Investment Q&A

Q: Hello,
Can you please comment on recent earnings for Senvest Capital. It is off its highs from around $250 and I was wondering if maybe this is a good entry point to buy assuming you feel recent earnings were solid.

Thank you for your opinion,
Jerry

Q: Considering the recent market volatility and dovish tone from central banks, I would like to increase my exposure to REITs sector for some consistent income. Among the different REIT sectors, I am more lean towards to the Industrial sector, and currently looking to deploy some money into one of the names mentioned above. Any preference? Thanks. Tim

Q: What is this stock's strategy for stepping back from the U.S. Postal Service and what are it's long-term goals. Will the drop in price be short-term? Will there be a buying opportunity again at some point? Thank you for any insight.

Q: Hi 5I,
Your opinion of these 3 companies please. I believe Splunk reports later this week and I am thinking of jumping in. Your thoughts on all three, which would be your preference to buy ?
Many thanks,
Jen

Q: Can you please explain why there is tax withholding on these shares? Also, what percentage was withheld? Is the company domiciled in Bermuda?

Q: Gentlemen,
I have 15% PF to invest. Can you please suggest at least 4 corporate class mutual funds for income. (deferred tax for corporate account)
Thanks,
Regards

Q: You have 10K US to invest. Which two US stocks would you invest in today? and why? (~10 yr period).....The trade war in the US is making stocks unstable, in my mind this is temporary until they get things figured out...Do you see US stocks continuing to fall over this trade issue or level out as everyone figures out the sky is not falling? I know this will be just a speculation but I like your take on world events! Thanks Guys I appreciate everything you do daily!!!

Q: Can you comment on the above company? Would it be safe for a small holding? Thank you rose

Q: With the recent news on Obsidian energy seeking $100 million of unsecured fixed income, How does one find out what OBE's bond rating is? B plus or higher or lower?
Not an investor of this company, I just find this strange in the present environment, but understand why they would pursue this avenue.

Thanks, Barry

Q: Hello 5i
Please give your thoughts/opinions on MGM Resorts and International Game Technology, presently, and their prospects going forward. Would you own them today? Thank you, Bill

Q: What are your thoughts on Restaurant Brands International as a buy today if looking at a 3-5 Year Time Horizon. Do you think a lot of the performance will be dependent on their aggressive expansion plans?

Q: I would like to add one of AP.UN, MRG.UN, or SMU.UN to my REIT holdings. Can you rank them in terms of which one will likely provide the best combined return (on yield and growth) for a three year hold? Or if there others I should also consider? Thanks.

Q: XIN makes-up 1.50% of my portfolio. Should I add to it or purchase shares of XEH as suggested?
Thank's for your comments.
Ron

Q: My question is about deciding when to invest. I've used your resources to come up with an income portfolio; however, I'm curious if you have any sort of outlook on the optimal time to begin? Also, as a student, would you advise I hold off until I have more disposable income?
Thanks!

Q: PEA, is it time to buy. Is the valuation compare favorably to debt and risk?

Q: If you had to pick one to add to today in a TFSA which would it be?

Q: Do you see a switch from NFI to CAE being long term profitable at this time?

Q: Hi 5i,

My question is in regards to tax loss harvesting. I am down, in our non-registered accounts, anywhere from 10-30% on Magna, Methanex, NFI, Vermilion, and Great Canadian Gaming.

I like all of these companies and would like to have them in my portfolio as long term holds. My time horizon is years, if not decades. I don't mind the volatility of these stocks at all, nor do I mind being down (on paper) significantly at any point in time with them - I understand these are cyclical names. Dividends, and dividend growth, from most of them ease any short term frustration.

All of that said, would you recommend crystalizing a loss on any of the above? Do you see any catalyst for short term price jumps (earnings?) that may cause me to get caught buying back in at a higher price in 30 days? And if harvesting a loss is the way to go, would I be better off keeping the proceeds in cash to buy back in after waiting? Or park it in comparable securities? If so, any suggestions?

Dollar-wise, the amounts are significant enough that trading costs aren't really material. The only other variable I should mention is that I don't have any capital gains (realized) to use the losses against, so it would just go "in the bank" to be carried forward to the future.

Lots of parts to that question so deduct credits as necessary.

Thanks, enjoy the long weekend!

Q: What is your opinion regarding this company as an opportunity to realize a significant capital gain over the next couple of years? Can the upward momentum be sustained?

Thanks

Q: My wife and I own POW and PWF respectively in our taxable accounts, both purchased earlier this year. There was an article in the Globe & Mail a couple of days ago about shareholder dissatisfaction with corporate governance, specifically referring to members of the Desmarais family.

https://www.theglobeandmail.com/business/article-power-corp-faces-shareholder-dissatisfaction-with-company-governance/

Any thoughts on this article? I get the feeling that this is not a new issue. Thanks.