Investment Q&A

Q: I got 50 percent gained last couple weeks, now down to 20 percent gained on KL in my register account, should I sell it today? I am afraid it may go a lot lower. What is the value per share for KL? Would you recommend to hold or sell? Your thoughts please, thank you.

Q: Would appreciate your opinion on this US company (Dollar General).
Numbers and outlook? Thank you.

Q: What are your thoughts on the latest quarter? Again it seems to be below estimates (at least on Earnings) but it appears the market likes it, despite the loss after one-time adjustments.

Q: Could I have your top 3-5 Canadian stock recommendations (any sector, growth focus although dividend would be nice) for a RESP? Present value is $30k with about 50% in US/EAFE ETFs, and 10% in XIC. The rest is in Canadian banks, utilities, telecoms. No withdrawals needed for 12 yrs.

Q: hi Ryan I have vet fo a long time and enjoyed the div .
However I am getting frustrated with the huge swings in such a short time I hold 1250shrs and in the last month they drpped 10m$.
Takes a lot of div to get that back cnq my other holding is not much better.
My thinking is to sell both and sit on the cash and wait till this sector shows that it is investable ..
Your thoughts on my rant.
Kind regards
Stan

Q: I'm wondering if 5i (or if you think others) are starting to warm up to this name a bit after the last few quarters? It obviously has a checkered past with its previous relation to PHM but it trades at a fairly steep discount (2018 EV/EBITDAe) to other TSX listed healthcare names (SIS, CRH, etc.). My thinking is that this valuation gap should close with continued performance.
Thanks for the great service.

Q: Hi 5i Team,
I had to dump TCEHY for a 15% loss today after riding it down from the highs based on continued negative volatility with the stock. I am thinking of buying some of your favorites to replace it, with stable growth in mind. I am looking for companies that have also pulled back recently, and that you consider a good buying opp today. I am looking at initiating a position in CSU, COV, PBH, and possible ADDING to TSGI as I am now down 20% on that one and am thinking that averaging down may be the thing to do here soon. Do you have any other better suggestions or top picks you can suggest? ( I already own TOY, PHO, GSY, FB, BABA, ENB, RHT, HD) Thanks for you input.
Shane.

Q: Hello, I would like your veiw on the energy sector. Is this in your opinion a sector that is on a slow but steady decline with no real chance of a substantial comeback?
I keep watching the protests with the environmentalists and think that between technology and renewable resources it may not do as well as investors think. Are energy producers changing to renewables fast enough?
I have wcp and vet at about 7% of my portfolio, would you add reduce or just stay in the sector as is?
Thanks

Q: What did you think of ITP'S Q2 results?

Q: Of the two, which would you say is the better buy right now for growth and some income?

Q: Given the recent market volatility, which stocks -US and Canada- look like good buys at this time ?

Thanks

Dave

Q: Could I get your opinion on the quarterly release, I am interested in how you feel their two main initiatives are progressing, especially the mortgage streaming? Thanks

Q: Could you recommend one or two rate reset preferreds that are significantly "underwater" but whose company prospects are reasonably good. As an example CPX.PR.E traded at $13 a couple of years ago and is now north of $23.
Thanks.
Philip

Q: Hi 5i - I dont have much exposure to materials in my portfolio. Should I add to my 2% position in WEF or is there another stock you prefer at the moment? Thanks, Neil

Q: Good morning,

I have questions regarding the taxation of foreign dividends. I know that for US dividends, the 15 % tax does not apply for stocks held in a RRSP, but does so in a TSFA or regular account.

- What about non US stocks listed in the US? Are they simply treated as a US stock since they are listed in the US or do other rules apply depending on where the company is based? Good examples would be stocks like LYG (UK) or BABA (China).

- More generally, is the deduction applied automatically when the dividend is paid or does it have to be declared manually by the shareholder on its annual tax report?

I understand fiscal matters are not your specialization, but I figure you or other members might have had the same questions at some point.

Thank you!

Q: With RRX dropping so much in the past week would you recommend selling all or part of my 3000 shares before the vote?

Q: MX closed -5.53% today, at $90.70. Do you know why the share price decreased? Was this news the catalyst? " Methanex Secures Natural Gas Supply For Chilean Operations Through 2020" Is this a buying opportunity?

Q: Friends, please share your opinion on GH's Q2.

Thank you

Q: Why do you think it is now very likely that the deal will be approved?

Thanks!

Q: I have just raised my position in csu from a 4% to a 6.4% weighting in my portfolio which consists of most of the balanced and an equal portion of the income portfolio...the only growth stocks are cov, pho and peo...does increasing this weighting so I have a 19% total tech weighting in the portfolio make sense to you...I appreciate your help...gene