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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: Good Morning 5i
Can you comment on Constellation investment of 5 Billion CAN$ into Canopy Growth? How you see this playing out in lead up to Oct. 17th. legalization? How do you see this playing out to late 2019 when I would consider selling? Constellation is a Major US backer who obviously believes in the future market - Canadian, US & International - both medical & recreational. You have supported WEED as a speculative best pick. Is it now rising on that scale and if not, why ? Please direct question to 5i person most knowledgeable on this space. Thanks.
Read Answer Asked by Randy on August 17, 2018
Q: Hi 5i team. What would be your top pick in the gaming sector in Canada? PBL, TSGI, GH, GC? Keep up the amazing work. RZ
Read Answer Asked by Raphi on August 17, 2018
Q: I hold the above and they all had favorable comments from 5i on growth at one point. Is growth still intact? Do you see anything that's changed in the companies or the environment that would affect any of these? They are inside an RSP for long term growth. TIA!
Read Answer Asked by Wayne on August 17, 2018
Q: Another Stars question. The weakness in the stock is attributable to UK competition review - CMA has 40 days to issue preliminary findings. Stock has now lost 30%; those of us who follow 5i recommendation are down 25%. What are thoughts from here? Does Uk green light the merger - require divestiture or - kill the deal? Management has authored its own demise with poor guidance statement - why do this? Is this an attempt have the company taken out? What do you recommend we do with this holding? Next support stop looks to be $29 ish after that is free fall to $20.
https://egr.global/intel/news/the-stars-group-hails-us-prospects-for-sky-bet/
Read Answer Asked by Glen on August 17, 2018
Q: Interesting article in Globe re Softbank. I am looking for some international growth prospects (especially outside of US). I hold Alibaba (which Softbank invested in recently according to article) and Tencent, the competition to Alibaba.
Would you add Softbank at this juncture given its current price?
Hold or sell Tencent?
Hold or sell Alibaba?
Thank you.
Read Answer Asked by Wendy on August 17, 2018
Q: What do you think of the mix of REITS I am planning to buy to represent the real estate portion of my portfolio which would be 5% total? Any suggested changes?
Read Answer Asked by Carla on August 17, 2018
Q: Could I please get 5iResearch’s thoughts on QCOM’s offer to shareholders to purchase their shares at a price ranging between $67.50 & $60. The downside of the offer is that the US government will treat the payment as a dividend payment, subject to a 30% withholding tax. To get the withholding tax back there will be forms to file with the US government once the sale is completed. Presently my shares are in a non-registered account, have a 4% gain & pay a 3.5% annual dividend. Would you recommend just selling the shares now on the open market or holding the shares for future growth. They account for 23% of my US info tech sector & 3% of my total US portfolio. Thanks … Cal
Read Answer Asked by cal on August 17, 2018
Q: So Druckenmiller and Soros are putting more bets on oil. I'm not an oil expert, but I do understand the operational leverage that can be created. I also understand there are specific Canadian specific variables to profitability with the pipelines and oil sands etc. If I were to bet with these two, could you give me a list of Canadian oil Companies to bet on? Could you also comment on any possible reason they see oil as attractive?

Much Thanks,

Wayne
Read Answer Asked by Wayne on August 17, 2018
Q: UFS seems to be setting new highs and is now up The stock is up 34% over 1 year and has been setting new highs. The positive momentum continues. Should I be thinking of selling my biggest looser (MAXR) and buying UFS?
I thought MAXR’s latest quarter wasn’t bad however the market thought otherwise and now the shorts are circling even though as you noted MAXR is not a great short. I am a buy and hold investor and I am trying to figure if I am in love with MAXR. How can you tell if you are in love with a stock?
Is it correct to assume if I sell MAXR and buy UFS I will be derisking the portfolio or am I deluding myself? Is UFS an industrial or materials stock?
Thanks,
Jim
Read Answer Asked by James on August 17, 2018
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