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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: You mention you like companies that don't issue lots of shares, therefore not leading to share dilution. Examples would be Constellation Software and Alimentation Couche-Tard. Are there other companies on the Canadian exchange that you favour that are also not serial stock issuers?
Read Answer Asked by Dennis on July 12, 2019
Q: What is 5i thoughts of Caldwell Partners' all-time record-breaking quarterly results. It seems that they have recovered nicely from a slow start to this fiscal-year. They also suggest in their outlook that fiscal Q4 could be just as strong (or stronger) than Q3 which could lead to a record-breaking year for the Company. If anything the results and outlook is great bell-weather indicator of the strength of US economy for which a large portion Caldwell's revenues are generated from.
Read Answer Asked by Charles on July 12, 2019
Q: Hi Have my TFSA in these tickers. Doing very well (THANK YOU), I'm thinking I would like to park it, small growth, dividends, capital preservation comes to mind.
Would you please make some suggestions (stock, etf, etc) to help me accomplish this.
Thank you 5i!
Read Answer Asked by Fernando on July 12, 2019
Q: Hello Team,
I am considering selling the laggards in my US rrsp account. ATVI is down -23%, BOX -29%, CELG -7%, SKWS -23% and UTX up +2%. The plan is to add to my winners. Do you have any thoughts about whether I should keep any of these? Many thanks.
Read Answer Asked by Mary on July 12, 2019
Q: I have some cash set aside for an emergency fund (about 50k) currently sitting in a Tangerine account, earning only about 1%/year. I am considering moving this over to a high interest ETF such as CSAV. What is your opinion on this move? Opinion on CSAV or suggest some alternatives for both USD and CAD accounts. Thanks.
Read Answer Asked by David on July 12, 2019
Q: Open Text has apparently entered into recent deals with Google and Mastercard. Are these probably already baked into the price or would you still anticipate good growth?
Regarding FSZ can you clarify the scary PE? Why is it still considered a safe income stock? Many thanks.

Harv
Read Answer Asked by Harvey on July 12, 2019
Q: Owner of MX and was going to write a question on it today before reading:
"While we like momentum a lot, we view SPB as more of an income security than growth, and in our view MX is too cheap on valuation to endorse this switch. "

I recall a lot of talk on BNN etc about the oil companies as prices started to come down. Valuations were cheap and nobody thought oil was going as low as it did. Is there not some risk here that methanol prices keep going lower in the way oil did which would throw the valuation argument into question? What would it take for 5i to throw in the towel here?
Read Answer Asked by Tim on July 12, 2019