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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: Peter and Team,

Cineplex and Constellation Software are my two largest stock holdings and are now 6.0% and 7.0%, respectively of the stock portfolio.

Cineplex's earnings today were pretty good in my opinion and I like the company and the movie slate this year, but I am little concerned by the flat revenue-per-patron number and the free cashflow from last year to this year. Is this a good time to take some off the table and reduce the position to, say, 5%?

On Constellation, I love it but it is now 7% and I am wondering if I should trim it to 5% simply because its too much of the portfolio.

In the stock porfolio, I have 3.5% cash at this time if that helps.

Thanks. Great service as always.
Read Answer Asked by Marc on February 12, 2015
Q: Hi,
I'm considering adding Descartes to my portfolio but it seems quite expensive relative to its growth prospects. Please advise on the following:
1. Key forward metrics per Bloomberg.
2. Why you think it's a good purchase today?
3. Are there any comparable companies you prefer and how do they compare from a valuation perspective?
4. What portfolio weight would you feel comfortable with in DSG?
Thanks.
Read Answer Asked by Christopher on February 12, 2015
Q: Do you think current price is a good entry point for MTY food?

Also in your last report you mentioned that Our biggest concern are lagging SSS growth numbers. Can you elaborate it bit more?

Thanks!
Read Answer Asked by Rebecca on February 12, 2015
Q: I am wondering if I should sell TD and buy CXI but CXI is hitting a new high should I wait until it come down a bit in price? This would be in my TSFA. I currently own T , AYA , TRP , WCP in equal weight.
Thanks
Dolores
Read Answer Asked on February 12, 2015
Q: I'm trying to rebalance my TFSA. For a growth oriented TFSA account (diversification doesn't matter), which two of these three would you pick? Easyhome EH, Evertz ET, and Descartes DSG?

Thanks in advance!
Read Answer Asked by Wayne on February 11, 2015
Q: Hi 5i Team,
Can you comment on earnings for Sun Life and Home Capital. On a quick glance HCG came out with fabulous numbers as usual, while SLF's numbers look terrible!
Thanks again for the great service,
Shane
Read Answer Asked by SHANE on February 11, 2015
Q: after the recent earning release, what are you current opinions and advice with respect to this stock, and company
Read Answer Asked by john on February 11, 2015
Q: In response to one of the previous comments about Teletubbies freaking him out. I lived in the UK at the height of the Teletubbies mania and my kids and all their little friends could n't get enough of the show.
It was incredible how it had such an impact both with kids and even the parents. That's why I think DHX is onto a real winner particularly their exposure to China. Wait until the M & L really kicks in.
Read Answer Asked by Peter on February 10, 2015
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