Investment Q&A

Q: Hello 5i ! great work, nice upgrade to the web site ..
Do you know if ETF with "Total Return swap" like HBB are still "legit" for Revenue Canada ?

Q: Good Morning!! I know that 5i really likes CSU; so with the recent pull back is now a good time to start a position. 3-5% position now or average in?

Thanks

Dave.

Q: Hi
Is there any life left in this stock?
Cheers

Q: Hi Team,
When I took a position on Google in early 2013, it represented in C$ about 5% of my portfolio. Now with stock price appreciation over the years and a much weaker C$, my GOOGL holding now accounts for 14% of my portfolio.
I would like to get your advice on if I should take some money off the table or just sit tight and hang on to my current position given that my risk tolerance level is high.
Cheers

Q: WPM has sold off. I like a streamer over a miner with the price of gold so low. Time to buy in to WPM ?

Q: Hi 5i, You used to like this stock, what happened? When are they going to declare their earnings? Shall I sell this equity? Is there another gold stock I can replace it with? Thanks in advance, Catherine

Q: Hello
May I have your views on FN. I have owned it for some time and I am worried that increases in interest rates may cause a decline in the share price
Cheers

Q: I agree with your stated hypothesis that there will be further and probably significant consolidation in the Cannabis Industry.

Weed of course is leading the way and has made a significant move. Can you suggest 2 or 3 other cannabis stocks that you would think have the highest probability of being acquired and why you chose these.

Thank you

Sheldon

Q: Recently Benj Gallagher was on Mike Campbell’s Money Talks. I don’t subscribe to the idea of being a contrarian just for the sake of being different, but I do believe there can be great buying opportunities for pretty much anything when it becomes oversold or out of favour. Benj mentioned that Quarterhill and GMP were two of his favorites looking forward. This was based on suffering substantial drops recently, having little to no debt, good cash flow and reserves and good management. Do you agree that these two meet those criteria? what do you think about them looking forward? Even if they rebounded close to their 52 week highs it would mean substantial gains.
Thanks

Q: Hi, I'm considering purchasing Casa Systems (CASA) for the telecom sector - I currently have no telecom exposure. Looking for a stock with growth potential. Can you please provide your advice on this company?

Q: I'm interested in your opinion on ALC in this range. It seems like decent value to me.
Thanks, Jason

Q: Company gave the higher input cost and transportation as the reason of lower profit in 2Q-2018 and the stock fall 15% to 18%. Is this a concern for future or there is some thing more which pushed the price lower? Do you recommend adding to the position? It weights less than 1% of my portfolio.

Q: Hello 5i,
Could you please tell me the expected earnings increases ,if any, over the next 12-18 months of the above mentioned companies?
Thanks
Dave

Q: could you give me your opinion on if you were starting a new dividend stock between AltaGas or emera which would you choose. Emera has just guided down dividend growth for a few years and just wondering your take on both as a dividend investment with some growth.
thanks

Q: Hi Guys,
According to BMO, CAR.un is trading at 29 times AFFO. It normally trades at an average of 17.7 times AFFO.
Would this not suggest a very large over valuation and therefore a sell would be in order?

If you answer no, what is your justification for a buy at this valuation?
Thanks
John

Q: Greetings! I am looking to add to my TFSA (long term), holdings that have good yield and strong dividend growth. I was considering either AQN or EMA, or should I divert from utilities and go with something with more potential for capital appreciation, TCL?
thank you!

Q: Which companies do you like better than MG in the consumer cyclical sector for a growth-oriented investor focused on the long term?

Q: Do you think this one has turned the business around - is it time to reinvest and do you think the dividend is safe. I am wondering about the impact on CLCT with the Asian slowdown.

Q: these mittleman brothers with an 18% stake in aimia put out a press release saying the nav of aimia is 7.50 a share, and they release a sum of the parts,the stock closed at 4.30. is this realistic or just pie in the sky. dave

Q: Similar to Dave I am having trouble assessing the value of Aimia and specifically assessing expected tax impacts of the sale of Aeroplan. Aimia's largest shareholder (Mittleman Brothers LLC) issued a statement supporting the recent offer - however, in this statement it notes expected taxes on the sale should be minimal - can you please confirm this?
The statement also notes that their "sum of the parts" valuation for Aimia is C$7.50 per share. This is based on a "full valuation" for PLM Premier - however, even discounting that to the recent offer received the valuation is closer to C$5 per share. Also no value is being assigned to potential tax losses that could be carried forward.
What is driving the substantial discount in the share price? Does 5i have a view on what the "fair value" of Aimia is based on the revised Aeroplan offer?