Investment Q&A

Q: Can you please advise roughly what percentage of your questions are public vs. private? I thought I got to see everyone's questions (and ANSWERS!) and want to get a better mental model of what I am actually seeing.
Thx,
M.

Upvote 0

Read Answer Asked by Marilou on April 26, 2019

• 3M Company (MMM)
  • View MMM Profile
  • View Questions on MMM

Q: When a company like 3 M has a day like this one dropping by over 25 %, how should one react.

I am trying to think calmly in terms of fundamentals.

So is this still a good company with safe dividends ?

Are earnings moving in the right direction, if not why, isn't it ?

Is there a fundamental change in the business that is longer lasting?

Upvote 0

Read Answer Asked by Ernest on April 26, 2019

• Whitecap Resources Inc. (WCP)
  • View WCP Profile
  • View Questions on WCP
• Baytex Energy Corp. (BTE)
  • View BTE Profile
  • View Questions on BTE

Q: Your thoughts on both? Would you buy either of these names today?

Upvote 0

Read Answer Asked by David on April 26, 2019

• CAE Inc. (CAE)
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE

Q: Hi Ryan any reason for the big decline in CAE today/
There is no news that I know od
Kid Regards
Stan

Upvote 0

Read Answer Asked by Stan on April 26, 2019

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
  • View TCL.A Profile
  • View Questions on TCL.A

Q: Hi All At 5i! I have held Transcontinental for more than 10 years.....rode the stock up and now down...believe it or not I am still ahead. It pays a good dividend....do you still think it is a long term hold?....I am Sitting on the fence and getting splinters...Cheers, Tamara

Upvote 0

Read Answer Asked by Tamara on April 26, 2019

• iShares Global Healthcare ETF (IXJ)
  • View IXJ Profile
  • View Questions on IXJ
• iShares U.S. Medical Devices ETF (IHI)
  • View IHI Profile
  • View Questions on IHI

Q: Like a lot of investors I am looking at increasing my U S holdings. Is targeting the medical sector advisable given the politics that could come into play in the U S? If advisable would you put 2% (sector weight) in each one or prefer 4% in a single ETF?

Upvote 0

Read Answer Asked by Lynda on April 26, 2019

• Sabre Corporation (SABR)
  • View SABR Profile
  • View Questions on SABR

Q: I have $US available in a RIF account to initiate an additional 4% position. My other US holdings are at 4 or 5% and consist of BDX, LVS, MCD, PAYX, and AOS. What are your views on SABR at this time? Any other suggestions that might be a better fit would be appreciated. Thank you.

Upvote 0

Read Answer Asked by Harvey on April 26, 2019

• Valero Energy Corporation (VLO)
  • View VLO Profile
  • View Questions on VLO
• Canadian Utilities Limited Class A Non-Voting Shares (CU)
  • View CU Profile
  • View Questions on CU

Q: Hello
Could you comment on VLO and CU earnings?
Thank you.
Stephane

Upvote 0

Read Answer Asked by Stephane on April 26, 2019

• Black Diamond Group Limited (BDI)
  • View BDI Profile
  • View Questions on BDI
  • View Reports on BDI
• Horizon North Logistics Inc. (HNL)
  • View HNL Profile
  • View Questions on HNL

Q: Have owned these in the past and have made a profit. With all the hype in LNG and a possible rebound in commodities do you see any upside investment in these stocks. Benji Gallagher sees a big jump for BDI but HNL at least pays you to wait. Would like an analysis of both and which one would you prefer for an investment today.
Thanks Gary

Upvote 0

Read Answer Asked by Gary on April 26, 2019

• Vermilion Energy Inc. (VET)
  • View VET Profile
  • View Questions on VET

Q: Peter; VET’s earnings looked really good- could you comment on the conference call ? Thanks. Rod

Upvote 0

Read Answer Asked by Rodney on April 26, 2019

• Jefferies Financial Group Inc. (JEF)
  • View JEF Profile
  • View Questions on JEF

Q: i have this in unregisered account. for years, did not move or down slightly., the only thing, if I sell I am still liable for capital gains because exchange change. Do you suggest anything with more potential, i do not need the dividends.
Thanks

Upvote 0

Read Answer Asked by francois on April 26, 2019

• Knight Therapeutics Inc. (GUD)
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: This morning Indépendant proxy advisor ISS , made a recommandation in favour of replacing the board. This afternoon, the same firm is recommending to vote for the current board.
Fake news, what is going on ??
Thanks

Upvote 0

Read Answer Asked by Luc on April 26, 2019

• Aecon Group Inc. (ARE)
  • View ARE Profile
  • View Questions on ARE

Q: Hello your thoughts on earnings?

Upvote 0

Read Answer Asked by Cory on April 26, 2019

• Caterpillar Inc. (CAT)
  • View CAT Profile
  • View Questions on CAT

Q: Hi, 5i team
Is Caterpillar bottoming out right now and it is time to buy? If yes, for how long you recommend to hold it?
I have roughly 10K USD in my TSFA, could you pls recommend couple of other names to own for a period of one year time frame?

Thanks in advance!

Upvote 0

Read Answer Asked by Jane on April 26, 2019

• Vanguard FTSE Emerging Markets ETF (VWO)
  • View VWO Profile
  • View Questions on VWO
• iShares Core MSCI Emerging Markets ETF (IEMG)
  • View IEMG Profile
  • View Questions on IEMG

Q: I am looking for a US dollar Emerging Market ETF that I can purchase for my portfolio

Upvote 0

Read Answer Asked by Roy on April 26, 2019

• Keysight Technologies Inc. (KEYS)
  • View KEYS Profile
  • View Questions on KEYS

Q: Can I have your opinion on Keysight and how the next year looks?
Thank You
Peter

Upvote 0

Read Answer Asked by Peter on April 26, 2019

• Valens Groworks Corp (VGW)
  • View VGW Profile
  • View Questions on VGW

Q: Thoughts on recent results please?

Upvote 0

Read Answer Asked by Tim on April 26, 2019

• Stryker Corporation (SYK)
  • View SYK Profile
  • View Questions on SYK
• Visa Inc. (V)
  • View V Profile
  • View Questions on V

Q: Can I please have your thoughts and analysis on these two U.S. companies. Are they both long term holds? I presently own Visa and have done very well and am thinking of adding Stryker. Thank You.

Upvote 0

Read Answer Asked by Brian on April 26, 2019

Q: Are there any water rights funds in Canada that you’re aware of, or farm land reits?
What would you suggest for warehouse/industrial land reits in Canada and US?
Thanks.

Upvote 0

Read Answer Asked by Mark on April 26, 2019

• Okta Inc. (OKTA)
  • View OKTA Profile
  • View Questions on OKTA

Q: What is your opinion on this company after significant increases in the stock this year. Is it a buy at this time? Is there another company/companies you would prefer in this space? Thanks

Upvote 0

Read Answer Asked by Ian on April 26, 2019