Investment Q&A

Q: I have had my eye on these 2 stocks for a while and the current prices look reasonable for a long term entry point. Both have been very acquisitive. From what I can glean from the annual and quarterly presentations CGI is in the process of delevering from their last acquisition and could be setting up for another. ATD is in the process of digesting their latest acquisition too. My question is has either company issued equity to fund some or all of their prior acquisitions? Or have they all used cash/debt?

Q: AGT has dropped in the past 2 weeks...can't seem to find reason for sudden drop...any thing i' m missing that your aware of???

Q: What is your current analysis on TRZ? Is this a takeover/merger/acquisition candidate?

Q: Why is Mettrum trading so far below the price that Canopy has offered? Are investors speculating that the deal will fall through? If so, what would be the reasons? I can't imagine there are competition issues to be concerned about at this point...

Q: With the recent announcement by the Alberta government concerning construction of facilities for making plastics from propane, do you think that bodes well for Russell, looking out 2-4 yrs?

Q: What are the expectations for LMP Q2 results to be announced on December 8th. Do you like this stock for capital appreciation? What are the risks/catalysts for LMP?

Q: Before year end, I must sell some shares in a relative's RIF account. The issue is whether to sell a winner, or one of 2 stocks that are in a loss position. The account has 1. OTC: cost 59.77, gain 37.5%, 2. AVO: cost 15.51, loss 20.18%, 3. HCG: cost 51.19, loss 41.1%. What do you recommend?

Q: Just a quick take on your opinion of this.

Q: Both CSU and ATD.B are down from their usual value. Is that surprising ?

Q: I did not sell it when you advised. Now I am down 80 percent on it. It is in my registered account, so no tax advantage. Do you think it is worth holding if I can, for 5 years? Or should I just run with what I have left. Do you think will this be profitable or will get bought by someone in future(3 years)? Will they need to borrow money next year to survive?

Q: I was wondering if you can comment on the Forge First hedge funds in specific and in general it is a good idea to be investing in market neutral and income hedge funds when interest rates are rising.

Q: Peter; Regarding Peters question about investing books for his son- I might also suggest his son sits down and read the questions and answers in 5i. You might consider doing a book based on them too !? Merry Christmas to you and all your dedicated employees. I appreciate your in depth insight and plain talkiing advice.
Rod

Q: We are involving our kids (ages 7 and 8) in choosing companies that they are interested in for their RESP holdings. They love watching their dividends get deposit into their accounts, almost as much as I do.

My son has chosen: CGX (because he likes going to the movies), L (because he sees how busy the grocery store and Shoppers are) and ICE (because he likes playing hockey and noticed how busy the rinks are where we live).

My daughter has chosen: CTC.a (because she likes to go to Sports Check to buy her sports equipment) and CARA (because she likes going to a few of their restaurant brands).

I added T, for some stability and extra dividends.

I realize this mini-portfolio is pretty concentrated in the consumer sectors. Do you have any suggestions to diversify things?

Also, given their age, what percentage of their RESP would you recommend being in equities?

Thanks in advance.

Q: Hello 5i team,
I searched the TMX site to look for the stocks breakdown by sector; but can't find it. Could you suggest a site that provides that information?
Thanks,
Antoine

Q: I am not sure if my question was cut of. I did it on my phone. I would like to get your perspective on the number of companies that should be in various portfolios e.g. Income portfolio, growth portfolio and capital appreciation portfolio. For example 20 - 5% each, 10 - 5% each and 20 - 2.5 % each or some other combination.
mike

Q: Hi !

How do you figure out the exact dividend percentage you receive when you bought a stock at different dates, different prices, and different quantities ?

For example, I bought 1000 Savaria (sis) at 7.90 on Jun.7, 2016, 500 at 11.30 on Nov. 11th, 500 at 10.70 on Nov. 11, and 500 today at 10.52

Many thanks,

Jacques

Q: Hi Peter and gang,

Stock price of BAM.A had dropped by just under 10% from 3 years ago, just wondering what's happened to this stock. Would it be a hold, buy or sell now on this company? Your comments going forward would be much appreciated.

Q: Hi Peter, Ryan, and Team, I need to top up my consumer discretionary holdings and already have close to full positions in the above stocks. Please recommend several possible purchases, or are there any of the stocks I already hold that could be overweight by a bit (excluding XTC)? Alternatively, since I don't have much US exposure, might there be a suitable ETF with decent growth? Thanks in advance.

Q: you tout yourselves as small to midcap specialists as your strengths. advice please on a couple of your favorites heading into 2017 tkx pat

Q: Hi All at 5i!!! I have a small portfolio with the following holdings: BAD, CSU, BMO , FTS, GWO, HR.UN, WSP. I have made money on BAD and would like to swap it out for. CSU. Could I have your thoughts on this? Would you trade another stock in the portfolio instead? I am up on all of them. Cheers and thanks, Tamara