Investment Q&A

Q: What is you option on the mid-term (2 - 3 years) outlook for Uranium. Would you consider Cameco Corp. as an attractive investment at this time?

Q: Peter; Do you know of a US industrial reit ? Thanks.
Rod

Q: Been watching with concern the money laundering issue bite into GC's perceived prospects and wondered if TSGI was affected in any way by the issue, or does TSGI business methodology preclude this difficulty? Thanks

Q: I own all the BE portfolio except the above four stocks. In what order would you buy the remaining four stocks?

Q: AFN has just been part of your income portfolio and already has lost almost 10% of its value.
What went wrong with your analytics?

Q: I have one stock in the oil and gas sector WCP which has shrunk to a .9% position .... I am starting to question whether I need to be in oil or gas at all. Of the following options which would 5I recommend ? Feel free to adjust the percentage level I have chosen to what 5I would recommend instead. There is cash reserves to add. Thanks for your terrific service.
1} sell and increase SIS from 2.6% to 3.2 %
2} Sell but stay in sector and increase to 2.5% in another stock like PXT { or 5I recommendation }
3} Add to WCP to 2.5% level
4} Sell and add to cash reserves until next purchase decision made.
5} Keep WCP the way it is.

Q: Would like your opinion of Paysign before I buy, please.

Q: Good Afternoon,
It is better to buy GOOS, after it recently dropping now. What is your opinion for 2 to 3 yrs investment in GOOS

Q: Gentlemen what about swapping GUD for LSPD?
Your thoughts?
Thanks Bob

Q: I have a philosophical question on bond allocations in a portfolio. Simply put, why would anyone put money in bonds or bond funds in the current interest rate environment. A high bond allocation made sense in the 70's and 80's but for the last many years the returns have been very small. I realize that the bonds won't fall in a recession, but is that worth the high lost opportunity cost compared to say, holding banks or utilities. What bothers me is the almost universal acceptance by advisors that a bond allocation is mandatory. As a nerdy engineer I get suspicious when ideas are presented as fact with minimal apparent logic. I can see why bonds are somewhat attractive to advisors as the low volatility keeps clients less "edgy" but is it really the best long term strategy under the current conditions. I am in the fortunate position that I do not need to make large withdrawals and I can usually plan ahead. Why would I need bonds?

Q: Given its recent momentum in spite of current geopolitical risks, do you think this would be a good time to get back into MTY?? Also, would you consider it to be fairly defensive stock? Thanks

Q: Hi, Thank you for your timely commentary on the company (and the secondary offering). We bought an initial position (1.75%) today at $49.39 and $50.22. Is it fine to Top up to 3%, right now? Looks like, you like the company. Could you please be kind enough to provide some more details as to its growth trajectory, revenue model (recurring/licensing etc), competition, debt, acquisitions approach and target market etc.. Which are the closet comparable companies in Canada and US? What is insiders/institutions ownership? What will be a possible 5i rating and will you own it in the Growth portfolio today, if had cash? Too many questions, so please deduct credits as you wish. Thanks

Q: Hi, based on the results, would you prefer to wait another quarter or two, before pulling the trigger to liquidate the position and free up the capital. Results seem to be a little bit reassuring and CEO sounded more optimistic about Coveris integration, this time around. Thanks

Q: I am devoid of any coms, utilities and real estate. I have the cash to add a full positon. Is this a good time to add to any of these sectors. What of your recommended portfolio holding would be a good add. Mainly a balanced follower but open all portfolios.

Q: Hi guys

Most ETFs I kind of understand what they are using to mimic an index, and to create the holding. With this ETF trading off the VIX wondering how they do this? What do you think of this as a short term holding. It just seems the VIX should have much more noise, given Trump, uncertainy, and trade issues, yet you wouldnt know it. Your thoughts?

Thanks
Stuart

Q: comments on the quarter please?

Q: Hello,
With the proposed acquisition of Cypress Semi, do you recommend selling at current market price and moving on, or holding on for a competitive bid.
If moving on, can you recommend a few small cap replacements in the same industry in the US.
Thanks,

Q: I have been building a position in this company given the depressed stock price. The catalyst I see is Doug Ford killing the Beer Store contract and opening up wine and liquor sales. I think at 15 cents/share, this is solid value. Thoughts?

Q: Can you provide comments on Transcontinental results?

Q: Hello! What are your thoughts on the valuation of Namaste given last earnings report?