Investment Q&A

Q: Can you please comment on Fiera's earnings?
Thank you

Q: I have $20,000 to invest in a good, steady dividend paying reit with some chance of growth. Other reits we own are MST.UN and AAR.UN. Recommendations, please! - Ted

Q: CCl.b versus ITP. Which would you prefer. Thanks

Q: I patiently hold AVO (at an approx 20% loss) and see that it is still maintained within the growth portfolio. You've mentioned previously that it is a frustrating name. What would it take to lose your interest? Is there any sign(s) that it will begin to behave better or should I be prepared for a long, patient wait with this name? I like the space that it is in and can't see why it doesn't perform better.

As always, I appreciate you insight.

Q: Any thoughts on McCoy? Liked this company before the oil meltdown but they are really suffering these days. Still with negative EBITDA and their press release says they need an upswing in activity to go positive. I'm holding a few shares. Wondering whether to dump them and move on or ride through this cycle.

Q: What are your top recommendations for Canadian power producers. I am selling Northland Power (NPI) based on my advisor's recommendation and would like to re-invest in the same sector.

Q: A year ago, Knight signed a deal to distribute 3 of Advaxis's products in Canada and bought about 400,000 shares at $13.91, a premium at the time from the Advaxis treasury. The shares tanked to $5, recovered to $8 and have jumped %6 to $14 in the past 3 days on the announcement that Amgen bought worldwide rights to another Advaxis drug and gave them $40 Million. This will help Knight as the shares appreciate but will it hurt their deal on the other 3 drugs they represent as Advaxis may concentrate on the behemoth deal with a super-large pharma co. and neglect their other products.
Knight's share price has help up well during the healthcare decline. Do you think they will one day do a big deal or continue to drip out their $600M in miniscule does? I am sure this company will be a blockbuster some day, but I may not live long enough to see it!
Thanks.

Q: Why does the market seem so apathetic about this company's consistently excellent financial results. I've held the stock over 3 years during which time the EPS has increased about 50%, and yet the stock price is roughly the same. There has also been two dividend increases.

Do you think the company could eventually be taken private if the market will not give the company a fair valuation.

Q: Would you consider pure technologies best in class or are there any other in that field that would be better?

Q: Hi Peter and 5i Team.

I have one account (representing about 20% of my overall portfolio) where I hold only the Balanced Equity Portfolio. KXS is pushing 7% of this account, so I was thinking of trimming it back to about 5%. All other positions in the account are at about 4% to 5%, except HCG, NFI, and PKI, each at about 2%.

Do you think I should top up one of the half-positions, keep some cash handy for future purchases, or leave well enough alone and keep KXS at 7%? (Note: I also own smaller positions in KXS in a couple of TFSA accounts.)

Thanks,

Scott

Q: Hello team, Has anything change in your outlook for FCR (dated July 29) after their Q2 results?
Thanks,
Silvia

Q: Savaria reports next week what do you expect their earnings to be like. Is this a good time to buy or should I wait till after earnings. thanks

Q: STN down 5%, WSP up 5% - were their respective quarterly reports that bad and that good? Is it an opportunity to buy STN and sell WSP, or perhaps the reverse? What is your favorite between these companies now that their prices have had big changes today?

Q: Good morning,
Great appearance on Market Call yesterday!
Stantec's earnings. Any red flags I can't see in the press release? Today might be a good day to start a half position for a long term holding ... Your comments please ...
Thank you!

Q: Hi, Could you please comment on CCL earnings. Thanks

Q: I would appreciate your thoughts and analysis on Brookfield Renewable's earnings. Is it a good long term investment? Thank You.

Q: hello 5i, looking to ad to my health care position is sis good entry point with recent pull back other recomendations ? also some time ago you made some recomeded reading for investors and i cannot find ,need for vacation ,separate question if you prefer. thanks in advance Mike

Q: Would you consider KXS as a buy at today's price of $61.95 or is it getting ahead of itself and I should wait for a pullback? With thanks, Bill

Q: Is there any significance in the latest news on CXI? There are many small banks in the US so when they say they have agreements with over 800 branches that could be big or not. Your insight please and thank you.

Q: Yesterday, Amaya advised they will be releasing results Aug 12. Was there another announcement that I didn't see, or are results expected to be poor ? It seems to have had quite a negative impact today.