skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello: My TFSA value is $64,274. This includes $5,638 in cash that I need to invest. My objective is growth. My holdings:

AYA $9,370 (14.6% of TFSA)

XTC $7,424 (11.5%)

DHX.B $9,530 (14.8%)

CSU $32,312 (50%)

Thanks to 5i these stocks have done very well. The TFSA is about 8% of my total investment portfolio. Can you comment on the health of this mix? What stock(s) do you recommend I add with the cash?
Read Answer Asked by Helen on February 19, 2015
Q: What is your take on easyhome earnings, i thought they were excellent with a dividend increase. Dave
Read Answer Asked by david on February 19, 2015
Q: 5i
I have a half position in GC but just cannot decide on whether to ad to this one or start buying into aya . Aya has been doing much better while GC has lost some ground .
Also I'm thinking of getting back into acq since it has had much better momentum of late and forward earnings look quite solid plus it's well down still from its high .
I would greatly appreciate your advice on these stocks .
Thanks
Bill C.
Read Answer Asked by Bill on February 19, 2015
Q: I currently hold this based on your recommendations, and it has gone up considerably. Is the price at a fair valuation or should i take profits? thanks Clare
Read Answer Asked by clara on February 18, 2015
Q: In their Fiscal 2014 report, the management "expected meaningful growth in fiscal 2015" and held cash per share $1.65. Given the large portion of business that comes from Western Canada what would you expect in terms of growth for 2015? Also in your October report you noted insider selling. Does this selling affect your otherwise positive opinion of management? Has that selling subsided? Would you be comfortable buying a small position here?
Sorry for the multiple questions.
Many thanks
Mike
Read Answer Asked by michael on February 18, 2015
Q: Hello great team. Amaya is in a strong bullish trend in all time frames according to BMO. I am holding 6.9% within my Portfolios along with most of your other PF choices (both PFs). My question is; should I ride this a bit longer? AYA was a bit stuck for a while but is rising nicely again as I am sure you know. Any news? Thank you for all you do. I am doing well with your Q and A's and best of all "makin moola"!
Read Answer Asked by El-ann on February 18, 2015
Q: I have done surprisingly well with my two pizza holdings... both are decent for income too . You recommended bpf.un .
Do I really need 2 pizza shops ? ... Would you advise that I drop one ?
If so , which should I keep ?
Or should I keep both ? ... or should I cash out completely ?
Is there a seasonal aspect to Discretionary-Restaurant ? I own A&W as well.
Read Answer Asked by Thomas on February 18, 2015
Q: Please give information on Rdm thank you jack
Read Answer Asked by Jack on February 18, 2015
Q: Hi Peter & team

Have learned to take most of the guests comments on Market Call/Tonight with a grain of salt often thinking conflicts and ulterior motives may be in play which, by the way is what makes 5i so valuable to all of us.

Having said that, Colin Stewart who I have grown to appreciate has provided some very accurate commentary in the past had some very positive comments re RPI today.

So I took a look at some of the metrics in play... Debt/Equity ratio 0.59, Price/Cash Flow 9.38, Price/Book 1.92 and Book Value/share is at 6.81.

There doesn't appear to be a ton of debt, the dividend is excellent, and as Colin said, this is a fairly recessionary proof business that generates good cash flow.

I am surprised there are not many questions on this company in the 5i forum... especially looking at it's recent performance - up almost 10% today.

What is you opinion? Why no interest from the membership? And would you consider RPI a sell/hold/or buy at this time?

Thanks for all you do

Gord



Read Answer Asked by Gord on February 18, 2015
Q: Peter

Could you give an opinion on RPI_U

Thanks, Peter
Read Answer Asked by Peter on February 18, 2015
Q: Peter What would make this stock jump 10% with out any news or results.
Kind Regards
Stan
Read Answer Asked by Stan on February 18, 2015
Q: Hello Peter, your take on DHX.B earnings this am.

keep up the good work.
Read Answer Asked by ron on February 17, 2015
Q: Hi Peter,
Dhx.b great earnings!
Are we going higher, or have we just caught up
to the stock price.
Thanks as always.
Read Answer Asked by Debbie on February 17, 2015
Q: was thinking of putting some money in Syz but I am reading about this lawsuit started.
What could you tell me about this,is it very material?
Read Answer Asked by Josh on February 17, 2015
Q: I own CMI at much higher levels but to date I am fine continuing to hold with the comfort of their cash position until you report on the company again. It has been almost a year since your last report on this company. Can I assume a report will be out soon. Thank you for your reply.
As a side note I was hoping you would comment on TARO.US earnings in my last question as I thought they looked good but the stock continues to decline since they came out on the 10th.
Read Answer Asked by Cheryl on February 17, 2015