Investment Q&A

Q: Hi team,
New website looks great; cleaner and simpler to use. I own two of the FAANG stocks; FB and GOOG. I am overweight FB, but I don’t always trim my winners unless I see heightened risk going forward. Anyway, all FAANG stocks that reported earnings in past week or so, plus MSFT, crushed earnings. All FAANG and MSFT got some nice price gains and held those gains. FB did not and they had a blow-out quarter. It seems every quarter Zuckerberg warns of upcoming big spending on the next big issue. One quarter it was video. This quarter it is the need for much tighter security on ads with all the fuss about fake news and the Russians trying to influence the election. FB and GOOG have been dragged before Congressional committees, although FB seems to be getting most of the heat. FB has said it will hire another 10,000 employees to vet ads and stories for authenticity.
What is your view of FB going forward from here? What is the likelihood that Congress would come down hard on FB (and GOOG) and maybe regulate parts of their businesses? Or will Zuckerberg be able to deflect all this heat with the measures he is taking and FB’s earnings will power ahead without missing a beat?
thanks again,
dave

Q: Hi 5i team,
for an RRSP account, I am looking to deploy cash and purchase one or two stocks per sector. Presently, I am well diversified by both sectors and geography.

At this time, what would be your favorite stocks based on valuation and potential for dividend growth for each sector?

In my TFSA and RRSP, I already own the following stocks you like: ENB, CXI, GOOGL, GUD, OTEX, PHO, SIS, SLF, TD, WCP and ZCL.

Thanks,

Dan

Q: Hi Peter, Ryan & Co.
Can I get your assessment of Riocan's latest quarterly results released last week?
It seems to me that Riocan is now turning its strategy to redeveloping some of its retail locations into mixed retail/residential communities (with partners), which seems to make sense given the "Amazon effect" on retail. I would think this would be a great opportunity for them in the future, with more profitability than retail leasing alone. What are your thoughts?
Many thanks,
Brian

Q: Would you feel comfortable going into earnings in 3 days somewhat over weight SIS ?

Q: Any concern for recent downtrend?
Would you add at these levels?

Q: I bought QCOM a couple of months ago with the intention of holding this longterm for the dividend. In light of the potential takeover by Broadcom, what should I do now and/or if/when it gets taken over? If I have to find a replacement, which US tech-sector stock would you endorse for a generous, stable dividend (preferably >3% if possible) and modest growth, for a longterm hold?

Q: Hi 5i team,
first, really like the new website, especially the company section.

I've been thinking of adding GC to my holdings. They are to report in early November, would you recommend I wait for the results or is it OK to add before given the recent pullback?

Also, in your research report you mention that you would like it if they would start paying a dividend. Has management ever discussed this in the past during conference calls or otherwise?

Thanks for the great service.
Daniel

Q: I am considering selling my position in TOG and replacing it with ENB. I have held TOG for 3 years, its finally increasing in price ( I am down approx. 13%) and ENB is becoming a more attractive price, with a higher yield. I have equal weighting of 15% in both. Would this be a good decision going forward.
Thank you!

Q: Good Morning
For the last 12 months the insiders have sold stock worth $22,593,000 and bought stock worth $1,835,000.

Is this cause for concern? Is the dividend safe?
Thanks

Q: It is listed on the tsx .Do you know anything about this company? Thanks Team

Q: Wolfden seems to be on the move lately since announcing they would be purchasing a base metal project in Maine with a subsidiary of Altius Minerals. What are your thoughts on the company and where do you see it going? Is this the beginning of the run like the first version of Wolfden experienced some years back.

Q: Any idea when you will be publishing the monthly update on the portfolios?

Thanks,

KC

Q: What do you expect will the the effect of today's announcement:
"HIVE Blockchain Announces Release of Shares from Lockup", which states that "24,636,705 common shares originally due to be released November 15, 2017 will be released on Wednesday, November 8, 2017 to allow for more market liquidity".
In general, I would expect that an increase in supply will cause the price to fall... But perhaps it is not so simple? What would you expect from this? Also, it is only bringing it forward by a week, so investors may have known about it. Mind you, I expect the vast majority here are retail investors, who may not be aware of such details, and are just buying the trend/hype.
I know predictions are almost impossible, esp. in a case like HIVE, but I would like to know your thought process when evaluating this kind of news, what points you consider most important, etc. (risk, of course, is already off the charts.)
Thanks!

Q: Is your subscription cost tax deductible as a carrying charge (management expense) provided investments are outside of TFSA's?

Q: I recall reading about increasing membership price and allowing present members to renew at the old rate for additional two years. Would you please repeat this information and how do I go about renewing my membership before the price increase,

Thanks

Q: I recall reading about increasing membership price and allowing present members to renew at the old rate for additional two years. Would you please repeat this information and how do I go about renewing my membership before the price increase,

Thanks

Q: ITC has been weak the past few days. It's down again today. Do you see any reason for it? Do you foresee keeping it in the GP?

Q: Just a follow up on your recent AVO comment.
It was reported on SEDAR yesterday that he CEO's , (or formere CEO) wife sold 700K of shares and still has 4.2M.

Q: I was thinking of buying zbh for a long term time horizon. I know it's not your area of focus but would appreciate any feedback you can provide.

Q: Hi RCII received another, lower offer, from same party as in past today. The stock is up significantly this morning, but ~20% to make between now and $13 offer price. Why do you think there is the large gap between market price and offer price?