Investment Q&A

Q: FN: The stock price has taken a dive today. On Thu. it was $26.59, and at a low point today it was 25.08, a 6% decline. I don't see any news. Do you know why?

Q: Can you provide an analysis of this ETF. I currently own JP Morgan but was looking to add another position in US Banks.

Q: I bought in November around $30. Should I Hold or Sell? Thanks!

Q: do you think this is a good time to buy a bank stock or the ETF. for a long term hold? could you list your top 3 Cdn banks? thanks Jack

Q: Hello 5i
I hold full positions in the above 5 companies in my tfsa and am looking for a replacement for EFN. I am interested in growth and am not concerned with volatility. Also interested in a mid term hold. Many thanks.
Les

Q: The long-term chart seems to show that the downtrend is over. Going back to 2014, the stock was 12.00. Then the oil crash happenned and they suspended the 4% dividend. Today it's 4.80. I'm trying to decide if this is the time to get back in. Gold and commodity prices being up... is this what Cannacord needs to return to its previous highs? Thank you!

Q: Down about 11%. Is it time to sell and allocate funds to CLX, RRX, BUS or other 5i recommendations?

Thanks
Dave.

Q: I have small positions in zwb and zwc. Would you recommend consolidating into zwc as it has a position in most Canadian banks. Which would you prefer for a long term hold in an rrsp account for income and stability of yield? Thanx for your services.

Q: I have been holding both the above for some time, down considerably. Should I hold or sell, if sell possible replacement?? My other financials are BNS, SLF ITC. Thanks Jim

Q: Hi what type of companies would be looking at CBL and if they do go private is it a shorter process than if it was bought out by another publicly traded company (less approvals needed or the same ?)
Thanks,
David

Q: I believe the ticker is CRWN. How does it compare is Alaris and or other alternative lenders? Is it to early to step in here? Thanks guys.

Q: In your response to a subscriber you called this sleepy stock. Fairfax Financial has made strategic portfolio investment which company says money will be for acquisition. Can you endorse adding to my small position before this stock wakes up and runs.
Best Regards
Harold

Q: With the trillions of dollars held offshore by US Corporations what would be the impact to European Banks when Trump approves the repatriation of these funds back to USA at a low tax rate. Would monies out of the USA be on deposit or held in government short term investments or US Treasuries. Would there be any negative impact to European Banks or local currencies ie Euro or pound etc when money is brought back to USA ? Bob

Q: FYI, BMO just started covering FSZ with an OUTPERFORM rating. The added exposure bodes well, congratulations on picking another winner ahead of the pack!

Initiating Coverage of the Small-Cap Canadian Asset Managers: BMO Capital Markets analyst Nik Priebe launched coverage
on the Canadian asset managers. In general, he believes the asset managers offer competitive dividend yields and attractive valuation
multiples in the context of historic averages. Dividend yields of 5-6% are largely covered by free cash flow. The small-cap
asset managers also provide a significant degree of insider ownership, which we view as a positive attribute supporting a better
alignment of management interests with those of shareholders. Lastly, for investors concerned about the impact of new mutual
fund regulations, the small-cap asset managers offer lower exposure owing to a diversified asset mix. His coverage includes:
- Fiera Capital (Outperform): provides investors with exposure to a unique growth strategy, strong earnings momentum, and a
competitive dividend yield.

Q: Can you give me your opinion on RIT, XUT AND HWF. I am looking primarily for yield but also some growth potential.
Thank you

Q: How do Callidus Capital's earnings look?

What do you think of management's comment "Early expressions of interest support initial valuations that would translate into a price received by tendering shareholders that is consistent with the previously disclosed valuation range provided by National Bank Financial ($18 to $22 per share) that accompanied the SIB in April 2016".

I'm thinking about initiating a position but get I also get nervous when management starts throwing out guesses as to what they think their shares are worth.

Thanks.

John

Q: Hi Peter and Ryan, I have held Lloyds and Santander for a long time still down 35%. Should I sell both due to the uncertainty of Briex and buy some more BAC, C, TD, BNS That are also held in equal amounts. US Banks are ADR's.
Do you know when Lloyds will receive the next Dividend and how much it will be ?
Thank you, to you and all your staff for excellent advice, I have all the stocks in your Balanced and Growth Portfolio's and the best performance I've ever had. --- Ian

Q: Hi,

Thank you for the report on FSZ. It seems like a good company trading at a low valuation. Why has FSZ's share price fared so poorly over the past 5 years or so? (It seems to trade for a lower price than it did 5 years ago). Does the fact that FSZ's share price has declined for most of the past few years affect its rating?

Thanks,
IF

Q: I understand you’re not keen on the split corps and I have read all the DFN commentary, that aside what are your thoughts and do you have metrics for FFN?

Q: This was a company strongly recommended by 5i and specifically to me from a question I asked not long ago. How did this one slip thru your research net?