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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: Hello 5i,
I’ve held Toy for a few years. When Toysrus hit last year many of us wrote in expressing concerns about the impact on the company questioning the growth prospects for spinmaster. It seems that management underestimated the impact because it keeps coming up in conference calls. As much as I’d rather not ask this question: should we question the skill of management to manage through this shift in landscape?

I held on to Ebix. Can you comment on earnings and offer an opinion in relative risk between it and CRM( on watch list but no position yet). For a long term hold which would be a better hold throug a market correction?

I’m underwater on sq and want to average down. Should I wait for a better opportunity to bring weighting to 2%? I know 5i is not thrilled at timing questions but how do tech stocks perform over the summer?

Please deduct three questions.
Thank you.
Read Answer Asked by Kat on May 13, 2019
Q: Hello, here are questions related to a Non-Registed portfolio only. Please deduct credits as required.
1) How are capital gains on US stocks taxed?
2) I want to buy Google. Should I use the GOOGL symbol or the GOOG symbol? Does that make any difference in the context of a Non-Registed portfolio?
3) What are the advantage(s) of having a covered call ETF such as ZWU in a diversified portfolio? Regards, Gervais
Read Answer Asked by Gervais on May 13, 2019
Q: Hi Peter/Ryan
I am buy & hold investor. With quarterly results out for couple of mentioned companies, do you think any of these stocks don't fit in that category anymore irrespective of sector or there are better ones ?

Thanks
Read Answer Asked by S on May 10, 2019
Q: Please explain the price surge of Atlassian corp today May 8.
Please comment on the earning release of Spin Master, what should investors do ? Is Zoom Video Communication a buy now with the big price increase after IPO ? What is the reasonable entry point ? Thanks for your excellent service.
Read Answer Asked by Lai Kuen on May 09, 2019
Q: In May of 2017, I purchased some stocks on the advice of a different service than I5.
Including dividends, my returns are as follows:
CSW.A minus 11%
XTC minus 21%
PZA minus 30%

In hindsight, I should have probably cut my losses at some point.
Do you have a suggested trigger to sell after a set loss percentage?
Do any of the above warrant holding or should I sell and reinvest in similar categories? Probably for another 3-4 years.

Thanks for your advice
John
Read Answer Asked by John on May 08, 2019
Q: Two separate questions- deduct as necessary.

Forest product stocks appear to be in a trough right now, and weaker housing starts coupled with over-capacity seem to be holding them back with economic concerns in the background casting a shadow as well. I am wondering if you see a bit of a turning point here given recent capacity cuts, strong employment numbers, and a Fed decision to leave things as they are?

Regarding MFI; I struggle with taking profits too soon, but I have a fairly rapid 30%+ gain here. Your thoughts on its ability to maintain these gains or grind higher would be appreciated.

Thanks!!
Read Answer Asked by Robert on May 06, 2019
Q: Hello Peter & team: What's your opinion on the above mentioned companies which have P/B < 1, and have a decent dividend yield; with LB, TCL.a and MIC as Dividend Aristocrat. In what order of preference will you rank and which to stay away for now. Thank you.
Read Answer Asked by DAVID on May 03, 2019
Q: Hello 5i: I hold GWR and would like to add to Water specifically. Your ideas would be appreciated. Thank you. Barbara
Read Answer Asked by Barbara on May 03, 2019
Q: What do you think the growth potential is for New Flyer going forward 1 year as it has dropped by almost 50% from May 2018. Would also appreciate your comments regarding West Fraser Timber as I have a small investment in the company.
Thank you.
Read Answer Asked by Don on May 02, 2019
Q: I have all these stocks in my non-registered account, I have some money to deploy. My two smallest holdings are CP and WCN, should I add to either one or would you suggest a new stock?
Read Answer Asked by Dorothy on May 02, 2019
Q: On reviewing your responses, I noticed your preference of BYD. Meanwhile, NIO has taken a dive, although this co seems to get also support. How to proceed on these two companies, buy/hold/sell? Would investment in MG or even Ford be preferable?
Thank you for your input!
Read Answer Asked by Sigrid on May 01, 2019
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