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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: Can you help me understand why SHOP went vertical (looking at the minute to minute pattern on the RBC website) Wednesday literally in a heart beat? Is the observation correct in terms of the 7-8% pop happened instantly? If correct how does this happen? Is this programmed trading? Would any regular folks have been able to buy it along the way up or did it just pop without any pauses along the way up?

Thanks again.
Read Answer Asked by Donald on February 18, 2020
Q: Paypal looks to be making some very strategic moves from getting access to the Chinese Market, worldwide partnership with Unionpay and a strategic investment in Mercadolibre. I have not really felt a need to add them as a holding but with these moves they are shaping up to be a play on international markets such as LATAM and China without owing companies solely focused on those markets. How does it looking for a long term hold alongside MasterCard, Visa and Square. I like the payment space.
Read Answer Asked by Sal on February 18, 2020
Q: Annaly seems to have produced some good results, based on market reaction, but I have difficulty understanding their financial statements. For me it's rather like peering through mud.
I've owned varying amounts of NLY for over 10 years and have recovered most of my capital as well as continuing to receive a fairly high yield.
Are you able to shine some light on it or would you need a team of accountants?
Read Answer Asked by Larry on February 18, 2020
Q: I saw that Citigroup downgraded NTR to neutral from buy. Can you go over their report? They seem to now have a 12 month target of $47 down from $61 (please confirm that this target is in US $ and not Cdn $) Seems like NTR went down on Friday 14th due to this? What is your current view on NTR?
Read Answer Asked by Frank on February 18, 2020
Q: Peter & Co.,
I am reviewing Vermilion’s operation, financials and dividend in light of the Coronavirus. The virus is still largely an unknown factor in world health and economics. However, the impact on travel and commerce is certainly being felt. Among my concerns is the short/long term impact on energy consumption. Vermilion has 60% of its production in North America and 35% in Europe. Is there any way to evaluate what impact we can might expect on VET over the longer term?
With appreciation, Ed
Read Answer Asked by Ed on February 18, 2020
Q: can I get your view on this co ?
thanks
Margit
Read Answer Asked by margit on February 18, 2020
Q: I just become member today and trying to familiarize with your contents on website.
What portfolio should I consider for TFSA and for my RRSP. I really like your BE portfolio but there are total 25 holdings. Leaving aside portfolio consideration, what would be your opinion/suggestion for me to buy in BE today for my TFSA. If you could suggest at least 7 to 10 holdings as I have all my TFSA contribution in cash (all of my 67 K so far) in Investment account.
Read Answer Asked by Mahendiali on February 18, 2020
Q: Do you believe that PFB could represent a good investment opportunity given the potential structural rise in residential housing construction in the United States?

Can you shed some light on debt, dividend sustainability, insider ownership and others factors that you can think of?

Much appreciated. 
Read Answer Asked by Stéphane on February 18, 2020
Q: Hi 5i team,

I like the big cap Consumer Discretionary names for growth, and with lower beta than the tech names I own. I think the U.S. consumer is still alive and well. There hasn’t been a question on TGT since it issued its earnings warning in mid-January, as SSS were slower than expected over the Xmas season. If I recall, TGT attributed it to softness in toys and electronics, which it brushed off as not being key categories. The stock sold off but is coming back, so I think that warning is now baked in for the Q4 results. Since then, we have the coronavirus and many factories in China are closed. I think TGT sources many products from China. There could be another warning coming from TGT for Q1 on inability to secure product. What do you think of TGT here?

Thanks again for the insight.
Dave
Read Answer Asked by Dave on February 18, 2020
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