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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: I am currently working on ensuring that my portfolio is balanced in terms of asset allocation. This exercise is revealing to me that I have no coverage in healthcare and seniors' services. When I look at the companies you've rated I don't see any in this sector that have a 5i rating of B- or better. Are there any?
Read Answer Asked by Neil on February 17, 2015
Q: My only REIT - AP.UN - seems to have gone into hibernation, from being the top performing REIT for the past few years (highest combined return) to seemingly losing all momentum.

I am looking at flipping it for HR.UN that has a larger market cap $6.7 billion vs. $3.0 billion, higher yield 5.6% vs. 3.8% and more positive overall TA numbers for the short and long term prospects.

Do you endorse this switch?

Thanks.
Read Answer Asked by Victor on February 17, 2015
Q: Could you tell me when QST issues their next quarterly report, and what are the expectations. What do you think of the risk-reward on this stock at this point. Thanks.
Read Answer Asked by Noel on February 17, 2015
Q: Hello Peter & Co,
In one of my previous questions, I had asked which of BIN or MAL to replace CHE.UN in the Industrials sector (6.0% of portfolio); your answer was to add BIN because the exposure to the sector could be increased. Fine!
My portfolio also holds CNR, BIP.UN and STN; they fall on the larger "industrials" umbrella. With these holdings, my exposure is at 12.4% (vs 9% in the TSX).
Would this clarification change your answer?
Thanks,
Antoine
Read Answer Asked by Antoine on February 17, 2015
Q: At these levels,would you consider gamehost ok for a smallish position in an RIF?Thanks!
Read Answer Asked by Maurice on February 16, 2015
Q: HCG is down over 20% since i bought it in July. It's in my TFSA, so I can't do a tax loss sell. The questions is, should I just wait it out and hope for the best? I understand the question is basically not how much I've lost, or even whether or not i can recover it, but whether the ( seriously reduced) money would be better off somewhere else. Thoughts?
Read Answer Asked by M.S. on February 16, 2015
Q: Hello Peter & Co,
Terrific results: Revenue up 36%, Net Operating Income up 64% and Net Income up 29% year over year; what's better is that the previous year was 13-months long (change of fiscal year).
I just bought a full position on January 21, 2015 and I'm already up some 22%.
What is your take on its outlook?
Thanks,
Antoine
Read Answer Asked by Antoine on February 14, 2015
Q: I see you that you recomend not buying at this point. Should I hold on or dump it at minimal losses?

Thanks
Paul
Read Answer Asked by Paul on February 14, 2015
Q: dear Gentlemen,
I have 2000 shares of BAD, loss 28%. It seems to recover
Do you recommend to buy at this time or wait .
How can I quickly all answers to question on 5I covered stock ?
Thanks
Best regards
Read Answer Asked by Djamel on February 13, 2015
Q: AHF has finally revealed what we long suspected with respect to 1/ its ridiculous dividend policy and 2/The loss of IA Clarington. Management, notably spinmaster CEO, and a languorous board look especially pathetic. Comment?
Read Answer Asked by Norman on February 13, 2015
Q: Hello 5i
I wondered if you could give me a brief explanation of how CSU manages their debt structure. Looking at their balance sheet it appears odd to me that they have so much short term debt and not enough current assets or earnings to cover it. I do see where they have issues debentures as a source of capital, but I would just like a better understanding of how they are currently funding their debt and how it will be done going forward.
Thanks,
Randy
Read Answer Asked by Randy on February 13, 2015
Q: Hello 5i,
In your recent report you mention the all in sustaining
cost per ounce of gold was estimated to be $918 while the "all in" cost is $525 (recent past 9 months). What's the difference here in "costs"?
Thank you,
Rick
Read Answer Asked by Rick on February 13, 2015
Q: Hi there,
Looking to buy cipher or constellation. The latter looks pricey and the macd suggests now is not the bst time. Looking for growth in my tfsa. Which would you recommend? Or maybe Dxh.b instead?
Read Answer Asked by Jason on February 13, 2015
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
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