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: Hi Peter and Team,

I'm curently looking for 1-2 more names to add to my TFSA. I currently hold RRX, BBI, CKE, CXI, AVO, GUD, XTC, SUM, ACB, DHX, and XOP, with RRX and CXI being my largest holdings. I was thinking of adding CCL.B as a diversification into something more consumer based, or KLS. Is that something you would recommend? Or are there any other names? I'm 25 years old and am looking for somewhat aggressive growth.

Thanks

Jordan
Read Answer Asked by Jordan on March 04, 2015
Q: Hello Peter & Co,
I sold KBL in early 2014 for $40 and watched it muddle along for quite a while; in a matter of a few months it moved up to around $50.
It is now way in overbought territory (upper limits of RSI) and with an ROE of around 15% and forward P/E ratio of between 25 and 30 (depending on the data source), the ratio profitability/PE being much lower than 1 (0.5 to 0.6).
Is it too early (or maybe too late) to get back in?
By the way; I own most of your holdings in the Model Portfolio, but because I do not invest in Smoking and Gambling related stocks my returns are slightly lower but still quite respectable. It takes all kinds of people to make a market, right?
Thanks,
Antoine
Antoine
Read Answer Asked by Antoine on March 03, 2015
Q: Hi Peter.
What is wrong with WIN? Essentially no debt, huge amount of cash on hand (+100 million) and they just increased their dividend (yield above 6%). What am I missing? Should I buy more in my TFSA? Thanks.
Read Answer Asked by L J on March 02, 2015
Q: Do you think the weakness in MacDonald Dettwiler (MDA) recently could have anything to do with the US Homeland Security funding uncertainty?

I have here 2015 eps estimates at $6.36 giving MDA a p/e of just over 15, which looks pretty attractive to me considering eps growth is supposed to be well over 10% a year for the next few years, at least.
Read Answer Asked by john on March 02, 2015
Q: acq down over 3 on no apparent news, would you buy more in here, i have a decent position but the risk does not bother me. dave
Read Answer Asked by david on March 02, 2015
Q: Hi Team
Could you give me your assessment of CUS. Is there any hope of a recovery in the next year? I am down over 60% and am thinking it is time to move on. Yield?
Thanks for the great service.
Read Answer Asked by Gary on March 02, 2015
Q: Good afternoon 5i team. An insightful article in the Globe & Mail yesterday suggests that NPI may be using unusual accounting to calculate its dividend payout ratio. Got the gist of the article, which may be the reason for the stock price dropping over 2% today, though the accounting discussion is a wee bit technical for me.
Could you help with this? Does the point of the article seem valid, or are NPI's arguments against the third party opinion reasonable?
Thanks as always.
Read Answer Asked by Thomas on March 02, 2015
Q: Hi 5i Team,
I wondered if you could comment on why Peter has chosen EXCO as a buy at this time. He obviously feels that auto sales will continue to grow for a while yet, is this the main reason?
Thanks.
Read Answer Asked by Randy on March 02, 2015
Q: CBC will air investigation of EH loan procedures and it appears to be very unflattering, if last nite's National teaser is any indication (loan rates at 57% annualized); stock is off today; short-term or long-term impact?
Read Answer Asked by don on February 27, 2015
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!