read Answer Asked by Catherine on March 28, 2018
Q: I am thinking about initiating a position in BB. My thinking is that it is kind of standing alone now in the sense that its business is neither dependent upon chip manufacturing nor on monetizing users data, nor on selling hardware. However it does need to perform. What are your thoughts on the most recent quarter and its prospects in general? Thank-you.
Read Answer Asked by Alex on March 28, 2018
Q: SQ is getting hit hard here along with the rest, but I don't actually see the objective association here. What I mean is I can see why GOOGL gets hit in relation to FB, but is there something specific in SQ that I am missing, or is it just sectoral? Thanks
Read Answer Asked by Alex on March 28, 2018
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