Investment Q&A

Q: Might I get your views on CHKP's earnings, guidance, and the appropriateness of the market reaction (so far)? I notice it has received several downgrades this morning.

Q: Hi there, I am looking at add some global small cap growth exposure to my portfolio. I know the Mawer fund is highly regarded. Is there another ETF besides PZW that would be similar to MAW150? In addition, how would you recommend playing the global small cap space - MAW150, PZW or a suggested alternative? Thank you!

Q: I am interested in getting into the AI (artificial intelligence) market. What is your opinion of the new ETF called MIND available on the Canadian market for the first time tomorrow?

Q: Please give an updated recommendation on Cogeco Communications.
The 12 month chart looks so much better than previous years.

The market is strong, but your recommendations still have a lot
to do with my success. Thank you!

Q: Hi 5iR, I have been thinking about starting my own small ETF with Asian e-commerce companies such as Netease (NTES), Baidu (BIDU), Alibaba (BABA), Yirendi (YRD), Baozun (BZUN), China Mobile (CHL), and Softbank Group (SFTBY). Is there an ETF already out there that would accomplish this for me?

Thanks team. Chris

Thanks Team

Q: Hi Peter, I am currently looking at two stocks, BLX and PSD, for a 3-year or more holding period. What is your opinion on these two stocks and do you have better ideas for exposure to the same sector. Thanks, JR

Q: Hi 5i,
Sorry to belabour the SHOP discussion. An acquaintance of mine in a recent discussion raised some concerns about Shopify that I wanted to run past you for a second opinion. His concerns in a nutshell are:
-excessive stock compensation for insiders
-the quality of the loans being made to start-up businesses
-Shopify’s $1B of cash and marketable securities suggests a form of "management self-dealing"
-operating cash flow turned negative in the latest quarter
In your opinion are these concerns warranted and are they sufficient to justify a negative opinion of the company.
Many thanks.
Michael

Q: Can you compare the business models of the three companies?

Q: Could I possibly get your opinion on these? How would you rank them among each other?

Q: hello 5i:
Looking at CAR.UN, I see present AFFO is 22.3 vs a normal AFFO of 17.1. I note you're still recommending it when looking back at past questions. I'd like to add to my holdings; can you help justify the valuation?
thanks
Paul

Q: Can you give me some general comments on Ripple coin.

Q: Do you think Crius share price sells off as natural gas prices move lower, in the sense that it may be more difficult to sell fixed rate contracts when natural gas prices are depressed. Could this be why Crius shares have moved lower?

Q: I have been reading about the importance and future use of graphite in lithium batteries and other use. What are your thoughts on buying LLG stock which operates here in Quebec?

Q: DHX Media. I have $4,200 invested into DHX'B from almost 2 yrs ago, in my TFSA accnt. I am 50% down at the moment. Your advice: should I hang on in hope, or sell - throwing $2,100 away but allowing the other $2,100 to be put into something else with hope it will do better? A double would be necessary just to offset the loss. Realistically that could take a couple of years to achieve, might not get there, might not be much of a winner at all. Meantime where will DHX.B likely be in 2 years? Not sure when it reports but if a sell then before or after reporting? Its current value represents 5% of my TFSA accnt.

Q: Buy. or Hold. or Sell

Much appreciated. RAM

Q: Peter and Team,
Many thanks for your great service. Despite a full position in GUD I have an order in for more at $8 if it gets back there and bounces. To each his own but I like the idea of a cash-like holding that has a healthy upside potential with a big cash footing; especially one that isn't wasteful and one you support. Do any other companies have similar situations ? Paul
Paul

Q: What are the earnings estimates for this upcoming quarter. Does ccl.b have a track record for beating the estimates? Good time to take a half position before or after earnings

Thanks

Q: Peter and His Wonder Team
I have not given up on CLS either. I have been following the company for some time and waiting for a good entry point. For several reasons its momentum is down and technically it is breaking down. I guess it looks like a falling knife...I notice it's TP has been lowered to $12.50. I know you do not give predictions on price. So I am wondering what your thoughts are about it's direction and momentum. I know investors over react in both directions. Do you think it is looking over sold? Do you think this $12.50 might put in a floor? Better to wait a week or two until the dust settles? Would buying now be classified as a small contrarian play on a value stock?
Thanks for your invaluable expertise!
Dr.Ernest Rivait

Q: Can you give your analysis of the deal just announced. is this a potential catlyst for the SP?
the financing gives them cash for new machines but what does the balance sheet look like?

Q: Is there an estimated income for this income fund?