Investment Q&A

Q: There is currently a lot of hype around Abm (again ). What have you heard and what is your opinion??

Q: Allied Properties had an equity offering on June 10th and since the initial drop, has in my opinion, shown some volatility and is down about 2.5% today. All of this is probably not outside what could reasonably be expected but I wonder if you have any news, insight or comments. Other REITS/Trusts have fared better with equity offerings very recently.

Q: At this point in time with unlikely rising interest rates does it make sense to purchase XHY in preference to HYGH. or would it be safer to purchase TLT, despite a lower yield, as I would expect junk bonds to do poorly with a slowing economy

Q: Hi team,

What are your thoughts on Alphabet for a long term hold ? Could you give me your valuation analysis ?

Thanks

Q: Hi, you mention KL a lot - how would WDO compare as a more junior company, could this be considered a mini KL?

Q: How does LFE and other "split" financial stocks pay such large dividends and are they sustainable? Thanks

Q: What has caused the significant uptick on the stock to-day. Has there been any news published?

Thanks

Q: In an August 2018 response you said insiders owned 2.8% - in a June 2019 response you indicated that had increased to 30%. This seems a big jump (possibly a decimal place error) - could you please confirm actual % ownership. Thanks.

Q: Hi 5i team, do you have any potential candidates that will double in price in the next 2, 3 or 5 years?

Q: Follow-up on bitcoin fever: What about futures on bitcoin ?
Is it a viable option ? (Expensive ? Complicated ? Available in Canada ?)
Thanks !

Q: Hello Team,

I have $17000 in a USD TFSA, and i am looking for some income ideas? I need US funds once in a while, i would prefer stocks rather than ETF'S. Any ideas?

Thanks,
Stephen

Q: Hi, I switched from BCE to Telus about 18 months ago for growth and dividend, but I see BCE is out performing on growth and has higher dividend.
Are my numbers correct ? And would you add to Telus within limits, as it may be undervalued?
Thanks

Q: your thought on LGF.
What is their yield,insiders ownership ,take over possibilities,debt?
Good buy here?

Q: Can you tell me what companies operate electricity generation facilities in Manitoba, Alberta, and northern Quebec? If possible please indicate which facilities are renewable in nature. Thank you.

Q: Hello，

Could you please compare OTEX with GIB.A? It seems GIB.A has been growing faster.

Thank you！

Q: May I have your opinion on The Score? I like the large insider ownership and no debt. Do you think they are well positioned to capture market share in the online sports gambling market? Do you think it makes sense for them to do a deal with a multi state partner? Thank you.

Q: What is your opinion in Teck. I am surprised to see that no questions had been asked in the database.
Thank you.

Q: I am interested in ere.un as a play upon European multi-residential properties. However I note that Capreit owns 88% of the units at this time and am uncertain whether to view this as a negative or positive factor. I would appreciate your advice respecting this reit.

Q: Blackberry is tanking. Should I sell and take my loss or do you believe it will recover in the next three months? Thank you.
Ron N

Q: Hello,

After reading the article on 5i 'Investment Model Portfolios' - May 6, 2019 I had a question regarding this post in relation to my current equity portfolio.

My portfolio analytics indicates that I should be allocating 25% to Canadian equity, which seems high to me. This article mentions that the big providers/firms allocate about 31-32% to Canadian equities, which I found a bit surprising, given Canada is only about 3-4% of the global equity market. The article does note that for Canadians, having a home country bias can make sense (dividend tax credit and tax reasons), which makes sense.

My question is this. For the average Canadian investor, does 25% of one's equity exposure to Canada seem high (even given the added benefits noted above)? I am guessing there is no 'perfect' answer to this question however, I look at this as making a big bet on oil and financials. If Canada is 3-4% of the global equity market, could one not argue that even doubling Canadian exposure, say up to approximately 10% of equity portfolio, be a reasonable allocation?

Thanks for your insights on this.