Investment Q&A

Q: Hi folks, could I please get your opinion on Q1/18 results for peyto. I hold 600 shares at $16sh. I realize 2018 is flat/down for Aeco NG & probably Pey/t going forward. Is it worth holding for dividend & rebound, or time to move on. Thanks as always, jb

Q: Have a loss in ALA (and ALA-R) and am considering selling it and replacing with ENB. Could always use the tax loss. Do you think this is worthwhile strategy. Do you prefer ENB to ALA. If so why or why not? Growth is more important than income at this time in our life. We follow your balanced portfolio but had ALA prior to joining and have not switched it out.

Q: I would appreciate your option on TCW. Do you like it for a 1 to 2 year hold or do you prefer something else’s?

Q: Hi I am down a lot on this one got caught up in the mania lol it just did a private placement at $ 1.00 a 40% premium iam tempted to sell at a more than 50 % loss except for the placement why would someone put millions into this at a greatly inflated price

Q: Please comment on Aritzia results, i’m 15% at loss, should I sell or wait for another quarter.

Q: Hi 5i, can I have your opinion on Cascades specifically with thoughts of starting a position with the decline. Is there more downside possible. Will be a long term hold in a balanced reg acct

Q: Would appreciate an updated opinion on Zendesk

Congrats on big wins on GC and TSGI

Q: Hi guys,

Is it a good time to buy this name for a 3 to 5 year hold .

Thanks

Q: Do you know, or can you estimate, what portion of the Income Portfolio's yield qualifies as eligible dividends?
Also, are you aware of any income-focused ETFs where the distribution is mostly (65%+, say) eligible dividend?

Q: Can you explain what the financial derivatives are all about and why RME took a loss of 1.4M on derivatives in the recent quarter. What does it really mean in plain English?

Q: Bought CGNX on the high. What is the best way to deal with a stock that reverses like this? Are the fundmentals good? What caused CGNX to fall out of grace? When does one pack it up and say I should move on? Thanks for all your support as always,
Mark

Q: Could you please give a review of the latest quarter and your opinion going forward on this company.

Q: What is your take on the recent proposed deal in Australia?

Q: Hi 5i! FRII shares don't seem to be reacting well to their last earnings report. I would appreciate your opinion on the company going forward, in light of the recent earnings release.
Many thanks!

Q: Hello Peter & 5i team,
Our family owns Microsoft, Intel in our portfolio. Ceva reported earning yesterday & lost 12% in stock price. Your thought on this company is very much appreciated. Thank you!

No debt, small cap, 88% owned by institutions, biggest risks-loosing key employees, R&D funding from Israeli government and Middle Eastern turmoils.
From: Wall Street Journal-CEVA, Inc. engages in the provision of signal processing internet protocol. It operates through the following geographical segments: United States, Europe and Middle East, and Asia Pacific. Its products include digital signal processing cores, connectivity platforms, and development environment. The company was founded on November 22, 1999 and is headquartered in Mountain View, CA.

Q: Fiera had a loss of .01/ share but adjusted earnings of .24/ share. What the heck does that mean? How can those both be true?
Thanks

Q: Your opinions on JTR please.

Q: Hi 5i,

I would like to buy one of these ETF's for income within a TFSA.
Could you comment on them and provide your preference in order.

I'm leaning towards MFT for the large distribution.

Q: I understand that Alaris wrote off the debt on the two companies but has it accounted for the original preferreds? In other words, are there still more write-offs possible for these two companies or have they really cleared the deck?

Thanks
Peter

Q: In light of CIBC's recently-released report that pot sales could reach $6.5B, which could top spirits' revenue, by 2020, what would your top three picks be and are they presently overvalued?
Thank you.