Investment Q&A

Q: With Broadcom warning of a slowdown, how will this affect
PHO and the sentiment on the sector.
In another words, do you think the semis are still a few quarters
away from doing well?

Thanks

Q: Is it timely to start a position in Cov after recent Q.Thanks foru usual great views & services. Raptors is the champ

Q: Is there much of a short interest in LSPD?

Thanks. Peter

Q: Hello 5i,
for my grandchildren ages 7 and 10 with $26,336 invested for them: 20% in LSPD, 20% MCR 30% XDY and 30% XHY for somegrowth and some income. Would this mix and distribution be considered appropriate for them and if not could you suggest an appropriate one?
Thank you
Stanley

Q: Good morning,
Looking for your commentary on a new offering of Senior Sub unsecured debentures issued by Fiera capital this morning, carrying a 5.60% coupon, due July of 2024. How do this look to you ?

Thank you

Q: GUD is moving nicely last 24 hours, I see no news do you ?
Thanks for your help.

Q: Hi Peter & team,
In June 2018, you upgraded TSGI to A-. Are you planning in updating this Report? and if so, would you be maintaining the grade of A- ?
Also, would you recommend averaging down on an original buy of $37.00 as long as one keeps the 2% recommended earlier today?
Thank you!

Q: If you have not yet own Lspd, would you get in today's current price or wait for pull back? Thanks

Q: Hi there, I bought a position in light speed at 21ish and was wondering if it’s gone parabolic in the short term. Momentum looks like it’s building well but has it run too far too fast?

Q: Any reason for the recent decline in the above 2 stocks. Is it timely to start a position,& if so what %? Thanks for u usual great services & views

Q: Bought lspd at 23 it’s now in the 32 dollar per share range . Should I take some money off the table or do you like it’s long term prospects?

Q: Hi Peter, Ryan, and Team,

In the SYZ website, they list their various software solutions, and I notice that a lot are geared towards the public sector. With many governments adopting a "cutback" stance, both in Canada and the US, could this be one factor that's causing a drag on their share price? Unfortunately, our 0.8% weighting in SYZ was purchased close to its peak (at 13.49) and it's now trading at 11.10. Given my concerns about its product lineup, is it worth holding (in a TFSA) or is it time to move on? If a move is suggested, please list some possible alternatives in the same sector, both "aggressive", and "conservative". We already own these stocks in our combined portfolio, followed by their weightings:
CSU - 5.6%
ENGH - 2.6%
KXS - 1.1%
OTEX - 4.3%
XIT - 0.8% (we use XIT since it's commission-free with iTrade).

Thanks in advance for your valued advice.

Q: There has recently been a lot of shares sold by insiders. Is this a concern?

Q: Is it time to let these two go or are they still a hold?

Lyle

Q: Outsized move for something as staid as RPI! How does this play WR to the Liberal upcoming ban on single use plastic? Connected?

TIA

Q: Hi guys,
Thank you for giving novice investors chances to hear professional opinions about everything in investing.
What do you think about current trend for PLC short and mid term based on today price. I read your report and know your opinion long term.
Thank you!

Q: As a long term owner 20 years plus i have been trimming annually.
My question is should research start now as the effect Trudeau decree this morning on single use plastic are going to have on these two companies.
Will 5i conduct this research or should the investor
Kind regards
Stan

Q: Do you know what is going on with this stock all of sudden?
Thank you!

Q: Mornin'
I'm thinking about taking a hit on TSGI (in at over $32) and buying LSPD based on the logic of LSPD having much more upside momentum in the near term. What do you think?

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.