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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 see you like this company, with good reason. I also see that it spent most of 2019 consolidating and that it is now retracing from an obviously overbought price level. Considering the company's fundamentals; revenue growth, earnings growth, and such other factors as you consider pertinent, at what price levels would you consider entry represented a significantly attractive opportunity. Please include market sentiment in your evaluation by assigning a price bracket to your response. Thank you.
Read Answer Asked by Mike on June 17, 2020
Q: Can you see a reason why these shares are again up so strongly today 9%+ on huge relative volume. You had mentioned there are three analysts covering these shares. I only see Beacon on the TD system. Has there been an additional stimulus like an additional analysts recommendation.
Could you also mention what the other analysts targets are and do you see these as being reasonable based on the projection of doubling of revenue next quarter. Thank you for your excellent service.
Read Answer Asked by mike on June 17, 2020
Q: Sold long term income position JNJ due to concerns with law suits, Looking for a replacement in the same sector, already own GUD and MRK.

Considering ABBV, PFE or MDT, please provide your preference on these and if there is other recommendation for long term income hold.

Please provide a bit of rationale in your choice.

Thanks
Read Answer Asked by Steve on June 17, 2020
Q: Dear 5i,

Can I please get your opinion regarding these 3 Canadian Aggregate Bond ETF's.
MKB and HAD have MER's approx. 4 times higher than the passive XBB ETF. It looks like the overall Total Return performance is better with MKB and HAD but, only by about 0.5 to 1%.
1. Do you think it is worth paying the extra fees for MKB and HAD?
2. If yes, which one would you choose between MKB and HAD?
3. With interest rates already very low does it make any sense to purchase any Canadian aggregate bonds?

thanks
Read Answer Asked by Ian on June 17, 2020
Q: Hi,

In all of the recent turmoil, I missed that The Stars Group was bought out. As such, I obviously didn't do anything and noticed today that I have the Flutter shares in my account - which are actually up quite nicely from the bought price. I'm content to continue to do nothing and let these Flutter shares hopefully continue to appreciate.

Any red or yellow flags from your perspective on Flutter, realizing that you don't follow it.

Thanks,
Robert
Read Answer Asked by Robert on June 16, 2020
Q: Last november I bought a small position (1%) in Tudor Gold as a more speculative complement to a 4% position in KL. I find their assets in the Golden Triangle, BC quite interesting.
KL didn't move much, but TUD more than tripled with the very strong run last week and with quite good volumes as well.
So now I have a total 7.5% gold miner/explorer position. Do you think it's too high in a balanced portfolio?
Do you have an idea what's going on with Tudor? Do you think it would be time to take some profits or letting it grow to 5% is also reasonable?

Thank you,
Read Answer Asked by Julien on June 16, 2020
Q: I own IBM but not the others. Do you think the Red Hat acquisition will result in IBM significantly narrowing the performance gap between itself and the others. Respective dividend yields are not an issue.
Read Answer Asked by Stanley on June 16, 2020
Q: Hi, I see online education as a growing theme for the future. I was wondering if there are any growing companies in this sector you could suggest other than GOOG and MSFT..I was looking at a company call D2L but seems it is not listed.

On another topic, what are your thoughts about the upcoming IPO of Palantir..it seems to be nice investment opportunity. With a great leader, I read a book by Peter Thiel ..he seems to be a of a very high caliber. I have great respect for him.

Cheers,

Shyam
Read Answer Asked by Shyam on June 16, 2020
Q: Hi 5i team,
CLDR has been on my watch lists for awhile. It seems to be at a decent valuation on P/S for a cloud stock. In the past week or so, it has been subject to some takeover speculation by IBM. I don’t like buying a company just on takeover speculation, but it is a nice kicker if the underlying fundamentals of the company are solid. Is CDLR a decent buy in the data management space and what is your outlook from here?
Thanks again for the insight.
Dave
Read Answer Asked by Dave on June 16, 2020
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