skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: Gentlemen,
In the case of a recession or bear market, how covered call or buy-write ETFs will act on capital & income ?
Thanks
Best regards.
Read Answer Asked by Djamel on March 19, 2018
Q: Hi, TOY is a constituent of 5i Portfolios for a long time and it would also be fair to believe that this company is owned by a large number of 5i members. Recent bankruptcy of Toys r' us us cast a gloomy shadow on all toy manufactures and caused a huge uncertainty as to what is the near and long term impact and how each company is handling it. Your recent comments have addressed members' concerns to a good extent. But, is it possible for your team to do an analysis of the situation with specific reference to TOY, covering issues like, non-receipt of receivables, loss of sales, alternate marketing channels and company's relationship and past experience with them, near and long term anticipated impact on profitability. Also how is it likely to influence the growth projections in Canada, US and international markets. If it is possible to seek some clarity from the company, it would be really helpful. Toys r'us Canadian operations, reportedly have been agreed to be bought by a group. How does it impact ( positive or no impact) Spin Master.

Also based on your analysis and T/A, do you see more pressure on stock in near term and at what level you consider it to be a Screaming Buy. Thank you so much !!!
Read Answer Asked by rajeev on March 19, 2018
Q: An earlier question on TOY mentioned the downgrade (BMO) as being a possible factor in the decline in stock price. Just to balance the ledger and as can be seen below, while there was one downgrade, there were in fact 6 upgrades. This is why last week's decline seems to be pretty irrational, especially given how quickly TOY recovered following the initial Toys R Us negative news from a couple of months ago.
As always, keep up the great work.

3/9/2018 Raymond James Financial Boost Price Target Outperform C$57.00 -> C$65.00
3/9/2018 CIBC Boost Price Target C$58.00 -> C$63.00
3/9/2018 Royal Bank of Canada Boost Price Target Outperform C$61.00 -> C$66.00
3/9/2018 TD Securities Boost Price Target Buy C$61.00 -> C$69.00
3/9/2018 BMO Capital Markets Downgrade Outperform -> Market Perform
3/8/2018 National Bank Financial Boost Price Target Outperform C$63.00 -> C$65.00
3/6/2018 Canaccord Genuity Boost Price Target C$53.00 -> C$63.00

Read Answer Asked by karl on March 19, 2018
Q: If you had to pick one out of those two stocks for 1 to 2 year outlook, which one would you pick? I realized that ENB is more of a utility and more interest rate sensitive, but still is related to the oil industry. Both stocks have been beaten down, but wandering which one in your opinion would have more upside if oil starts moving up? Thanks for the great service.
Read Answer Asked by Jacques on March 19, 2018
Q: GUD continues to go nowhere, and mostly down of late. It's been probably over 2 years that the story has been the same. Have patience and wait for Goodman to spend some of his $775m hoard. Recent earnings were underwhelming. Do you still feel the same way about GUD's prospects? Is there any thought of removing it from the portfolio due to it being a non-performer?
Read Answer Asked on March 19, 2018
Q: Peter,
Your column in the National Post this weekend - "Keys to being a good investor" is a tour de force. I have cut it out and vowed I will read it every day til the lessons you have provided are embedded in my brain. And your line: "we have met very few rich short-sellers" is a beauty.

Thank you so much!

Peter
Read Answer Asked by Peter on March 19, 2018
Q: I need to unload one of the 5 big banks. How do you rate the 5 on a scale from best (keep) down to "worst" (sell)? Thanks for the continuing great service!
Read Answer Asked by Chris on March 19, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!