Investment Q&A

Q: Can you provide any update on GPS, I understand a number of senior officers have recently been replaced.

Q: SYZ has been a long time winner for me. What are some of the reasons no analysts follow this stock while there are a lot of " dogs " out there that are being followed ? Thanx Robbie

Q: I have owned MAXR/MDA(in my RSP; approx 2.5% of my Portfolio) since 2015 and currently Market Value slightly greater than the Book Cost . I am a long term investor ,however, I am undecided re keeping MAXR or to sell and invest in another stock. Your input would be appreciated. Second question-what two stocks would you recommend regardless of sector/weighting at this time?

Q: hi
regarding New Flyer it has been labelled a cyclical stock in the past. What cycle does that refer to? Is it the business cycle and the fact that there will eventually be a downturn or something to do with how the year plays out for them as I notice the stock seems to appreciate more in the first four months of the year?
thanks
Joe

Q: Good afternoon 5i team,
I have been looking into tax loss buying and keep coming back to your high view of Knight Therapeutics. It seems that a good deal of your views on the stock depends upon management. And in looking into the stock a little, it does seem that Jonathan Goodman is a kind of Wayne Gretzky in the business world. A rich kit who did well:). Here in Montréal he also recognized as an important philanthropist. A couple questions I have that I would appreciate your seasoned view on:
The CFO left but he doesn't seem to be just any CFO. he was also it seems a kind of founding partner of Knight. His position has been taken by the former CF O of Paladin, so that is good. But, he does seem to have been more than a CFO. I notice that the company that he moved to has become increasingly closer to Knight. So, I was wondering whether this was perhaps a strategic move by both companies. But, perhaps I am reading too much into it. You probably have heard more about this change than I would have and so I would appreciate you view on both the loss and the possibility of a strategic move.

Secondly, it seems that Jonathan Goodman is all - important at GUD. He has had an accident and although he seems to be, as he says, 'Almost' as good as ever, there is still a question there. He seems to have the intelligence to find a small but lucrative niche in this field and has the strength and selling ability to make the most of it. He looks good. But, what if he goes? I am not sure but I believe you mentioned in your report that the actual cash that they hold would cushion against that eventuality. Am I right in that understanding?

And heck, since it is Black Friday, I will throw another question in for free: You say that patience is needed. He says that it is going to take twenty years. Many of us are beginning to see twenty years as a pretty big number and we may not be here to see the tree grow. So, is it a good investment for the older crew? But, maybe like the old apple tree, we are better to plant one for the next generation.
thanks

Q: BCI trades with very low volume I like bci but if I take a larger position in it and I want to sell I would have issues in getting out of BCI I bought PBL on your great advice but it also has low volumes this is the case with many small cap companies you are a great source of stock information

Q: I have held Stella Jones for over a year and it has finally started to move. I wonder if all the metal poles I see are hurting this companies bottom line. Could you clarify what you see as the future prospects or would it be better to sell at a modest profit and move on to a better story.

Q: SIS just broke through resistance of 17.40 or so on a little above average volume on Friday, even though the US market was only open half the day.
Would you think it would be a good time to add a little here given its all time high or wait to see if it cools off a little first?
Thanks
Jeff

Q: In a registered account I still have some byd.un. thanks to you, I have not sold them all as the price went up and up. But as of now I really don't see the valuation here. With no tax consequences to worry about. Just the trading commission Which name might be better to switch into.?
Thanks

Q: I hold PBH.DB.E and am wondering if I should sell the debenture as the current price has gone over the conversion price adjusted for the 125% April 2019 redemption price.

Q: Do you know when CXI reports next and the estimates?

Q: You recently answered another question in the following words.
you may be best served by a well-diversified conservative (or even balanced) portfolio. For your equity component (what ever allocation you decide) stay focused on large-cap dividend payers and weight defensive sectors generously.

If I want to stay with Canadian stocks only, please name your top 10 stocks that would fit this bill.

Thanks.

Q: I have no pure oil names in my portfolio. I do own ENB, ALA and VET. Would you recommend an oil name or two, and/or a services company that will benefit from higher oil prices. Thanks, Penny

Q: Hey Peter. I had a look at your last BNN visit and was considering adding ABT based on it being a top pick. I have reviewed your recent questions and answers as well. I'm wondering if you were making the pick today would it still be a top pick based on the lower valuation? If not, at what price point would you suggest someone starting to enter with a half position?

Thanks!

Q: Hi 5i,

Can you please comment on the news out of PBH this AM?

Thanks

Q: Hello Team, Would you have the Nov 15th short interest share count for Kinaxis? Is there a US short interest?

David

Q: Good Morning,

The update in early November indicating the model portfolio was selling 2.5% of its holding in TOY. Is there a plan to reinvest the proceeds given the stock has increased >50% YTD?

Thanks,

Eric

Q: Hi Any reason for the welcomed
bump today?
Stan

Q: Will the stock price of this company return to $50 range with better movie lineup, or are there other factors causing the price to have dropped significantly. Can you provide your analysis of current valuation and growth prospects? Thank you.

Q: Can you please provide your analysis re: current valuation and projected growth / valuation of Liquor Stores? Thank you, Linda