Q: Good morning,
What is your thoughts on the Mar 31,2020 earnings reports from KL and ABX. Are they a buy at these prices and which one would you pick first.
Q: Hi Peter and 5i:
Thanks you for all your sage advice during the C19 situation. The question and answer part of your website is invaluable. Also thanks for the special reports you've issued.
I have almost a full position in KXS with the gains from the past year. It is in my TFSA. I'm starting to build a position in DSG with my TFSA yearly contributions. With the run up of KXS would you trim a bit and put the proceeds to DSG. Or just let it run? I know you still like it a ton.
Q: I held this company a fair while before the big acquisition. I sold for tax loss in Dec. and then bought back in Jan. for $16/sh; then, CV-19. They are still a major printer; so, I am thinking that they are not doing as much with all the closures. Do you think this is baked into the stock? How much debt. have they been paying off and do you think the dividend is sustainable? I am thinking of adding to my position - a tiny % of my total holdings of approx. 30 stocks.
Q: Quarterly was not too good yet it is up 21% as of noon 7 May. Also, the longer people are out of work the more unlikely they will be able to pay their bills. It seems to me that the first to default would be those who have weaker credit ratings and likely to go to an institution such as GOEASY. I hold GOEASY and am doing well but I am a bit concerned. What am I missing?
Q: Since this ETF holds companies that have been increasing their dividends for 5 years, I am concerned that they will have to sell a bunch of their holdings at a low price if they do not increase their dividends this year. How does this work and should I be concerned?
Q: Hello 5i team, Would like your take on photons recent earnings,seems they crushed it.Is this sustainable or just one off. How do you view them going forward. Thanks Mike
Q: Hi, I know you don't follow this company but can you provide your thoughts on how expensive its, growth outlook, debt level and general thoughts you might have on if it is attractive?
Thank you
Q: I am looking to add some Industrials to my US holdings and wondered if Air Transport Services Group might be a likely candidate. Does it have the same ability to move as Cargojet (no pun intended!) and be a viable addition for some time to come? Is there "balance sheet strength" to this one?
Q: Hi Peter & 5i, Hope you are keeping safe. Is there any overlap with ZSP & ZUQ, is it okay to have both in a portfolio. Also what do you think of OGIG in a portfolio for the Tech sector. It has 65% in the USA, 20% in Hong Kong. Thanks for the great work.
Ivan