Investment Q&A

Q: Can I get your opinion on LIF for income. Thanks.

Q: Why is Fairfax so weak ? Is it their insurance and/or capital markets exposure ? It had a good last 1/4. Buy/hold/sell ? Thanks.

Q: Acuity Ads down along with the market. Very small cap I can understand why.
There sales in my opinion are not virus or oil related and I see this dip as a buying opportunity. Your thoughts would be appreciated.
Also, in a prolonged economic downturn do they have the balance sheet capacity to "weather the storm".
Thanks
John

Q: Hi!
A few times there has been mention of 5i members declaring the subscription for a deduction for their income tax return.

Hoping someone would know under which section this can be done using Ufile?

Thanks.

Q: Timing for the special report was timely and very instructive. I am presently 41% cash and of your watch list I am already invested in 3 of them and I have the intention to buy more when things get better, I presently have a watchlist of 16 companies and have added the ones you suggested that were not in my list. I noticed you have nothing in alternative energy which has been performing very well and have had very little correction VS the market. Thank-you for the excellent report and may I add that this kind of help is exactly why I renewed my subscription

Q: All the banks are being hit today, but BMO seems to be getting hit the hardest. Is there a reason for this? I'm thinking of entering a half position looking at a 3-5 year timeline. What are your thoughts?
thanks,
Paul

Q: Hi, the big us banks have all come down significantly lately and some hitting multi years lows. What is your opinion about the situation and would it be a buying opportunity ? Can you explain why they fell down so much. I know that Warren Buffet loves them a lot for many decades. Which one is your number one pick ? Thanks

Q: Cisco is down 20% in the last month and down about 40% from summer 2019.
Do you think this could be a good entry point.
Thank you

Q: With the current price and gold is consistent increasing. Plus its increase of productions of ounces of gold. Do you see it as a potential of a takeout. Thank you.

Q: You last commented on this reit in 2018.
What is your current perspective.
Thank you

Q: Looking at this company, what is your opinion going forward for the next 5-10 years in a RSP account? Risk, safety of dividends, growth, and comparables in the sector.
Thanks as always

Q: What in your opinion make URI fall much harder than the market wehn they issued good earnings I thought.

Q: The Market Update and Special Report of March 9, 2020 is necessary reading in these turbulent times. If one already has a full position in any of the listed stocks, is your recommendation to consider them a HOLD, or if and when one feels more comfortable with buying more, would you suggest that we go overweight in that stock and/or sector, even temporarily? Thanks for your insight.

Q: Can you talk about the fundamentals of these companies that are part of your Balanced portfolio? From a technical perspective they have been going the wrong direction for quite some time. Thanks.

Q: CGI has sold off pretty hard. How does the current valuation compare to its historical average? Is it still expensive or has it fallen to below its long term valuation?

Thanks.

Q: Which one of the two would you recommend for a 5 to 10 year hold? I notice their yields are guide similar.

Q: I have a question about Avalara after reviewing its Annual Report on line on its website. . The audit notes a Material Weakness in Internal Controls over Financial Reporting on page 70 - 71 as follows - "The Company has a material weakness as it does not have adequate controls to effectively design, implement, and operate process-level and information technology controls to sufficiently mitigate risks of material misstatement associated with certain complex business processes and changes in those processes or applicable accounting standards."
On page 68 - 69 is another note by the auditors to the Board on what they call "A Critical Audit Matter" regarding the audit of company revenues as follows - "The processing and recording of revenue, including interfaces between systems and databases, is both manual and automated, and therefore the Company uses a complex set of procedures and systems to generate complete and accurate data to process and record its revenue transactions." As a result much time was spent on verification and they had to bring in professionals with expertise in data analytics to assist with the audit.
I know Avalara is a young company, but should such warnings give me reason to not invest at this time?

Q: Hi, what is your take on Richard's Packaging results announced today ? Thanks

Q: What % of an equity portfolio for a 10 year hold would you recommend in precious metals. I am considering Fnv.
What % of tsx composite index is represented by precious metals?

Q: Any idea why ppl which currently yields 5.27% was down last week while the above other defensive stocks were up?