Investment Q&A

Q: I own all of these (similar amounts) and bought LB to boost income. Now its yield is less than the other two do you think it makes sense to switch into the other two? Thanks.

Q: what is expected from ENGH next week for earnings? Thx

Q: I had added QST as a more speculative name with hopes for a 1-2 year move, but it sounds like they might be muted for some time. Would you agree? Could you recommend a couple of names to replace it with better short term growth prospects, or at least with a clearer runway ahead of them?

Q: in answer to Stephen's question today did you mean Capstone was acquired; if so by whom?
Hugh

Q: Hi
How is the debt level and is it a good entry time for FLY.
Regards

Q: Do you know why we got a 6%+ drop in this name on Friday? Did I miss something? Thanks for your help.
Dennis

Q: Do you have any information about how Chartwell is faring in the present crisis, compared to other companies in this industry? Are any of its residences among the 5 disaster cases in Ontario? What about in Quebec and the other provinces? In other words, is there information available that lets us assess how a particular long-term retirement residence company is doing relative to the others?

Q: Hi Team,
I am thinking to buy a small group of China US ADR as growth china group:
TCEHY - Tencent Holding
BABA - Alibaba Group
AACAY- AAC Technologies
XIACY - Xiamoi Corp
HKXCY- Hong Kong Exchange
I will not do it until Trump not going to delist them.
Appreciate your opinion on my List. Or am I crazy ?
Thanks as always and please deduct credits as needed !
Regards, Tak

Q: Hi Peter, one of my first investments after joining 5i, based on your high rating, was Enghouse. It has been a home run for me, up well over 200%! But I'm surprised that such a good stock seems so 'quiet'. I rarely read about it or hear it mentioned on BNN, for example, and see relatively few member questions on it. Does this surprise you? And while you have it B+, it is not in your portfolios and often your ranking of it seems somewhat lukewarm, at least as compared to several other tech stocks. Is this just a $3 billion+ company that is somewhat underappreciated or unknown to many investors? And for that reason or others, do you still see it as a good long-term hold?

Q: I’m under water in this name. Do you recommend selling ,or do you see recovery in a year to 18 months. I’m wondering if I quite likely would be selling at the bottom. Also, do you know if there have been any significant complaints against the company?
Thank you.

Q: Why is BNS down more than the other big 5 banks?

Q: Which stock of these three have the most up side.

Q: Please list,in order of your preference,five Canadian natural gas producers whose stock price would rebound the most significantly in a rising natural gas price scenario.Thanks.

Q: I hold this company and would appreciate your view on it as a buy/hold/sell at the present moment and supporting argument for this opinion. I know that while this is a Canadian company all its holdings are in the US and it pays its dividend in US dollars. I was surprised to learn that those dividends are subject to a US withholding tax. However, I believe that since this is held in a non registered account, the taxes can be recovered at tax time. Am I correct in this regard?
Thanks, Don

Q: Hello, I am planning to sell one of either ET or CAE or NWC to generate cash for the purchase of DocuSign. Which one of the these three would you sell? I understand that they are all good companies currently held in the 5i model portfolios, but I can't make up my mind. Regards, Gervais

Q: Good day,
Which one would you pick and why for a 3 yr hold. KL or ABX.
Thanks,
George

Q: Hi 5i,

Are you aware if People Corp has plans to move from the Venture to the TSX? Their last quarter was excellent and i thought it may have gotten more interest after that but it hasn't done much. It always seems to be a weird trader but their growth looks to be accelerating. Perhaps a move to the TSX would be what they need to get more interest - maybe once they get to the $1B market cap?

Thanks

Q: Morning, 5iTeam,

I am thinking taking a position in XLB and XSB. Would this move make a good pair trade in your opinion?
Cheers,

Q: I am looking to add solid Dividend payers with a history of growing their dividends, and TSM looks like it fits that bill. Plus TSM's Total Return % has risen consistently and impressively over 1,3,5 and 10 year periods. Do you see a significant risk in its not having a 'wide moat'? I'd be looking to add shares during any future Market downturn. Or would you prefer Intel, which has a smaller but decent dividend and currently trading at more of a discount, whereas TSM might be considered to be trading at a Premium right now?
Thank you!

Q: Last year, I purchased ZDH in my mother's retirement account. She is close to 80. It has been a very poor performer, significantly underperforming the international indexes. Performance seemed to be reasonable prior to the market drop in the last few months. Morningstar now rates both ZDI (unhedged) and ZDH (hedged) as two stars, and it now falls to the 4th quartile for most time periods.

I would appreciate your views about ZDH. Would you continue to hold this ETF expecting that it will start to outperform the market, or would you sell it? Do you feel that it has dropped a lot since January due to its sector composition, and will bounce back? If you would sell it, what would you recommend? Dividends are not a priority, but looking for low to medium risk.

Thanks for your excellent advice.