Investment Q&A

• Enphase Energy Inc. (ENPH)
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Q: Good Morning 5i,
Could you please comment on Enphase Energy, its solvency and ability to survive under these difficult circumstances and prospects for the future once the economy returns to normalcy, whenever that may be?

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Read Answer Asked by Bob on March 31, 2020

• Gilead Sciences Inc. (GILD)
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• Microsoft Corporation (MSFT)
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• QUALCOMM Incorporated (QCOM)
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• Pfizer Inc. (PFE)
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• Verizon Communications Inc. (VZ)
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• Walmart Inc. (WMT)
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Q: thanks as always for your level headed thinking. I have a number of CAN dividend stocks as the core of my holdings. I now have cash that I want to deploy over the next couple of months. what are your top 5-10 US stocks (no regard to sector) that you recommend based on a 5 year hold.
Michele

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Read Answer Asked by Michele on March 31, 2020

• Exchange Income Corporation (EIF)
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Q: What is exactly the problem with EIF as its SP keeps on falling daily? Is this company actually has an operational/financial problem, or is the market's perception that it could have such problems going forward? EIF is one of my key holdings and I'm down about 40% so far (actually closer to 90% from the start of 2020). If it's the latter I might have to consider cutting my losses. Thanks.

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Read Answer Asked by Victor on March 31, 2020

• Canadian Natural Resources Limited (CNQ)
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Q: Dear sirs,

Any idea for the jump in price today for CNQ.

Thank you,

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Read Answer Asked by Brad on March 31, 2020

• Constellation Software Inc. (CSU)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Is now still a good time to get into CSU? even after its great growth run?

Same question for SHOP.

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Read Answer Asked by Matt on March 31, 2020

• Mainstreet Equity Corp. (MEQ)
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Q: Meq has fallen from $96 to $44 over the last 3 weeks. Is there something fundemently wrong?

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Read Answer Asked by Thomas on March 31, 2020

• Stars Group Inc. (The) (TSGI)
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Q: Is the current price reflecting the fact that the merger is now more or less a done deal?

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Read Answer Asked by Albert on March 31, 2020

• Mattr Corp. (MATR)
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Q: Can Shawcor survive these current market conditions?

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Read Answer Asked by Mike on March 31, 2020

• WSP Global Inc. (WSP)
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Q: I sold this stock at a significant profit to trigger the gain as I had some losses I could use. I am thinking a stock like WSP could struggle for a bit and I may not buy back. Can you recommend a couple of good Canadian dividend payers instead (need not be in same sector). Thanks Bill

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Read Answer Asked by Bill on March 31, 2020

• Knight Therapeutics Inc. (GUD)
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Q: Please comment on its Q4 results released after market closed today.Txsfor u usual great services & views

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Read Answer Asked by Peter on March 31, 2020

• Microsoft Corporation (MSFT)
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• Annaly Capital Management Inc. (NLY)
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Q: I've been reading questions lately with the idea of receiving advice on how to deploy the 25% cash position I had pre virus....But thinking about this the world has changed. What looked fine pre virus doesn't look so appetizing during and post virus.... Specifically the mortgage business like my NLY shares don't look that good now...... Though I would be taking a loss would you advise selling and buying something like MSFT ? I could deploy new cash for that but wonder if I should re balance to a certain degree anyway .......

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Read Answer Asked by Garth on March 31, 2020

• Intact Financial Corporation (IFC)
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Q: With everyone staying home I would expect the amount of car accident claims to be much lower. Do you think it would make sense to invest in an insurance company like Intact?

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Read Answer Asked by DEBORAH on March 31, 2020

• West Fraser Timber Co. Ltd. (WFT)
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• Western Forest Products Inc. (WEF)
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Q: I am way under water on WEF. I see Mr. Pattison has spent many millions recently adding to his WFT holdings. Wonder if I should dump WEF and move to WFT. Your thoughts?

Thanks for your help.

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Read Answer Asked by Dave on March 31, 2020

• Enghouse Systems Limited (ENGH)
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• Firan Technology Group Corporation (FTG)
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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• Dynacor Group Inc. (DNG)
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Q: Hi, Could I get your thoughts on these companies? Im thinking about starting positions in all 4. Please take as many credits as needed, I just put these all in one question since its easier than doing 4 separate.
Thanks

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Read Answer Asked by david on March 31, 2020

• Suncor Energy Inc. (SU)
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Q: Su up 15% today to $18.97 despite WTI's drop of 6.6% to $20.09.Please comment.Heard that Mr Trump had called Putin & S Arabia.Also awaiting Fed's aid package.Txs for u usual great services & views

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Read Answer Asked by Peter on March 31, 2020

Q: Dear 5i,

In a recent post you cautioned against the use of Stop Loss orders and suggested alerts and limit orders. Can you please help explain your reasoning behind these recommendations. I have used all of these including Trailing Stop Loss with Limits and often struggle with which one to use when I wish to buy and sell.
Knowing pros and cons of each type of order type would be helpful to myself and your subscribers.

thanks

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Read Answer Asked by Ian on March 30, 2020

• goeasy Ltd. (GSY)
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Q: Hi 5i team,

Can you please provide your outlook on Go easy? The valuation looks attractive but I am worried that their provision may rise. Are all of their loan secured? Also, government has asking Credit Card company to reduce the interest rate, will their margin being impact as well?

Thank you,

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Read Answer Asked by Yang on March 30, 2020

• Amazon.com Inc. (AMZN)
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• Alphabet Inc. (GOOG)
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Q: hello 5i:
this is a currency question. My watchlist is made up of US stocks that we have partial positions in and which I want to add to. The Canadian dollar is, as we speak, in the .708 range. My expectation is lower, but not dramatically lower equity (lets us the S&P 500 as a proxy) prices. I need to convert Canadian dollars to US dollars if I want the currency diversification. What to do? Waiting will see (probably) a higher Canadian dollar at the price of higher US equities. Please help me make this decision: I'm stumped. Put another way, what would YOU do in this situation, realizing what works for one doesn't necessarily work for another.
Paul L

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Read Answer Asked by Paul on March 30, 2020

• Knight Therapeutics Inc. (GUD)
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Q: what exactly is the cash component of knight and what percentage of the share price at 5.99(fridays close) does it represent. dave

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Read Answer Asked by david on March 30, 2020

• HP Inc. (HPQ)
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• Xerox Holdings Corporation (XRX)
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Q: Looks like Xerox is attempting a takeover of HP. Is this what is referred to as a hostile take-over? I get lots of air mail telling me the Xerox position and other from HP saying its a bad deal. How does a person evaluate such an offer? Are you familiar? I hold HPQ currently.

Thanks.

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Read Answer Asked by Marilou on March 30, 2020