Investment Q&A

• A&W Revenue Royalties Income Fund (AW.UN)
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Q: Hi, I am planning to initiate a position in AW-UN.TO, it has gone down approx. 10% in the last month. My expectation is to get an average annual return between 6-9% in the next 5 years. Do you think it is realistic ?
Do you think it's current valuation is interesting for a 5 years holding period ? Any other advice/comments on AW-UN.TO would be appreciate.

Thank you,

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Read Answer Asked by Luc on September 16, 2019

• TFI International Inc. (TFII)
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• Alimentation Couche-Tard Inc. (ATD)
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Q: TFII is part funder of a $325m seed money of Forage,experts in cross border freight for Mexico & Canada.Your short comment please. The record date of ATD.B is splitting 2 for 1 is Sep 20.When is the day to buy to qualify? What % should I buy? Txs for u usual great services & views

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Read Answer Asked by Peter on September 16, 2019

• Boyd Group Income Fund (BYD.UN)
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Q: I noticed that my Boyd position has grown to 5.5% and it took a 3% hit Thursday . Is Boyd the type of stock that should be a 2-3% holding rather than 5% of a balanced portfolio - I was going to let it run up to 7% before trimming . Your thoughts please . Thanks

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Read Answer Asked by Thomas on September 13, 2019

• Enghouse Systems Limited (ENGH)
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Q: I have a 4% position in Enghouse which has been in my portfolio for about 3 years. What is view on this stock for its potential future growth. Thanks.

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Read Answer Asked by Gerry on September 13, 2019

• Boyd Group Income Fund (BYD.UN)
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Q: Hi 5i team:
I have planning to buy BYD , in view of the recent pull back, how "recession proof" is BYD (beta ?) and what would you say it is a good entry price .
thanks

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Read Answer Asked by Alejandro (Alex) on September 13, 2019

• Canadian Imperial Bank Of Commerce (CM)
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• Methanex Corporation (MX)
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Q: CIBC and Methanex both look cheap, with reasonable dividends, prices bottomed??? would you consider either or both a buy here? Or suggest better similar situations?? Thanks, Jim

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Read Answer Asked by jim on September 12, 2019

• Savaria Corporation (SIS)
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Q: Is it time to add to my 3% pos.(p/p $17.28)?Thanks for u usual great services & views

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Read Answer Asked by Peter on September 12, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: This is not a questions. I am sharing an article that I came across on the Motley Fool about LSPD . This might be of interest to some members. Post it if you think it is relevant.

Cheers,
Joseph

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Read Answer Asked by Joseph on September 12, 2019

• Methanex Corporation (MX)
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Q: Would methanex be a good candidate for tax loss selling? How much further could it be driven down (although, I see it may have turned a corner and swings around quite a bit)? Does it require a strong economy to do well?
Thank you.

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Read Answer Asked by Kat on September 12, 2019

• A&W Revenue Royalties Income Fund (AW.UN)
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Q: $43.63 p/p,down 11% to a 2% position.Is it time to add some? Any news?Thanks for u usual great services & views

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Read Answer Asked by Peter on September 12, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: I bought some SHOP @ $200. Should I consider ADDING some more now with the Drop to $440?

Thanks!

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Read Answer Asked by Austin on September 11, 2019

• Covalon Technologies Ltd. (COV)
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Q: May I ask your opinion of the repricing of the PP on Friday.? Can a retail investor take part in the offering?

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Read Answer Asked by Kelly on September 10, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Is this stock going back to 20.00 ? Should I get out now?

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Read Answer Asked by NICHOLAS on September 10, 2019

• Restaurant Brands International Inc. (QSR)
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• Premium Brands Holdings Corporation (PBH)
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• North American Construction Group Ltd. (NOA)
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Q: I am thinking of selling NOA and buying either QSR or PBH. I am looking for growth. Which would you pick and why?

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Read Answer Asked by Elaine or Gerry on September 10, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Can you comment on SHOP's acquisition announced after the close yesterday. What does it mean for the company and how do you think the market will react to it? My view is it's a positive move.

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Read Answer Asked on September 10, 2019

• People Corporation (PEO)
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Q: Re exit strategy on stocks
I purchased People Corp many years ago at a great price . The stock went up to over $9.00 then dropped to $7.00 .
How do I decide when to hold ,sell or buy more of a winner after a big drop in price .

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Read Answer Asked by Howard on September 09, 2019

• Photon Control Inc. (PHO)
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Q: As the SOXX, iShares PHLX Semiconductor ETF is approaching it's all time high, PHO is bouncing along close to it's 52 week low. I understand the lag in spending from the semi companies showing up in PHO earnings, though it seems to me investors are paying up for forward earnings in semi companies but not PHO? Are similar companies to PHO experiencing the same fate or is this company specific? Do you have examples of similar companies to share?

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Read Answer Asked by Charles on September 09, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Are you aware of any potential catalysts coming up for Lightspeed?

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Read Answer Asked by Kim on September 09, 2019

• Park Lawn Corporation (PLC)
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Q: Park Lawn Corp. has been pretty weak lately. You would think that with the amount of space to burry people getting less and less, that that their services would get a premium. Through the media I’ve been hearing about eco friendly ways if disposing of deceased. Things like composting (essentially becoming flowers in your flower bed) to burying people by road side and planting a tree over them. How would such future changes affect The company?

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Read Answer Asked by Anthony on September 09, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Ok please let me know what is going on with this stock should I sell or hold bought at 42.00 Yikes

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Read Answer Asked by Jo-Anne on September 09, 2019