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Investment Q&A

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

Q: Good morning - I have watched CIBC with interest recently as I am a long term investor and have positions with most of the Canadian banks. Earlier this week, analysts were forecasting muted returns for CIBC and indeed this turned out to be accurate. The bank narrowly missed projections and offered a downbeat view of the rest of the year. No surprised there.

What perplexes me is why the shares went up the day before the earnings report then dropped so dramatically yesterday. This, in spite of the fact the news was not unexpected. Yes, growth is going to be modest but who exactly was buying the day before and who was rushing to sell yesterday? Surely it's not small investors like me who are likely more prone to panic but if it's institutional money managers why the rush of selling? Surely they could read the obvious tea leaves. Is this program trading or just one of those mysteries of market life?
Read Answer Asked by alex on May 24, 2019
Q: Will you vibe me a list of 4 mortgage funds and their annual dividend. Thx
Read Answer Asked by Richard on May 24, 2019
Q: Hi Peter

every quarter they highlight growing sales and EBITDA, but it never translates to the bottom line

profit is flat

what is wrong with the company, that growth never comes out the bottom line?

also with 59% of revenue from the USA, why does it need to have currency hedges to protect itself from rising material costs priced in US dollars? --that should be a natural hedge

most quarters (except last one) those hedges are a drag on profits

and now they hedge interest rates too !!

thx in advance
Read Answer Asked by Robert on May 24, 2019
Q: You briefly answered a question today about how a Hauwei ban in Canada might affect Telus ("equipment replacement"). Can you expand on this and provide more colour on the effects of such a ban on Telus (eg would you expect this to cause a drop in Telus share price)? Related to that, the effects on BCE and RCI.b relative to Telus (ie which of the three will fare the best)? Thx!!
Read Answer Asked by Doug on May 24, 2019
Q: Today Gigi asked you a question:
watched---active Amazon.com Inc. (AMZN)
watched---active Boyd Group Income Fund (BYD.UN)
watched---active Alteryx Inc. Class A (AYX)
Add to favourite
Q: What would be your top 3 picks as of today to invest in for a 5 year timeframe. Assuming a diversified portfolio already exists.

Asked by Gigi on May 23, 2019
5I RESEARCH ANSWER:
BYD.UN, TEAM and AMZN

your answer was:BYD.UN, TEAM and AMZN but on top of her question you display
AMZN, BYD.UN,& AYX . Which answer is proper the one with TEAM or one with AYX and what is order of preference .
Andrew
Read Answer Asked by Andrzej on May 23, 2019
Q: Dear 5i
My wife contributed $5000 to her TFSA 2009 , 2010 and 2011 totalling $15000 . Two years later it was necessary for her to withdraw the total amount leaving a balance in her TFSA of $0 .
In 2018 we calculated that from 2009-2018 her total allowable contributions totals ~$57500 . As such she puts this much into her TFSA in a lump some in 2018 .
CRA informs her that her contribution room Jan 1/18 is only $50300 and as such says she has over contributed by roughly$6900 . Does this sound right to you or have we somehow miscalculated .
Thanks
Bill
Read Answer Asked by Bill on May 23, 2019
Q: These three companies are a part of balanced equity model portfolio as of last report. All three are down somewhere in the range of 15-20% since April 30. Do you still like/recommend them (i.e. are they still a "buy") or there is a change in your views and you are going to dump them and replace in BE portfolio?
Read Answer Asked by Jeff on May 23, 2019
Q: There has been some really good traction over the last month and with their recent announcement stating that by the end of June, they will release a new Syscoin Protocol which will provide its network with one of the highest throughput rates of a public blockchain protocol. I would like your thoughts on this recent announcement and whether its a good time to buy this stock.
Read Answer Asked by John on May 23, 2019
Q: Wow, oil stocks are taking a whollop today, is this slide justified? Or, do you think this is a good day to jump into oil for a short term hold. I bought these stocks in December and sold in April for a 15% gain, and might consider again. Or, does it look like this downward trend is going to continue.
Read Answer Asked by Kim on May 23, 2019
Q: With all signs pointing to a long US/China trade spat, what sectors do you see holding their own. I would expect that Tech and Consumer Products will be hurt the most. Your comments would be appreciated.
Read Answer Asked by Donald on May 23, 2019
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