Investment Q&A

• Royal Bank of Canada (RY)
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD)
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS)
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Bank of Montreal (BMO)
  • View BMO Profile
  • View Questions on BMO
• Canadian Imperial Bank Of Commerce (CM)
  • View CM Profile
  • View Questions on CM

Q: I have recently inherited a portfolio of stocks heavily weighted towards the Canadian banks (RY, BNS, TD, BMO, NA, CM). About 30% of the portfolio is made up of these six banks and I am uncomfortable with the lack of diversity and high correlation.

Which two or three banks do you feel are the least attractive and therefore the best sell candidates?

Upvote 0

Read Answer Asked by Chris on May 03, 2018

• Spotify Technology S.A. (SPOT)
  • View SPOT Profile
  • View Questions on SPOT

Q: I bought a little SPOT mid April, planning to buy more along the way.
However, it just keeps going up - now over $20 profit. Never bought
an IPO before.

Do you expect this stock to be a big winner? Is it worth the price?

Upvote 0

Read Answer Asked by claudette on May 03, 2018

• Premium Brands Holdings Corporation (PBH)
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Block Inc. Class A (SQ)
  • View SQ Profile
  • View Questions on SQ
• Spotify Technology S.A. (SPOT)
  • View SPOT Profile
  • View Questions on SPOT

Q: Please explain if the offering of subscription receipt would cause dilution in PBH
Please comment on the financial result of SQ & SPOT
Thanks

Upvote 0

Read Answer Asked by Lai Kuen on May 03, 2018

• Manulife Financial Corporation (MFC)
  • View MFC Profile
  • View Questions on MFC

Q: Why was Manulife down over 3% Wednesday prior to their earnings release? The Q1 numbers looked good to me which came out after the close. What’s your take? Thanks

Upvote 0

Read Answer Asked by Scott on May 03, 2018

• Knight Therapeutics Inc. (GUD)
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: I know that you've spoken about GUD perhaps buying Paladin from ENDP (Endo International). Since ENDP's stock price has fallen so much in the last few years, is it possible that GUD would just buy all of ENDP instead of just the Paladin division?

Upvote 0

Read Answer Asked by Mike on May 03, 2018

• Kinaxis Inc. (KXS)
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Please comment on earnings, thanks.

Upvote 0

Read Answer Asked by Joey on May 03, 2018

• Aurora Cannabis Inc. (ACB)
  • View ACB Profile
  • View Questions on ACB

Q: If Aurora does buy Medreleaf, it will surpass Canopy in size. Do you think this would become a good long term buy or are they stretching it a bit?
Thanks.

Upvote 0

Read Answer Asked by Steven on May 02, 2018

• Leaf Mobile Inc. (LEAF)
  • View LEAF Profile
  • View Questions on LEAF

Q: Medreleaf is, apparently, in play and Aurora is reportedly interested. Can you speculate if there will be a premium to the present share price and, if so, approximately how much?
Thanks.

Upvote 0

Read Answer Asked by Steven on May 02, 2018

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hello team,

A quick question regarding tax losses: I sell a stock at a gain and then buy the same stock say the next day. At the end of the year, I pay taxes on the gain. Then I sell the same stock in the next year at a loss. Can I claim a tax loss on the stock? I am not sure if there would be a problem with the 30 day rule in this case, right?

Thanks a lot for your assistance!

Upvote 0

Read Answer Asked by Saeed on May 02, 2018

• Estee Lauder Companies Inc. (The) (EL)
  • View EL Profile
  • View Questions on EL

Q: So very confused. The company earnings looked solid but the stock tanks. Any reason you see? Is it a buy at these levels?

TIA!

Upvote 0

Read Answer Asked by Wayne on May 02, 2018

• Real Matters Inc. (REAL)
  • View REAL Profile
  • View Questions on REAL
  • View Reports on REAL

Q: Real is trading under $7 today. Would you consider it a buy that this price?

Upvote 0

Read Answer Asked by George on May 02, 2018

• CVS Health Corporation (CVS)
  • View CVS Profile
  • View Questions on CVS

Q: Hi all,

Comments please on the latest results and outlook?

Thanks for the great service!

Upvote 0

Read Answer Asked by Stephane on May 02, 2018

• Owens Corning Inc New (OC)
  • View OC Profile
  • View Questions on OC

Q: Can you please tell me what is the reason for the drop in the stock price of Owens Corning, and if should be alarmed as a Shareholder? Also should I be keeping it, adding to it or selling it?
Thank you
Marilyn

Upvote 0

Read Answer Asked by Marilyn on May 02, 2018

• Methanex Corporation (MX)
  • View MX Profile
  • View Questions on MX
• CAE Inc. (CAE)
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE
• Western Forest Products Inc. (WEF)
  • View WEF Profile
  • View Questions on WEF

Q: Hello 5i team,
In response to a member's question regarding the number of holdings in the BE portfolio, you mentioned that your were hoping to reduce it from 27 to 25...hopefully via possible takeovers; which 2 did you have in mind?
Thanks,
Antoine

Upvote 0

Read Answer Asked by Antoine on May 02, 2018

• Concordia Healthcare (CXR)
  • View CXR Profile
  • View Questions on CXR

Q: Thanks for explaining the Concordia news release. If the shares are essentially worthless, why is anyone buying today? I had a few shares in two accounts and they were snapped up at .45 as have many other trades. What are the buyers going to do with them if they have such a minute value?
Thanks.

Upvote 0

Read Answer Asked by Steven on May 02, 2018

• QUALCOMM Incorporated (QCOM)
  • View QCOM Profile
  • View Questions on QCOM
• Skyworks Solutions Inc. (SWKS)
  • View SWKS Profile
  • View Questions on SWKS
• American Tower Corporation (REIT) (AMT)
  • View AMT Profile
  • View Questions on AMT
• Crown Castle Inc. (CCI)
  • View CCI Profile
  • View Questions on CCI
• Baylin Technologies Inc. (BYL)
  • View BYL Profile
  • View Questions on BYL

Q: Investing in 5G network companies - I hearing a lot about this - do you have any suggestion of US or Canadian companies that I can invest in to take advantage of this? Thanks

Upvote 0

Read Answer Asked by Aubrey on May 02, 2018

• Fortis Inc. (FTS)
  • View FTS Profile
  • View Questions on FTS
• First National Financial Corporation (FN)
  • View FN Profile
  • View Questions on FN

Q: May I have your comments on the recent results for FTS and FN. Thank you

Upvote 0

Read Answer Asked by Margot on May 02, 2018

• Stars Group Inc. (The) (TSGI)
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

Q: Greetings.

Can I get you to comment on Stars Group's balance sheet and their growth prospects? What multiple is TSGI trading at and can you compare that with the industry average. What accounts for the difference in valuation between the two?

Thanks.

John

Upvote 0

Read Answer Asked by john on May 02, 2018

• Molson Coors Beverage Company Class B (TAP)
  • View TAP Profile
  • View Questions on TAP

Q: Good morning,

Looking for your view after earnings release and 11% decline- is this an entry point after what seems to be an outsized reaction.

Thank you

Upvote 0

Read Answer Asked by Brad on May 02, 2018

• Rogers Sugar Inc. (RSI)
  • View RSI Profile
  • View Questions on RSI

Q: Hi Team,
Rogers Sugars stock is falling more than 10% today. I am following it as a possible defensive income stock to add to my portfolio ... Is it a good time to buy the stock?
What is your evaluation of the stock as of today and your explanations on the reasons behind today's big drop.

Thank you.

Michel

Upvote 0

Read Answer Asked by Michel on May 02, 2018