Investment Q&A

Q: Hi guys, love the service thanks!
Looking at a long term hold of 15-20 years , growth and dividend , but not really risky. I suspect all 3 are good, do you have a particular favourite? Or perhaps a better recomendation?
Thanks again!

Q: What are your thoughts on Andrew Peller's quarterly report? There always seems to be one quarter a year where the company posts negative earnings. Does this quarter's report raise any alarms or does it appear to be business as usual for Andrew Peller?

Thanks for your help.

John

Q: Your idea of the weakness today? Thanks

Q: Is there any reason for the close to 4% drop of atd.b today ?
Thanks

Q: Anything material to TSGI now that the former Amaya court case has been thrown out of court or is stars a whole different company and the court case had no impact whatsoever either way.

Q: Would you advise adding to a half position in DOL at this point in time (long term holding) or would you suggest waiting a few quarters? Thank-you.

Q: I do not have any gaming company in my portfolio.
I want to buy TSGI or GC to my portfolio. What is your suggestion (TSGI orr GC) and why?

Andrew

Q: Hello 5i team,
Having noticed from the monthly reports the presence of CLIQ in the Growth portfolio, I'm wondering if I missed the addition or removal of any other stock from any of the portfolios. Where can I find all the historical changes (stock and timing) you have made to them?
Thanks,
Antoine

Q: Hi,
Could you please tell me your outlook on MDM ? According to European News there is been some insider buying and the stock is supposed to hit $ 20.- if the same principles are applied as to ACB. There is a lot of coverage of this company in Europe but hear very little over here.
Also the stock always goes down on positive news !!!

Q: I own 3/4 positions in the above company’s. Rht I’m in at $2.10. The other two are up from my purchase prices. I have some more money to invest. Would you top up the positions? Or could you recommend 2 stocks that you would by for a couple year hold. Thanks

Q: Hi Team, Any views on Zscaler reporting? Is this security worth investing in?Thank-you. Sam

Q: Hi there,

GC has had a really great run so far. I currently own TSGI and am looking at adding GC also. Would you be comfortable with today's price for a longterm hold (5+ years) or would you wait for a pullback? If so, what would be a better entry point?

Thanks!

Q: Any reason for the sell-off ?

Q: Hello team, From previous responses, you said you like this company. Any reason you know of why ICHR is falling of a cliff? Would it be opportunity to buy?
Thank you!

Q: Could you please comment on Dollarama results. Thanks

Q: reports today what does the market expect? Thx

Q: I asked 5i about WEC in September 2017. I have held it, to my regret. I now seek a FRESH and independent look by 5i re WEC. Sabrient is a quant shop I have followed for a few years and I was alarmed to see them slap a “STRONG SELL” on WEC. Thomson Reuters is mostly neutral although they appear (I think) positive on the future, in that they gave WEC a 10 out of 10 in their section “Earnings Outlook” . A couple of other analysts I read show WEC as a hold or neutral. I show considerable loss on WEC (almost as bad as I have on ENB.ca). Is the drop in value in WEC and other utilities due to actual or prospective increases in interest rates? If yes, do you think the market has now baked all that into current price? Would you hold? (Can't use as tax loss). If you would sell, please suggest 2 or 3 US names to replace it with?

Q: Where is the interactive chart tool and where and when was it announced? Thanks.

Q: TSEM.us Tower Semiconductor is a large/midcap company in the Semiconductor sector. It didn’t show up in the search box at 5i. What is your opinion of TSEM? Is TSEM suitable for growth or value? Is it priced well today ? Does it operate in an environment that is likely to grow well with good prospects for price appreciation?

Q: Could I have your assessment of GRT.UN, if possible in comparison with other REITs? Thank you.