Investment Q&A

Q: Would you buy constellation or kinaxis ? Or share the allocation 50 / 50 between the 2 ? Buy and hold for 10 yrs. Can you please also explain why ?

I have owned Descartes for a few years and did well.... tks to you ! Is it a good time to add ? Or should i just buy more of constellation or kinaxis ? Thank you for your comments and happy holidays to the team !

Q: Hi Team! I have 3 children in there 20's looking to gather information on picking stocks, analyzing them and building a portfolio. Other than the 5i service which is very good do you have some suggestions on websites or other information that they should begin sourcing?

Q: I have some US funds I'd like to put to work in one or two of the mentioned names taking them from a half weight to a full 5% position. Regardless of sector weightings, which 2 do you like the most at current market valuations for capital appreciation over the next 5 to 8 years in a growth oriented portfolio? Thanks!
Greg

Q: What companies do you think have the best prospects heading into 2019? Are there any recently discounted names you would suggest adding to?

Q: I am a long term holder of CGX (retired, diversified portfolio, like the monthly dividend). I have caught the falling knife a few times on this one, as I expect a number of others have as well. The diversification story is supposedly a 2019-2020 event, but until that kicks in, we are for the most part at the mercy of the proverbial "movie slate". Now that the current new movies have hit the theatres over the Christmas period, I am wondering whether this new batch (Aquaman, Mary Poppins, etc) can be considered a strong slate or not? How do the box office numbers look and what do you think the impact might be on the next quarter or two for CGX? At a 7+% dividend, I am ok with that plus a little bit of rebound growth. I have some further top-up money set aside that could be deployed towards CGX and elsewhere. Your thoughts? Thanks...Steve

Q: May I have your opinion about the latest news, The Score launching a Mobile Sportsbook. Do you think they will expand into other States? Do you think this makes them a better take out candidate for companies such as TSGI.TO, GC.TO, etc.? I feel like there has been a lot of consolidation in this space. Thank you for your opinion.

Q: May I have your opinion? It seems rather beat down. Possibility of GUD.TO taking them out?

Q: I see that Searchlight Capital Partners, L.P. has been loading up on this lately. What is your thoughts of a possible buyout? Thank you.

Q: SEASON GREETINGS
YOUR OPINION ABOUT THIS STOCK AND IS IT A GOOD TIME TO BUY IT.THANKS.EBRAHIM

Q: Which company would you recommend for a proxy to SLF tax loss selling? IAG or GWO? I dont like MFC because they cut their dividend in 2008.
Thanks

Q: In an earlier question I think I said that Vanguard is not offering VOO but VIG in its place. In case this may consuse anyone I thought I should correct it:

“We believe the Total Stock Market Index Fund VTSMX, -1.60% VTI, +0.02% VTSAX, -1.59% is the best proxy for the U.S. market, offering exposure to large-, mid-, and small-cap stocks, whereas Vanguard Institutional Index Fund concentrates on large-cap stocks,” a spokeswoman told MarketWatch in an email

Q: Dear 5I Research
Thank you for your valuable service , I have done very well with your advice and recommendation during the years.Wishing everyone Peace and Joy during this Holiday Season.
Claudio

Q: WTO is under $50 US and were in tax loss season. Now that blood is in the streets I'd like to add some energy names to a non- registered income portfolio. I'm looking for names that have SECURE dividends above 5% and liquidity as well as some growth prospects. Can you provide me with your 3 top picks in this space?. I should mention I already own ENB.
Thank You.

Q: Would you consider Enbridge expensive right now? Do you expect more growth over the next couple of years? The PE seems high and I would like to add. Thanks

Q: I have been told that the max. contribution to a TFSA has been increased to $6000.00
Can you confirm that? H.

Q: Hi 5i team,
All these four stocks have come down in value to different degrees. Based on projected earning growth, balance sheets, and value, which two of the four above should have the strongest rebound next year? Which two will be your preference for a 2 year hold? Would now be a good time to pick up these stocks? Thanks.

Q: Still going down but tempted to start a position. Your thoughts? THANKS

Q: read your article in the post, i own shop and parex but are you recommending alcanna, it is hard to tell from your article.dave

Q: Great news that the state of Kentucky finds in favor of Stars group. This lawsuit has been an overhang on this stock since 2015. Hopefully this will help light a fire underneath it. Now they just need to secure a few more states with their sports betting platform. Good times ahead. What do you think?

Q: Hi Team,
I hold KP tissue at a loss and thinking to replaced it with RPI.UN Richard's Packing, so that I am still in the sector and get the "tax loss"'
Your expert commend PLEASE !
Thanks as always, have a good Christmas every one !!
Tak