Investment Q&A

Q: If i was to take a position in Algoma Central, which of the above two is the best to purchase ?

Q: Hi,

Is there a price point at which this becomes a value investment that has all of the negative factors priced in? It has been a top pick numerous times on BNN but repeated bad news has driven it down and down. Might it stabilize after tax loss selling eases? Dividend now at 3.1% is tempting. My question is whether there is a price that you would consider this a buy or if the bad news outweighs potential value and nice dividend?

Q: Hi group would appreciate your incite in why WEF is dropping steadily over the last couple of months?? Thanks PS lumber prices remain high so where is the logic for the steep decline High was $2.84 couple of months ago now is down 40 cents since then ? Thanks

Q: Hi team,

I am heavy in tech as usual and have to scale back every once in a while. I now have some cash to deploy in other sectors. I offset my tech with industrials, financials, consumer and utilities. I avoid resources as I find it just drains my capital. I am growth and an “active” investor.

I am looking at adding a consumer stock, either BCI or ZZZ. I read your recent report on BCI and am intrigued by the trend of aging demographics and the increasing need for glasses and contact lenses. You give it a relatively strong B+ rating and it is in your Growth portfolio. I have been watching it the past week or so. It is a very thin trader. No trades at all today and bid/ask about $1.00 apart, a wide spread for a $35 stock. Would have been wider except for my bid which did not get filled.

I used to own ZZZ and got lucky in selling before the last earnings release when it missed estimates. I have been watching that lately as well. It seems to be moving up steadily from $32 and now hovers above $33, still well off its 52 week high. On Monday, the TSX approved a NCIB for ZZZ that is normally supportive of the share price.

So, should I buy some eyeware or sleepware or a bit of both to get a good night’s sleep?

Thanks again,
dave

Q: Hey guys,

Please explain the 7% fall in today's share price in Dol. Buy/sell/hold

Thanks,

Jim

Q: Hi 5i,
My income portfolio is light on consumer discretionaries. What would be a good stock or two that would compliment my current holding in that space - CGX.

Looking for a bit of growth and income growth.

Thanks!

Q: WFT, SJ, OSB and LNR all seem to be getting hammered today - and I have searched and I don't see any bad news about any of these. Is this due to concerns over NAFTA - or is it something else?

Q: Rch as a nice upward trend technically. I has come down lately. Would consider it a buy?

Thanks
Paul

Q: Hello wondering what your thoughts are on Agrium. And would you buy,hold,sell

Thank you for your time and value your thoughts

Q: Is it possible to get your 2 favorite names for each sector? One balanced and the other one more growth related? Thanks for great service.

Q: Hi Peter and Team,
For this year's RRIF payment, I need to sell approximately 14K of stocks as I've been almost fully invested over the last year, in large measure due to 5i's superb recommendations. The stocks listed above are in sectors where I am overweight. I have several questions, so please deduct credits as you see fit:
(1) If I sold CGX outright, I'd obtain roughly 14K and would reduce my total number of holdings and lower my overweight consumer discretionary stocks. Even though CGX has fallen from its lofty heights, I'm still up, especially when factoring in the accumulated dividends. Also, there would be only one sell transaction. Are you OK with this plan?
(2) Are there any others in the list that could/should be an outright sell?
(3) Or, would a better plan be to reduce holdings in each stock by taking profits?
Of course, this would mean more sell transaction fees.

As always, I defer to your recommendations, and have been rewarded for doing so. Thanks in advance.

Q: Hi,
I'm interested in adding a cannabis pharmaceutical to my portfolio and am curious if you have any input or recommendations. I like ISOL but am having a hard time finding reports for them. I'm aware that this is a high risk speculative investment but I feel there's a promising future for CBDs in medicine and would like to start a small position. I've listed a few companies I'm interested in but am open to others.

Thanks

Q: Good Morning 5i
What is your view of this stock? Coming on BNN today at 11:30 or 1:40 Monday. Says it has first Hops derived Non-Cannabis cannabidiol CBD for world-wide medical market. Product not-marijuana based therefore not regulated as heavily world wide. What are your thoughts on whether this has legs? Any financials or discussions world-wide showing demand potential for such a product?
Thanks.

Q: What is your opinion of Miniso's effect on Dollarama? I was going to start a position on the current pullback but am reconsidering now...

http://business.financialpost.com/news/retail-marketing/is-dollarama-about-to-meet-its-match-miniso-japans-2-99-store-plans-to-open-500-shops

Thanks

Q: Where do you see the sources of institutional funding or private investment in the Canadian Cannabis Industry ?

Q: What is the forward P/E on a few of the weed stock leaders? They seem crazy expensive.

Also, do you think P/E is the best metric for those types of stocks?

Q: Hello
I am looking at Canadian non-cyclical segment stocks.

What are your thoughts on TPX.B and SAP?
Can you also comment on their projected growth for 2018?

I currently own some Premium Brand, Aliment Couch Tard, Coke, and Mondalez.

Am I over diversifying by adding two more names to my Non-Cyclical segment in your view?

Thank you!
Stephane

Q: Hello Peter and Ryan,
What do you think of Cannibix as a speculative play? Also, are you aware of companies that do breathalyzers for alcohol so that i can get an idea if the concept will take off from a market potential? Any idea why Aurora keeps going up while Cannimed is stagnant at 19-20 range when the offer is at 24? The results for Couche Tard were good. I would have expected a surge in the stock but it closed only a percentage higher. Was there anything in the news that may have tempered the stock price? Thanks very much.

Q: Hi team,
I am not sure if this is a question or a comment. My curiousity was raised earlier today when I read a question from Kenneth on MYM. I thought I was the only one who heard of it and it was barely for me as it was only a week ago. Many years ago, I used to dabble in the penny stocks but that is usually a losing game. These days I am mainly a large cap momentum style.
Anyway, through a friend of a friend out in Vancouver (you get the picture), I heard of MYM and PUF a week ago in the cannabis space, planning to build a greenhouse in Australia. I think MYM owns 25% of PUF who is leading the construction phase of the project in a joint venture with a construction company that I think is really a company. So, I think there is a question here. Is PUF the best symbol ever for a stock and are its prospects just another puff of smoke?
Thanks again,
dave

Q: Any idea what is happening with CNR right out of the gate, this morning? Big volume and down $4. Is there an unfavorable analyst report out today?

Thanks.

John