Investment Q&A

Q: A month ago, Tom asked a 5i Office straw poll: What % cash is your group holding in their personal accounts. I am curious if you could provide an update on your response:
It averages out to near zero. A few have 10% to 15% cash, but this is offset by several using margin. Many are expecting a second drop, but of course the more expecting this the more it is priced in. We continue to think the market needs to 'chill' a bit. Things are not THAT great, and the expectations for a V recovery are high, and it may not be as fast as investors think. We think slow buying remains a good strategy over holding lots of cash, however.

I ask as I was expecting the market to chill but continues to move higher. I am about 15% cash right now and was wondering if I should keep slowly deploying.

Thanks for your excellent service!

Q: One of my bonds recently matured. I am looking to use the funds to purchase che.db.b. I know you do not like che.un as an investment, but this convertible debenture matures June 30, 2021 with a yield of 5.6%. What is the likelihood that CHE.UN will pay out at maturity?

Q: I am looking for added income and some growth. I already own TRP and ENB, and am considering PPL . I am thinking that PPL will give safe income along with higher growth potential than ENB. I would appreciate your comments.

Q: Hi 5i,

I have another question on TSLA. Do equity investor analysts look at future potential earnings when evaluating a company ? TSLA has over 1 million cars on the road (and more every day). I believe the majority have not purchased Full Self Driving, which is an additional $10,500 option ($cdn). If and when it is released, if a significant number, lets just say 10% of the current owners purchase FDS, the revenue to Tesla is VERY significant. Thanks for your thoughts on this.

Q: Hi 5i team, please comment its potential .thanks.

Q: I have been following the cirque du soleil story in the news.
I was surprised to see how much say the existing shareholders seem to have in the restructuring process. I thought the lenders were always in the driver seat in case of insolvency. Can you please provide your comments and clarify what s going on there. I understand it is not a public company. I just find the topic interesting. Thank you!

Q: I gave up on this stock WPK after several years in Tfsa. I am in early 60’s so don’t wish to go too far up risk scale, however our portfolio is fortunately quite significant so can take some risk.Hold BYD and Kinaxis. Do you have one or two other suggestions? Thanks, Bill

Q: Hello 5i team,
Could you give a few ETFs and/or Mutual Funds about Science and Technology and one that tracks the Nasdaq in CAD$ or US$
Thanks,
Antoine

Q: Asking for a retiree in their early 70s -- Need some Canadian Dividend stocks mainly for income. If you an provide 3 that is safe that'll be great!

Q: what is going on with this stock. what is the reason for the halt on June 23.

Q: What circumstances are most likely to move GSY both in the short and longer term?
Thanks.

Q: Please order these companies in order of potential growth.

Q: What ETF would you recommend for all your favourite Canadian tech stocks?

Thanks.

Q: I sent a question on Friday about DocuSign, but maybe it didn’t go through.

With some 70% market share, I know DocuSign is the clear leader in the e-signature business. But their long term play is their Agreement Cloud platform, which seems to be tackling everything that comes before and after the signing portion of a contract as well.

What’s your opinion of DocuSign in this area of the business for long term growth? Who are their competitors here and do you know their market share on this aspect? It’s not as obvious as just the e-signature business, perhaps because it’s still a new field.

Thanks for your great service.

Q: A couple comments and a question with regards to FLTR/PDYPF
- I deal with TD Watwerhouse and when the shares had still not settled in my account I questioned it and just received the following response -" Thank you for your inquiry, kindly note that the event between Stars group and Flutter is currently still under processing, we have received the certificates from the overseas Transfer Agents and have begun the physical settlement process to clear the certificates with our UK custodian (typically up to 6 weeks). The Safekeeping will be place on the security until clearing has been completed." THIS IS A LOOOOONG process
- they told me that if I keep the shares in my CND account they are held as FLTR and trade on the LSE in GBP. When I sell the shares I do so with their international desk an would pay $250+ for the trade and it would go through 2 currency conversions - GBP to US $ to CND $
- if I move the shares over to my US side the shares are converted to PDPYF, costs $9.99/trade and everything remains in US$, no currency conversion fees. Caution when selling however, volume is low so always set a price, never a market order
- I never received compensation for the fractional share.....I am assuming this will happen when the shares finally settle but wondered if any has seen the fractional shares settle in their account???
- they told me that the sale of TSGI to FLTR was a taxable event and the new BV of the FLTR will be the value of the stock at the time of the closing. Is that correct??? I did not realize it was a taxable event.

Thanks for any clarification

Scott

Q: Peter Et al;
Just a note to Frank and Enb- Csu,shop and a few others that 5i recommended also at one time were out of favour but seem to be doing ok now. Picking one stock out of all the ones recommended that hasn’t performed - yet- seems a bit premature.
Rod

Q: Any idea when this stock will get some traction?

Q: What's the reason that tech stocks are down across the board today (e.g., KXS, LSPD, etc.)?

Q: Is there any reason why this stock had such a negative move today? There’s nothing material that I have been able to find out?

Q: Would appreciate you ranking these 3 stocks with regard to risk and rank them separately according to growth. Is now a good time to invest in all three.

Wayne