Investment Q&A

Q: Hi Team,
Just wondering if you have any thoughts on the investment quality of CWS, an ETF created by Eddy Elfenbein of Crossing Wall Street. I see it is only around $14M US in size and about two years old. It’s meant to be a mid-cap growth fund with low turnover (5 trades once per year) and has a 0.68% MER. Thank you, Michael

Q: Would you recommend QQQ at this level for a long term hold ?

Q: What's happening w/SHOP in pre-market?? 10% down. Same w/SQ..11% down.
Thx!

Q: What are your thoughts on NEO at the current price, having dropped after missing one quarter even though they have been beating estimates in prior quarters?

Q: Hi Team, Sorry if asking again (asked on Friday) In the Consumer Staples, I hold PBH and will be adding some more and ATD.B. Would like to add a U.S. name, WMT or EL. Which would offer some growth in a volatile market? Total exposure to space would be about 12%Thank-you in advance. Sam

Q: Can you please comment on RPD. Would you recommend to sell?

Q: As a retired person I am always looking for high yield investments.
So I look at something like HHL from Harvest. It holds 20 equal weighted mainly US healthcare stocks. A solid sector with good long term demographics. I see their current yield on what they are paying out is 8.67% - all capital gains - great! But I see the average dividend yield on the stocks held is only 1.96%. How can that be? Seems it’s done using covered calls Not sure how that works but sounds like it creates added risk. What if the covered call $ generated isn’t enough to meet their intended distribution? Where does the extra $ go if covered call exceeds the distribution.

So I investigate the industry a little more and I see words like- total return swap based, inverse, currency hedged, low/ high volatility, fund of funds, proprietary methodology, 2x returns etc., and I start to wonder what’s going on?

Then I remember the term “ flow through shares” of some time ago and say to myself “ it’s déjà vu all over again.

Derek

Q: Please comment on recent numbers, I am puzzled by share price lack of performance??

Q: Is tax loss selling strictly a Canadian phenomenon due to tax laws or is it a strategy available in the US as well?

Q: Just to say that I really enjoyed reading the articles in your Money saver Special Edition. In the Feature written by Moez Mahrez called Future Proofing Your Portfolio I would appreciate your opinion on BOTZ with respect to performance to date and risk level. Thanks.

Q: Good Morning -- With Black Friday upon us combined with Best Buy's recent pullback -- can you see this as a short term trade if it gets a nice bounce?

Fallback would be to hold it a maximum of 24 months.

Thanks,
Raymond

Q: I can see that I was one of many concerned about Nvidia's reporting later that day. Peter wrote in on Nov. 15 in the morning asking about analyst's expectations on Nvidia's numbers. You told him it was 1.92 EPS and 3.2B for revenue. These numbers didn't mean anything to me. I hope the next time you can elaborate such as these numbers don't look good or they do look good, etc.. Or when companies that 5i clients own and they have a possible bad number reporting, you could make note of that ahead of time. Thank you Dennis

Q: I have a question about UNH.can you provide an updated view on Unh investment appeal?

Q: I have some cash to deploy. Can you state your order of preference please.
Thanks a lot.

Q: Do you have any 5G technology companies worth looking into or is it too early to get involved in this area ?

Q: Any ideas why Nobilis is popping today?

Q: In a previous question you suggested that WBA could possibly be a good short. That sort of threw me because I thought of it a safe defensive stock not unlike a loblaw, shoppers kind of stock. I have held it about 7years now at probably a triple. Would you think it is fairly valued. (not likely due to the short recommendation) Would you sell all or a portion. And if yes could you recommend a US replacement. Thank you as always

Q: Please comment on NVDA earning release, is it a good entry point or wait till late
November or December ?
If I make tax loss transaction in my investment account and buy back the same stock in my TFSA account ( within allowable limit ) would I be penalized ?

Thanks a lot for your expert opinion.

Q: Can you please comment on Macy’s earnings today.

Q: Please advise what analyst's expectations are for NVDA's quarterly release which will be issued after the bell today.

Thank you, Peter