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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
In yesterday’s Q&A you replied to a question from Glen that one of your important considerations when assessing a company was “strong management”. I couldn’t agree with you more. Would you consider adding a management rating to the “report card” section of your company reports?
And on that note would you supply 6 companies that have admirable management and board teams.
Many thanks
Read Answer Asked by Les on April 30, 2018
Q: If one believes that the move to a hydrogen economy is inevitable where should they be investing? My sense is that Shell is one of the better plays from a supplier perspective (c/w 5% dividend on the ADR) and maybe Toyota from a transportation perspective. However, neither offers a particularly inspiring 5 year chart. Do you have any better suggestions (possibly Canadian, though I am looking for a relatively secure name rather than a small start-up)?

Thanks for all your help; all responses on your site seem to contain something I find useful.
Read Answer Asked by David on April 30, 2018
Q: Hi Everyone at 5i! Could please list for me 5 companies , of any type, with good valuation, that have a niche or moat and are worth investing in at this point in time. Thank you, Tamara
Read Answer Asked by Tamara on April 23, 2018
Q: Hi 5i team,
From your 3 portfolios, which are the stocks that interlisted on US exchanges, and which stock pay their dividends in US$? Thanks.
Read Answer Asked by Willie on April 20, 2018
Q: Hello 5i Team,

Wondering if you can give me some direction in finding a watchlist/portfolio tracking tool that shows (near) real-time headlines of press releases and other related news (as it's published) in a column beside the list of stocks.
Globeinvestor used to be configured this way, but they have made many recent "improvements" to their tools. I can find new press releases, but I have to go into a menu for each individual stock. This is very onerous, as there are about 80 different stocks from several countries in my watch list. I have asked the Globe's Help Desk if changes will be made. They replied that other Gloveinvestor subscribers are also asking for this, but they can't say if/when changes will be made to add to or change the current configuration.

I asked for advice through the 5i Forum, and as such, set up a watchlist on Morningstar. However, I find many of the news items/press releases missing, or not published in a timely manner.

I know I am missing out on some important information that is affecting my potential trading decisions. Sometimes this works to my advantage (so that I don't make knee-jerk decisions), but for the most part, I would rather know what's happening with my stocks sooner than later.

Thanks very much,

Brad
Read Answer Asked by Bradley on April 18, 2018
Q: Do you think that the significant increase in SHOP on Tuesday was due in whole or in part to AMZN's release of its international shopping app? I own both companies so if this is the case, are SHOP's fortunes so tied to those of AMZN so as to present significant concentration risk?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on April 18, 2018
Q: In a well diversified portfolio which one of these three companies would you choose for a long-term hold and with a view of an increased probability for a recession by the end of 2019? Can you please comment on your investment rationale?
Thanks
Read Answer Asked by Yvonne on April 18, 2018
Q: Can I get your thoughts on the finding that it is 13 times more expensive to mine certain metals, copper and gold in this study, from ore than through 'urban mining'. Are there public companies currently doing this in North America? Any that have plans to or are looking into it? Thanks.

https://www.acs.org/content/acs/en/pressroom/newsreleases/2018/april/pulling-valuable-metals-from-e-waste-makes-financial-sense.html
Read Answer Asked by Marco on April 09, 2018
Q: Hi could I please have your opinion on eCobalt Solutions as a speculative Cobalt company. I looked at the Thompson Reuters evaluation on TD waterhouse and they give it a "10" out of 10 rating. Also 2 analysts list it as a "strong buy". With the Cobalt price surging I'm looking for a way to benefit from the growth in demand, but with a company that has no ties to the Congo. Do you see potential in this company for a small hold? Technically it is right at the 200 day moving average.
Read Answer Asked by Kel on April 05, 2018
Q: What is your opinion of ITP as a long term hold? Do you prefer other companies in the same sector like CCL?
Read Answer Asked by Gary on March 29, 2018
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