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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: Peter and His Wonder Team
Recently you gave good analysis as to why FLEX retreated despite a strong QR. You stated it was because they lowered future earning from $0.30 to $0.28-$0.24 for the next quarter. You also stated that you preferred CLS over FLEX. If FLEX is forecasting continued growth for the next 2 years and CLS appears more stagnant...I am wondering why you think CLS has more potential going forward. Or do you just think FLEX will have a misstep. Please clarify. Your analysis is invaluable to us retail investors as we search for facts before we make decisions!
As always...thanks!
Dr.Ernest Rivait
Read Answer Asked by Ernest on May 01, 2017
Q: Hi 5i

I am looking for investments that distribute primarily through Return of Capital, such that the cost base can be ground down to a point where it may make a lot of sense to donate the shares to charity, shelter the entire gain while having extracted most of my cost base. I imagine that most of these things will be in the REIT space, but I am open to anything.

Thanks,

David
Read Answer Asked by David on May 01, 2017
Q: These are some stocks in my Margin Account that don't pay a dividend . In my RSP, I have BCE , ABT , BPF.UN , and REITS and royalty trusts that pay great dividends .I have a fortune sitting in my RSP that keeps on growing due to dividends but I am 67 years old with a pretty low income . I am thinking that I be rotating these names and increasing my dividend income rather than increasing my RRIF liability in a few years ? I would really appreciate your advice - Thankyou for helping me have such "problems" .
Read Answer Asked by Thomas on May 01, 2017
Q: Back around the New Year, there was much concern about TOY and the reaction to consumers complaining about the Hatchimals they purchased as gifts. 5i suggested patience and reiterated their confidence that TOY management would resolve the issues. I thought, therefore, that it might be worth noting the following comments made by the lawyers for the plaintiffs who had filed a class action lawsuit that was withdrawn a could of weeks ago.

"Mark Geragos, the lawyer who voluntarily withdrew the law suit on behalf of the plaintiff added, "Spin Master's proactive response was very successful and, to date, they have either responded to all of the outstanding questions or provided replacements, or refunds to consumers. We applaud Spin Master for the highly effective manner in which they have dealt with their customers. Given these factors, we have decided to voluntarily withdraw our class action."

This speaks highly - again - to the quality of advice we members receive from you. TOY is now trading at all-time highs.

Thanks!

Paul F.
Read Answer Asked by Paul on May 01, 2017
Q: I thank you for your thoughts on CZO & NLN. However I am still interested in small cap companies and I am more than prepared to take some risks for some potential of mid term gain. What would be your 5 top small cap companies that you would recommend for me to put on my watch list???
Read Answer Asked by Bob on May 01, 2017
Q: hello 5i:
I'm looking at a possible upgrade for our portfolio, as almost all energy names are down (and substantially), to date. Please rank the following, best to worst, using dividend, safety and growth in that order as criteria. This is a long term hold, so > 3 years. And would ALA be a better fit in the Utilities sector than energy?
thanks
Paul L
Read Answer Asked by Paul on May 01, 2017
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