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: Please, Peter: Forward earnings for TMB look exceptionally good, ratings, too. TMB is much more than softwood lumber, including a lot of earnings coming from a specialized pulp (prices up, WTO ruled largely in Canada's favour with China in a tariff dispute)yet TMB has traded in a very NARROW range over the last 3 months or so and continues to do so. OK, TMB is a risk because of high debt... but can you explain the reason for the narrow trading range? I'm thinking it might be a big company like Fairfax, somehow able to buy and sell in a way that affects the price in this way but I don't know anything about how to dig further to get an answer to "why this range"?
Can you help?
Read Answer Asked by Harold on May 02, 2017
Q: In just over 2 weeks with no particular changes in the world or the North American economy, including the market positioning or financial results of CRH; the stock has dropped over 35%! Is there something I just can't see or read into the latest Quarterly report or is there something relative to the MI positions that are not apparent in the Statements??
Read Answer Asked by Robert on April 28, 2017
Q: Hello,

I'm looking at initiating a position in either KXS or PHO for an aggressive growth pick within my TFSA. I like the larger size and scope of KXS but am intrigued by the increasing volume of PHO which seems to be missing from the KXS chart. I'm also less familiar with PHO (no 5i Report) - could you quickly highlight their customer base, and which company/industry/product is responsible for their current stock profile?

Thanks,

Cam.
Read Answer Asked by Cameron on April 21, 2017
Q: Hi team, I'm looking for 4 suggestions of equal weight to add to my tfsa. Looking to be farely aggressive in this account. Cheers
Read Answer Asked by Seamus on April 20, 2017
Q: My son is currently 39 years old and is trying to develop a solid diversified portfolio. All of his holdings are in his RRSP except for some money in a Tangerine International growth fund which is in his TFSA. He has some new funds to add to his holdings. Could you please recommend some companies from your model portfolios that would add more diversification to his portfolio keeping in mind his relatively long investment horizon. As always, thanks for your advice.
Read Answer Asked by Les on April 18, 2017
Q: Hi, The recent large acquisition seems to have garnered strong market interest. After staying at $2.05-$2.15 level for a few days, stock price has taken off to new highs over last week, on heavy volume. Your recent comments indicate some concern over debt financing and have kept me on the sidelines. Am I missing the boat and is it worth starting with a partial position at these levels?
Read Answer Asked by rajeev on April 17, 2017
Q: Good morning 5i team,

I’m considering moving on from Linamar and CGI group in search of better growth prospects. I still like both companies, and believe they still have a good outlook, however, after holding each for some time I’ve been growing restless with the share prices seemingly stuck in the mud. Perhaps I’m just being impatient, but I cant help but wonder if these holdings are dead money. At least for the next year or two anyway.

I’m considering switching out Linamar for either New Flyer Industries, or Premium Brands Holdings, and CGI for either Kinaxis or Celestica.

Could you please give your opinion on whether it’s worth being patient with LNR/GIB.A, or a good idea to move on? And if moving on is recommended, would you consider the alternatives I’ve mentioned as good replacements with growth for the next 1-2 years in mind?

As always, thank you for your excellent insight and advice.
Tristan.
Read Answer Asked by Tristan on April 13, 2017
Q: In the last question related to CRH, you indicated that it had a forward PE Ratio of over 40X, and a P/BV ratio of 14X.
That sounds very expensive, even if it is a high growth stock. How is this any different than some of the marijuana stocks you have indicated we should avoid due to extended valuations?

I guess my question is - how do you know when a stock is too expensive? Is there a metric one can use that says x% revenue growth can be priced as high as 'y' P/E or 'z' P/BV?
Read Answer Asked by Mike on April 11, 2017
Q: I am a 21 year old investor with a long investment horizon. In my TFSA, both CPH and MRE have stagnated and I am thinking of selling these and moving on. Would you endorse this move and if so, could you recommend your top 2 names (any sector) to replace them?

Thank You!
Read Answer Asked by Quinn on April 06, 2017
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!