Investment Q&A

Q: Gentlemen,
On my Cons Discr sector (7.2% total PF) ,
NFI 3.1%, BABA 2%, plus small position on TSGI, TOY, DOO equal weight.
Adding 1% cash, on which name 5IR suggest, long term ? Thanks. Best Regards

Q: Even with the 125M buy back, wouldn't it be a good time to take advantage of the recent drop considering they have 986M of FCF right now? All of the metrics are cheap compared to other banks when looking on Morning Star.

Would it be a good idea to average down my cost or do you think it would drop more?

Q: Hi Group any idea why WEF is down so much today (its off double the % that West Fraser / other lumber stock) The sector appears to be slipping downwards??

Q: the stock was down because the FDA placed a hold on its sickle cell drug until some questions are answered. It was down 20% overnight but now down 9%. Is it time to sell?

Q: Peter/Ryan, RESP to be used starting in 3 years has BNS, GUD, OTC & PHO all ~15% + 40% cash. Would COV and/or VB be good additions ~10% each ? What else would you add or subtract ? Thank you.

Q: Hi Guys,

Can you please comment on Novo Resources drill results released today.

Thanks

Dave

Q: Hi:
It was mentioned on BNN by a Ian Shaffer that he believes that this company has prospects for exponential growth like Amazon has had.
Your thoughts please.
Thanks,
BEN.

Q: Good Afternoon,
one month ago I purchased 100 shares of (CHTR) and I am wondering if I made a mistake?? Would you please give me your detailed opinion on this stock. Thank you for your valued reply.
Baldur

Q: Will the tariffs have a negative impact on Russel Metals?

Q: Morning,5/29 BEW declared 1)1st Q results & 2)sale of 20k units of M-1oT sensors.Previously stated by 5i,management owns 30%.Your view of above & going forward.Thanks for u usual great services & opinions.

Q: Your opinion please. Is it dependent on NAFTA ?

Q: Hello Peter and the team,

Linamar's price has fallen a lot since the earning release. What is the company's outlook next 1-2 years? Is it a good time to buy a partial position? If yes, is it better in TFSA or taxable account?

If you see the same question, please disregard the 1st one. I posted the same question this afternoon, but I couldn't find it.

Thanks.

Q: CPX stock has done pretty well lately, better than many of its utility peers. Do you still regard it as a so-so buy?

Q: Hello 5i team,

Today's Globe & Mail:
http://gold.globeinvestor.com/servlet/ArticleNews/story/RTGAM/20180531/ellipsis_OK5KOAGTGVAVZNM33Q4DTLYU4U/stocks/news

Two analysts re-rated Descartes Systems following release of 1st Qtr earning. One analyst (Laurentian Bank), re-rated the stock to "Hold from Buy" on valuation concerns and a slight miss on adjusted earning while all other metrics were higher than analysts' estimates, and then went on and commented on the company's strong potential growth going forward and increased his target to US $32.50. The other analyst (Canaccord), rated the stock a "Buy" and increased his target to US $35.00 from US $34.00. The analyst commented on the company's consistency, M&A activity providing the company's with faster growth segments with expected EBITDA growth of 15% suggesting the stock deserves a premium. Meanwhile the market reacted by selling down the stock with a mid-day drop of CAD $2.00. What gives? Please help me understand what drives markets in the short term and what is your recommendation on Descartes going forward.

Thank you!

Q: I have held these two stocks for a number of years and I am a great deal under water on both.Would you recommend selling these at this time and move on to GC or DOO or maybe some other stocks you may suggest.
Regards Allen

Q: I would like your opinion on Altagas receipts - what are current prospects?

Thank you!

Q: It looks like Alaris doesn’t cover it’s dividend currently. Wanted to make sure I was correct. If so how long could they maintain their divided before having to cut?

Q: So now it makes sense why it crashed with no "news" I mean no news for us, but the promoters of the stock, new well in advance of all the inside maneuvers and took their profits , while dumb money are .. well dump money. Pretty much all health care stocks have been a disaster: PHM, CXR, PLI, CRH. The only way to make money on this type of stocks is to be early and leave once everybody is talking about them.

Q: Hi Peter
What your thoughts on BNS acquisition .Heavy discount on the stock $2.09 from todays close after a discount from this weeks earning release total 4 plus$ heavy hit for shareholders .
I am very interested in your opinion on this acquisition
Kind Regards
Stan.

Q: Hi Team,
My question is China Mobile (CHL) and China Mobile HK (CHLKF) are they the same company - one listed in China and one listed in Hong Kong ?
I understand you are not specialize in US ADR, I sure hope you can have an answer for my question.
But if no, I understand !
Thanks as Always ,
Tak