Investment Q&A

Q: Your thoughts on both? Would you buy either of these names today?

Q: Hi Ryan any reason for the big decline in CAE today/
There is no news that I know od
Kid Regards
Stan

Q: Hi All At 5i! I have held Transcontinental for more than 10 years.....rode the stock up and now down...believe it or not I am still ahead. It pays a good dividend....do you still think it is a long term hold?....I am Sitting on the fence and getting splinters...Cheers, Tamara

Q: Like a lot of investors I am looking at increasing my U S holdings. Is targeting the medical sector advisable given the politics that could come into play in the U S? If advisable would you put 2% (sector weight) in each one or prefer 4% in a single ETF?

Q: I have $US available in a RIF account to initiate an additional 4% position. My other US holdings are at 4 or 5% and consist of BDX, LVS, MCD, PAYX, and AOS. What are your views on SABR at this time? Any other suggestions that might be a better fit would be appreciated. Thank you.

Q: Hello
Could you comment on VLO and CU earnings?
Thank you.
Stephane

Q: Have owned these in the past and have made a profit. With all the hype in LNG and a possible rebound in commodities do you see any upside investment in these stocks. Benji Gallagher sees a big jump for BDI but HNL at least pays you to wait. Would like an analysis of both and which one would you prefer for an investment today.
Thanks Gary

Q: Peter; VET’s earnings looked really good- could you comment on the conference call ? Thanks. Rod

Q: i have this in unregisered account. for years, did not move or down slightly., the only thing, if I sell I am still liable for capital gains because exchange change. Do you suggest anything with more potential, i do not need the dividends.
Thanks

Q: This morning Indépendant proxy advisor ISS , made a recommandation in favour of replacing the board. This afternoon, the same firm is recommending to vote for the current board.
Fake news, what is going on ??
Thanks

Q: Hello your thoughts on earnings?

Q: Hi, 5i team
Is Caterpillar bottoming out right now and it is time to buy? If yes, for how long you recommend to hold it?
I have roughly 10K USD in my TSFA, could you pls recommend couple of other names to own for a period of one year time frame?

Thanks in advance!

Q: I am looking for a US dollar Emerging Market ETF that I can purchase for my portfolio

Q: Can I have your opinion on Keysight and how the next year looks?
Thank You
Peter

Q: Thoughts on recent results please?

Q: Can I please have your thoughts and analysis on these two U.S. companies. Are they both long term holds? I presently own Visa and have done very well and am thinking of adding Stryker. Thank You.

Q: Are there any water rights funds in Canada that you’re aware of, or farm land reits?
What would you suggest for warehouse/industrial land reits in Canada and US?
Thanks.

Q: What is your opinion on this company after significant increases in the stock this year. Is it a buy at this time? Is there another company/companies you would prefer in this space? Thanks

Q: I have a small holding in Auxly Cannabis and am wondering if it would be worthwhile to increase my holding or just dispose of it.
Also I would like your opinion on Hexo.

Thanks,
NA

Q: Good morning 5i team
The 2018 audited statements say VET recorded a $128 million "Gain on business combinations", which were 1/3 of the co's. net earning for the year. $68 m gain came from assets acquired in Wyoming, and $59 m from acquiring Shell E&P Ireland Ltd. Notes to the statements say the gains came from ... changes in values from when the purchase agreements were entered into, compared with when the transactions closed, in the following two areas:
- recognition of additional reserve value (in Wyoming), and
- increases in the fair value of capital assets (in Ireland)
These gains do not impact 2018 operating cash flow numbers, but to someone without industry experience, they raise questions. That said, please advise,
- How unusual in 5i's experience are these types of gains in energy company acquisition transactions?
- Does this raise any red flags in considering an investment in VET?
Thank you.
Edward