Investment Q&A

Q: A JPM analyst made the comments below in an article I read. 5i has also noted this rotation to date. Do you agree with the below and could you list 6-8 stocks in both the US and Canada that would benefit most?
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The massive rotation into value stocks that rocked investors two months ago is going to extend into 2020, according to J.P. Morgan’s quant guru Marko Kolanovic.

The quant, whose reports have moved markets in the past, predicted rotation, going so far as to call it a “once in a decade” trade.

Value names staged a comeback in September after years of underperformance as investors bet on economically sensitive, cheap stocks on hopes for a U.S.-China trade deal. The strategist believes the rotation has more room to run on the back of the improving macro environment.

Q: Lot of talk about their restructuring or maybe re-engineering. What about the miss on earnings?

Thanks

Q: May I have your comments on the quarter. Please explain what they are doing with the shares. A split?. Cheers

Q: Could you please comment on the quarterly results which were just recently released for these 2 companies. Please deduct 2 points as there are 2 separate questions here. Thank you, Ian

Q: In light that SWP is near a 3yr high & appears to be breaking out ,plus new plant is nearing completion & going into production expected by year end,is it time to start a position.Thanks for u usual great services & views, Ryan,you were great on BNN(former manager @ a famous firm PH in Van which was partly owned by ex-Vancouver Mayor,Art Phillips(since acquired by Royal Bank)

Q: Hello 5i. I just wondered when is there earnings date? Is there is track for the stock to get up the it’s NAV in value? And lastly is it a buy?

Thanks.

Q: Hello 5i,
Could you please advise me which securities to sell and/or lighten up if I was to buy a house. Please take into account the prevailing economic environment. Let’s say the mix is 80/20 stocks to bonds/interest bearing certificates and the securities are evenly dollar-wise represented.
Thank you in advance,
Rick

GUD ENB WSP MG ATD.B PBH SLF DOL AEM KXS CSU NFI MX SU SIS,CSH.UN INO.UN BIP.UN PSLV SBUX VWO VGK VIG,CBO CPD XCB CSU(DB) HYGH LQD

Q: Q2 results are out. They look spectacular to me , do you have the same interpretation ?
In the past you were not too keen on this stock.
Has your opinion changed ?
If owned, would you sell, hold, or buy more
Currently minus 55%
Do you know what the consensus was ?

Thanks for your help.


Thanks

Q: Good afternoon!
I am helping a friend move away from mutual funds, and I note on Bloomberg that the "Current Mgmt Fee" for this fund is 2.1%, and the Expense Ratio is 2.61%. Am I correct in thinking this means that 4.71% comes off the top here before valuation?
Also, over 77% of this fund owns other BMO funds, which I assume have their own deductions not included in the above. Is this also a fair assumption? Of interest, it says it is 2% to redeem!
Thanks! … Paul K

Q: I need to top up my utilities exposure and am considering one of Emera or Fortis. Which of these would you recommend or is there a better choice?

Q: ayx,amt,pypl,sq,uber,xyl.All US and my looser which one or all I should sell.I know they are all US but need help only because of tax time,highly appreciated.IF possible.

Q: Hi, could you please rank the preferred shares of the above companies best to worst in order of dividend sustainability only going forward. Are there any you would avoid. Thanks.

Q: What do you think for the current quarter results? Still prefer SLF over MFC?

Q: I realize that these guys are in a very difficult position, but, could you give me your thoughts on their 1/4, and do you think they are having to burn the furniture to keep warm?

Q: what has been moving stn up lately? Thx

Q: Hi,

Is there something similar to TLT in Canada?

Thanks

Q: Im 27 and Im looking to become financially independent VIA my investments by 35. I currently have $120,000 invested (90,000 in my TFSA, 20,000 in my RRSP, and $10,000 in cash) I also have $130,000 worth of equity in my rental property, which I intend to liquidate within the next few years to invest. I’ve got a mixture of investments including dividend stocks that’s are set up to DRIP, index funds, stocks that I researched, and some speculative plays. What do you recommend I focus on going forward? I’m looking at adding $2000/ month to my investment program. Thanks!

Q: The Globe and Mail had a big story on SHOP and primarily about its valuation. The gist of the story was it may be over-priced and it will be hard for future growth to justify its valuation. What is your take on the article?

Q: Hello Peter/5i Team
There has been mentioned that there is a shift from growth stock to value stock.
Please provide me three of you top picks that you would consider good value stocks.

Also are the banks stock a good place to be adding to ?

Thanks
Claudio

Q: Could I have your thoughts on this stock?