skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I like to buy stocks after they miss earnings or otherwise have a powerful move down based on news. Kinaxis and NFI were recent examples and both have bounced nicely. I considered SNC when it first fell at the end of January and did not. With today's news it is back at the low. Much of the analyst talk is about the risk of criminal charges and the ban on Canadian infrastructure contracts that would result. I am wondering if that (criminal) possibility was not a factor at $60 in July? Or how about at $48.65 on Jan 21? If this is a reaction to deferred payments on their Chile mine project I think it looks like a buy. If people are terrified about the possible charges it's a different story. How does 5i look at the significance of the 2 guidance downgrades vs the impact of the overhanging court proceedings? To me it looks like a buy if you think they will get a settlement.
Read Answer Asked by Tim on February 12, 2019
Q: I have a capital loss that I want to crystallize in VET, and I was considering buying PPL to maintain sector exposure. I still believe that VET is a company that I would like to hold long term, but I have some capital gains in 2018 towards which I can use this loss to reduce my taxes in my 2019 return.

My concern is that VET could potentially have large gains in the thirty days that I would need to wait in order to crystallize my loss before repurchasing it. My secondary concern is that since VET is paying a substantial dividend (approx. 8.7%), that I might be better off just collecting my dividend and standing pat.

Please let me know what your thoughts would be regarding this idea. Thanks so much!
Read Answer Asked by Domenic on February 12, 2019
Q: Cramer had IAC on his show the other day and it appealed to me for a number of reasons (I met my spouse online and we have numerous friends who use Tinder). Upon a quick review it seemed that Match was a big reason for IAC's success (IAC owns 80% of MTCH) so I thought, perhaps I should just own MTCH.

Q: Can you explain to me how there is a 37% short position on MTCH (from RBC) when IAC owns 80% of the stock?

C
Read Answer Asked by Cameron on February 12, 2019
Q: This small bio pharmaceutical company is listed in the US. It is working on alternative to opioids drugs. Would appreciate your comments on the future of this company.
Thanks
Read Answer Asked by satish on February 12, 2019
Q: I mainly follow the balanced portfolio I'm looking to add a industrial and a healthcare stock. I have a full position in NFI, CAE and MG. I have full positions in SIS(I have considered it a healthcare company rather than a industrial) and UNH(in the US). I also have a tiny position in COV and a small 2% position in GUD. Would you have more confidence in WSP or TFII? What other healthcare stock would you add? I'm not a high risk investor but understand all stocks have a risk. I have 10+ years. Thank you for your advice I have gained many investment insights.
Read Answer Asked by Cheryl on February 12, 2019
Q: Is their a website that you recommend that would give all of the various companies financial reporting dates? Thanks
Read Answer Asked by serge on February 12, 2019
Q: I currently have an RESP invested in the Mawer Balanced Fund (MAW104) which I've been pleased with performance (we'll be needing it in about 6-7 years). Considering switching this to either XBAL or VBAL to lower fees and hopefully improve returns accordingly.

I've read some of your answers to Mawer Balanced vs. the XBAL and VBAL ETF's. Would like your opinion on XBAL vs. VBAL for this account. The new XBAL mandate is pretty much the same as VBAL, but it's MER is slightly lower at 0.18% vs. 0.22%. XBAL is much smaller than VBAL currently, but I expect will catch up quickly, and they'll probably match MER's over time.

Do you recommend either of XBAL or VBAL over each other, and suggest even bothering switching from Mawer Balanced Fund in the first place? They all seem like good options!
Read Answer Asked by Alan on February 12, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!