Investment Q&A

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.

Q: Do you expect any more consolidation in this sector in the next year? Would either of these names be a target?

Thank you
Donna

Q: Hello,

Looking for recommendations of tech and ‘toll’ companies that pay a good, well covered dividend of >3% from cash flows, low debt. Obviously, SYZ and the telecos fit depending on how you look at debt.

Any recommendations either in Canada or the US?

Thanks!

Derek

Q: Good Afternoon,
I currently hold some TSGI shares in my TFSA and with the recent rally I'm almost back to even ( I know not a great investment strategy trying to break even). With the concern of increased regulatory risk around the takeover I am considering selling and jumping into QSR? According to the charts looks like support is in the $86 range and could turn around and challenge the recent high of around $106? If it breaks this could run to $128 technically speaking. The name looks interesting with Burger King and Popeye's, not so much Tim Horton's. Thoughts on this as a trade? Or perhaps sell TSGI and get into IPL or ENB, ENB looks like it's breaking out?
Thank-you

Q: I have a small position in ccl.b and am considering switching it for atd.b for a 2 to 3 year hold . Good move? Which would you prefer and why? Thank you.

Q: I sold my PBH in the mid 90s, and am wondering if I should buy it back now, or is QSR a better buy today. I would it hold fit or a few years. Which do you prefer today, and why?

Q: Do you fine people feel that BEP.un could be an acquirer of INE should BEP's valuation continue to defy gravity thanks to climate change hysteria and trendy SRI mandates?

Thank you 5i - deduct 2 credits if you would like to take some time with this answer.

Q: I know you have liked this stock in the past. It has been relatively flat over the last year (bouncing up and down) How do you feel about it now and going forward? Is there a better risk/reward trade off in the space?

Thanks!