Investment Q&A

Q: In todays' Q&A I've noticed the expression "the market is very weak and in a 'risk off' mode" used at least twice in your answers. Could you please explain what this means and the significance of it for a retail investor?

Thank you,

John

Q: Currently our health sector portfolio consists of above at 1.5% each. Sector target 10%+/-. Could add to IHI and ZTS. Watch List includes SYK, GH, EXAS, CSLLY, and MPW. Would appreciate your advice on current holdings and filling out sector - either these names or others. Long-term growth goal with focus on medical technology, and diversification within sector.

Q: Have you looked at Liberty Defense Holdings (SCAN)? It is only $30mln market cap and beta testing an interesting security technology. While highly speculative I would assume, is it worth deploying some "speculative" money to?
Thanks.

Q: Good morning,

Looking to establish a position, can you delineate any potential advantages or disadvantages to purchasing now or after the share split?
Thank you.

Q: Hi team,

Commissions on trades are gradually disappearing in the U.S. Do you think Canadian firms will do likewise and what impact will it have on the stock of TMX Group ? And your views on TMX now ?

Many thanks,

Jacques, Mtl

Q: Hello Team,

What is your analysis of the Sept. 30 and Oct. 2 news releases?

Thank you,

Joseph

Q: FYI I saw you thought the US listing might be kept. I was looking over the slides and listening to the presentation. On page 18 it states that neither US or Canada listing will be kept. It will trade in the UK and Dublin only. For myself (depending on the tax implications) this complicates things considerably.

Q: I assume your position on Dorel has not changed ( mid 2018 questions)....No growth, high dept, and now no div. I like several of their brands so was somewhat curious if it might be getting into value play area, Doesn't seem to be the case based on your answers to previous questions.

Q: I am re-balancing our portfolio and find I am sitting on 30K cash which balances out my cash/fixed income portion of my portfolio. My question is what 3 or 4 fixed income or bond ETFs would you suggest I entertain dropping my cash into ?

Thanks,
John

Q: I currently own TDB900 and 902. Have now read that TD will be using ETFs to purchase their funds like the ones mentioned. I have held these funds for a long time . So I am wondering if it still ok to hold onto TDB900 and 902 since I am uncertain how this will affect those holdings. Is it time to switch the funds for similar ETFs. Any clarification is appreciated. Thanks Paul.

Q: Any thoughts on the press release by Tricon? This looks like there may be a massive overhang on the stock. US holders of a TMX listed stock may not have a pretty outcome.

Q: Hi I asked about this stock Sep 9 when at 42.00 and you said no news now it’s down to 26 please comment I am puzzled On what to do buy sell or hold and why

Q: In the fund facts for PSA under risk it says:

"The value of the ETF can go down as well as up. You
can lose money."

How would one loose money with this product? I assumed it was basically like a savings account. Similar to TDB8150.

Thanks

Q: Another AI cloud based company with momentum today. A relatively new IPO that soared but is now back down to earth. CEO just bought 11 million shares. Have you heard of this company and do you have any words of wisdom.

Q: Hello 5i team,
I have read the first wave of questions yesterday. (1) I understand the probability of another bid is higher than zero: this probability is similar to what other deal over the last 2 years? From which entities could it come from? Private equity firm?
(2) Approximately when will the information about the tax consequences will become available (circular)?
(3) Wouldn’t be logical for the new company to trade on more than one exchange (London) since it is a merger of large entities active worldwide? Would it be announced in the circular?
(4)Do you expect the current large discount to persist until the Uk authorities release their decision?
(5) I am right to interpret market reaction this way: Flutter price says the deal is good and it is going to happen; TSGI price says the deal looks good, but not so sure it is going to happen?
(6) in this current context: at what discount % would recommend to sell or sell half of now ?
Thank you for your collaboration, Eric

Q: Could there be another company such as Fox or a private equity firm that might be interested in TSGI? Thx

Q: Private question ???
HI,
I have some MAXR shares, of course at quite a loss. I do not know if you can answer this, but when MAXR changed for US domestication, I think this is a fiscal loss for me (According to MAXR`s 2018 documents) . However, I do not see any relevant change in my broker account, except a stock exchange with identical name, my base cost staying the save. I wrote MAXR to know the official date of the move-probably, Jan 1st 2019- but did not get any answer. There was no press release for fiscal purposes, and nothing on the Web site besides the Jan 2nd « US Domestication completion ». I would probably keep my shares for the moment if I can claim a loss as of Jan1st. Otherwise I would sell my position. Thanks.

Q: Good Morning: Recognizing that this company is not in your normal area of operation, I would still appreciate your opinion in terms of the current investability and outlook for it. An analyst on BNN suggested that it really only has Nokia as a publicly traded competitor in its 5G space and is therefore of interest. As best as I can determine its debt is not out of line and it's share price is reasonable value, although revenue seems to be declining recently. Your comments are appreciated. Don

Q: Hi Guys
What do you guys think of this company? is there an entry point you would consider?
they haven't been growing their dividend , considering their nice free cash flow, any reason you can think of?
Thanks Gordie

Q: Hi,
I've already have a position in SIS, CSU, TOY, GSY and KXS in my TFSA.
Between GC, AW-UN, PBH, MX, GIL or any other compagnie for long term (10+ years) with growth potential, which one will you add next ?