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Investment Q&A

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

Q: Based on your Jan. 15, 2017 research report - when AW.UN was trading at $38.20 and your continuing good comments on AW.UN. I bought the stock on what I thought was recent weakness at $36.28.
So I feel blindsided by your email on June 1 removing AW.UN from your income portfolio. Also as a buy and hold investor I found your rational for selling somewhat weak and surprised a replacement was not recommended. Please comment. Thanks.
Read Answer Asked by Peter on June 01, 2017
Q: Hi Peter, Ryan, and Team,

Sorry for another A&W question, but do you think the Ontario government's plan to raise the minimum wage to $15.00 will hurt this stock (as well as others in this space)? I suppose that A&W could raise their prices, but they already seem to be at the high end pricing of the quick-service-restaurant space.

Thanks as always for the pertinent advice.
Read Answer Asked by Jerry on May 31, 2017
Q: i agree with stevens question on knight.
i owned 40,000 shares of knight, i have been in since 6.00, now i have only 12,000 shares.i did well but honestly i expected more.
it is unlikely that jonathan goodman will do anything with his 760 million stash in 2017 , he is looking to buy something for almost nothing and what bothers me more than anything, is he raised money 4 times diluted the stock each time and then did nothing with the money and he clearly states it is a stock for your grandkids, so we could be waiting a decade or more and he also says paladin took 19 years to payoff.
my question is do you think maybe you are being too optimistic on this company especially since you have it in 2 portfolios.dave
Read Answer Asked by david on May 30, 2017
Q: Knight Therapeutics (GUD) is my largest holding. Each morning, I get up and while doing the usual ten minute standing ab routine to get going, I wonder what Johnathan Goodman is doing. Unlike me, he has about $760M in cash in his pockets and, again unlike me, he seems unwilling to part with it. I completely understand this is a long term investment and I look at it as a form of security for our future but if he were to go out and buy "someone big" with a product line and a sales force, I can't help but dream that this stock will multiply significantly. Can you send him a message and tell him to start doing those ab exercises. He needs to get moving.
Am I being a little impatient and do you see any signs of activity that might be remotely encouraging?
Thanks.
Read Answer Asked by Steven on May 30, 2017
Q: 5i Team,

How similar are these 2 companies? I have 2.5% positions in both (at a healthy profit - thank you).

Should I sell one? I own DSG in a cash account at +100% - hence have to pay cap gains, and KXS in my TFSA. I know KXS is a top pick of yours..

I'm fine with risk.

Thanks,
Read Answer Asked by Ray on May 29, 2017
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