Investment Q&A

Q: The Surge Energy share price is now struggling to stay above $1.00. Please comment on the implications of a company's share price declining below this threshold. Once it does, do certain institutional investors (mutual funds, ETFs, pension funds, etc) have to divest their holdings? If so, does this mean that the overall demand for the shares will drop significantly?

Q: are there any current research reports or price targets on flutter that you could obtain which would help TSGI shareholders make a future investment decision. thanks Richard

Q: I was watching BNN last night and they had Asian correspondents on talking about Cathay Pacific and all of the challenges they are having with earnings amid the unrest. My thesis (and what I would like you to comment on) is whether this might not be a time to buy into a company facing headwinds that are beyond its control but priced into the stock? I love flying on the airline and hope you can comment on the stock.

Q: I seem to be pretty clueless about what is happening with BEP.UN. Do I have to do anything? If so, what? It's only through your site that I realized anything was happening at all, and I'm just confused. Thanks.

Q: From a speculative standpoint, what is your opinion on TSL as it sits near a 5-year low? Is the dividend sustainable?

Q: Once the vote on conversion occurs, would you be able to provide members with an update,and explanation around tax implications? It appears there is some confusion around if taxes have to be paid upon conversion or at a later date when shares are sold. Also, what will the dividend be as under the current structure we receive interest
Thanks for the great service,and recommendation on Boyd.
Phil

Q: Is there a speculative opportunity here or should I stay away. ?
Thanks
John

Q: Hello,
Hello 5i Team,
With several recent announcements about U.S. tech companies soon offering a variety of payment or financial transaction options, do you see the future prospects for Square beginning to wane? Might TTD or GH be a better high-growth U.S. play?

Thanks.

Q: Hi Guys
What do you guys think of a Portfolio based on the following:
40% TLT 30% VTI 15% IEI 7.5% GLD 7.5% GSG
My worry is what would happen to the value of TLT if there was a big devaluation in the U.S. dollar somewhere down the road, maybe the 7.5% in GLD would be enough to cover the downside?
thanks Gord

Q: Consider selling CWB:CA and use the funds to add to my position in ONEX:CA. This would bring ONEX:CA to 3% of my portfolios. I already hold 4% in BAM.A:CA.

Thank you for your input.

Werner

Q: Hi,

I'm sitting with a 15% gain in Parklawn. I believe I bought on advice read hear so thank you. My question is whether it should continue to be held in a balanced portfolio or if you would exit a 5% position because a better opportunity exists elsewhere? To go one step further, I have done well on Medtronic and might like additional exposure to US healthcare. Could you recommend a) whether to sell PLC and b) what you might shift to if you agree with my alternative above?

Q: Featured on Mad Money. Sounded compelling and certainly on the cutting edge of what I think will be a growing market. Would you buy here and do you like the stock?

Q: How material is Bird,s contract on lng project in Kitmat. I don’t have exposure to infrastructure. A while back I traded this stock and made money. My objective this time is for diversification and longer term hold. The divided also fits in nicely with my portfolio. Your opinion on it’s valuation.
Would you buy it or are there better opportunities in the industry? Opinion please. Thank you.

Q: Just wondering what the expectations are for AYX next quarter. Looking at the past few quarters, the year over year comparison is going to be tough, given that last year's revenues almost doubled; December 2018. I never did figure out how much of this is related to changes in accounting standards for recognizing revenue. Any comments appreciated.

Q: Have these both run there course ? Do you have another suggestion for growth?

Q: This name came up last week. I was interested in it but didn’t buy it because I was worried that smart TVs would make the Roku devices unnecessary. Is that not a concern? I see that Roku also now sells smart TVs so perhaps that’s the answer. Also, how does one know when a stock like this has become over valued? How much run way do you see in this name for future appreciation? Thanks as always.

Jason

Q: "We are excited to see the addition of South Arturo to the Company's production profile, which is expected to positively affect our fourth quarter", stated Ewan Downie, President & CEO. "We continue to advance multiple improvements at Mercedes aimed at increasing production and reducing costs. Ongoing permitting initiatives at the Cove and Hardrock projects provide a peer-best organic growth profile that is further complemented by a portfolio of high-potential exploration-stage assets".
Question - Do you think PG is actually ready to start producing in a more meaningful way or is the above message just "more potential" noise? This company seems to have many interesting projects yet its share price does nothing. What do you think?

Q: I can't find any news release on BUS about their 3rd quarter results. Can you look at it and give me your opinion of this co. Thanks for your great service. H.

Q: Could you please comment on continuing to hold PINS? I'm at a loss currently but it is in registered account so no tax benefit of selling. Revenue growth looks intact but not sure about valuation/cash flow metrics.

Q: I am seeing Buy ratings if not top picks on Boeing and wonder what 5i thinks about it. My question is whether or not you think most of the downside is priced in? What could cause a plunge (another accident obviously) but would a huge lawsuit against the company be something that isn't priced in? I have to think a leg up will occur when the Max 8 lifts off again. Please advise if you would buy and whether you agree with the thoughts above.