Investment Q&A

Q: Please analyze Lam's earnings...Given that they are Photon Control's largest customer, this should give PHO a lift...Do you see anything in their commentary about the semi conductor industry firming up? How was their guidance?

Q: Could you please comment on Keyera as a several year (3+ year) hold? Do you currently estimate that the dividend is sustainable?
Many thanks.

Q: This stock is currently trading in the low 2 dollar range, it just sold it's 11 properties in Quebec for an estimated net proceeds of 65 million (after paying off remaining mortgages). It is expected that this cash (not full amount as they are still operating the remaining properties) along with the additional 8.4 million they netted from the sale of a Cornwall property will be returned to share holders shortly in the form of a special dividend.

I would expect this dividend to be in the low one dollar range based on previous 0.87 special dividend declared after the sale of their Western Canadian assets for a net proceeds of 50 million (This is just a guess using basic math skills).

My question is this, do you believe that the remaining 11 Ontario and Manitoba properties plus the current cash balance make this a buying opportunity (i.e is it likely that there will be more than 2 dollars of cash to be distributed before the REIT winds up)? The management did admit in a news release that the value of the remaining properties was lower than their previous estimates based on current market for these assets.

Q: Any thoughts on this company?

Q: Is TSGI recession proof?

Q: I picked up QSR just last week and I'm pleasantly surprised today that its SP popped by 9%+ today. Since I'm new to this name, why would a simple change in CEO would have such an impact on its SP? Is the previous CEO really that bad? Just curious.

Q: In your opinion does Brexit have a negative effect on VET and how would you compare it with ENB. Which one would you favor.
PB

Q: Reading your recent answers I am considering averaging down on VET, todays stock action gives me pause, big drop on big volume. Wondering if being ex dividend today has something to do with it?

Q: any company reason for the big drop today? thanks.

Q: Yesterday you answered Dave’s Artis question. Do you have any more comments about the quantity or signifigance of insider buying or company buybacks?

Q: How would you compare NPI and ARX going foward ?

Q: I keep on thinking that I am missing the boat by not having pot stocks in my portfolio of stocks. Does 5I ever wonder if it might be a good idea to incorporate one or two pot stocks in your growth portfolio. Thanks, Bill

Q: How seriously should investors be taking the recent European data privacy decision? How will it impact their business model? How similar is it to FB in terms of the decision and will Google also need to spend extraordinary time and money to satisfy regulators.

Q: Just wondering what you thought of their numbers?

TIA

Q: So we have a new Canada Food Guide. Moving towards a more plant based diet. Seems there's lots of science to prove this is a more healthy direction to move. This brings me to my question. Do you see any investment opportunities related to this new food guide? On the negative side, are there companies that may be impacted negatively?

Q: Would you be able to give an update on AT and whether one could step into this one at this time? Thanks so much for your valuable service!

Q: Could you please give me your opinion of MOAT and MOTI etfs.
And are proceeds considered capital gains, dividends or interest?
Thanks
AJ

Q: Hi Team,
I wish you great investing success in 2019.
Could you please recommend an etf focused on strong cloud companies. In addition is there an AI etf that you like.
Many thanks,
Nancy

Q: Hello 5i crew
Could you please give your interpretation of the news about the ALC subsidarary in Bulgaria liquidation and the future impact if any on EXCO?
Thank you
J

Q: looking for an ETF in the cybersecurity space, that will give me some growth