Investment Q&A

Q: I see these companies are mentioned in today's Globe as being in precarious position! Due to negative EBITDA.
These are some of your favourite sticks, no? I own GUD, BB and FM. Hence my nervousness! Plus I respect Norman Rothery.

Q: I hold approx. 6000 shares of each of the following at hIgher prices.VET,SIS,PXT,COV and GUD.Which would you sell,add or hold.Your input is appreciated.
Thanks Richard

Q: I know you don't like trading but in this market
it looks like trader can make money most of my long-term holding is in negative.
Which stocks you believe are unfairly bitten down and has potential of coming back?

Q: With much volatility which stocks have become very good buy?

Q: What's happening to RAY.A,It has declined to $7.13,close to a 1yr low. $9.10 p/p,down some 22% to a 1.5% position. Sell,hold or add.Thanks for u usual great services & views

Q: Hello 5i,
I will be doing a bit of rebalancing and could initiate either a half a position in any two of these names or a full position in one of them.
Dividend safety is paramount with dividend growth secondary to that. From a rebalancing perspecive, TRI would be the most beneficial to add.
All transactions within a TFSA.
So, my questions are:
1. Is now a good time to add to any/all of these?
2. What ranking would you give them in terms of dividend safety?
3. What ranking for dividend growth?
4. What ranking for equity growth?
Please deduct as many credits as you feel are appropriate.
Thanks!!!
Cheers,
Mike

Q: Regarding this stock, what would you read into 5 insiders buying a total of 368,000 shares on December 3rd. Thanks, Bill

Q: Does the short sellers report necessarily affect operations/ earnings? Also, at what point do POT stocks become attractive?

Q: What are you thoughts about Aphria after all the news coming out?

Q: What is your view on this company? Is it worth buying at this time or has it peaked as we are working our way through the holiday shopping season. Many tnx for the great service.

Q: With the recent market correction, I have several stocks that are down quite significantly and others that stayed flat or went up a little. This involves that the weightings changed quite a bit for some stocks. I know 5i isn't a big fan of averaging down, but in such context what would be your advice? I have the followings (%loss, weight) :
SIS (-19%, 4%)
PHO(-41%, 1.7%)
KXS(-10%, 3.3%)
NFI(-32%, 2.6%)
PBH(-28%, 3.4%)
TOY(-23%, 2.5%)
MX(-22%, 3.1%)
I currently have 13% cash and would consider reducing it to 7-8%. My sectors are well diversified. Which of the above would be your favorites today for a position increase?

Thank you!

Q: Now what is your opinion for long term or even trading?Any stock worth buying?.

Q: Here is a Podcast of some people who went to all of Aphria's business locations and what they found out through their investigations about Aphria. This is somewhat disturbing and destructive information about Aphria.
Here is the link: https://seekingalpha.com/article/4225889-investigating-aphria-gabriel-grego-hindenburg-research

Q: Can I get your updated opinion on this company?

I am thinking of starting a position. Have tried their product and it is excellent and saves a lot of time. Sales look to be booming.

Q: Hi guys
I have held Saputo for a very long time and done very well on it and appreciate its relative stability. However it has not done much the last few years except gradually trend lower, plus it would appear the milk/cheese market is always affected by trade/tariff issues out of control of the company. I have to say when I listen to Lino Saputo on conference calls he is very impressive how he knows the most intricate details about what drives his operations. What do you think would be a catalyst for Saputo to move forward in the next few years. A 2nd question relates to Premium Brands and given its drop in price over the last while would it make sense to sell my Saputo and bus Premium Brands as a replacement. I always worry that with a loss of a big contract like Starbucks the stock price might just fall away and that has kept me out of it, but of course they have continued to do well.

Thanks

Stuart

Q: Would you be able to rate the above in order of preference based on overall appreciation/performance over next 2-3yrs - also confirm whether you would be a buyer of any or all of them at this point in time and finally what exposure does each have to the Alberta economy.

Terry

Q: I looked at buying this stock when it was down around $55, but decided not to when it sold off what was suppose to be one of its best assets. Why is it hitting record levels in a bad market?
thanks,
Paul

Q: I have 3k shares of Btg (Bto in Canadian market), I want to sell and replace with TSG, your thoughts please, thanks always.

Q: wondering which companies have the largest runway for growth out of these? I have a very very long time horizon

Q: Hi Peter/Ryan
Your opinion on below statement on Nutrien please. Is this positive for NTR and will support slide ? What will be the impact?

Canadian fertilizer giant Nutrien will auction its 23.77-per-cent share in Chile´s SQM on Dec. 3, the Chilean stock exchange said on Wednesday, a final step toward completing the sale of a coveted stake in the world´s No. 2 lithium producer to China´s Tianqi.
In a statement, the local stock exchange said the minimum bid would be set at $65 per share, for a total package price of $4.066 billion.

Thanks