Investment Q&A

Q: Given the recent pullback, would you step into AD today?

Q: After Qualcomm's settlement with Apple on licensing issues and the subsequent huge spike in price, would it be better to wait a while to let the stock settle down before purchasing, or do youthink this new price will form a baseline?

Q: What are your thoughts on the comments on Ad and the dramatic share drop? I thought they were getting back ona much steadier foundation.

Q: This question may be more for the forums and if so I can redirect it there.
I want to add a contribution to my RRSP to defer income tax. What would be the best source? I can move stock from my TFSA thus opening up more contribution room for next year. I can move stock from a non-registered account or I could make the contribution from cash reserves held in an EQ Bank savings account.

Q: I know the QCOM is a healthy company and is well positioned technologically .
With look at P/E and P/B , I am just wondering if it is time to sell and deploy the funds elsewhere. It has been a rocky HOLD, and I am finally in the black on the name .
Now I am down on NVDA ( who would have thought ) .
These names have not been kind to me ... I expect risk, but I understand that these are the best companies in their sectors ( or do you recommend others ? ). Thanks again ,
Go Jets

Q: I have significant USD in my RRSP in cash. Do you have any recommendation for a balanced USD ETF even if it’s trading in the USA that is “low” risk conservative and might expect 4 to 5% annual gains? Thanks. Peter

Q: Hi
After reading the most recent Q about AD, I am left as an investor realizing information was in the hands of National before widespread and publicly available.
Please comment on why it is appropriate for NA to have information that was unavailable to regular investors.............and who may have been buying today and therefore lost money. (with full awareness would not have been buying)
What is an investor to think about management who did not reveal publicly before revealing to at least one analyst? From my understanding this is illegal. There have been documentaries written on this form of behavior.
Thanks

Q: I would like your comments on this ETF. Is it a good investment for a retired investor.
Thank you

Q: 1) How do you feel about picking up a few shares of CAR.UN, especially if you can get the shares below the financing price of $49.

2) Do you have any thoughts regarding CAR.UN's trading over the last handful of days, post equity offering (sharp increases, followed by sharper decreases, relatively speaking for a reit)?

3) Historically speaking, despite decent distribution increases, as a result of the share price increase, is this generally speaking the lowest CAR.UN's yield has been?

Thanks.

John

Q: Just a follow up to my question about the drop in Alaris today. So an analyst at NA drops his/her target price and the stock drops 10%? Was there any specific reasoning behind the downgrade and where would an investor get that information? If there is no fundamental change to the companies business, why would investors sell out of their positions? I have heard portfolio managers comment that they don't pay any attention to "price targets" and base their decisions on their own analysis and the fundamentals of each company they invest in. As you have said before, there are always 2 sides to each trade but it seems a lot of people react to an opinion and sell before they done any checking. Your comments please.

Q: Regarding the drop in AD today, National Bank came out this morning and cut their target to $18.
Hope this helps..

Q: can you shed light on the reasons why this stock dropped over 5% over yesterday and today? I didn't see any news from the FDA or news
on advances made by the competition. Is iit the sector in general? Is it a good time to buy?
Really appreciate your perspectives and common sense.
Thanks

Q: Is there any news on Alaris? It keeps dropping.

Thanks,
Milan

Q: I notice that for my last few questions, they come through as "Private Question" despite that I have ticked the box "Public Question". Is this a glitch in software or does 5i make a call from their end and screen out certain questions from public viewing? Thanks.

Q: With the election result in Alberta do you see this as reason to buy into energy stocks now? Not that we can predict this falls federal election but it does seem like voters may be seriously looking at the harm done by both Notley and Trudeau liberals to the energy sector. Any thoughts related to this given the Cdn energy sector has been a terrible play for quite some time. Would appreciate your thoughts on this situation.

Q: HI Guys:
I bought this fund two years ago as part of fixed income side of our portfolio.The distributions have been reinvested in the fund since I bought, the fund currently trades 1% under book value, the fund is 75% bonds and 25% equities, MER 1.04%. Distributions this year look to be around 1.5% if the recent distribution is consistent for the rest of the year. I'm looking at an investment in QLTA which would give me US diversification and is a pure corporate bond fund with a monthly yield 3.1%. I've never been a bond investor usually equities and cash I'm thinking to sell SIF120 and put the money into QLTA for the distribution and a lower MER 0.15%. I realize this may not be apples to apples and higher risk with currency and corporate bonds, would you have a concern with this approach, or any other bond ETF's that are worth consideration the money is in a RRIF account.

Q: Hi Peter and Ryan,
We currently have a 3% position in ZWE as our only European exposure. Currently we are down 6.6% on the ETF but only 3.8% when taking dividends into account (nice dividend). What is your opinion of investing in Europe? Do we retain the ZWE ETF, switch to a different ETF, or exit Europe due to financial and economic headwinds? We will cash in 3% yearly from our RRSP portfolio in 5 years.
Cheers
Jerry and Debbie

Q: What are your thoughts on this company going forward. It looks like they have been successful with getting financing for their Nova Scotia LNG project. Is now a good time to buy. Thanks

Q: Hello I am wondering what has been moving this stock lately I cannot find anything? What your thoughts are on this company future growth? New Canadian tech darling? I look at this company as a cross between Square and Shopify, would that be an accurate comparison in your opinion ? When do they report their first Q? Take as many credits as needed. Thanks as always

Q: Hi,

I currently own all 4. If you were to pair down to two, which two would you have in an RRSP and why?

Thank you!