Investment Q&A

Q: Hi 5I

Could you please clarify whether the price targets shown in the latest bonus report is from 5I or is it what you guys assembled from other sources.

Cheers
FJ

Q: Would it be possible to make reports such as the latest "bonus report" of Price Target Mean available in in CSV/Excel format? It would be very convenient for analyzing/sorting/filtering.

Q: Just a follow up comment to your reply. If you think autonomous driving is going to be high growth then you may want to consider International Road Dynamics IRD, on tsx. I know they are tiny but they are seeing an acceleration ( pun intended) of business from public and private concerns. Autonomous driving needs lots of data, monitoring and infrastructure and IRD supplies those products. Recurring revenues as a percentage of business is growing.

Q: Peter and Ryan,
I read recently that you feel the consumer discretionary and consumer staples sectors should be top priorities in a conservative income investor's portfolio. Would you please suggest 3-4 companies in each sector that you currently think would provide well balanced sector representation. Understanding your focus is Canadian companies, if possible, I would appreciate 1-2 American companies be included as well. As always, thanks for your most appreciated guidance.

Q: Cleaning up a portfolio: I want to know where I could have ideas on how I go about to clean my portfolio. I have too many stocks (losers and winners) in both registered and non-registered accounts. Obviously, I could sell the less promising losers and winners. But I was wondering what are, if any, some of the guidelines as to how to proceed, how many stocks is optimal for a portfolio (around 20 from what I gather so far). Moreover, I have some losers that amount to few hundreds of dollars and would be costly to sell with the commission of 9,99$ per transaction. So I would appreciate pointers and references (books or website) to help me sort things out.

Thanks to you and to the members that would be kind enough to help.

Jean

Q: Patient Home Monitoring announced they will hold a conference call on Aug 24th to review the Qtr results and update the market (not shareholders) on plans for 2016 and beyond. Participants will be the CEO and CSO. No mention of the new CFO they announced on June 29th. What's your read on why they wouldn't take this opportunity to formerly introduce the CFO to the market? Do you think this is because the results may be okay and the forward strategy is what they want the market to focus on?

Q: I have some cash and would like to add to an existing position. do you think it's too "rich" at this stage and should I wait for a better entry point?

Q: What are your thoughts about Dollarama at these levels? I was lucky to get in around $70 last Jan/Feb and it has run up to nearly $100 now. Would you recommend rotating to something like PBH?

Q: I am looking for capital appreciation with some divided growth. I am considering ZZZ for a 3 to 5 year hold. Would you agree with this purchase of prefer something else to consider.

thanks

Q: Shopify is going up everyday since the announcement of the equity issue. Which is a better buy between the two companies KXS and SH.

Also do you know anything about the company Data Communications Management Corp (DMC). Is this company safe to invest in?

Q: How is it best to determine the valuation for First Service? I am guessing price/cash flow because looking at the P/E, it appears to be extremely expensive. What would be a reasonable P/CF range for this company? What would be a reasonable P/CF range for this sector?

Jim

Q: Hi 5I team, DCM was mentioned as a BNN session top pick recently. Your opinion of DCM and IGX are much appreciated. Thanks.

Q: Hi Team,

I know the expectations on ceapro are probably VERY HIGH and the recent attention on it is probably pricing it for perfection. On the other hand, it is debt free, adding a new facility, has rising sales and has a patented technology. Could the current price be justified?
Great job as usual guys!!

Q: Would you guys ever consider some model ETF portfolios - If not where is the best place to find such a model or tools to develop them

Q: Hi guys,

What are your thoughts on Rifco? I am down 50%, should I continue to hold or is it best to move on and if so, what companies would you suggest at this time, assuming a well balanced portfolio.

Q: I have an RRSP holding of WEF (1/2 position) that sits about where I purchased at 2.00 a long time back. It seems to trade in a range up to 2.35 and down under $2.00. This has been tolerable given the dividend but I would like your advice on where you see it going in the next 6 months given the seasonal cycles and the general environment for lumber producers. Also, do you see a reason to hold or do you have a better alternative to recommend?

Q: I currently own these royalty stock in my portfolio, would it make sense to exchange them for AW.un. AD has been hit hard and I do not see it to recover in the near future. I would appreciate your advise, perhaps other choices you can suggest. I like to have dividend. J.A.P. Burlington

Q: Hi 5i,
Although they have both been good investments, it seems that since 2010 BIP units have outperformed BEP units by a decent margin. Are the profit margins lower in BEP's focus area or is there something about the energy project investment arc that delays returns in the renewable energy space? I'm wondering what the BIP unit outperformance is attributable to and whether it is a factor that is likely to continue or whether, in the future, BEP is more likely to keep pace, or even to do a little catch-up. I'd be interested in any thoughts you may have on this. Thanks!

Q: I have a small (1%) position in Solium and am up modestly. I was pleasantly surprised at the modest share price bump after the poor Q2/1H earnings. Perhaps the market is looking at the improved topline and giving the company time to convert that to a better bottom line. However, I'm thinking of selling SUM and buying more GUD, which is also a small position. I could also keep SUM and just add to GUD. Could you provide an outlook on SUM for the next 2-3 years and the relative merits of these two? Thank-you.

Q: From your vantage point which industries/ businesses do you see growing interest as investable opportunities? I tend to focus on individual companies rather than industries but I find it certainly helps if the company is in a high growth industry. No rush with an answer.Thanks.