Investment Q&A

Q: It looks like Emerging markets have pulled themselves out from the doldrums. They have led global growth since January. In your view what is the best way to play this growth spurt in Emerging markets?

Q: what is your current opinion about DCM
thanks in advance for your expertise

Q: NVIDIA (nvda) has done very well from November to February but seems to have lost its momentum since. My question is which is the next NVIDIA and in which sector of the semiconductors do uou think it is best to focus ? For instance, any of the followings would you consider most promising or too risky and why ? Applied Material (amat), Broadcom (avgo), KLA-Tencor (klac), Lam Research (lrcx), Microchip Tech (mchp), Micron Tech (mu), OCLARO inc (oclr), ON Semiconductor (on), Skyworks Solutions (swks), Taiwan Semiconductor (tsm), Texas Instrument (txn). Or any other you have in mind outside that list ?

Love the way you work, you are most helpful. Thanks.

Jacques

Q: Sold ALA at a lost and DHX with a gain to minimize my capital gain, with the intention to repurchase ALA 30 days later in my none registered account. Now, I am debating if I should purchase SPB or VSN instead. They all give a good dividend yield. Already have IPL in my TSFA and KEY in my wife TSFA. Your comments plse.

Q: Hi All - can I please have your thoughts on Flyht's latest report?

Thx as always.

Q: I had a small number of shares of TSLA..I made over 60% profit and sold it at 293 thinking it is overpriced..now it went up even further..I am feeling stupid and wish I should keep it for growth..What are your thougts is it worth buying back at these levels?

Q: Hi 5i - Im looking at selling a small position in BOS (down 20%) and investing the funds in a technology stock for growth (looking at SHOP or ITC) - would you make the switch? Or is there another tech stock you would suggest (already have KXS)? Thanks, Neil

Q: I believe the ticker is CRWN. How does it compare is Alaris and or other alternative lenders? Is it to early to step in here? Thanks guys.

Q: Can you please give me your thoughts on HBC's earnings and the subsequent bounce? Thank-you.

Q: Hi Peter I am confused of a writer yesterday saying he took funds from his RIF and moved them into his TSFA .The CRA rules that have been explained to me rightly or wrongly this is a no can do .Any withdrawals for a RIF or RRSP is a taxable event thus must be transferred in a cash taxable account first and then one can do what he wishes after the CRA rule is complied with.
Am I and the CRA wrong ?
Kind Regards
Stan

Q: If you could only buy one, which would it be, PBH or QSR? This would be for 3-5 yr hold.
Thanks for all your advice.

Q: Hi, RRX looks like they are exploring a possible sale. An article todays states they've hired GMP First Energy and they opened their data room to bidders last month. Would you advise selling into the rumour or wait to see how this pans out? Thanks!

Q: How much would RRX looking for per share in case of "possible sale".
thank you!

Q: Just an FYI to Kathy's question on DRIP from RBC DI/ DH. I was not aware
of DH discontinuing their DRIP, but I rec'd (synthetic DRIP) from TDDI on
March 31st so I'm sure this is happening at all/most brokerages.

Scot

Q: Hello! Would you consider this to be a good entry point for a long term hold i.e. 2-3 years?
Thank you!

Q: A comment rather than a question. What explains the 15% yield? Roughly a quarter of the payout for 2016 consists of a "capital gains dividend," rather than an eligible dividend. The portfolio itself produces dividends of which only a portion is used to cover the dividends of the preferred shares. The class A shares do not pay a dividend if the NAV of the total portfolio falls below $15, which happened in the recent past. However, over 2016 the Canadian and US financial holdings did very wel. The covered call options must have done very well also, but because of that the NAV seriously underperformed straightforward asset growth - compare FTN with ZEB and ZUB over the last year. So FTN's asset growth underperforms under bullish conditions. BTW, at the moment there seems to be a 30% premium on the NAV of FTN.

Q: What do you think of this company.It seems to have good momentum as of late.

Q: Given an oustanding share count under 50 million per say, is it a significant event ( maybe a bit of a milestone )for a company to reach a $500M or $1B market cap. How significant is such an event to analysts or large investors?

Thank You
Clarence

Q: 1.5% position in PHO & 2.5% CRH.Each has appreciate 50% thanks to 5I.Is it time to take 50% profit?Appreciate u normal great services & views

Q: I'm a little disappointed at the $38 new issue price, close to the 52-week low after having touched $45 only six weeks ago. Nonetheless, would you have any concerns about taking a half position up to a full position on the pullback?