Q: Hello in an answer to a reasonably recent question you seemed to imply a preference for Pizza Pizza. We hold Boston and it really has done nothing other than the dividend. Am looking for a good dividend, low risk replacement, but something that maybe has a bit better chance for some capital appreciation. While it is a completely different company, we hold Chemtrade (not a large position)would selling Boston and adding more Chemtrade make sense? Do you have one or two other suggestions? Thanks again to 5i, it is a terrific service.
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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: could you please comment on today's earnings and all the other usual stuff ..thanx
Q: Hi team:
at 1 point, it was pointed out that it could be a take out target by other US competitors in the same business
Now that Chartwell has exited her positions in the US
How would it affect the above as a take out target ?
I also noted that the XRE (read estate) is on an uptrend from a technical point of view, thanks,
at 1 point, it was pointed out that it could be a take out target by other US competitors in the same business
Now that Chartwell has exited her positions in the US
How would it affect the above as a take out target ?
I also noted that the XRE (read estate) is on an uptrend from a technical point of view, thanks,
Q: Good Morning Peter and the 5i Team,
A comment regarding Gildan: I took my grandson to the Halton Skills competition in Milton this morning, and was pleased to see that all the t-shirts supplied to the participants were in large Gildan boxes. Owning GIL, thanks to the superb advice from 5i, has been most rewarding! Thanks for such timely recommendations.
A comment regarding Gildan: I took my grandson to the Halton Skills competition in Milton this morning, and was pleased to see that all the t-shirts supplied to the participants were in large Gildan boxes. Owning GIL, thanks to the superb advice from 5i, has been most rewarding! Thanks for such timely recommendations.
Q: I have significant positions (and losses) in my RRSP in BDI, STN and HCG that I note you have removed them from your model portfolio.
Would I be better to trim or eliminate from my RSP and put this into positions that I have not previously held from that portfolio such as ATD.B, WSP and BIN ?
(I am already well overweight in Financials and Tech, and do hold 12 of the 21 companies in that portfolio.)
Thanks for your help. My portfolios have done very well on your advice and I anticipate continued success!
Peter
Would I be better to trim or eliminate from my RSP and put this into positions that I have not previously held from that portfolio such as ATD.B, WSP and BIN ?
(I am already well overweight in Financials and Tech, and do hold 12 of the 21 companies in that portfolio.)
Thanks for your help. My portfolios have done very well on your advice and I anticipate continued success!
Peter
Q: Hello Peter and 5i team.
I have significant losses in my Energy positions in my RRSP and have previously asked for your help in rebalancing my Financials, Tech, and Energy positions 30%, 40% and 15% the latter down from 30% last year before the energy crunch.
My questions today and I am asking for your advice on what is left in the portfolio; namely BAD, BDI, and SGY that have all been down 40-50%.
Would you continue to hold?
Replace with other Energy stocks?
Or sell and avoid the sector completely until a recovery is underway.
Thanks for all the help!!
Peter
I have significant losses in my Energy positions in my RRSP and have previously asked for your help in rebalancing my Financials, Tech, and Energy positions 30%, 40% and 15% the latter down from 30% last year before the energy crunch.
My questions today and I am asking for your advice on what is left in the portfolio; namely BAD, BDI, and SGY that have all been down 40-50%.
Would you continue to hold?
Replace with other Energy stocks?
Or sell and avoid the sector completely until a recovery is underway.
Thanks for all the help!!
Peter
Q: I have held MTY since about $13.00 and the pace of its growth has slowed lately. Could you please comment on their 1st quarter results, (same store sales still not picking up) and perhaps help to convince me it is time to say thanks and move on. I am considering replacing it with 2 or 3 selections from the new growth portfolio that I don't already own. I currently own AVO, CXI,DRT,GXI,PHM,PUR,SCR from the new portfolio as well as AW.UN.
Thanks for the great advice
Thanks for the great advice
Q: Could I get your thoughts on this latest piece of news regarding the Amaya trading saga?
http://www.theglobeandmail.com/report-on-business/details-revealed-of-amaya-trading-probe-with-lifting-of-publication-ban/article23834937/
http://www.theglobeandmail.com/report-on-business/details-revealed-of-amaya-trading-probe-with-lifting-of-publication-ban/article23834937/
Q: Hi Peter & Team,
I would like to add Wi-Lan but I would need to sell a company in the same sector in order to make room for it. I'm trying to keep the sector at around 15%. I was thinking of selling Descartes Systems (DSG) in order to make room for Wi-Lan. Please let me know what you think of this switch. Which company do you prefer? Thanks, Mario.
I would like to add Wi-Lan but I would need to sell a company in the same sector in order to make room for it. I'm trying to keep the sector at around 15%. I was thinking of selling Descartes Systems (DSG) in order to make room for Wi-Lan. Please let me know what you think of this switch. Which company do you prefer? Thanks, Mario.
Q: Can I get your thoughts. Seems to be on a down trend.
