Investment Q&A

Q: With regard to Bryon's question about Canadian AI investment opportunities, Open Text's recently announced Magellan platform is a significant move on their part into that space. Google "Open Text AI" to pull up some articles.

Q: I believe AI will be amazingly disruptive in the immediate future. Are there any Canadian companies using AI and any public companies working on AI which could be bought for investment purposes?

Q: Do you have an update on this company

Thank you

Q: Hi It has been a while since you wrote on HLF. Much has happened recently, I am wondering if you have an opinion as to if this is a good entry point. Thank you

Q: What do you think of Softbank Group? I am not a fan of companies that trade on the "over-the-counter market" but the CEO and Founder, Masayoshi Son, certainly seems to know what he is doing.
Look forward to your observations.

Q: Hi 5i,
Recognizing Loblaw is much bigger (but has a small dividend) and more diversified than North West Co (but has a big dividend), but is also more prone to competition from Amazon/Whole Foods, what are the pros and cons of switching from L to NWC from a risk/return perspective for a consumer staple holding a this time?
Thank you, Michael

Q: Debt: What is a reasonable and safe amount of debt for a company to have? Does it depend on the type of company? I'm looking for a guideline. I realize telecoms carry higher debt. Also, I noted that you pointed out with Encana (ECA) "debt is still more than 4X cash flow".

Q: What do you think of their latest quarterly results and prospects for the future?

Q: Hi Peter, can I get your thoughts on Teck. Its seems to have trouble getting thru the $35.00 level, I've held since 2013 where I bought it at $24.00, saw it go to 3.80 and now its back up. Is there any particular reason for this resistance at the $35.00 level, what would it take to break thru this level and is that possible. Thanks, Nick

Q: Hi there

I have held AR for quite a while but still under water. It seems to have some life lately and wondering whether to sell it and move on (no gold holdings other than this) or wait a bit longer. How do the fundamentals look on it? Any chance it might be the target of a takeover?

Much thanks

Stuart

Q: Greetings 5i,

I realize that you do not technically cover American stocks, but would value your opinion on this matter if possible.

I currently hold TPU.TO (slightly more than a half position), as well as a larger position (slightly more than my other "full positions") in BRK.B (held in US dollars). I am 36 years old, conservative, and greatly prefer long term holds.

My question is two-fold, so please deduct two credits if you deem it appropriate. First, given the enormity of BRK, as well as its ability to often outperform the S&P 500, do you feel as if both should be owned for broad American exposure, or would a single, consolidated position in BRK be more appropriate (I essentially look at BRK as a very low cost mutual fund)?

Second, if you feel that owning both BRK and an S&P 500 ETF is beneficial, would you recommend holding the ETF in Canadian or American dollars? If the latter, could you suggest a suitable US dollar replacement for TPU?

At present, these two holdings are my only direct exposure to US Equity (I also have XHY for US bond exposure), although I am planning to add a few single positions over the next year or so.

Thank you.

Q: 1) Are ENF.TO and RSI.TO low volatility stocks with secure dividends that you think are good bets for a small position?


2) GOOS.TO Your opinion on the stock and whether it offers good growth potemtial?

Thanks

Q: I am a recent member of 5iResearch - have followed you guys for a long time and have had a lot of good ideas from you - I own Cineplex and notice you have an A- rating on the company - with the recent downturn do you still support this rating?? one of your main concerns was valuation - current prices look more interesting?

Q: Could you please rank the following US banks based on valuation in a rising rate environment
And what's your thoughts on the US raising rates going forward until December 2018. How many rate rises do you see by that time
Thank you
Kevin

Q: I know US stocks are not your area but I need advice. I bought a position in this just before it dropped 18% after bad earnings and guidance. So I'm down significantly and it's still getting worse. Give up or hold on?

Q: HI- would you be a buyer of either of these long term right now? Otherwise are there any other infrastructure plays you would go with right now? Thanks.

Q: I bought both of these stocks in equal amounts at the start of the year and RDS is down 2% while VET is down 30%. Both have around the same yield. I am thinking about selling RDS and using proceeds to buy VET with the assumption that I will have a better return in long run when oil prices recover. What do you think of my plan or would you just keep both stocks.

Q: On Aug 25 an early warning report was filed to the issue of ADW.B. Can you comment on this. Strikes me as quite bullish.

Q: What are your thoughts on the Indian economy for the next 3-5 years. Could you recommend a couple of etfs - one growth oriented and one for dividend growth?
Thanks for all your help.
Dennis

Q: Hey 5i folks could you give me your views positive and negative on investing in these six without regard to sector allocation. Looking at a 5 year hold. Perhaps ranking them from most to least favourite. Thanks for your help - Ken