skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: For the past while, I have been watching BCI. I have done well with consolidators, I liked their last earnings / growth yet their presentation (my opinion) was not well delivered. Unfortunately, it has not attracted much volume. This morning they have traded 148 shares and are up 3.61%. Do they need a professional or more effective investor relations team?
Thank you
Read Answer Asked by Martin on June 19, 2018
Q: Hi there,

If one were buying NFI and TSGI today - would you add equal weight into both positions, or would you be adding a larger position to TSGI over NFI? In other words, if the combined weighting was 7% between the 2 names, would you do 3.5 in each, 4/3, etc? My investing goal would be to achieve higher growth but still maintain diversification between the two holdings.

Thanks!
Read Answer Asked by Michael on June 19, 2018
Q: I came across this when I was doing research on small cap funds and found this in the portfolio of Mawer New Canada funds. Seems to be a very good on most financial parameters. Seems to have high institutional holdings and has strong growth.
Your views on the future growth outlook. Being a $1 billion company in IT sector with umpteen number of players, do you think it has reached a saturation in Canadian market and may see moderation in growth rates compared to the past?
Would you recommend this stock or do you have better picks in the IT sector?
Read Answer Asked by Sridhar on June 18, 2018
Q: The company looks good and valuation seems reasonable given growth prospects. I've seen your positive comments on it.
However, why are they not paying dividend?
Given recent news regarding Toys R Urs Im wondering if its a low margin business that is purely a volume play. Or is it too dependent on high capex and inventories which lock up cash flows for long periods. Two questions on this
1) What are the net profit margins like in this sector and specifically for Spin master
2) Does Spin Master make good free cash flows and is the FCF growth really good looking back historically? How do you see the future given their international spread
3) Why is the company not paying dividend if it has a stable business with reasonable growth? Is it because of focus on growth over rewarding shareholders?
Read Answer Asked by Sridhar on June 18, 2018
Q: Hi folks. New Flyer is a position I took last November and as a result I am down significantly. That said, I have been reading your responses to questions asked in which you stated in part; "we would not view NFI as an outright sell at this time. " This statement could indicate that it maybe a sell and you are not sure yet? Also I am wondering if the course issuer bid NFI announced on 11 June maybe in response to or in anticipation of, a further decline in the stock price?
Thanks All
Read Answer Asked by Stephen on June 18, 2018
Q: Hi 5i, my portfolio is marching along nicely thanks to your advice. I am questioning holding onto NFI. I am on par and have owned it for about 8 months. Because of exposure to tariffs, I'm wondering if it will stagnate and if a switch to PBH, one of your stock recommendations that I do not yet hold, might have more growth possibility in the coming year(s). Your thoughts are appreciated. Thanks!
Read Answer Asked by Kim on June 15, 2018
Q: Follow-up comment to the question asked by Cameron on CSU ever having been approached for a takeover.

Suggest reading the old annual President Letters for some very interesting CSU history.

Several years ago, when the shares were around $50, some large shareholders were unhappy with the stock valuation so the board of CSU tried to sell the company. They were unsuccessful. The sale process itself resulted in a rise in share price and liquidity for investors who were looking to get out. The board found the process to be very time consuming and distracting and were glad to put it behind them and go back to growing the business. Stock is up 20 fold since then.

Lets hope the business can continue for several more years before the last chapter is written.
Read Answer Asked by Joel on June 15, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!