Investment Q&A

Q: In your answer to Joe this morning about analyst ratings, you are less than positive on the process. This does not surprise me, but it raises the question about analyst predictions for a company's quarterly reports. The market seems to place great stock in the consensus estimates (and this seems to be getting worse in the last couple years), instantly slamming a company that misses on EPS or whatever metric. Are the analysts that make up "the consensus" the same analysts you were talking about? Why does the market think they should correct, particularly when (I assume) they don't have all the information available to the Board members; and, as you mention there are usually some ulterior motives? Just curious.

Thank-you

Q: What is your opinion of this company and are there other companies in this sector that you like.
Thank you.
HD

Q: Hi 5i,

With regards to Applied Materials (Amat) the 2 most recent questions on your website are from June and August of this year. I am wondering what your current thoughts are regarding this company with items such as Free Cash Flow, Earnings Growth, Debt, Cash Position, Management, P/E, it is overbought at this time etc.

In this sector, would you prefer another company such as Nvidia or any other companies that I should be looking into?

Thanks. Love your service!
Brian

Q: I would appreciate your thoughts and order of preference for these companies. Has VNR ever been in your portfolios?
Thanks

Q: I saw this name in your tax loss selling list, with expected revenue growth of 103%. Can you please give your analysis..This appears to be a penny stock.
Thanks

Q: 65 percent of their business is printing.
Flyers and newspapers.
Soon both will not exist.
This reminds me of DH corporation.
Cheques will save us until we get into another business.
Will it end the same say?

Q: AQN,CU,ALA,ACO.X
In which order would you rank the above for long term hold?

Q: Good Morning
At the beginning of November Horizon launched this harbinger into the A.I. ETF Market. What is the teams view of A. I. as a future market force? Maybe a report would be in order somewhere down the line. What is your view on this first venture MIND?

Thanks Guys

Q: I hold PBH.DB.E and am wondering if I should sell the debenture as the current price has gone over the conversion price adjusted for the 125% April 2019 redemption price.

Q: RE: Peter Lynchs' general positivity about spin offs.
Opinion about the new spin off Viemed from PHM. Do you know if any of the old management from PHM will be involved with the new company or will it be fresh people from outside rather then some reshuffling of the old mismanaging guard?
Do know how the arrangement will work wrt shares. I don't own any PHM at the moment. Would there be any benefit of purchasing any before the split?
Thanks

Q: The correction in this stock (RE: Toys R Us bankruptcy) is quite startling. The last conference call was optimistically projecting a recovery. This is a large, experienced manufacturer of many popular brands which lost 50% of its value in 4 months. Is this punishment justified and is it a good investment right now?
Greg

Q: Would you recommend this etf ? it seems to do well with a nice upward trend.

Thanks

Paul

Q: Hi everyone could you please give me your opinion on earnings and update on beware. Things seem to be looking better and better.
Thank you.

Q: Does 5i avoid trading stocks listed on the TSX or Canadian companies? Would New Brunswick based Novanta NOVT qualify for one of your portfolios?

Q: What is your opinion on this company, as an investment?

Q: Although they're still recording a modest net loss, the recent earnings appear to be very solid. As always, I would very much appreciate your analysis.
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Revenues increased by over 804% year-over-year for the nine-month period, and 75% quarter over quarter - Revenues for the three months ended September 30, 2017 were $707 thousand compared to $42 thousand for the three months ended September 30, 2016: an increase of $665 thousand (1,583%). For the nine months ended September 30, 2017, revenues were $1,244 thousand compared to $138 thousand for the nine months ended September 30, 2016: an increase of $1,106 thousand (804%).
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Regards. Karl

Q: What are your thoughts on NVMI, Nova Measuring Instruments and NANO, Nanometrics Limited? Both are in the metrology side of the semiconductor industry. and their valuations seem reasonable. Would you prefer one or the other? Or is there another company in this space that you like? Thanks-in-advance.

Q: Greetings. CBL, MKP, FC all pay a great dividend, but have lost Cap value over the past year or so. Forward trending does not indicate much value appreciation. Should I be concerned with this sector of altrenative lenders to the major banks. Sell or hold ? Other options to consider. ie some growth expectation and a reasonable div or say +4%
Thanks

Q: My question is on the private placement news issued today. I'm curious why anyone would buy shares in the private placement issued at $7.50 when they can just buy shares on the open market currently under $7.00. Am I missing something or is it a way for a shareholder to purchase a large amount of stock without driving up the price to much?

Q: Hi,
Just a thought for an ETF for Raymond (Nov. 23/17), who asked about a canadian option for FANG stocks, TXF(First Asset Tech Giants) has treated me very well, so it may be of interest to him.
Cheers, Chris