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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: In the answer to question asked by Richard you state that the 2019 EPS for SIS 2019 is 83 cents.
The company recently announced an estimate of $60M earnings for 2019 with less tha $50M shares outstanding, which is obviously a higher EPS than your est. Is this because the company is referring to EBITDA and you are referring to net earnings?
When we are shown the forward EPS on Morningstar etc..., are they referring to EBITDA or net earnings? Is it really only net earnings that matter? Please explain.
Thanks
John
Read Answer Asked by john on September 27, 2018
Q: Like other Semis , SWKS has seen high price volatility in the past year. I hold other Semiconductor companies (foundries) in both taxable and non-taxable accounts. Would appreciate your insight with substance, including for example on:
1. Is SWKS more vulnerable to trade tariff tensions between the China and the US?
2. Does it have a wide enough moat? Wider than most others in the semiconductor ‘space’ ?
3. Does it have valuable patents e.g. in 5G or is it just as vulnerable as Micron has been to intellectual property theft by other countries?
4. Would you continue to hold?
Read Answer Asked by Adam on September 27, 2018
Q: Good day 5i,

Please may I have your assessment of this company, it’s fundamentals and thoughts on its current low stock price. Is the rate of insider selling here of any reasonable concern? I am also looking at this for a small portfolio position as speculation on possibility of Amazon deciding on DC as its HQ2 locale.

Cheers,

Tim

Read Answer Asked by Timothy on September 27, 2018
Q: Hi team,
I just read your reply to Murray on activity in a TFSA and potential CRA thresholds. It causes me some concern. I do most of my trading in my TFSA to maximize my tax-free growth. I am not even close to $500,000 but typically average more than 5 trades per week. My style is to add and trim positions in stocks based on momentum and growth outlook. So, I trim off some of one stock to add a bit more of another. I don’t consider myself a day trader, where someone buys a penny stock or pot stock in the morning and flips it in the afternoon. I am into big cap stocks and do most trading in U.S. tech names (not that it matters). I read various articles that CRA interest would only be triggered by much more trading than 5 per week. So, I have two questions. Is the 5 per week threshold just your personal view or have you seen some evidence of that? Secondly, there must be millions of TFSAs in Canada. How would CRA have access to trading activity?
Thanks again,
dave
Read Answer Asked by Dave on September 27, 2018
Q: Why are they hitting these 2 market darlings,TOY(especially today.Smell of poor Q to be announced on Nov 6?) & PBH recently.See no negative news.,,Are they affect by NAFTA as very likely that Trudeau will not signed by Sep 30 due to Quebec election on Oct 1.where Supply Management is highest.Please provide reasons for weakness.Is it time to start a position?Thank for U usual great services & views.
Read Answer Asked by Peter on September 27, 2018
Q: Hello,

Long time holder of PKI and SPB. In the past I have watched PKI bounce around and jump up in price and then back down because earnings were weather related (good or bad) and/or input related (ie. contract spreads). Now with the recent price increase (very happy) is it because of their move into convenience stores or is their underlying profit seen to be more "permanent" than "transitory"? Does SPB carry similar characteristics as PKI so that under the right circumstances, they could see a large price increase as well?

Thanks,

Robert
Read Answer Asked by Robert on September 27, 2018
Q: Hi 5i,
Toy has been sliding as of late. A guest on bnn yesterday has said that he blames "trade war" fears. Do you think that the current trade war fears, or tariffs that are happening right now will affect Toy in any meaningful manner? Or are investors selling off for no reason. I realize the old Toys R Us bankruptcy likely kept the stock sideways for a while. But now, that seems to be mostly behind us (is it not?) Leading up to holiday season I would have expected Toy to take another leg up here, especially after last earnings release was showing that they are still into record results despite Toys R Us. Is this setting up to be a great buying opp? Your opinion, thanks.
Read Answer Asked by Shane on September 27, 2018
Q: Good morning,

Do you think all 4 or any of the 4 companies will see improved SP with the announcement that LNG will likely be announced next week - announcement being that it will be a GO!

Thanks,
Sean.
Read Answer Asked by Sean on September 27, 2018
Q: What would be your two top picks in the following sectors:-
Materials, Consumer Cyclical s, Energy, Industrials and Utilities.
Thanks
Ivan
Read Answer Asked by Ivan on September 27, 2018
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