Investment Q&A

Q: i HAVE JUST RECEIVED NOTICE ASKING WHETHER OR NOT I WANT TO PARTICIPATE IN A RIGHTS OFFERING. WHAT IS YOUR VIEW OF WHETHER OR NOT TO PARTICIPATE ?

Q: I am thinking of taking a position in this REIT. Any cautions or flags?

Thanks for the advice

Q: Gentlemen, any opinions on this US regional bank? The metrics look pretty impressive.

Q: CRWN and CBL seems in the same business, which one is better?
Thanks
Tak

Q: Hello 5i team,

Could you please give me your analysis on Tucows Inc. especially earnings and growth going forward.

Thank you,
Bash

Q: Thanks for your reply to my fixed income question re: BCE and HR.UN. I was also looking for an opinion on my present holdings which are HOT.UN, FC, ECN.PR.C and KWH.UN. Are they good choices and can you rank the six stocks mentioned?
Thank you.

Q: Just a suggestion - we often see new members join, buy a portion of the portfolio and then are disappointed by the short term results. It may be helpful if you provided new members an overview of your philosophy, the portfolios, and the 'portfolio' approach to investing. i know this would have been helpful when i first joined.post if you wish!

Cheers

Q: Hey guys,

Can I have your opinion on Stingray and if its a good buy at this level for a long term investment. What do you think of their acquisition base strategy going forward?

Q: Apparently the market was not impressed with investor day?

Q: I have room for one more Teck stock in my portfolio. Would you recommend Open Text or Microsoft and your comments please. Brian

Q: Hello 5i

I'm thinking of selling both MDA and EFN (down 30% on each), and consolidating them into MAL. Do you think this would be a good switch? I understand that EFN is unrelated to the two others, but it's a small holding and I would like to consolidate it into a more attractive name.

Thanks,
Jordan

Q: What are your thoughts on this one? Is the dividend sustainable?

Q: Hi there, as a follow up to your response today on NYX Gaming, can you please provide further details to your comment " Insiders have been buying"? This may help shed more light on how confident insiders feel about their stock/company.

Which insiders have been buying?

When have they been buying, recently after their last quarter or before?

How much have they each bought recently this year?

Buying small amounts may just be a token gesture, but large amounts may indicate true confidence of things to come, yes/no?

Thanks!

Q: Is tomorrow the day the subscriptions for KWH.UN will be filled ? If not what is the date ? I have a half a position I would like to increase. Can we expect immediate profit taking ? Should I wait a few days to see what happens to complete my position ?

Q: First, a quick comment on Patient Home Monitoring regarding your response to Robbie's inquiry this morning. I agree the board members need to go but it's the present management that has turned around the debt, margins, revenues and general focus of this company and should they not be credited with doing a very difficult job in the face of such negativity as this stock has seen over the past two years.
I am building an income portion of my RRSP and currently hold KWH.UN, FC, HOT.UN and ECN.PR.C and would like an opinion on adding BCE and HR.UN. Canada is "possibly" ready to raise rates so are my present holdings and additions facing headwinds for that reason. I want to hold them for years and would be happy with just the dividends.
Thank you.

Q: Hello to 5i team,
I've been reading up on a potential investment opportunity: blockchain technology. More specifically, I'm curious to know your thoughts on applications of the technology outside of Bitcoin and Ethereum which are too volatile for my tastes.
I would prefer to buy shares in public companies that offer the technology to businesses in other sectors and that have the potential to grow steadily long into the future.
These companies need not be geographically limited to Canada. Finally, do you know of any solid sources of information on the technology, in particular the negative aspects such as hackability of the system?
Thanks in advance, Robert

Q: Hi guys.
Feeling a bit deflated. I joined pretty recently and decided to take a chunk of cash and put into your highest rated stocks above. In a short couple of months I am down almost 10%. Every one has lost money. Are they still all in favour. Do I just plug my nose and wait? Also, I have some short term cash I need to park. Was going to put half in Apple with the recent pull back....thoughts? Any other ideas for a two month hold?
thank you

Q: What is your take on HBC, especially with the value of its Real Estate holding, would it be a worth while investment in hopes that it might spin out part or all of its Real Estate holding.

Thank You
John

Q: Hi, Wondering if you can provide thoughts on current valuation and outlook for Altius Minerals (ALS)?

Q: I hold the following ETF’s in a Non-Registered account. It is sort of a general purpose portfolio with a bit of emphasis on the health care sector (just because I think it is coming due). My question is with additional cash to add should I look for another ETF or add to the existing ones? I guess I am saying do I need more diversification or is there another particular sector I could emphasize?

Canada
iShares S&P/TSX 60 Index Fund

US
Vanguard US Total Mkt Ind ETF
AdvisorShares Focused Equity

Europe
Vangrd FTSE Dev Europe All Cap

Health Care
BMO EqWt US HthCare Hedged CAD
iShares Global Healthcare ETF

Emerging Markets
BMO India Equity Index ETF
Fairfax India Holdings
Fairfax Africa Holdings