Investment Q&A

Q: WHAT CAUSED THE SUDDEN $2.25 RAISE IN THE PRICE TODAY. LOVE IT...IS IT MAKING A 'COMEBACK?"

Q: Hello 5i

In reviewing some of my positions from a 5 year chart perspective, it is clear I have come to the 5i Party later in the game than others. I am interested in your thoughts about buying some of the 5i wonder stocks that have been money makers, at this point in the market.
The example I choose is the super run KXS has had but now, even before the recent customer issue, the stock price took a break, broke the uptrend and is now potentially faltering.

How does an investor gauge whether the party is over and protect against being the Holder of growth names for the down side of the stock run?
I have had this experience a few times in the recent years and it really eats into a Portfolio value.
There is no doubt this question highlights a low propensity for volatility and the need to keep portfolio weights in check, but what about stock prices today and buying growth stocks at level never seen before?

Thanks for the highly valued comments
Dave

Q: On November a question was asked to buy a 1/2 or full position in TOY and your reply was to buy but didn't mention to buy only 1/2 or full position so what would be best 1/2 or full position? If already owned is a full position okay or would you reduce it to 1/2
Thanks

Q: Lots of picking on this company from others and I want to ad more? ANY reason not to? Thx James

Q: As stated,TOY missed estimated eps,but sales increased by 26% accompanied by sharp increase in both allowance for doubtful accounts to $9.9m & accounts receivable.It appears that there could be more write off for the account of Toy R US in future.I wonder why management did not provide details of TOY R US & its impact given that it & 2 other big companies represents a sizeable portion of sales

Q: Could you please give your perspective on the stars group going forward and with their strong cash flow do you think this will become a dividend stock and if so when?
mike

Q: Market seems to be giving NFI a good beat down, do you feel it is justified?

Q: Hi;
Can we have your comments and opinion on CAE earnings??

Thank you

Q: Appreciate your comments on earnings and outlook
Thanks

Q: Please comment on GC's quarter. Markets does Not seem to like.
Thanks
Karim

Q: Just a few questions on the new NFI report. Your data on the website (love the new expanded info!) shows EPS estimates of $3.07 and $3.28 in 2017 and 2018. On my RBC research they show 2.48 and 2.57. Is it usual that analysts would differ so considerably in their estimates?
Also on the web site data you show NFI dividend growth of 4.30% over 5years but your recent report indicates growth of 7.9% over 5 years?
Based on the 3.07 3.28 earnings are expected to grow 7%. Does this include the expected margin expansion to 6.8%?
Many thanks.
Mike

Q: Comments on earnings please?

Q: Any red flags from conference call? Still a top pick?

Q: I know you don't have a crystal ball but GUD keeps going down while patience is advised. At what point (price) does the stock hit a bottom if no acquisition occurs. I've never seen a stock like this one.

How do you feel after latest earnings?

Q: Which of these two companies present the better buying opportunity at this time?

I already have a 1/2 position in CCL.B, and no position in BYD.UN.

Q: Is it now a good time to invest in MG or LNR？Which one would you pick and please explain. Thanks

Q: How do you feel about Stantec's earnings? Did they beat on an adjusted earnings basis? Can you give a brief pro / con list regarding items like valuation, debt, growth prospects, management in comparison to its peers?

Thanks.

John

Q: When do expect GC will start to benefit from its deal with Ontario government??

Q: Please comment on HLF results. Thanks

Q: Can you please comment on the earnings for $CSH.UN. Thanks Valter