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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: Relating to internet of things, SQ, PYPL, GPN and TTWO are doing quit well, while SQ, PYPL and GPN are in the fintech payment space, TTWO is a on line video game company. I am thinking of swapping my AAPL holding to one of them for more growth. Which one will you pick amount them?

Thanks,

Lin
Read Answer Asked by Lin on June 02, 2017
Q: Saputo earnings were 0.42 cents per share. Can you tell me what the expectations were and what the is the new current P/E ratio? Google Finance doesn't seem to adjust the P/E ratio according the recent earnings. Do you think Metro would be a good switch? Seems like Saputo is starting a downtrend whereas Loblaws and Metro are in uptrends? I'm not looking for confirmation, but rather for flaws in my observations.
Read Answer Asked by Matt on June 02, 2017
Q: Would you mind commenting $75 million covertible debenture issue. I think the market likes the issue. It appears the new debenture will be replacing an expiring debenture at a lower interest rate so I suppose that should be good for the company's bottom line. The news release states the conversion price is $21.15 per share. Pardon my ignorance but how exactly does the conversion work? Does a debenture act in a similar fashion to a bond? If interest rates go up does the price of debenture go down? How would the debenture act in effect of a market crash?
Thank you,
Jim
Read Answer Asked by James on June 02, 2017
Q: Greetings, Peter & Co.
I currently hold AGT at a profit. I would like to replace it with another agriculture stock, small cap or mid cap, that has some growth and some dividend. Failing this, I would consider a moderate sized tech company that meets these criteria.
With appreciation,
Ed
Read Answer Asked by Ed on June 02, 2017
Q: I do not know why a loss on A&W psychologically hurts more than the joy derived by seeing most of my other 5i equities that have increased by more than three times the loss. Also I find it hard to sell my losers when I should(there is always hope)and the need to keep my winners when they should be trimmed. Selling my winning and paying bank stocks (too much over indulged in) and putting the funds into XGD (which I should and did) is contrary to all my instincts but is rationally correct. Boy, his is tough!!

Thank you for the appropriate, timely advise and guidance, without which things would surely go awry.
Stanley
Read Answer Asked by STANLEY on June 02, 2017
Q: Hello 5i,
A guest on BNN recently mentioned Keyera in the context of being a potential take-over candidate. I realize such is likely nothing more than idle speculation, but I am now curious: where would such a bid most likely originate? Utilities such at ENB, FTS, TRP, etc or more the likes of a Suncor? Or, are either equally as probable?
I would like to know what kind of viable candidates you would see out there. I am guessing KEY would go to a Canadian buyer under the present set of circumstances. Thoughts?
Thanks,
Cheers,
Mike
Read Answer Asked by Mike on June 02, 2017
Q: Based on your Jan. 15, 2017 research report - when AW.UN was trading at $38.20 and your continuing good comments on AW.UN. I bought the stock on what I thought was recent weakness at $36.28.
So I feel blindsided by your email on June 1 removing AW.UN from your income portfolio. Also as a buy and hold investor I found your rational for selling somewhat weak and surprised a replacement was not recommended. Please comment. Thanks.
Read Answer Asked by Peter on June 01, 2017
Q: A comment on ZST. The annual distribution looks good indeed at around 3.7%, but the weighted average yield to maturity is reported as 1.49% and the annualized performance is just 1.63% over the last three years. This asset has lost around 2% on its price every year. And capital losses yield lower tax benefits than taxable other income gains. One can do better on a net basis with a GIC.
Read Answer Asked by Philip on June 01, 2017
Q: For someone just building a portfolio, which 12 stocks would you recommend from your portfolios for solid growth, medium to high risk, 1-3 year holds? I currently own only GUD at 6% weighting.

Is it possible to get approximate dates as to when the various stocks were added to your portfolios? Some of the stocks have moved considerably higher (like CCL.B, CSU, KXS, SHOP, etc) so wondering if they are still buys at current prices....

Thanks very much.
Read Answer Asked by K on June 01, 2017
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