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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: As for DH and the TD numbers: the lower number is "*GAAP = prior to non-GAAP analyst adjusted earnings" and the higher number is "*Non-GAAP = analyst adjusted earnings and revenues". GAAP= Generally Accepted Accounting Principles.

It seems to me the difference for most companies is not so vast. It might be interesting for an accountant to analyze why this is so for DH in particular.
Read Answer Asked by Jeff on July 04, 2014
Q: Hello 5i,
I am holding qst, efn, hwo, and cpg in my TFSA. I am ok with riskier stocks in this portfolio and I'm looking to add to it with either dhx or sgy. I know these are very different stocks but I'd like your opinion on what will provide the most growth long term. Also, while I'm looking to diversify, sgy seems to be at a good entry point and the dividend is added incentive.

Read Answer Asked by David on July 03, 2014
Q: Greeting, Peter & Co.
I am pleased to read that Peter should make a good recovery from his accident.
I have been reviewing analyses of Davis & Henderson (DH) from a variety of sources including 5i. In contrast to 5i's positive view of the company, TD Waterhouse shows a trailing 12 month PE of 44.67. Isn't this a bit rich for a moderate growth company?
With appreciation.
Ed
Read Answer Asked by Ed on July 03, 2014
Q: Question about DHX valuation. I am considering initiating a position but am unsure of its current valuation relative to its growth rate or historical valuation range. The stock is up 30% since the last 5i report only two months ago and 100% in the past 12 months. Is the current valuation relatively high, low or about average for this company?
Read Answer Asked by Joel on July 03, 2014
Q: Just a comment. ENB is NR in the model portfolio but rated A- in the 'global' portfolio.
Read Answer Asked by Greg on July 02, 2014
Q: hello Peter:
last question about 2 months ago, last report in 2012.
PKI: I have a small postition (about 2% of portfolio) and was looking at deploying some cash. How does this look from a GARP perspective, and how does it look to you from your perspective? The dividend is attractive and I am of the belief that dividends will mean more and more going forward, in a lower growth environment. Do you agree with the latter statement?
Read Answer Asked by Paul on July 02, 2014
Q: Do the new rules surrounding the Temporary Foreign Worker Program have impact to your rating on Tim Hortons (THI)? The key risks in the report cite "almost no labour or wage rate risk", so I'm not sure if such a change was accounted for. Most of the Tim Horton restaurants I've been to are almost all foreign workers and there was certainly about a $2 impact to the share price when the news came out. Is this change big enough to impact the overall business and stock outlook?
Read Answer Asked by Mike on July 02, 2014
Q: what is your view on ATP and its upward stock movement? Anything has changed at the company to justify this appreciation in stock price? It has almost doubled since February. Thanks
Read Answer Asked by Jeremy on July 01, 2014
Q: I am considering the addition of 1 more consumer discretionary stock.
Consumer staples holdings are NWC, CSW.A and CCL.B
Consumer discretionary holdings are MG and CGX.
Weighting for each sector is targeted at 10%, but I am currently a bit underweight in each.
Do you think I should be adding an additional stock, or just adding more to the existing holdings?
I have been considering CTC.A, THI, and DHX, but would welcome other suggestions.
Something offering a growing dividend would be nice.
Read Answer Asked by Stephen on July 01, 2014
Q: I am helping our daughter set up her TFSA, she has 10,000 to invest. My question is, how many stocks would you invest in with this amount and also, some stock suggestions would be most appreciated.
Thanks so much
Read Answer Asked by Rose on July 01, 2014
Q: Any particular reason for the high volume of trading of DHX today?
Read Answer Asked by Paul on June 30, 2014
Q: Any idea when the crtc will make a decision on dhx media acquiring the family channel? I imagine that will be the next catalyst for the stock if favourable decision. Thank you for the best newsletter I have ever subscribed to and over the years I have subscribed to more than my fair share and comparisons are meaningless.
Read Answer Asked by Helen on June 29, 2014
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