Investment Q&A

Q: Both stocks down on earnings release today. I would appreciate your analysis of their earnings.

Q: Good morning,

I am looking for a listing of reits who would be exposed to the Canadian retail sector.( re: Amazon effect )

Thank you for your assistance.

Brad

Q: Peter and team:
I read a question from someone this morning about a TFSA for their 18 yr. old daughter. I had just been thinking about this prior to turning on the computer. I too am in the same position. I had been thinking RRSP. Which vehicle (RRSP vs. TFSA) do you feel is best for a young investor to start with? Also, for an RRSP, what would you think of a low MER high quality Mutual Fund such as MAW 104.

Thanks as always for a great service.

Phil

Q: Hi 5i. What is a good entry point for cnr long term. I'm wondering if there may still be a small pull back with Nafta negotiations in limbo? Thx Rob

Q: Please advise when NVDA is expected to issue its quarterly earnings release. Please also advise what the consensus is for earnings, revenue etc.

Thank you, Peter

Q: Hello Everyone,
Looking at these two stocks, they seem to have excellent momentum. What are your thoughts on these companies and the space they're in. Have I missed the boat or do you think there is room to run. Also which one do you prefer.
Regards
Luke

Q: Hi 5i team, I know that you are not promoting market timing but I was just wondering what your thoughts are on the following; I am a young retired person with most of my financial needs met with my defined benefit pension. My investments are 100% in equities as I consider my pension to be the fixed income portion. Where the market has been so strong lately and with no recent correction do you think it would be wise for a conservative retired income investor to take approximately 25-50% of his investments and purchase good quality rate reset preferred shares with the belief that during a period of extreme volatility and market correction that these instruments would be affected far less than common shares? The only preferred shares I hold currently is ECN.PR.C. Please tell me if you believe my logic is flawed and if it is not could you recommend a few other good yielding preferreds or other instruments you believe would hold up well during volatile markets. Thanks again for all you do. Mario.

Q: I bought CSU at $110 ish in 2012 and sold at $600 ish in 2016, needed the money. I would like to buy it back for a five year hold. Is it a good time to but it now.

Thanks as always.

Clayton

Q: Air Canada profits went up (even after correcting for one-time tax recovery), but stock price went down. Any idea why ? Were expectations higher ?

Q: After to-days earnings report should the stock be sold.?
Thanks Phil

Q: CPX continues to fall. is there a serious problem or just rotation?

Q: The only news item I could find re Telus was an announcement that they were to support the Vancouver Santa Claus parade. Tell me that spending $150,000 on a charity event has resulted in the spike in price today.

Q: Good Morning 5i, What is your opinion of Aqn, I purchased this stock after David Burrow recommended it a few days ago, and since then it keeps on going down. Are there any shorts on this Company. Thanks, Catherine

Q: H&R announced a capital structure reorg. The press release gave the reason but did not explain. Are you comfortable with the reorg?

Q: Hi, Shopify has bounced from recent lows. If you were still managing money would you participate in this uptrend or wait until the release of upcoming earnings.

Thanks!

Q: Your opinion on GRAPHENE please. Is it too early to think of investing on the material? If reasonable to invest, which companies? Thanks. Fooklin

Q: Hi All at 5i! Have you heard of the Us based, work space company called WeWork? It bought space from Hudson Bay's holding , Lord and Taylor's . Does it trade on the Us stock exchange and do you have any opinion on it ? Cheers, Tamara

Q: Somehow I seem to be quite far behind in learning which portfolio stocks you sell and why you sell them. Am I missing something somewhere?
thanks for your answer.

Q: Clarification please: 5i's response to Edgar's question on how split corporations work was, "If a certain net asset value is not maintained, common dividends will cease to protect the preferred shares." The sentence sounds as though the preferred shares will stop being protected. Is it more accurate to say, "If a certain net asset value is not maintained, common dividends will cease IN ORDER to protect the preferred shares"? Sorry about the caps but wanted indicate the difference between the two statements. Thank you.

Q: Your analysis and commentary please on CRUS. Your input would be very helpful. I am looking for growth. CRUS has low PEG, good ROIC and seems to have attractive metrics. The market seems to be undervaluing CRUS and I wonder what I am missing. Thanks