Investment Q&A

Q: Why would PKI opened today down about $1.00 and stayed at that level all day long? I can't find no news at all. Would you know something about why? Thanks.

Q: Hi. My only gold holding is about 1% in KL. My cost was $25.05, so I have been watching it rise for quite some time, and now it is falling fast. BMO Advise Direct, has it as an 83% buy, but their chart advises caution for long term investors, because of the drop. I know that Mr. Sprott has left, but all other gold stocks are dropping in uniform, also. I'd hate to have to sell it now. Can you gaze into your crystal ball for me, and perhaps estimate a bottom, as I'd like to add to the position, as a recessionary hedge in the years ahead.
Thank you, and congratulations on the expansion into analytics.

Q: I am interested in two ETFs from Dynamic iShares. Both are actively managed and both have limited history but the history they have is impressive. DXU is US oriented and DXG is global (the global fund has extensive US holding so may not be appropriate for diversification). I was wondering if you at 5i had any comments.

Q: Just to diversify from the typical tech, fin services, energy etc. I was considering Planet Fitness. Fundamentals and technicals look great, what are your thoughts as a long term hold?

Thanks,
Neeraj

Q: Hello, Just starting an RESP, roughly 18 years to grow, ok with medium risk, dividends would be nice. Starting off with $2500, adding that amount annually afterward. What would you recommend to start with, stocks or ETF's? thanks for the great service! Lavern

Q: Your thoughts on dfn.ca.? High volume today indicates no shortage of opinions with this one. Also how do you find out the nav? I couldn't find it on the quadravest website or anywhere else. Thanks very much.

Scott

Q: Guyana is on the verge of an oil boom. Are the way to invest? Etf’s Specific mid size companies, land holdings near the oil ?

Q: About a year ago I asked about the above 2 companies in my TFSA, they are both sitting approx - 50% is it time to just move on.

Q: hello 5i:
due to the lack of health care companies in Canada, I'm looking to the US. Can you compare the companies above and advise which one you favour?
thanks
Paul L

Q: I cashed out my segregated funds for RESP from an investment firm because I recently understood how high their MER was.

I now have CA$70,000 in hand. I know that I will need half those funds starting 5 years from now from 1 child and then 7 years from now for the second child.

Should I put everything in a GIC paying 3.1% or put all in your Income Portfolio or invest 50% in each?

Thanks

Q: TCN announced a large acquisition after close. It looks good to me. They said it would be accretive to eps and Book value per share. Would you hazard a guess as to how much? What do you think of it? Thanks

Q: Hi, What will be the new no. of outstanding shares for Savaria, with 5 mln new shares issued and the insider ownership ( Mr Bouroussa and family, with addition of 71,000 committed from new issue) ? Based on 2019 guidance, and taking into account this dilution, what will be the pay out ratio ? Is this dividend 3.5 cents/month sustainable, in your view ? While no one likes a secondary at $14.15 after an issue at $16.60, a year ago, on a positive note, company could pay down a large portion of $101 mln debt, thus strengthening the balance sheet. Is there a silver lining and stock is worth adding at current level for 3% dividend yield and growth ? Also, is there a lock-in period of 4 months for the new shares from April 22, the expected closing date of secondary? Could it place more pressure on the stock, down the road ? Thank You

Q: Hi, several analysts started coverage of Lightspeed, yesterday with most price targets in the range of $25-$26 and Buy/Outperform ratings. Thank you for your analysis, in advance, during past 3 weeks. I have taken a small 1% position. The 1st set of earnings is not expected until May. Do you feel comfortable to build up the holding to 2% at current price, or it's prudent to wait until results ? Thanks

Q: Hi, These are two stocks in the portfolios which have lost 40-50% value within a short span of 12 months.( TSGI is another one, but we have already liquidated full position with 50-60% loss) TCL.a was $31, a year ago and is $16.70 now and PBH is trading at $76 after reaching a high of $120, last year. There are, of course, company specific reasons, which resulted in such steep declines. We still own both but our holding has come down to 3.5% from original 5-6%, due to loss in value. Recents results showed some positive signs for PBH but not so much for TCL.a. Looking forward, which of the two stocks, in your view, is more likely to recover over next 12-24 months, from current levels. Based on the risk and reward, is it prudent to shave each holding by 1% and reallocate the capital to better opportunities in your portfolios ? If yes, do you have a preference between the two, where risk is relatively higher ? Thank You

Q: Do you see this company as having any potential for capital appreciation during the next 24 months and if so what range (%) would be reasonable?

Q: what is your opinion of this stock. It would appear to be undered valued with a decent dividend....

Q: For international developed equity I own VEF and the asset allocator is suggesting VIU. Is there enough of a difference between these two for me to switch?

Q: Hi, In order to increase my international exposure, I am considering VIU. But I was wondering if there are any equivalent of IWO for international exposure (i.e. a more aggressive small/midcap international exposure), a low cost mutual fund may be an option as well. Thanks.

Regards,

Shyam

Q: What are thoughts on the recent quarter, seems the market is scared of a another disaster restructuring deal that BXE is doing.

Anything positive in the quarter worth hanging on to?
Thanks

Q: Hi team,
PLI took a deep dive today. Any particular reason why? I sold them at a loss a couple of months ago and wondered if it's worth getting back in once they hit bottom. I keep thinking there may be money to be made with this stock. Have they hit a bottom or do you think there is still some downside?
Thanks