I have a 5% position in TFSA
Thank you as alway
Craig
I have a 5% position in TFSA
Thank you as alway
Craig
Q: Constellation is up about $200 a share over the last 7 months and this week it is racing towards $500 a share. This is wonderful. Do you have any thoughts on what is causing this action? Enghouse (ESL) has also been moving up and it does look like a junior CSU. Thank you.
Q: Is Stantec STN a screaming buy, or what? It has not traded this deeply below the 200 day moving average since 2008. The last time it fell below the 200 dma was July 2012. It is at the bottom of its trading range. The markets are heating up. The last few trading days STN has been up on the technical indicators. And it is one of the rare A-rated companies. How badly can we do buying STN at this time?
Q: Which one of the following do you think has the highest growth potential in the next 3 years without being too risky?
CXI
AYA
PHM
I normally don't buy stocks that don't have a dividend, but I'm looking to use one of my 20 CA stock positions to add a little zip. Perhaps there's a better pick apart from these 3? cheers
CXI
AYA
PHM
I normally don't buy stocks that don't have a dividend, but I'm looking to use one of my 20 CA stock positions to add a little zip. Perhaps there's a better pick apart from these 3? cheers
Q: I bought CSU at 112. I sold at 156. I rebought and sold at 225. I rebought and sold some at 400, and am now contemplating sale of the rest at 475. This stock won't stop increasing in share price and as a consequence now represents 14.73% of my portfolio. I truly appreciate your reco on this one, but do you see anything to deter from holding onto this stock with this weighting?
Thanks!
Eric
Thanks!
Eric
Q: When is their next earnings report expected? What are the expectations for revenues and earnings? I know that oil industry and all related companies have been hit...what do you expect from this company and it's share price moving forward?
Thanks, Mike
Thanks, Mike
Q: Hi there,
Can you please give your current assessment of this stock - it reported great results but seems to have spiked recently and gotten ahead of itself. I have owned this one for a very long time and it would appear to be a good time to rebalance and take a bit off the table.
Can you please give your current assessment of this stock - it reported great results but seems to have spiked recently and gotten ahead of itself. I have owned this one for a very long time and it would appear to be a good time to rebalance and take a bit off the table.
Q: Some simple thoughts regarding ACQ's future potential and reason for considering it still a good long term hold.
1). Warren Buffet in the U.S. is buying up dealerships in the U.S. primarily for the same reason that ACQ is using in Canada which is that the dealer principles (owners) or getting old and want out so many are looking to sell so it may be a bit of a buyer's market with a sustainable future (auto sales and repairs).
2). ACQ's present dealership inventory is primarily in the west with a major concentration in Alberta (oil/gas territory). However, I wonder with this lack of Canada wide diversity (they do hold a few dealerships in Montreal and other easterly provinces) will ACQ continue to expand its territory more into the other Canadian provinces? If they do this they will greatly reduce the Alberta affect on their income and bottom line, which would be good.
Only time will tell if they expand significantly outside Alberta and the west in general.
Do you think this is in the cards for ACQ? Or have they suggested indirectly that they will not expand more into central and eastern Canada that I am not aware of or forgot?
Stan
1). Warren Buffet in the U.S. is buying up dealerships in the U.S. primarily for the same reason that ACQ is using in Canada which is that the dealer principles (owners) or getting old and want out so many are looking to sell so it may be a bit of a buyer's market with a sustainable future (auto sales and repairs).
2). ACQ's present dealership inventory is primarily in the west with a major concentration in Alberta (oil/gas territory). However, I wonder with this lack of Canada wide diversity (they do hold a few dealerships in Montreal and other easterly provinces) will ACQ continue to expand its territory more into the other Canadian provinces? If they do this they will greatly reduce the Alberta affect on their income and bottom line, which would be good.
Only time will tell if they expand significantly outside Alberta and the west in general.
Do you think this is in the cards for ACQ? Or have they suggested indirectly that they will not expand more into central and eastern Canada that I am not aware of or forgot?
Stan
Q: 5i
Recently Magna had a 2 for 1 stock split .
Could you tell me when that happened and what was the actual pre and post stock split prices ?
Thanks
Bill C.
Recently Magna had a 2 for 1 stock split .
Could you tell me when that happened and what was the actual pre and post stock split prices ?
Thanks
Bill C.
Q: Hello, need help with a bit of housekeeping. I like MCB’s cash position, global exposure and get paid to wait (5% yield). I will have to sell shares to purchase MCB. The energy/pipeline sector (WCP, CPG & ENF) make up 12% of my portfolio, with WCP making up 7% of my portfolio. I was considering trading ENF for MCB but, not sure after reading your answer to Darcy and Ken today.
Should I bring WCP down to 5% and purchase ½ position in MCB, sell ENF and replace with MCB or do nothing?
Thanks
Should I bring WCP down to 5% and purchase ½ position in MCB, sell ENF and replace with MCB or do nothing?
Thanks
Q: For those of you who own EasyHome, you probably have been frustrated by the weakness of the stock, even after good earnings, a cheap valuation, plus an increased dividend. I wanted to share that today, Eric Nuttall selected it as a top pick. He said that the exposure to Western Canada is only about 7%. The stock moved up 4%.