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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 Team. My understanding is that there are 2 significant issues here. US tariffs, and recent miss on performance. I've just recently started managing my own rsp, I'm finding mg to be the toughest decision I've had to make so far. I read that the stock could drop by as much as 30% if the tariffs go through. I've read mostly positive feedback from 5i on MG. Can you help quantify the risk over the next 2 months to a year?
Thanks
Read Answer Asked by Dan on August 24, 2018
Q: I had just recently bought this company in my TFSA prior to the 2nd quarter earnings report, and the stock has dropped over 25% since my initial purchase. It would seem that 5i still likes the company do you consider the market reaction overblown, would you consider averaging down with this company or would you hold the position for the longer term.
Thanks Tom
Read Answer Asked by Thomas on August 23, 2018
Q: My non registered portfolio consists of blue chip dividend stocks and the goal is to keep the stocks forever and use the dividends only. I’d like to add BCE as the dividend is great, but I’m on the fence because it seems to have less growth going forward and more competition. What is the thesis for buying bce and what are the risks?
Read Answer Asked by Carla on August 20, 2018
Q: With regards to Covalon and their contract with Saudi Arabia. They have stated that the current diplomatic squabble does not effect their business. Are you aware of any terms of the contract and/or delivery of product or payment schedule that has or is scheduled to happen? I'm just trying to determine if despite the rhetoric it's not effecting or delaying the terms of the contract.
Read Answer Asked by Marty on August 20, 2018
Q: My 20 year old son has been investing based on your balanced portfolio. He has little need for income currently as he has at least two more years in school. Those costs are covered by an RESP. His financials holdings consist of BNS and ECN. Do you see any value in selling ECN and replacing it with either SLF or GSY? Is there any possible catalyst that will start ECN on an upward trajectory?
Read Answer Asked by Paul on August 20, 2018
Q: I like the idea of New Look Vision rolling up prescription eye glass companies. I just spent a lot for a little bit of plastic in front of my eyes. I'm not sure why BCI does not perform better. Are there a lot of intangibles in their balance sheet. My real question is whether hearing aids are part of their business. If not is there a similar company that specializes in hear aid companies?
Read Answer Asked by Brian on August 20, 2018
Q: Hi 5I,
If I'm not mistaken the US is slowly opening up to online gambling which clearly will benefit TSGI . My question is more related to the psychology around how fast or slow these markets are opening up. After all Vegas and all the casino operators exist so gambling itself is not a problem. How does it differ being an online industry ? I never could work this bit out.
Thanks
Read Answer Asked by mike on August 20, 2018
Q: Good Morning;
Both companies appear to have been caught in recent Tech sector selloff. Both also continue to struggle to recover. Has anything changed in underlying fundamentals of either company that would cause concern or limit growth prospects going forward? In addition, was the market reaction extreme and would you expect a (partial) bounce back up or will both companies require some catalyst to maintain/gain growth and regain lost share value?
Thank you
Ian
Read Answer Asked by Ian on August 20, 2018
Q: I currently own TOY (my only holding for Cyclical Consumer). I did have MG but sold it. I am wondering for a RRSP with a long time frame which 2-3 stocks of the list BCI, DOL, DOO. GSY, CCL.B. AW.UN which be best as I am trying to increase my holdings in this sector.
Thanks
Read Answer Asked on August 20, 2018
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