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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: HI,
Do you see any problem with holding significant amounts of Mawer global balanced fund and Mawer balanced fund to provide diversification for a portfolio of canadian stocks selected from the 5i portfolios and carefully selected US stocks ?
Additional fixed income required would com from
PH&N or other suitable sources

Thanks in advance
Read Answer Asked by Leonard on June 11, 2019
Q: While the market remains buoyant, Knight's CEO seems to be remaining patient for a major reset bringing potential buyout company prices spiralling downward. I am ok with that but he seems to have laid an egg with TherapeuticsMD by paying $20M for rights to just two of their drugs for Canada and Israel plus buying $20M of stock at $5.10 and is now down over 40% in a short time frame. What do you think of this deal and the potential of these drugs? It was, at least, good to see one company pay for rights to the rest of the world outside the US. Are they a legitimate partner?
Thanks.
Read Answer Asked by Steven on June 11, 2019
Q: hello 5i:
On your advice, I purchased OTEX back in 2015, and have done very well with it. thank you. I feel, however, that its overvalued at the moment and don't want to see the gains disappear. I'm thinking of selling OTEX and buying PANW. Could you comment and elaborate a bit on this potential move? I'll be staying in the Tech sector, so any other options you have would be of interest.. I'd like a US company, if possible (already own CSU and a small amount of PHO).
thanks
Paul L
Read Answer Asked by Paul on June 11, 2019
Q: Sis recently reported AGM vote results and there were significant witheld votes for the 3 Bourassa members of the board, and highest for Robert. At the same time, performance continues to be good (as you note in recent report update). However, your full report notes key person risk for the Bourassa's. What can you tell us that would explain the withheld votes? Is this a trouble signal?
Read Answer Asked by John on June 11, 2019
Q: Good morning 5i, there isn't much talk about Netflix on this site so I am wondering if you can give me your outlook on it as a growth stock for 10 plus years.

To me it is so well priced for what you get that I will never cancel it. They are currently winning the streaming wars with 148.8 million subscribers globally. They have a ton of competition coming but I don't think any competitors even Disney will be able to compete with them and would anticipate most consumers not canceling Netflix for Disney but adding Disney to their list of streaming services and cutting cable... They have a huge lead (subscriber wise) already and continue to grow, I don't think even Disney will be able to compete with the amount of NEW content they release, not the quality of content but but quantity of content which is what will help grow and maintain subscribers. Foreign content and subscription growth is huge for them as well and where they need to grow anyways. I view them as the leader in streaming and with a global growth outlook they seem to be the best bet to maintain they dominance. The global video streaming market size anticipated to reach USD124.57 billion by 2025, according to a new report by Grand View Research, Inc. Looking ahead if they maintain and grow dominance worldwide do you not see this stock as being one of the best options for growth?

They as you would surely point out have a ton of debt and burn cash etc. Morgan Stanley predicts they become free-cash-flow positive in 2021 and reach over $10 billion in free cash flow in 2025. Thank you for your thoughts!

Read Answer Asked by Michael on June 11, 2019
Q: Does the below note (from BMO) mean SQ is looking to push into the same space as LSPD? Do you view them as competitive or is overlap minimal?

01:38 PM EDT, 06/06/2019 (MT Newswires) -- Square (SQ) on Thursday said it will allow orders from Postmates, DoorDash, and online order integration company Chowly to appear directly in a restaurant's point of sale.

The move will give owners a combined delivery and point-of-sale product, eliminating the use of multiple tablets and the need to manually enter online orders, Square said.
Read Answer Asked by Tim on June 11, 2019
Q: Hi All at 5i! You have been fielding a lot of questions about Shopify already, so here is one more. I have seen a large value increase in this stock in my TFSA. In your opinion and considering a long term view, do you think the stock has the potential to grow even more? And if so , if you had to speculate, how high might you think it could go ( I realize this involves crystal ball gazing.) Cheers, Tamara
Read Answer Asked by Tamara on June 11, 2019
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