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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: Here we go again.The underwriters try to push the stock as high as possible,but in this case of ENB with limited success.After market closed today ENB announced it is going to the market again to raise financing to the tune of $1.5b of private placement of 33.5m of treasury shares @ $44.84(recent 52 week low of $43.91),At the same time it reconfirmed 10%pa increase in dividend for a number of years.Please advise who are the lead underwriter(s) & underwriters.I guess BMO is one as it did a glowing report in G&M @ end of last week.My purchase @ $50 is 10% higher than the. $44.84,so hopefully the gap can be bridged.Thanks for u usual great views & services.
Read Answer Asked by Peter on November 30, 2017
Q: Gentlemen Good morning.
For TMX, BAM.A is in Real Estate sector, but as a holding company, it seems to me the Financial sector is more appropriate. Your opinion ?
Thanks
Best Regards.
Read Answer Asked by Djamel on November 29, 2017
Q: Good afternoon 5i. I own the following stocks. Today there`s been talk about possible sector rotation of funds going from tech to financials. The Nasdaq is down 1.3% today. My portfolio stands as of right now at 22% tech and 15% financials. Would you recommend I leave my portfolio as is or should I lean more towards financials going forward?

Thx/Rob


Read Answer Asked by Robert on November 29, 2017
Q: I just read a Globe and Mail Business headline which read as above: FANG meltdown and then the article talked about face plants, sector roatation etc.

In you opinion, is there something truly fundamental going on here; and do you see a need to bail or significantly reduce exposure?

Or is this another example of “Big Noise” and sensationalistic reporting .... and as you often suggest “stay the course”?

With significant holdings here I am hoping your advice will be to hang in there and maybe even add to some of the FANGs.

Thanks
Read Answer Asked by Donald on November 29, 2017
Q: Dear Abby .... I mean 5i : Given the industry’s past-habit of over building capacity in good times, I half-expected Micron to weaken a bit. Notwithstanding that, I also read that the foundries had learned their lesson and were no longer jumping into adding capacity. The sudden and scary drop from impressive heights in MU’s price doesn’t look wholly justified. Although the share price increase may appear dizzying, it isn’t THAT much when one looks at multi-year price-history. For exemple although this year’s chart shows more than a doubling in price, I show 30 odd percent gain, having held MU for several years . I checked the financial sites and didn’t see much that explains the suddenness in price drop . Morgan Stanley unkindly dropped off on Monday a negative blurb on chip makers and most Semi’s dropped after opening on Monday. I read the said report and was not as convinced as Morgan Stanley seemed to be. I later saw MU had a positive report (Baird) . Obviously, I am missing something important . I am much too shy to ask to see your Bloomberg terminal . Your insight and DEEPER look and subsequent comment into this issue would be most appreciated.
Read Answer Asked by Adam on November 29, 2017
Q: Morning,

I don't view Callidus as a must sell and I think your recent comments have suggested that you are comfortable holding. My question is whether you would expect this to drift even lower with tax loss selling in the next two weeks? I don't have an appetite to hold it down to $8 or 9$ and wonder if it makes sense to sell now and take another look in the new year?

Your advice? Buy sell or hold?
Read Answer Asked by Tim on November 29, 2017
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