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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: Thanks to your reviews I bought XTC Exco a while back and have done very well with it. Its recent announcement has given a nice bounce to the stock today and I wonder if its getting ahead of itself.
Its now 6% of my portfolio and its been my policy to start to trim back although with this one I'm considering letting it run up and trim back at 8%. My time horizon is 5 years plus.
Would appreciate your thoughts and do you see any change in your current rating.
Many thanks
John
Read Answer Asked by John on December 20, 2013
Q: Peter and Team. All the best for the holidays and continued success in 2014. Any idea what might be going on at K-Bro Linen (KBL). 5% move up in a day is unusual. Many thanks, Keith
Read Answer Asked by Keith on December 19, 2013
Q: Hi Peter,
In your reply to Marc, Nov 29th, you were comfortable with the price of STN at $68 given its growth and fundamentals. Morningside estimates earnings of $3.17 for 2013 giving a p/e of 21.5. Their estimate for 2014 is only $3.57 a growth of 13%. I am wondering what kind of growth in earnings you would estimate for 2014, and what p/e is reasonable.
Many thanks
Mike
Read Answer Asked by mike on December 19, 2013
Q: Hello Peter and the rest of the gang. Is it a good time to reinvest in CUS as it is recoverig from it's drastic fall off last quarter. I noticed that is has been moving up over the last few weeks, some 10%.Appreciat your comments and the best Season's Greeting to you all. Keep up the great operation. Regards, Jim
Read Answer Asked by James on December 19, 2013
Q: Seasonal Greetings to the 5i team! What are your views on AG Growth International (AFN)? Best for the Holidays. Henry
Read Answer Asked by Henry on December 18, 2013
Q: Constellation Software's (CSU) press release yesterday seemed to confirm that CSU may be undergoing a new growth phase which will see it take on very large deals through the utilization of stand alone debt financing. The stock price has moved up sharply and on high volume. I am wondering if this new strategy will attract a new class of large institutional shareholders? Many thanks, Peter
Read Answer Asked by Peter on December 17, 2013
Q: HNL Horizon North has been on a tear. I am up considerably but not overweight. Do you think it cheap still and worth holding?
Read Answer Asked by Gerald on December 17, 2013
Q: Hi>
I am not sure what to do about Acadian Timber (ADN-T) . I invested for diversity , and now I am 10% down . I am inclined to give it up rather than wait for the dividend . It isn't even keeping up with its sector performance. .. a 2.8 % loss just today . Not sure what to do .
Read Answer Asked by Thomas on December 17, 2013
Q: Does this new info from WIN on the Panasonic deal have a material positive impact for WIN ... Thx
Read Answer Asked by Bob on December 16, 2013