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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Dennis Gartman has boldly declared a new bear market. What do you make of this opinion?

Assuming the market might decline for a good while, would you still recommend owning growth stocks like SIS, PHO, KXS, etc? How would you suggest positioning a portfolio to preserve capital during a bear market, but also take advantage of any opportunities? Thanks.
Read Answer Asked by Brian on March 29, 2018
Q: Good afternoon,

I manage 2 portfolios. One is growth (Non registered and tfsa) and the other one is income (RRSP). The income portfolio is long term investments. I have stocks in every sector at equal weight (approx. 5%) except telecommunications in which I have no investment at all. Since the telecommunication sector has been dropping because of increases interest rates would still invest in them and if so, please, recommend the which stock would you buy?

Thank you,

Paul
Read Answer Asked by Paul on March 29, 2018
Q: From your original background provided by 5i, am I correct that even if the WGL Holdings merger does not go through that holders of these subscription receipts will be guaranteed the issue price of $31?
I understand the last hurdles are expected to be resolved in Q2 of 2018 yet the ALAr almost hit its 52-wk low of $24.61 today, a 20.6% discount. Are investors concerned Alta Gas will default on their financial commitment?
Read Answer Asked by Ted on March 29, 2018
Q: Good Morning Peter & Team,

Because of personal rules, I was forced to sell CGNX today when it dipped below -10% capital loss in my portfolio. I now have a chunk of U$ cash sitting in my acct and was wondering if you had any suggestions?

My current US Portfolio has
- Visa
- Wells Fargo
- Time Warner
- BP

Thanks for all you do

gm
Read Answer Asked by Gord on March 29, 2018
Q: KXS had a media day yesterday, do you know if they did an update on the contract with Toyota? To me that is likely a "company maker" deal. I have been after them for an update (since the deal was announced two months ago) but their IR department seems to think that is some sort of "state secret" and just read off a scripted non answer that said absolutely nothing when I contacted them.

Do you by any chance have more information to share on the Toyota deal? Thanks.
Read Answer Asked by Victor on March 29, 2018
Q: Hello 5i,
In the recent sell off I sold enbridge for a tax loss and bought Algonquin as a replacement, thinking to sell it and buy enbridge again after thirty days. But, I have been thinking about keeping Algonquin in place of Endbridge. This because of possibly growing problems with pipelines and also the postive outlook for cleaner energy with Algonquin. I have been wondering, though, whether the absence of pipelines would be a big negative point for my utilities sector. So, I guess the question is whether clean energy utilities like Algonquin and Bep can replace the pipelines without too much loss in the utilities sector of one's portfolio?
Read Answer Asked by joseph on March 29, 2018
Q: Hi All at 5i! With the tech market taking a bit of a hit and the DPO of Spotify coming out on Tuesday, should I wait to buy some or get in right at the opening bell? I am waffling here because I have never bought IPOs before and have heard that they can start strong, only to lose value within a few day or weeks. Spotify is a DPO, a bit of a different beast. If it were you ( with your cloudy crystal ball handy) how would you handle this?Buy the first day ,wait a while or gradually trickle in? This is for a long term hold and not quick profit. Thank you for your help and have a great long weekend.!



Read Answer Asked by Tamara on March 28, 2018
Q: I am not understanding why NFLX would be caught up in the tech slide. It's more of a media than a tech stock, no? In any case, these large cap techs with high valuations seem to be suffering disproportionately. I am down considerably from the highs but still up nicely on both of these and am seriously considering getting out now. Do you think that would be a mistake?
Read Answer Asked by John on March 28, 2018
Q: I assume that the recent weakness in TSGI is primarily due to the increased volatility in the US markets. But today they released a good NR as they prepare to launch into the second most populace nation on earth. Time to add to the position?

Thanks as always.

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Sugal & Damani Group and The Stars Group Inc. today announced that PokerStars.IN will be available to customers across a majority of Indian states beginning on April 17.

Sachiko Gaming Pvt Ltd, a Sugal & Damani Group company that focuses on games of skill, will operate PokerStars.IN with The Stars Group licensing its brand and providing certain support services.

PokerStars.IN will be available on desktop and mobile to a majority of the age-qualified, adult Indian population and will offer online poker to players in Indian Rupees in a number of skill game formats, including No-Limit Hold'em and Omaha variants. PokerStars.IN will also host localized versions of branded series and events, such as the Sunday Million and World Championship of Online Poker (WCOOP).

"The popularity of poker in India is growing and we are excited to build the market with the support of the global leader in online poker," said Kamlesh Vijay, Chief Executive Officer of Sugal & Damani Group.

"Pokerstars has helped to make poker one of the most popular skill-based games in the world and we look forward to Sachiko Gaming introducing the brand into the Indian market," said Rafi Ashkenazi, Chief Executive Officer of The Stars Group.

PokerStars.IN will offer industry-leading responsible gaming, player protection and fraud detection mechanisms to help ensure the integrity of games and the safety of players. In line with local regulations, players residing in Indian states which do not permit participation in real money skill games will be prevented from playing.


Read Answer Asked by karl on March 28, 2018