Investment Q&A

Q: What do you think Iger is going to do to put his stamp on DIS again? He already got rid of Chapek and his lieutenant. Is he just going to do some more re-structuring and stay the course for 2 more years while he picks a successor. Or will he do some bolder moves as he has done in the past? He is perceived as a visionary and has acquired Pixar, Marvel and Fox over the years. What are the odds that he makes a big acquisition in streaming such as NFLX, ROKU or PARA? What are the odds that he sells DIS? Years ago, it was speculated that he had such discussions with Steve Jobs.

Thoughts?

Q: Are you concerned with ABBV debt to equity of 4.35? If not why? Thanks.

Q: With this nice pop, would you move on?

Q: Do you think this is a good time to buy value stocks? If so can you name 6 Canadian Stk.

Q: Where would you put initial investment, CNR, CP, TFII, or US rail stocks and why?
Thanks again

Q: Which US ETFs do you feel best represent the S&P small cap and mid-cap index? Are there any Canadian equivalents?

Q: Upon contacting TD WebBroker to purchase an High Interest Savings account ETF, I was informed that they don't broker these products. How does one invest in these funds? Much appreciated.

Q: 5i, What is the real truth on oil supplies?? I follow Eric Nuttall fairly close and he has claimed for the past year that oil reserves are way under what they need to be. He forecasts oil to be up for at least the next 6 years. His philosiphy is that Co. are commited to share buy backs and div. increases as opposed to future
capital expenditures. He goes so far as to say it really doesnt matter what the Saudis do long run.
On the other hand BNN reports this morning the Saudis will increase supply and oil market drops like a rock. Saudis deny report and oil back to 80 dollars. Two extreme views. What do you see as being correct.?? I feel oil and gas will be around a long time. At least until a replacement has been found. Thanks for opinion Ken

Q: ETF's aside, are you able to rank what you feel may be the most attractive REIT types for the long term:
Storage, Cell Towers, Apartment / Residential, Industrial, Retail, Office, Healthcare, Hotel, and any other you might think are worthy of ranking.

I do recognize that there can be good and bad companies within these sub-sectors. Just trying to get a feel for which may be more attractive before drilling down to that level.

Q: I have the above ETF,s in my TFSA in roughly equal weights along with a number of stocks. Is there sugnifcat any over lap here? Where would add first or all equaly? I know your not a fan of covered call ETSs. Any suggested changes or additions?

Q: As STIP and TIP have ceased to pay their previously excellent distributions, I have been looking for alternatives with similar distribution, diversification and volatility characteristics. XHY seems a valid choice; however, can you comment/provide alternatives? Thanks.

Q: You mentioned in a recent answer that you did not like the price action on CTS. Does the strategic review change anything ? I am up about 10% on my holdings (recent purchase) and happy to cash out and take the money and run ...it's been a brutal year !!!! My cost base is $ 4.45 and shares are now at $ 4.91. Or would you recommend holding until we get more clarity into the review ??

Q: What does the market expect this quarter?


Thx

Q: Hello 5i,
May we have your take on ATD’s earnings?

Many thanks,

Q: Rosenberg posted this to Twitter today. 60/40 split is not dead.

David Rosenberg

An early holiday gift: Don’t look now but the much-maligned 60/40 asset mix has delivered a +7% net positive return over the past month! The phoenix is finally rising from the ashes.

Q: just wondering if you were going to open a resp for a grandson which stock would you start out with as time horizon of probally around 18 years with todays prices? would you stick with a dividend paying bluechip stock or more of a small cap or mid cap stock and name top 5 if you would.

Q: How would you guys rate the above tech companies going out 3 years, I want to do some rebalancing by selling some shares of the weakest and putting the proceeds into the strongest. Thank you

Q: Appreciate the updated report on this stock I've held for a long time on your recommendations.

I was struck at how different the gross profit and net profit margins were (62.25% : -0.46%) as stated in your latest report.

Has KXS addressed how they intend to improve their net profit margin?

Thx,

Cam

Q: Hi 5i, only one question ever on VBNK (note new ticker - your system says VB) and it's an old one. I bought years ago, sold 25% at over 100% profit, failed to sell more, watched it descend, now just doubled down. I'm not trained in finance but to me the income statement over 4 years is good (though some expenses up), balance sheet is good to strong, cash flow good but two indicators (investing cash flow and financing cash flow) are negative, and operating cash flow has slowed (down 50% over 4 years). Nicely profitable, low debt, good business model, expanding into US (hopefully a good thing!), what's not to like?

Thanks for all you do
John

Q: I am heavy in the energy particuliarily oil sector--betting on a sort supply due to cutbacks in the field and lack of investment.

Do you think this id a good idea?What is the future of oil?

Thanks