Investment Q&A

Q: Thoughts on silvercrest? How has its results been/valuation?

Also if you have any thoughts on the silver industry as a whole I'd love to hear it.

Q: Hi Peter and Staff
Ready to dump Gilead (have PZE and JNJ) and put some $ into medical devices.
Please compare the merits of MDT vs STY and choose one with reason for doing so.
From stats I can see MDT is much more expensive and has a better chart to be sure.....all good if it earns and draws down the multiple I guess.
Thanks for all you do
Dennis

Q: What companies will benefit the most with the role out of 5G. I own both T & BCE for over 10 years: will they benefit in terms of increased activity - data and cloud computing?

Q: Please pick 1 of the following 12 stocks to sell, and explain why?
Aqn, zre, bce, cm, enb, ipl, npi, ppl, Ry, trp, t, td
Thank you for your help

Q: Which of these 3 would you pick for Canadian Gold exposure and why?

Q: Good morning,
What are the advantages/disadvantages in owning CCL.A voting shares versus CCL.B non voting shares? What is your preference?
Thank you,
Patrick

Q: Hi Team, Your general thoughts on Texas Instruments after earnings please. I do own some as I think their technology will benefit from driver less vehicles and I do like the dividend. How is the growth profile? In my RRSP, is it a keeper ?Thank-you in advance. Sam

Q: Would you be comfortable with a full position in GUD at this time?

Q: Good morning,
I currently hold BABA.US in my RRSP and was considering a switch to AMZN.US. In an effort to further reduce risk while maintaining a tech component in my overall diversified portfolio, I'm now looking at selling my current BABA.US holdings and buying either QQQ.US or XLK.US which both hold some AMZN.US.
What are your thoughts on this potential move and of the two ETFs mentioned, which would you recommend and why?
I thank you and look forward to your response.
Francesco

Q: I noticed a big increase in trading by consumers was reported recently with regards to zero commissions.Is this happening only in US right now or is it available to traders in Canada. What companies and minimum amounts are required to open an account .I realize it is not a stock question,but your valuable team is always there with great infomation.Take as many points.

Q: I took a position in Ituran Location and Control. I wanted to cross check if I was missing anything here. The company trades at a P/E ratio of 15.8. Based in Israel with sales mainly in Israel, And South America. 80% market share, 3.7% yield. Subscriber growth grew nicely in 2019. Missed three of the last 4 earnings and net income dropped over prior year, but operating cash flow has increased over the prior year. I think this drop in net income explains the share price drop. Insider ownership is high. Roe is good. Iturun owns 46% of a company called BRINGG a logistics platform for businesses with customers that include Walmart, McDonald’s and DoorDash which could be a hidden catalyst. I think I have a winner here... Considering the low valuation, what risks could I be missing?

Q: what doescoronavirus have to do with goeasy.
i get it markets are panicking but 6 point decrease for what reason.
i gave been buying since the open.
dave

Q: I'm having trouble with the high valuations of some of today's star stocks. On top of that, and as illogical as it is, I have trouble investing in the these stocks after they have run so far. What 2 or 3 stocks are you guys watching at this time that are at beginning stages but have the potential to turn into stars like shopify
Thx

Q: I have owned Husky for several years and bought it at $26. At the time, it looked like a good investment in an integrated oil company. Recently, the price has gone down to $9 per share and I am concerned about whether the share price will rebound significantly. It has traded quite a bit around the $15 mark in the recent year or two. I also understand that the majority shareholder recently sold his shares. What does that signal for the company? Is this a good investment to continue to hold? The current dividend yield is 5%. Thank you for your help.

Q: Could you please compare these two. Which one would you buy today?

Thanks,
Milan

Q: Hi, can you explain the connection between the Coronavirus and the markets? I’m watching stocks like Photon, Nvidia, and Xpel get hammered (xpel the worst at 12% - I’ve already taken profits so I’m only on house money there at least). I just don’t really understand why people getting sick has such an effect. I’m not trying to be cold, just trying to understand and learn if there’s a way to hedge against it.

Thanks

Q: Goodmorning 5i
I just asked for a less volatile replacement for tlt. But, i didn't specify that i wanted a US eplacement. You suggested BNS. The only thing i find in looking for that is preferred shares. Appreciate your help

Q: Hello 5i. I use symbol ^TNX:US to track/monitor the 10 year US T note. Is there an equivalent symbol for the Canadian 10 year note that I can use for on-line access. Many thx. Steve

Q: Hello 5i team,
I read that Artiza's director sold last week 1.9 million $ worth of stock. As well as two other executives exercised their options and sold.
Would you read anything negative ?
Between GOOS and ATZ, which one would you prefer for a long term holding I need more consumer discretionary in my portfolio. (I am 60 and will not require to access any funds).

Regards,
Elaine

Q: Hello 5i,
I bought too much tlt and i am thinking of selling some in this recent rise in price. could you suggest something less volatile in the us fixed income space? I have enough volatility with stocks and am looking for something steadier with my fixed income side
Thanks