Investment Q&A

Q: I've been shopping at Costco for 20 years but never bought the stock, stupid me. Watching the news and seeing they have opened a store in China and the huge demand there. It appears Costco may have a long runway for growth in China and Internationally. With the run up in price lately, would you start a position now?

Q: With the huge drop in the last few months, do you think this is a better buy now for long term aggressive position?

Q: Hi- could I have your thoughts on results and if you would recommend
a full or half position on this pullback

Q: Hi - could I get your thoughts on ENPH?

Q: This year I have been watching Jim Cramer on CNBC/Mad Money and doing very well with his recommendations. Can you give m your thoughts on these 2 as well as ENPH?

Thanks as always for your Fantastic Service! Austin

Q: Hello,
Have your thoughts on Graftech changed since your last comment? Mohnish Pabrai..a deep value investor took a decent size position on this company. I would love to hear your thoughts. At first glance this seems like a nice niche company with a monopoly in graphite electrodes. Brookefield also seems to an interest in this company. Thank you for your insight.

Shyam

Q: Can you provide a current assessment of each of these. Both have taken a little step down in the past few months. Can you summarize why each pulled back and whether the events that caused it were a blip or a change in fundamentals that one should be concerned about. For a 5 year hold which is better or would you advise equal parts of each?

Q: Anaplan quarter thoughts please.
Thank You, Peter

Q: This company has quite a move in the last 5days. What do you think of the company and any reason for the big jump?

Thx.. Mike

Q: Hi guys,
Please provide a recap on their latest quarter. Do you still like this company?

thanks

Q: Hi team,

I have had some recent success in the large cap consumer space in the U.S. with WMT, TGT and HD, with the first two, in particular, getting good traction in their on-line sales. It seems like the consumer is alive and well in the U.S. and recession fears are certainly not showing in large cap retail. I like to stay with what is working in the market until it doesn’t. So, that brings me to BBY. It also has been moving into on-line sales but had a few stumbles a couple of years ago, if I recall. On the tariff front, I am not sure if it sources a lot of electronics from China or not. I really don’t have a strong view on BBY, and while it looks like good value here, I am not a really a value guy. What are your thoughts?

Thanks again.
Dave H

Q: Jeff Parent on BNN put a $4 target on Kingsway Financial (now domiciled in Delaware), which, indeed, has shown six months of good momentum. Fully valued, or room to grow further?

Q: What 5 companies each in US and Canada do you think have mutlibagger potential like SHOP?

Q: Hello Peter
I have currently investment in Master Card and I am very happy with.
I want to invest in similar companies Like MA or V in Canada.
Please give mi some names of individual stocks or ETFs available to invest on Canadian market in CAD.

Thanks Andrew

Q: I would appreciate your advice on PFE at this time. A buy, hold or sell. Thank you as always. Barbara

Q: Hi 5iTeam,
RTN and UTX agreed to a merger as per announcement this past June. I am thinking of taking a position in RTN and would like to get your thoughts on this.
Cheers,

Q: Hi there,

Your take on Cisco please? It was a top pick last night with the following comments:

"It represents the future of 5G. It is going to be transformational. New management is going to do extremely well here. (Analysts’ price target is $54.04)"

Do you like this? Is it a buy and why?

Q: i own ayx, would you own rpd as well, do you prefer one over the other.
team you seem to really like this one,all 3 are cloud based saas, how do you rank them or own all 3.
and unrelated real matters keeps hitting 52 week highs, would you buy it today.dave

Q: Looking at adding one of TMO or ISRG to my TFSA. Can I have your analysis of both and your opinion as to which one would best be suited to a portfolio built towards capital preservation with some growth. Your opinion is greatly appreciated.
Thanks

Q: Hello, Sent a question earlier and your reply is as follows;

PA recommends to reduce my technology exposure which is at 38%. Only problem is I am unsure which tickers to get rid of, like them all.

In my RRSP; OTEX at 4% and XAW at 21% not a direct tech exposure but does hold plenty of tech, just not sure how much.

LIRA: SHOP at 6.5%( recently chopped it from 9% to 5%), LSPD 5%, KXS 3%, QST 2.2%,

TSFA: CUSat 5%

Which one would you pull the plug on?

Tks

Asked by Rino on August 22, 2019
5i Research Answer:

XAW is currently about 22% technology. We like all the names here, and there is nothing stopping you from selling some of each if you want to lower exposure. XAW at 21% is a large position and could also be moved to 15% or so in our view. It has not performed so well either. If you want to sell just one we would lean to QST as the smallest and riskiest.

I should have also mentioned that PA also suggest to reduce my canadian exposure which is above 60%. That is the reason why my XAW exposure is at 21%. Having said that if I were to sell roughly 6% of XAW, can you suggest another non canadian etf to invest in? Seeing that XAW covers basically everything for my international exposure.

Thanks again!