Investment Q&A

Q: Hello, I learned recently that Bill Ackman has a position in QSR. If so, can you confirm how much of QSR he owns and when he acquired this position. Could we see this go the way of CP Rail previously where he pushed for changes and the stock appreciated significantly. Also, what are your thoughts on this company. Do you feel it is undervalued currently and will eventually reward those patient investors who buy now and hold for a longer duration? Debt seems somewhat high and should this be a concern? Thanks for the great service that you provide.

Q: Good evening 5i
I am just straightening out loose ends and have found the money to buy one stock. From the above what would your order for quality/price be? And why
Thanks for the great service

Q: What would you say to switching part of a QSR holding into CMG, reasons for or against.
Thanks Matthew

Q: BUY. or. HOLD. or SELL for a 3 to 5 year period?

Q: A question was asked about the growth of these two. Celestica won. But, how would you compare the safety?
Thanks

Q: As a followup to an earlier question on Maple Leaf Foods of August 26th is it likely the announced spinout of their Fresh Pork business will have tax implications for the shares i own in the form of Capital Gains? When new shares are issued when are shareholders typically advised of tax implications such spinoff would have for tax planning purposes?

I have owned shares for many years and previously worked in this Industry and companies in the Meat business typically display slow growth and cyclical price swings so am looking for an opportunity to dispose of part of my position. Would your inclination be to sell ahead of the issue of new shares or wait for the new shares and sell subsequent to the split?

It was always my belief that the only way to get this stock moving would be an outright sale or go Private plan by some of the controlling family. At current share prices would you agree neither look probable at this time or are the underlying reason for this re-organization of Maple Leaf?

Q: I’ve been holding BYD for a long long time and just again moved into the black and am positive on it by a few percent. I was stopped out of CLS at 150 and have not owned it since. My thought was sell Boyd and by Celestica what do you think of that trade?

In 5 years will I be happy I did it?

Please consider the trade on its own. Portfolio mix is fine

Sheldon

Q: Hi there,

What’s your thoughts on ATZ is it overvalued, overbought? It’s running up a lot.

Ok thanks as always.

Q: Hi !

I refer to your monthly section of "best stocks ideas"

What are we to read in your selections: best value presently, ? best long term value ? best buying opportunity now ? best undervalued stocks ? best growing potential short term ? best long term growth ? best total income ?

It would be most helpful to know exactly what you mean by your best stock ideas.

Gratefully,

Jacques IDS

Q: Where or how can I best determine or find the total returns of a company preferably over a 5 year period.
Thanks

Q: Is Loblaw a good buy today

Q: Good morning 5i
I have held sis for quite awhile, hopeful that its emphasis on the demographic situation would pay off. It does seem to be getting better but as a small cap it doesn’t have the umph that i was hoping for. I have lately been reconsidering my portfolio, anyway and wondering whether i should abandon that hope sell sis and buy something like wsp global or adt, which is down. That way i am leaving behind the risk of a small cap stock, getting possibly more stability in my portfolio and with these two stocks, the possibility of a decent gain. I have a well balanced portfolio, so difference in sector is not a problem
Thanks for your great service for us all

Q: Hi 5i, may I have your thoughts on quarter and if anything interesting comes out of CC today. I'm curious how the Mexico and Australia expansions are proceeding. Thx.

Q: After the earning, what is the suggested price to buy in. Seem $190 is to much for such result!

Q: Thx for the response , what does the price translate into a share price
thx

Q: How can you find your previous market updates?

Q: What are your general thoughts on the transportation sector in light of the current economic cycle and specifically TFII as a stock to accumulate over time. Within transportation, would you favour TFII over the railways for growth.

Thanks

Q: Looking at my TFSA for a medium to long term hold which should I buy, CSU or PRL?
Thanks for the service

Q: How does Tfii look now with its recent correction?
Thnx for the great service 5i!!!

Q: I see MFI is up 75% YTD and like AEM (up 68%) also setting all time highs. I think I can understand why AEM is up but not so sure on MFI. May I have your opinion on MFI’s performance and if it can continue going forward?
Any thoughts you have would be appreciated.
Jim