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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: Hi 5i team,

I like the big cap Consumer Discretionary names for growth, and with lower beta than the tech names I own. I think the U.S. consumer is still alive and well. There hasn’t been a question on TGT since it issued its earnings warning in mid-January, as SSS were slower than expected over the Xmas season. If I recall, TGT attributed it to softness in toys and electronics, which it brushed off as not being key categories. The stock sold off but is coming back, so I think that warning is now baked in for the Q4 results. Since then, we have the coronavirus and many factories in China are closed. I think TGT sources many products from China. There could be another warning coming from TGT for Q1 on inability to secure product. What do you think of TGT here?

Thanks again for the insight.
Dave
Read Answer Asked by Dave on February 18, 2020
Q: Hello. I’m interested in hearing your take on Simulations Plus (SLP on NASDAQ) with regards to its fundamentals, prospects, valuation, etc. I understand you may not have a lot to say about this lesser known company, but anything would be appreciated. Thanks.
Read Answer Asked by Laxmyharan on February 18, 2020
Q: I currently hold the listed equities in my TFSA, advised by a newsletter that will be winding down in a year. When this happens, I will likely liquidate my current TFSA holdings. Understanding that you cannot give personal advice, which of the following strategies do you think would be most likely to generate a longterm annualized return of 10+%?

1) Allocate the proceeds to 30% ZSP, 30% VGG, 20% XEF, 20% VEE, and hold these longterm, rebalancing annually to maintain original allocations
2) Allocate the proceeds in the 5i Growth Portfolio - I am already overweight Canada in general, so I don't really like this option
3) Allocate the proceeds into 5i's favourite growth/total return potential 8-10 US equities at the time, and then periodically ask 5i say, every three months, if there has been any change in this roster of 'favourites', (if you select this, I will ask for specific names in a followup question)

Parenthetically, I would absolutely love it if 5i would add a US-based portfolio to go along with the current three Canadian-focused portfolios, and would be willing to pay significantly more for my annual subscription to access this (reviewing the QandA, one already has a good idea what the 5i ' US favourites' are, it would just be nice to have this presented as a regular growth-oriented portfolio). I reviewed the Investor Suite and don't feel I would make good use of many of the tools, reports, and features offered in that comprehensive suite.

Thank you, and please deduct as many credits as deemed appropriate.
Read Answer Asked by Walter on February 18, 2020
Q: I was very lucky to have purchased Disney the day before in jumped to $153.
unfortunately it has now returned to almost my purchase price of $138.
with the coronavirus affecting their parks in China and Hong Kong quite extensively, would you suggest selling and hoping to purchase later after the
medical disaster has been eradicated? or is there enough strength in the overall company to just wait and see what happens!
ed in Montreal
Read Answer Asked by ed on February 14, 2020
Q: I have been watching AYX, NVDA and ROKU for a while, but haven't bought any of them yet. If you were to buy them today, please rank 1st, 2nd, and 3rd in the order that you would buy them.

According to RBC, ROKU has 118.1 M shares, and of that only 64.235 M are floating shares. The short interest is about 14% of the float. On Friday Feb 14th, the volume of shares traded was 63.1 M. That's 98.2% of the floating shares were traded. Can you help me understand what this information can tell you? On the surface every floating share was traded, but really some shares were traded multiple times throughout the day. When the volume of trading is this high compared to the float, what does this trading pattern indicate?
Read Answer Asked by Paul on February 14, 2020
Q: CSIQ is back on the top of its range, part of me want to sell as it has been cycling back from there a few times, and part wonders if this a start to a better story with renewables being in favor and making this a good growth story. what is your opinion? besides a hedge fund buying a position is there any othr worthy news? what are expected earnings?
Thank you.
Read Answer Asked by francois on February 14, 2020
Q: General market question. Jim Cramer is suggesting that while Coronavirus persists as potential disruptor that can't be quantified, more subjectively valued stocks like those in the cloud - say TTD, AYX etc - or those like Tesla will see gains as people buy on growth and momentum. His belief is that these stocks are being bought based on growth alone whereas the market would hold more traditional companies like Cisco, Caterpillar or Home Depot to account based on potential impact of the virus disrupting sales.

My question is whether you agree with his thesis that the cloud stocks will continue to do well as Corona uncertainty lingers or if they stand to fall the most if worst case fears are realized.

As a follow up, if one were to keep only one of Home Depot, TTD or Cisco in current times, which would you hold?
Read Answer Asked by Tim on February 14, 2020
Q: Hi. Currently UTX is about 3.2% of my portfolio and I am considering bumping it up to 4.5% as part of a portfolio restricting exercise. The question is, should I do it now or wait until it splits into three separate companies. I usually try to keep my portfolio at 20 stocks and this split doesn't help with that goal, but I have read that stocks which split tend to do well post-split. I would greatly appreciate your views. thanks, J
Read Answer Asked by John on February 14, 2020
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