Investment Q&A

Q: Based on your answer to the question about the lawsuit, do you feel the market has over corrected the stock? Would you buy more

Q: Please comment on the lawsuit

Q: Hi Team. I hold both WPK and CCL. Is one better than the other for a long term hold? Want to replace two 1/2 positions with one whole. Thanks!

Q: I have 2% position in non-RRSP portfolio. Bought it 2 years ago at around $35, it is at the same price now. Considering low dividend and "lost" 2 years, do you suggest keeping it or changing to something with more growth potential? I also hold 2% positions each in XLI.US, SJ and WSP - unfortunately, I bough these just recently... If you were to rate STN today, would you still rate it as "A"?

Q: Could you please comment on $HLF. What is the short, long term benefits, risks in buying a 1.5% position.


Thanks Walter

Q: I'm down 34% on game Host and I wonder if I should sell, hold on. or should I buy more.
Is the dividend safe?

Q: Yesterday it was reported on BNN that Credit Suisse had downgraded BIN to a "conviction sell". The market seems to have shrugged it off, but should I be concerned?

Q: I'm confused by the latest report. CXI has had pending approval for a Schedule 1 Bank since before your first report Dec.1, 2014. If OSFI is doing the approving and now with a new Federal Govt. the process could take longer are you saying that this is somehow a political decision and not a bureaucratic one? What is the normal length of time for approval and if it has stretched on this long does that increase prospects for denial? It seems to me the takeover of CFF Bank by HCG in Oct. has been a huge ho-hum with stock down 20% since, so just how much upside has CXI vs. the potential further downside? Thanks, J.

Q: Hi,I have a position in Dh at $42 but could add some more for a 7% weight.
Would you add to bring down my average cost?This stock looks like it could have a good bounce.Also I have not heard much more on the short seller last month,is that finished?
Thanks,have a good holiday

Q: I am thinking of buying ( what i hope) are a few bargain stocks before the end of the year. Was wondering whether you thought home capital would qualify. I notice that it didn't come up on your blog post on tax loss buys. Would you still see the companies in the blog as the most compelling today? How about possibilities for large cap stable compaies, like CP? I am sure there is at least more than one question here, so please deduct as required. Thanks and have a great holiday 5i team

Q: This stock fell from $3.00 earlier this year hit 60 cents on November 27th. It is now trading in the 90 cent range, a 50% increase in less than a month. Is anything significant going on to cause this?? and do you see the upward momentum continuing??
Thanks again for all you do.
Guy R

Q: bep.un is down 2.5% which is a fair size drop a company of its size and type. The only news I see is: Brookfield Renewable Announces Extension of Exchange Offer for Outstanding Class A Preference Shares, Series 5 of Brookfield Renewable Power Preferred Equity Inc.

Do you think this accounts fore the drop? would you be a buyer at this price?

Q: BPF.Un is per forming very poorly especially compared to A&W in more or less the same business. Their reported Q3 loss was related to "fair value adjustments" - which I do not understand. Is there more to this than just the pizza business?? I am showing a significant loss. Your suggestions, please.

Q: What's the last day of the year for tax loss selling, thanks

Q: Hello Peter and 5i team members,

I have CGI group in my portfolio representing about 4% of my RRSP account.Now I would like to add 1 or 2 names in IT sector to bring up my sector weighting to about 10 to 15%. Could you please provide some recommendations for a long time holding (say 5 to 10 years)? Thanks.

Wish you and every one of your team a very merry Christmas and a happy new year!

Lin

Q: Hi 5i Team
I note your last comment was on 11/03 for this stock. I bought it in 03/14 and am down 46% [av 1.71].It just bounced off a .90 low.

On 09/29/15 it entered into a MoU with China Communications for Auto deploying satellite systems.
1] will anything develop from this in the near future

On 12/20/15 they issued 550,000 grant options to D/O exercisable @$1.14. Earlier in the year Oak Financial was granted 400,000 exercisable @$1.25 & 1.75 over the next 2 yrs.
2] your comments on these grants.

3] is it worth waiting for any potential or significant growth in the next 2-4 years

4] any other observations or comments.

All the best of the season to all!
Cheers
Hank

Q: The 5-year chart on SJ is classic, and your report is positive, but it is expensive now. How much has the PE multiple expanded on this stock over the past 5 years, and what has been the rate of earnings growth? Has it kept up to the stock price?

Q: With IT being kicked to the curb is AYA next? The stock is already 50% off the highs of 2015 and a similar attack could see AYA at $12.

Q: BNS and TCN don't do much since some time. Both are down around 18% lately.

Should one stay the course, or look for alternatives ?

Q: Hi, after watching for almost a year, I started a position @43.05 in WSP global, this week. The move was based on the fact that there was no apparent reason for recent pullback. Several months ago WSP did a secondary offering @42.50 (I think). During recent past, stock price touched a high of $49.18. The stock has a dividend yield of 3.50% and will perhaps benefit from infrastructure spending plans of new federal Govt. Incidentally, WSP was also a Top Pick on Friday Dec 18, 2015 Market Call tonight by Keith Richards, a Technical Analyst and BNN guest. As per his comments, this stock sees occasional pull backs and a purchase along its trend line ($42.50-$43)should be a great opportunity. Would appreciate your comments, please. Thanks