Investment Q&A

Q: can I get your view on this co ?
thanks
Margit

Q: I just become member today and trying to familiarize with your contents on website.
What portfolio should I consider for TFSA and for my RRSP. I really like your BE portfolio but there are total 25 holdings. Leaving aside portfolio consideration, what would be your opinion/suggestion for me to buy in BE today for my TFSA. If you could suggest at least 7 to 10 holdings as I have all my TFSA contribution in cash (all of my 67 K so far) in Investment account.

Q: Do you believe that PFB could represent a good investment opportunity given the potential structural rise in residential housing construction in the United States?

Can you shed some light on debt, dividend sustainability, insider ownership and others factors that you can think of?

Much appreciated. 

Q: Based on the research available to you, do you see reasonable upside potential for Global Blood and Sarepta? Would you choose one over the other? Do you see any major downside risks for either company? Thanks again for your support>

Q: Hi 5i team,

I like the big cap Consumer Discretionary names for growth, and with lower beta than the tech names I own. I think the U.S. consumer is still alive and well. There hasn’t been a question on TGT since it issued its earnings warning in mid-January, as SSS were slower than expected over the Xmas season. If I recall, TGT attributed it to softness in toys and electronics, which it brushed off as not being key categories. The stock sold off but is coming back, so I think that warning is now baked in for the Q4 results. Since then, we have the coronavirus and many factories in China are closed. I think TGT sources many products from China. There could be another warning coming from TGT for Q1 on inability to secure product. What do you think of TGT here?

Thanks again for the insight.
Dave

Q: It was a pleasant surprise to receive a reply to my followup Knight question submitted at 1 pm on Friday when the second reply arrived at 8 pm on the same Friday before a long weekend.
Thank you for the stellar service!

Q: KL reports after close on Feb 19. If one was to start a position, would it be wise to wait for the report before diving in?

Q: Hello Team,
What do you make of the press release of Q3 2020 quarter for XAU.Do You see progress in these figures and what do you make of the companies ability to execute their business model.Do you share their view that this could be a'transition quarter'?

Q: Requesting your thoughts on Canadian Tire as it is not mentioned much over the years. One of the gurus on TV says it is limited to growth by just being a Canadian stock. Wanted to know your thoughts on its future growth or will it be just by more acquisition over future years.

Regards

Q: Can I please get your opinion on Toromont's (TIH) results. Thanks

Dave

Q: Hello. I’m interested in hearing your take on Simulations Plus (SLP on NASDAQ) with regards to its fundamentals, prospects, valuation, etc. I understand you may not have a lot to say about this lesser known company, but anything would be appreciated. Thanks.

Q: Have a friend who has 50k in GIC's. No other assets. What etf would you suggest that is a safe - minimal risk (realize no guarantee) and should produce a better rate of return than GIC? Timeframe is 10 years.

Q: When do they report ?

Q: I have held Cisco for many a year and I am up. Lately it seems to going nowhere but it is a top pick for many. What are your thoughts. Would it be a sell and purchase ROKU.
As always,
Regards

Q: Is BCE overpriced at the moment? Would you recommend taking a partial position at this time or hold adding for now? I am an income investor with a 6+ year time horizon.
Thanks,
Grant

Q: Your recent report on KXS notes that the expected F2020 revenue growth is 11.1% and a CIBC report forecasts revenue growth of 17% in F2021. Both these estimates are below the expected F2019 revenue growth of 26% and lower than the 22.4% forecasted annual growth rate (to 2022) of the SaaS application market in supply chain management. In such a competitive market, forecasts of declines in revenue growth and forecasted growth which is lower than the market’s growth are not ideal signs and something to monitor. Have you picked up any explanations for the decline in forecasted revenue growth in F2020 and the overall choppiness of revenue growth?

Q: Trading activity in Arc quite high. It would appear that management is quit keen of the potential of the Attachie play in Alta for future upside. Can you explain the details of this play and possible upside for the stock. Thank you.

Q: The US is having some issue, China is having major issues affecting world economy and Canada in particular is struggling to resolve transportation (and therefore market) issues.
Do you have a general outlook on where the market is headed and should I be cautious and keep a larger cash balance? If so, when do you anticipate a clearer outlook?
Thank you.

Q: Do you know if any public companies bought oil transport contracts from the Alberta governmnent. It appears they sold the Cn contracts at quite the discount.

Q: I'm a highly aggressive growth investor (thanks for your help). At 86 with too small a pension, its time for some fixed income. I've sold 25% of my equities. Where do you suggest I put this cash so I get some return? Thanks.