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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I've held this company since 2012. Fortunately, I have taken profits several times over the 8 years. With the decline I am undecided on adding to this position or liquidating. Only a 1% position. Based on the fact sheet on their website trailing earnings are sitting at 17.4x PE. Can you please tell me what you have for forward earnings estimates? thanks.
Read Answer Asked by David on March 09, 2020
Q: Has the rationale for the Dutch auction fallen apart now that the shares are currently trading well under the lower limit ($39/share) of the auction. And the shares likely have further to fall given the social distancing effect of Covid-19 on their business. And if the auction was cancelled the shares may trade even lower on the news.

At this point why not cancel the auction, and instead, aggressively buy back as many shares as possible in the market? Maybe GC wont be able to purchase the same number of shares as with the auction but they will get them at a cheaper price. If they still are overcapitalized after the share repurchase they could always start to issue dividends. Nothin' wrong with that!!

Cancelling the auction makes the most sense to me. If they cancel we will have a GREAT opportunity to buy Great Gaming.
Read Answer Asked by Joel on March 09, 2020
Q: Hello
I hold both stocks and liked them so far. I am considering back some more stocks with both stocks currently down with this market volatility.
With the corona virus fear and probably a recession, how do you see both companies outlook based on their overall earnings and management.
Do you still consider PKI as a good growth stock?
Do you suggest waiting for more downturn before buying them ?
Thank you
Read Answer Asked by Kristelle on March 09, 2020
Q: I have a few trades open in my discount brokerage account and it seems to take a really long time to confirm if it was executed or not? Is the retail investor at a disadvantage to trade today. Just looking for our general comments / experience. Thank you

Read Answer Asked by Pierre on March 09, 2020
Q: We have a crisis and I am concerned .
I can’t get a fill with everyone heading for the exits at once .
Nobody in their right mind is buying .
We are in a bit of a helpless situation here .
I had never been so invested . I am underwater on Banks that I have held for years .My high fliers SHOP, LSPD, CSU ,AAPL, etc etc made me a wealthy man ( on paper) . I thought I was reasonably prepared , but I have held on too long. How do you see this recovering ?
Read Answer Asked by Thomas on March 09, 2020
Q: Hello friends,

Given the current market turmoil, I'm watching for good entry prices for companies I'm interested in from all 5i portfolios - including your US stocks recommendations.

However, I'm in a bit of a conundrum - which ones should I snatch first? The ones that went down the most for good or bad reasons or the ones that held-up best?

I'm aware that this depends on my stomach, and perhaps that companies that went down most might recover faster if they have a growth profile, but those that held-up best might continue to do even better during markets recovery.

To give just one example pair: GC or BYD?

Perhaps an article might be written on this theme?

All the best and many thanks that you're here for us!
Iulian
Read Answer Asked by Iulian on March 09, 2020
Q: Hi, I have a bunch of cash looking to deploy in this carnage. I'm a bit underweight in international and emerging markets, however I'm a bit worried about putting new money into these markets compared to the US market when markets do bounce back. How would you recommend I deploy new $ into international, emerging markets, and US/CAD markets over the next few months?
Read Answer Asked by Keith on March 09, 2020
Q: In this market turmoil, with a bear market and very low yields, I would expect the safest stocks both for yield and low price volatility would be REITS and utilities. Both will benefit from low interest rates. I figure utilities will likely benefit from low natural gas and oil prices too. Neither is likely to see profits and revenue impacted due to either the virus or the oil war. Still, both are falling heavily today, anywhere from 5%-9%. I'm assuming these falls are mostly index related, and that over the coming days as the panic selling fades they will start to head up again as people seek safe, reliable yield. Please critique my thinking. Are there REITS and utilities which are Alberta focused you think would diverge from the rest?
Read Answer Asked by John on March 09, 2020
Q: Hi team,

My first time real bloodbath experience. Just wanted to ask if you change your comment about not taking an aggressive stance on VET after this past weekend. Can the company survive with say $30 oil prices for the next 6 months, given the fact their debt to cash flow situation is going to get much worse. Would you buy today or would you expect the price to go even lower?

Thanks for being with us during such exciting times! :)
Read Answer Asked by Saeed on March 09, 2020
Q: Peter; Would you consider this “ capitulation “?
Thanks

Rod
Read Answer Asked by Rodney on March 09, 2020
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