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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: As BAM closes its position in Oaktree this month are the Oaktree shareholders obliged to hold their BAM shares for a period of time?
Thanks
Bob Rose
Read Answer Asked by Robert on September 24, 2019
Q: Do you consider ENBA Floating rate Subordinated Notes Series 2018-B due 2078 equity or Fixed Income? Would you consider this a safe investment for a retired senior. How would this investment react in a recession? Thanks for any and all the info you can provide on this security.
Read Answer Asked by diane joan on September 24, 2019
Q: I am selling my home and moving, have not yet found a new place to live, so I will have a lot of cash to park for an unknown length of time. My plan would be to do a high interest savings account at Oaktree or buy the purpose ETF. My wife will kill me if I lose any capital…
Do you have any better ideas?
Thanks!
Read Answer Asked by Nick on September 24, 2019
Q: I missed the Toronto money show. Would you have a link to view. Interested in 5i speakers as well as Derick Foster. Thanks
Chris
Read Answer Asked by chris on September 24, 2019
Q: With all of the wizards running to keep their pensions, a platform has been used as another campaign promise, ie to legislate something like a 25% reduction in cell phone rates.
Although they haven't been elected and will certainly will not get a majority this time around I would like you to please give us your analysis of what would happen to T and BCE in the long shot chance this becomes legislation?

Thanks

Sheldon
Read Answer Asked by Sheldon on September 24, 2019
Q: Greetings 5i

I have made a tidy profit in CCL.B over the past few years and I now realize I let it grow too large in my cash account. Recently, of course, CCL has been sliding down. My holding in it now amounts to 5.2% of my total Canadian cash account. Conversely, I have SLF that has being doing well but now stands at 7.4% which I realize is too high.

What weighting should I aim for with both SLF and CCL in a cash account that I am working on getting into proper focus and balance?

Two questions.Please deduct appropriate credits.

Thanks

Peter
Read Answer Asked by Peter on September 24, 2019
Q: Palo Alto has identified Zscaler as their competition and ripped the company somewhat on an earnings call. The CEO of Zscaler fired back on CNBC with comments such as the below. My question is whether this is a buy with potential based on your knowledge and comments below. It has gone from nearly $90 to $51 in a few months despite seemingly doing well.

"Zscaler, which came public in the first half of 2018, offers cloud security software for IT professionals to monitor network traffic and protect data. The company surprised analyst estimates by turning a small profit in four straight quarters.

Revenue grew by more than 53% in its July quarter and is expected to near $90 million in the current quarter, according to FactSet.

“The market is coming to us. We’re seeing a lot of growth,” Chaudhry said. “We crossed 400 off the Global 2,000 companies as our customers, so [we are] very bullish about the opportunity.”
Read Answer Asked by Tim on September 24, 2019
Q: Hello, What are your thoughts on Pershing Square holdings. They seem fairly cheap. I am considering starting a small position. I believe I could purchase it only in the OTC markets in north America (PSHZF). Please correct me if I am wrong. They have now rebounded well after the issues with Valeant and Herbalife..I would appreciate your thoughts. Thanks. Shyam
Read Answer Asked by Shyam on September 24, 2019
Q: Hi Team , a couple of questions on EIC. Could you please give the latest short positions?
The company recently held an investor day in Garland Texas, to showcase their new window plant. Some sell side investors have reset their target price @ 55 bucks with consensus @ 46 dollars. That's a 15% upside. Do you think this will happen? Not sure if any time frame has been mentioned. Thanks Guys!
Read Answer Asked by Alan on September 24, 2019
Q: With the possibility of a pending recession in the next year, would you recommend selling one of the following bond funds: ZLC, XBB and ZHY?
Read Answer Asked by Danny on September 23, 2019
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