Investment Q&A

Q: Does this seem like a good entry point for Winpak? It looks to me the sell-off is a little excessive.
Thanks for your great service and congratulations on your "new look".

Q: This is a double for me thanks to 5i. Is it time to let go or just trim.

Q: Your view.They seem to be going nowhere for 1 year now.Is it the industry or compagny specific?
Thanks
Jean

Q: GM,could u give me ur opinion of Ala versus Bep.un for aTFSA acc?
Tks
PS: Great service.

Q: CGX was doing well & today had a big drop.Is there any specific reason given that it is reporting on May? Appreciate your usual great services & views

Q: Yesterday Royal Bank restated a $57 target price & a outperform rating.On the technical side,IE,discount brokerage arm of CIBC stated as follows: Resistance $51.13,Medium term target $53-54.5 & long term target $60-63. Is this a good entry point?Thanks for your usual great services & opinions.

Q: DH Corporation is off about 4% today. I don't see any news. Do you have any insight?

Q: I have owned this Company for some years now, and am 'under water' about 10%. It represents approx 7% of my holdings. Would you suggest an alternative with better upside?

Q: I'm looking to add a "healthcare" stock to my portfolio. I'm currently only exposed to PHM and TSO3 (combined at about 1.5% of my portfolio), so am looking for something with less risk than those.

Which would you recommend, GUD, CXR or other?

Q: Revenues seem to be on the way up along with the stock price today. What do you think of these recent results?

Q: Peter and team,

Is BEP.UN the "best" way to play our lovely politicians' relentless drive toward renewable energy? It seems the way that public policy and public opinion is going, people are going to move toward renewable power regardless of economics. Would BEP.UN continue to observe significant growth from this?

I am very scared to invest in any solar manufacturers or battery producers because they all seem so risky.

Thoughts?

Q: Hi Guys. I bought AFN last June @ $46.60. It fell like a knife bottoming end of Feb to $25 and then began rising nicely until 6 days ago, hitting $39. Now 4 straight days down and back to $37. It reports Apr 28. All the gain-back off the low is evaporating, the ag industry (fertilizer at least)seems out of favour (AFN had been bucking the trend), and I worry it is headed right back down. It does have the cash to continue the 6% div. It doesn't seem to be making money, ROE is terrible & book value seems high at 4.5x. Should I get out now while the loss is "only" 20%, wait for the Q1 result and then decide, or simply hang on and when it nears bottom again buy some more on the hope the company will either make some money or that something will act as an upward catalyst someday? Thanks for your thoughts & suggestions.

Q: I like HCG for its decent and growing dividend as well as low P/E multiple and O.K. growth prospects. However, I have been trimming it to get it down to a 5% position. What stock with a decent dividend and valuation profile would you recommend as a replacement? I already have full positions in BNS, NA, TRP, OTC, CNR, MDA, ATD, HCG as well as 2/3 positions in BAM, FTS and AD plus a 1/2 position in T and some broad US ETFs. I really appreciate your service and the recent changes to the site are excellent.
Thanks

Q: Hi 5i,

I currently hold CLR but it's been flat to slightly up over the past several months. I have been thinking.of dumping it for PBH. which has better growth prospects for the intermediate future? Thanks in advance!

Q: Peter and Team,

Any thoughts on why Savaria has been popping this morning? I am looking at it up 5.73% right now with no obvious news anywhere.

I like the name. LIke it long term. Bought it as 2.5% - 3.0$ weithing and its now 4.3%. How big a position is too big for a name like this. I would normally be comfortable with 5%.

Q: I am choosing between KXS and ESL? Are they in the same business? Between these two stocks, which one offers a better value and has the most potential in the future? thanks.

Q: What do you think about BOS which had a long steady growth for the last few years going from under $5 in '13 to over $24 in 3Q '15.

Q: Would appreciate an update on your thoughts for this company and opinion on year end results.
Thanks
John

Q: Your opinion on this company for an income oriented portfolio, please. I can't find any previous questions, and find that to be little strange.
Len

Q: Would appreciate your input on AW.UN as an addition to The income part of my portfolio. Good divi and seems pretty solid for a 1 - 5yr keep. It is close to its all time high tho. Do you think it is running out of steam?