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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: I have been looking at GDI for some time. The metrics seem to be a combination of good and bad so I guess it comes down to the issue of management competency?? Like a lot of your subscribers I am a long term investor and put relatively more weight on growth as opposed to dividends. What is your latest take on GDI for a 2-3 year hold?
Thanks, Doug
Read Answer Asked by Doug on November 10, 2017
Q: In one of your answers this morning you referred to the current "lithium frenzy". Do think it's at all sustainable for companies like LAC, RCK or even AAL? Are there any lithium stocks that you might consider suitable for a growth investor?
Thank you,
John
Read Answer Asked by John on November 10, 2017
Q: Hi Peter and team
I am down considerable in my RSP in ENB,SGY, and WCP.
I note you are in favour of a new position in CVE. I will keep ENB but was wondering if a switch out of SGY and WCP to CVE or to buy more of ENB is warranted? I will not need the RSP funds for 3 years or more and it is fairly balanced at the moment.
Your comments appreciated as always
Peter
Read Answer Asked by Linda on November 10, 2017
Q: Hello 5i,
I have recently made some changes in my portfolio and have some U.S. dollars to invest and was wondering the best positioning, considering that I have a fairly balanced portfolio. I follow Barry Riholtz and have found him to be pretty good. He says basically that the US may be in for a slower growth for the next little while, while emerging markets would be best. Here is his post, if it is of interest:
https://www.bloomberg.com/features/2016-how-to-invest-10k/
He suggests VWO. I was wondering what your thoughts on this thesis would be?
Also, another question. If you were going to invest in US etfs, the great investor Warren Buffet, says the best thing is to just buy a vanguard etf for the S&P and forget about it.
I notice, however, that you often suggest other options like VIG, which I believe is a dividend appreciation etf for the American market. Do you think it is worth the extra trouble to diversify from Buffet’s original suggestion?
Thanks again
Read Answer Asked by joseph on November 10, 2017
Q: Hi 5i, I am looking for a relatively safe environment in view of future interest rate increases. Please rate the above list, also can you tell me if there are any withdrawing charges in the Mawers. Perhaps suggesting other ones you prefer. I am 85 year young and like to have safety with some income. Like the new changes, many thanks for your help. J.A.P, Burlington
Read Answer Asked by Joseph on November 10, 2017
Q: Hi team,
I know your focus is Canada, but I find you have great expertise in the U.S. as well. So here goes again.
I have been following ROKU on a casual basis since they went public a few months ago. Yesterday, they blew past earnings expectations although still a small loss. Stock was up over 50% today (wish I had bought a few days ago, LOL).
The big problem I have with them is that I do not understand their business model or its advantages, if any. They are a video streaming company, so they compete with Netflix I think, so the 1st negative. Disney now wants to get into video streaming so more competition for ROKU, another negative. ROKU’s sells/leases hardware as far as I know, using some sort of video set-top box. Who needs or wants another set-top box these days, so another negative. I think their longer-term plan is to become an integrated component in the smart TV. Isn’t Apple still active in the smart TV area? Another negative. I think that is 4 negatives.
Can you clarify for me the nature of their business model and what is your view of ROKU from here? There must be something positive to say that I am missing.
Thanks again,
dave
Read Answer Asked by Dave on November 10, 2017
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