Investment Q&A

Q: Which of these two companies would you suggest if Im looking for a two year hold without too much volatility. I like the bigger dividend of ARX but TOU seems more stable? Or is there a better choice?

Q: God morning,

Is it better to own ETF XIT or own only one tech stock OTEX?

Thanks

Q: Hello 5i Team

The passive index fund industry is dominated by BlackRock, Vanguard, and State Street. Seen together, these three giant, passive asset managers already constitute the largest shareholder in at least 40 percent of all U.S. listed companies and 88 percent of the S&P 500 firms. What are your thoughts in terms of the big three controlling the corporations and what happens when there is a market correction or meltdown. Would there be any buyers left and also individual stock investors could get into deep trouble.

https://www.cambridge.org/core/services/aop-cambridge-core/content/view/30AD689509AAD62F5B677E916C28C4B6/S1469356917000064a.pdf/hidden_power_of_the_big_three_passive_index_funds_reconcentration_of_corporate_ownership_and_new_financial_risk.pdf

Appreciate the good work done by 5i team.

Thanks
Ninad

Q: Can you comment on the company's turnaround progress

Q: Can you comment on the investment merits of KT

Q: I know you like Magna but with the pullback of linamar would you consider starting a position as well. both look like solid companies.

Q: Can you provide some comments about this company and its future. I have searched your Questions and have not found it.

Q: I am thinking of adding a REIT to my dividend portfolio. I have held DRG.UN for some time and it is up 75%, but it is only at a 2.3% weighting. What do you think of me adding CSH.UN or should I add to DRG.UN? Do you have another REIT you like better and why?
Thanks for your excellent service.

Q: Good day,

I currently own the subject shares in my TFSA portfolio. Are these stocks still worth hanging onto with the current volatility? I was considering selling everything and going with Vanguard or iShares.

Q: Hello,

Current portfolio is well balanced. Two sectors that are eligible for tops ups are materials and consumer discretionary. If you had to pick between wef and cliq for a long term hold, which would you choose to buy first?

Regards,

Robert

Q: Please comment on the earning release .
Thanks a lot

Q: Aecon winning contracts and with the takeover off the table and stock back to $16 is it a good buy now or do you still prefer WSP Stantec or snc. And which ones have the least amount of debt and would withstand a slowdown much better.

Q: With the recent sale off. Am considering adding to SHOP(3 %) or initiating a position on CSU. Your advice would be much appreciated. Thank you. Fooklin

Q: Please comment on MAXR earnings, stock down 5% today. Still a good name?

Q: Can you tell me why there was a big drop in the share price of Kinaxis yesterday?

Q: Guy on Marketcall last night said Enercare was paying out more in dividends than it was earning, and that it's cash was going down and down as a result. What do you think?

Q: Please comment on Cognex earning release. The price is surging.
Thanks a lot

Q: Goodmorning
I currently have a 2% position in dsg and am thinking of taking it to 5%
I do not have a position in engh but considering initiating a 2% position
Which strategy would you be more comfortable with ?
Thks Marcel
Thks for all you do

Q: Can we get comments on earnings and what to expect from markets today

Q: Can you suggest tools to monitor market breadth or flow of funds in and out of different sectors?

Are these criteria that you watch?