Investment Q&A

Q: Any idea why CNR is struggling? Thanks

Q: So now with this stock in the growth portfolio, and many sub. asking about this stock in the last 3 months, is this what got your interest up in it, or was it on your shopping list before them? Seems like a little late on the huge run up.
Thank you

Q: Vanguard has come out with some total portfolio ETFS and I'm wondering what you think of them. They include a basket of vanguard ETFS, a low MER and are rebalanced regularly. I have two questions:

1. I was thinking of using one for my 2 year old daughters RESP. What are your thoughts on this? And if you like the idea would you go with VGRO or VBAL?

2. I 'm also considering maybe using them for my RRSP in the future as it would be an easy solution. However, you've mentioned before never to have more than 10% in one ETF? So in this case how safe would it be for someone to have their whole RRSP in this? Does the fact that it is made up of underlying ETFS make a difference? If at some point vanguard decided to discontinue the product, what would happen to the money?

Q: Hi 5i,

With recent Q4 earnings announcement beating analysts' estimates Q4 EPS by $0.03 and revenues by $2.6M, and with the sale of its division to Google why is the market reacting negatively to such news? Also there is an analyst upgrade. Appreciate your insights!

Q: I see that SYZ is down over 5% today. Is this due to the selling by 5i subscribers as a result of 5i removing SYZ from its balanced equity portfolio? This is a solid company with no debt, a good dividend and reasonable growth prospects.

Q: As I dig further, I see that RHT is up 8% as Member selling SYZ buy into your latest recommendation. Would you agree with me that your subscribers should be doing their own research and not blindly following your recommendations?

Q: This is not really a question but an observation. In response to your reply to Gervais copy below you indicated you would give Abt “another quarter or two.” I was therefore quite surprised/disappointed when you announced next day the sale of your full position.
John

Asked by Gervais on February 14, 2018
5i Research Answer:
Results were not great, and we would like to see more than a 3% revenue increase. EBITDA margins and cash flow improved, which is positive. We are still OK with its prospects, but it did miss most estimates. We will give it another quarter or two.

Q: Your Balanced Equity portfolio bought Tech Resources yesterday. I can't get any info and even the symbol is hard to find. When I did finally get something (through the company's webite) there was no quote info available. What's going on?

Q: Appreciate your comments on FinnCanna Capital (CALI on the CSE).Thanks.

Q: With just about every car manufacturer bringing out electric cars in the near future, how is the increase in electricity going to be produced? In Alberta 45% of their energy is produced by coal; 10% of energy in Canada is produced by coal and it is around 40% for the US. Hydro and nuclear plants are very expensive and time consuming to build; and getting new ones built are extremely difficult. Are any of these existing plants under utilized? Wind or solar power - I don't think so. So, does that leave fossil fuels to take up the increased demand? If that is correct, which existing energy companies would you think are best positioned?

Q: I am thinking of selling T and would like your recommendations on what to replace it with in the Telecom sector. I have 7% in this sector and 4% if it isBCE.

Q: Hello,

We are seeing M&A activity in the REIT space. Any thoughts on why we have not seen much activity yet in the beaten down energy sector?

Regards,

Robert

Q: ATE is set to release final Phase 2b results of their lead drug ATB-346, in 4weeks. I'm curious if you have any relevant information on the outlook of this drug and the company overall? I understand GUD has funds deployed here. And my main question is if the trial results show less GI tract bleeding (the issue with prolonged doses of Naproxen) and better efficacy results than Aleve then how could the drug or company's valuation be estimated? Sales numbers for Bayer's Aleve that could be extrapolated? thanks

Q: I want to buy a half position in a US financial investment services company for a US dollar registered account. Please rank the following for potential capital gain with medium risk accepted. CME,IBKR,AMTD,SCHW,ETFC.
Please explain your rational.
Thanks, Tim.

Q: Hello, I am thinking of selling Great West (GWO) and replacing it with a US life insurance company such as Metlife or Aflac. Does this make sense? Is there a better name in the US? I already own SLF. Thanks, Gervais

Q: Could you please give an update on your view of Helius.Thanks.

Q: MDT seems to be a bit of a rollercoaster but has a new valve device. What do you think of this company compared some other big device companies likes Stryker and are some device makers safe from Amazon's newest venture?

Q: Hello team,

What would you suggest for water and solar themes. I have looked at XYL and SolarEdge (SEDG). I am looking for GREAT companies with low debt and good management and positive shareholder history. What do you think of these two companies. I welcome any other suggestion you might have for better plays out there and for a very long term hold.

Thanks a lot as always for your great work.

Q: For increased international exposure I’m thinking of either VDU or VXUS. To buy VXUS, I would need to convert $C to $US. I currently have approximately 24% of my portfolio in $US, and this conversion would increase that to 28% or so. Which option do you think I should choose?

Q: After today's vote,I will reluctantly own some mty.Your opinion of mty and perhaps a few better suggestions if I sell.Sector and income are of no consideration.Thanks.