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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: It has been 6 months since you last commented on CTS so I would appreciate your assessment of their Q3 results that were released on 20 Nov. Clearly the market liked what it saw as the SP took off although it has now checked back 26% from its high water mark of $1.72. But the company looks to be on the right track so I would value your views on the future prospects for the company.

Happy Holidays to everyone at 5i.
Read Answer Asked by karl on January 02, 2020
Q: I need some funds, I know you hold these names in good standing, however which one would you sell first to generate some cash.
Thank you. Happy new year
Read Answer Asked by francois on December 30, 2019
Q: Hi team,
I am looking at either adding to Gsy or buying Gdi as a new purchase for my 2020 Tfsa purchase. Which would you prefer at these levels? Even after the big run Gsy has had its p/e is showing much lower than Gdi (14 compared to 63 according to my brokerage ). This being said perhaps Gsy has more room to run than gdi looking at growth rates and valuation ?? Also, do you have a couple favourites in mind for recommendations that a guy should be buying first thing in the new year for the tfsa ? Thanks
Shane
Read Answer Asked by Shane on December 30, 2019
Q: Hi there, although predictions are kind of a guessing game, based on all your professional experience, do you foresee the SP500 and NASDAQ continuing to perform well in 2020? I am thinking of putting 10 percent of my portfolio in a SP500 etf and 10 percent in NASDAQ 100. I currently have no US exposure. What are your thoughts and which ETFs would you suggest for this play? Thank you and Happy Holidays!
Read Answer Asked by Michael on December 30, 2019
Q: In a brief release I see MAXR is being taken out by private equity for $1B, but the rise in share price this morning has the Mkt Cap at $1.26B. Can you explain the difference, e.g., does the 1B include or exclude debt carried by the company, is this a signal someone else might come in higher? What is your recommendation, hold or sell into this strength?

Thx, John
Read Answer Asked by John on December 30, 2019
Q: My wife and I have a plan to invest a total of 50 000 dollars in 5 Canadian companies beginning January 1 and cashing out Dec.31st. So we want to generate as much income as we can over that one year period and use the potential profits to take a decent holiday. What 5 stocks would you suggest? Perhaps recommend one additional for us to consider and research. Thanks
Read Answer Asked by Dennis on December 30, 2019
Q: Read u comments on Oct 3,in summary,no big rush to own it as the negatives outweight the positives. In light of the recent events,please provide u updated comments as I am considering to establish a position.HuaWei,(not listed) beat its main competitors,ERIC & NOK in the 5G sector by a wide margin.However USA is pressuring the rest of the world not to use Hua Wei for national security reasons.On 18,rumour that China is exerting pressure on Germany over Hua Wei.On Oct 19,Greenland picks ERIC over Hua Wei.Also ERIC announced that it is teaming up with MSFT for next generation of connected cars On Oct 20,announced that it is increasing its credit facilities to US$150m,of which $98m is to repay existing loan & balance for 5G research. ERIC was doing nicely prior to Oct 19 when it dropped 0.40 to $8.80 from $9.20.On Oct 20,it initially declined but closed unchanged @ $8.80. Its Q results since Q1,2016 were inconsistent .But Q3 reported on Oct 17/19 showed EPS of 0.18, beating estimates by 157.14%.Are there any US firms entering the 5G sector? Looking forward to u usual great views & services .Merry Xmas & All the Best to 2020 to all.
Read Answer Asked by Peter on December 30, 2019
Q: What is the clawback level applied to oas pensions for 2019 taxes?
Read Answer Asked by Ronald on December 30, 2019
Q: I want to top us my TFSA and would appreciate you sharing your top 5 favourite Canadian stocks.

Thank you so much and wishing you an awesome holiday season

Donna
Read Answer Asked by Donna on December 30, 2019
Q: When is the first day i can sell a stock for a capital gain that will register in 2020 for tax purposes.
Read Answer Asked by don on December 30, 2019
Q: Hi 5i,

Looking for your top 7 Canadian Blue Chip Income stocks that meet the following filter criteria:
- Non cyclical
- Strong balance sheets
- Strong cash flows
- Dividend growth

Thanks,
Chris M.

A very Merry Chritmas to you and your families.
Read Answer Asked by Christopher on December 30, 2019